Forms Overview

The Forms feature in Obvio allows you to collect attendee responses directly inside your event. Forms can be used for intake surveys, questionnaires, live polls, Q&A submissions, feedback, applications, and other attendee data collection.

I. Creating a Form

From the Forms page, click + New Form, enter the form name, then click Create. Once the form is created, you can configure the form settings and add questions.

II. Form Settings

When editing a form, you can configure options such as:

• Can Edit Answer - Allows attendees to edit their previous submission
• Allow Multiple Submissions - Allows attendees to submit the same form more than once
• Submit Label - Customizes the form submit button text
• Submitted Message - Displays a message after the form is submitted
• Field Required Message - Displays a message when a required field is not completed
• Redirect URL - Sends attendees to another page after submission
• Submission Webhook URL - Sends form submissions to an external tool
• Pick an action for points - Awards points when attendees submit the form

For Q&A forms, allowing multiple submissions is recommended so attendees can submit more than one question.

III. Adding Questions

Forms can include different question types, such as:

• Short answer
• Long answer
• Radio buttons
• Checkboxes
• Dropdown or select options
• Currency
• Priority selection

Some question setups may also support dependencies, where a follow-up question appears based on a previous answer.

This video goes over the various options for configuring questions and answers. 

Note: Videos included in this article may display an outdated user interface. However, the functionality and overall process remain the same.

IV. Where Forms Can Be Used

Forms can be added in several areas of your event:

• Waiver Step - Add a form during check-in so attendees answer questions before accessing the dashboard
• Dashboard Buttons - Link a form to a dashboard button so it opens as a popup or modal
• Blog Posts / Content Blocks - Embed a form directly into dashboard content

Inserting a Form into the Waiver

Inserting a Form into a Blog Post

Editing Form Style Within Blog Posts

Note: setting the style for one form within a blog post, will carry over to ALL forms within blog posts. 

Download Submissions

Once attendees begin to answer form questions, you can download submissions at any time to see attendee answers. 

Once the "Download Submissions" button is clicked, an email will be sent with a link to download all the form responses available. 

Click the link in the email to download the CSV file. If the link does not appear to be working, copy and paste the link into a new tab and wait for the CSV file download. 

V. Managing Form Submissions

From the form action menu, you can:

• Delete a form
• Duplicate a form
• Download submissions
• Open moderation
• View statistics

The Download Submissions option allows you to export responses. You can also use Download All Submissions from the main Forms page.

VI. Form Statistics

The Form Statistics page shows a summary of responses, including:

• Total submissions
• Unique attendee submissions
• Response data for supported question types

This is useful for reviewing poll results, attendee feedback, or survey participation without immediately exporting the data.

VII. Form Moderation

Forms can also be used for live Q&A moderation.

The moderation view includes areas such as:

• Incoming
• Approved
• On Deck
• Answered
• Trash

This helps your team review questions, approve submissions, move selected questions on deck, and manage which questions are ready for the host or production team.

Notes

• Remember to save each question after creating or editing it.
• Forms can be duplicated and renamed if you want to reuse a similar setup.
• Form submissions can be downloaded as a CSV file.
• Forms must be created first before they can be inserted into waiver steps, blog posts, or dashboard buttons.
• For important pre-event questions, placing the form in the waiver or check-in flow can help ensure attendees complete it before entering the dashboard.