Create Your First Interactive Form

Interactive forms let visitors move through a guided, conversational experience instead of completing one long page. For video-based workflows, the Open Ended element gives visitors a choice of text, video, voice, or screen-recorded responses.

Before you start

• Make sure HelpGent is installed and active.
• Activate HelpGent Pro if you need Pro-only features such as Screen Record.
• Decide what you want visitors to send—for example, a project brief, a support issue, or a video application.

Create the form

1. From your WordPress dashboard, go to HelpGent → All Forms.
2. Select Add New Form, then choose Start from scratch.
3. Enter a clear form name, such as “Project Requirement Video Brief,” and create the form.
4. HelpGent opens the builder with a Welcome screen and an End screen. Add your questions between these screens.

Understand the builder

The builder is divided into a few working areas:

• Screens panel: The left panel lists the steps in your form. Select a screen to edit it, or use Add Element to add another step.
• Preview: The center panel shows how the selected screen will look to visitors. Use the Desktop and Mobile previews to check both layouts.
• Screen Settings: The right panel controls the selected screen. Its options change depending on the element you select.
• Top navigation: Use Editor to build the form, Logic for conditional behavior, Settings for form-level options, and Share when the form is ready.

Add an interactive response screen

1. Select Add Element.
2. Choose Open Ended from Text & Open Responses.
3. Select the new Open Ended screen in the Screens panel.
4. In the preview, replace the default title and description with a direct request, such as “Show us the issue you are experiencing.”
5. In Screen Settings, choose the response types visitors may use. You can enable Text Message, Video Message, Voice Message, and Screen Record independently.
6. Enable Collect contact info on this step when you need a name or email with the response, then choose a layout that fits your content.

Check the form before publishing

• Read the question as a visitor would and make sure the requested response is obvious.
• Check both Desktop and Mobile previews.
• Open the form preview and confirm that each enabled response option appears.
• Save the form, then continue with Add Video, Voice, and Screen Recording and Publish and Share Your Interactive Form.

Tip: For a better response, tell visitors what to include. For example, ask them to show the problem on screen, describe what they expected, and mention the page or product involved.