How to set up a Smart testimonial request form from scratch.

Forms by Trust lets you easily gather testimonials from your customers and clients.

They can be Interactive and Smart; you can see their examples in this[introduction article](https://helpdesk.usetrust.io/articles/what-are-forms-14d970-93a4a).

Simply follow these steps to create a Smart form.

1\. In the****Collect****section, navigate to the****Forms****menu.

![](https://firebasestorage.googleapis.com/v0/b/click-connector-staging.appspot.com/o/14d970_1---forms-menu.1724758183958.png?alt=media)

2\. Click on the****Add new****button and select****Smart****form.

![](https://firebasestorage.googleapis.com/v0/b/click-connector-staging.appspot.com/o/14d970_2--select-smart-form.1724758222081.png?alt=media)

3\. Edit and fill in the form details on each tab.

![](https://firebasestorage.googleapis.com/v0/b/click-connector-staging.appspot.com/o/14d970_3---general-tab---form-name.1724758256085.png?alt=media)

****GENERAL****tab

This field allows you to configure and align the form design based on your branding guidelines.

****Colors****— Set up custom colors for your form

![](https://firebasestorage.googleapis.com/v0/b/click-connector-staging.appspot.com/o/14d970_4---colors.1724758374320.png?alt=media)

* ****Background color****- the background color of your form
* ****Primary Color****\- the color of the 'Next' button and a progress bar.
* ****Secondary Color****\- the border color of input

****Validation messages****— Edit or translate default texts if needed.

![](https://firebasestorage.googleapis.com/v0/b/click-connector-staging.appspot.com/o/14d970_5---validation-messages.1724758464229.png?alt=media)

****THANK YOU****tab

This field allows you to set up the Thank You page for your smart form.

****No actions****

![](https://firebasestorage.googleapis.com/v0/b/click-connector-staging.appspot.com/o/14d970_6---thank-you---no-action.1724758569644.png?alt=media)

****Share****

![](https://firebasestorage.googleapis.com/v0/b/click-connector-staging.appspot.com/o/14d970_7---thank-you---share-1.1724758590506.png?alt=media)

****External services****allow you to ask reviewers to share their feedback on other review platforms.

The reviewer will only need to click the necessary button, and they will be redirected to the page you've added.

![](https://firebasestorage.googleapis.com/v0/b/click-connector-staging.appspot.com/o/14d970_external-review-services.1724758715268.png?alt=media)

****Redirect****

![](https://firebasestorage.googleapis.com/v0/b/click-connector-staging.appspot.com/o/14d970_9---thank-you---redirect.1724758832758.png?alt=media)

Reviewers will be redirected to the ‘Redirect URL’ after they hit the “Send” button.

****HEADER****tab

****Logo****— Displays your brand logo.

![](https://firebasestorage.googleapis.com/v0/b/click-connector-staging.appspot.com/o/14d970_header-tab.1724758949306.png?alt=media)

****Welcome message****— Enable the “Show a video message” feature to upload or record your video and personally say hello, thank customers and clients for their time, and give them an incentive to fill out the form.

![](https://firebasestorage.googleapis.com/v0/b/click-connector-staging.appspot.com/o/14d970_11---header---welcome-message.1724759015565.png?alt=media)

****TESTIMONIALS****tab

****Text****— to collect testimonials in the form of a text.

![](https://firebasestorage.googleapis.com/v0/b/click-connector-staging.appspot.com/o/14d970_12---testimonial-field---text.1724759094456.png?alt=media)

****Video****— to collect testimonials in the form of a video.

![](https://firebasestorage.googleapis.com/v0/b/click-connector-staging.appspot.com/o/14d970_13---testimonial-field---video.1724759128630.png?alt=media)

****Both****— to collect testimonials in the form of****text****and****video****.

![](https://firebasestorage.googleapis.com/v0/b/click-connector-staging.appspot.com/o/14d970_14---testimonial-field---both.1724759185816.png?alt=media)

****PERSONAL DATA****tab

****Form fields****— this is where you can configure the main settings of your****Smart form****page.

![](https://firebasestorage.googleapis.com/v0/b/click-connector-staging.appspot.com/o/14d970_15---personal-data.1724759245684.png?alt=media)

****SEND****tab

****Form footer****- represents the footer of your form.

If the “****Show consent checkbox****” is****NOT enabled****;****Buttons****are the only feature you can customize.

![](https://firebasestorage.googleapis.com/v0/b/click-connector-staging.appspot.com/o/14d970_show-consent-box.1724759490230.png?alt=media)

If the “****Show consent checkbox****” is****ENABLED****;****Buttons****and****Consent****features can be customized.

![](https://firebasestorage.googleapis.com/v0/b/click-connector-staging.appspot.com/o/14d970_send-buttons.1724759353606.png?alt=media)

![](https://firebasestorage.googleapis.com/v0/b/click-connector-staging.appspot.com/o/14d970_consent-message.1724759558647.png?alt=media)

4\. Once each field is filled out, click the****Save****button.

![](https://firebasestorage.googleapis.com/v0/b/click-connector-staging.appspot.com/o/14d970_save-button.1724759619448.png?alt=media)

5\. Finally, you can add the form to your website or copy its URL to start collecting testimonials.

****Guide****:

* [How to share a testimonial request form?](https://helpdesk.usetrust.io/articles/share-a-testimonial-request-form-14d970-4bb1e)

Here are your quick options to share a testimonial request form:

****Option 1****:****Copy link button****- share a direct link with your clients.

![](https://firebasestorage.googleapis.com/v0/b/click-connector-staging.appspot.com/o/14d970_copy-link.1724759764392.png?alt=media)

****Option 2****:****Embed to website**** **(e.g., Inline or As pop-up)**- embed the Smart form to your website

![](https://firebasestorage.googleapis.com/v0/b/click-connector-staging.appspot.com/o/14d970_embed-to-website.1724759830956.png?alt=media)

![](https://firebasestorage.googleapis.com/v0/b/click-connector-staging.appspot.com/o/14d970_smart-form---embed-form-window.1724760173556.png?alt=media)

In addition, if you want to create a similar form based on an existing form, click the vertical ellipsis icon and select “****Clone****” to create a duplicate, then customize the form details accordingly.

![](https://firebasestorage.googleapis.com/v0/b/click-connector-staging.appspot.com/o/14d970_clone.1724760219856.png?alt=media)

****Learn****:

* [What are Forms?](https://helpdesk.usetrust.io/articles/what-are-forms-14d970-93a4a)
* [How to create an Interactive form?](https://helpdesk.usetrust.io/articles/create-an-interactive-form-14d970-67208)
* [How to share a testimonial request form?](https://helpdesk.usetrust.io/articles/share-a-testimonial-request-form-14d970-4bb1e)
* [How to ask reviewers to share their feedback on other review platforms | 'Review us on'?](https://helpdesk.usetrust.io/articles/ask-reviewers-to-share-their-feedback-on-other-review-platforms-review-us-on-14d970-96da8)
* [How to add a form to the Squarespace website?](https://helpdesk.usetrust.io/articles/add-a-form-to-the-squarespace-website-14d970-842c2)

If you need help setting up a Smart form, please contact us in the live chat or email[support@usetrust.email](mailto:support@usetrust.email)!

Create a Smart form

How to collect testimonials with testimonial request forms.

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