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Some 'best practices' for Typeform

Posted 11/6/2023

There are a lot of things to love about Typeform that are automated inside the tool but there are still some best practices that everyone should follow when they start creating forms.

Today I am covering 3 simple things that I have learned - they are pretty “old-school” techniques - but I remember a time before computers on the desktop.

1. Plan out your quiz on paper first - ok, make that in a Word document or a spreadsheet - so that you have the sequence of your questions and logic all worked out in advance.

This includes ‘decision trees’ and branching that you will use to create your logic rules. For example, if someone chooses Yes to this question they go to the question over here. If they choose No, they go there.

Make sure you lay out any calculations you want to have inside the form spelled out as simply as possible. Include lines pointing to questions where the inputs to the calculations come from (pardon my poor grammar here). All of this is going to help you once you are inside Typeform working away.

2. Use workspaces liberally. For each project, I create a separate workspace to contain all the various versions of the typeform that I am creating. While Typeform doesn’t have ‘folders’, the workspaces are a close proxy.

I also create a ‘project x backups’ folder for each project. I always always always make a copy of any published typeform in the project’s backup folder. I lost a number of files in my early days of creating forms cuz I made changes to a form without having a backup to go back to… Just sayin’ it’s good to know there is a backup in case.

I also make a duplicate of any file that is published and out there in the public domain. Any changes I make to improve the form, I do with the duplicate so that I can test it out BEFORE it is published. This leaves the current working version safe and running.

3. Use the Google Sheets integration with every form.

I know this assumes you have a Google account or gmail. But honestly, using Sheets to capture all the submitted form data - in addition to the data store inside Typeform - gives me some peace of mind. All the form data is captured and I have a backup.

I also do a lot of calculations and other things inside Google Sheets, including merging the data with an output template to create a PDF file to send to the respondent. In a number of cases, I have forms that people repeat every four months and I want to be able to show period over period comparisons to them in reports/graphs. I need the data in the spreadsheet to be able to do that on a semi-automated basis.

It also helps in me in cases where I want to filter out repeated form completions by the same person. This is not really possible in native Typeform - you can’t check if someone has already filled out the form. But with the data in Google Sheets, I can sort and filter out duplicate data entries.

Ok… so those three things are pretty basic. Common sense you might say. But implementing them and making them a habit will save you time and frustration in the long run.

I would be interested to know if you have implemented any of these in your Typeform-ing. Or if you have any other suggestions that folks could follow as best practices when they are creating and maintaining their typeforms.

Leave a comment below and let me know.