How to Add Instructions to a Form

What You'll Learn

You'll learn how to add instructions to a Form Element at two levels: on individual fields to clarify what to enter, and on the form as a whole to provide context before users start filling it out. Clear instructions reduce user errors and cut down on time spent correcting bad data.

When to Use Instructions

Add instructions when users are getting something wrong or missing important context. For example, if a form asks for a license number and users keep submitting the wrong type of license, a field-level instruction clarifying "State or national licenses only" solves the problem at the point of entry.

Field-level instructions work best for explaining what to enter in a specific input. Form-level instructions work best for explaining the form's purpose, required documentation, or any context that applies to the whole form.

Adding Field-Level Instructions

Field-level instructions appear directly below the field label on the live form.

1. In the Pages section of the Builder, select the page with the Form Element
2. Click the Form Element to open Form Settings
3. Hover over the field you want to update and click the pen icon to open Field Properties
4. Enter your text in the Instructions Text field
5. Click Save Changes on the page

Adding Form-Level Instructions

Form-level instructions appear at the top of the form, below the form title.

1. In the Pages section of the Builder, select the page with the Form Element
2. Click the Form Element to open Form Settings
3. Click Title & Description
4. Enter your text in the description field
5. Click Save Changes on the page

Next Steps

• Form Elements. Learn about all the ways to configure a form element.
• How to Allow Users to Add New Options in Forms. Let users create new choices directly from the form.
• Display Rules. Show or hide fields conditionally based on user input.