Here’s a step-by-step walkthrough to create a **Google Form** to ask clients about their coding needs and make sure you can view submissions and receive email notifications:
## ✅ Step 1: Create the Google Form
1. **Go to**: [https://forms.google.com](https://forms.google.com/)
![[Pasted image 20250528023905.png]]
2. Click **Blank** to create a new form or use one of their templates.
3. **Title the form** (e.g., `Client Coding Needs Intake`).
![[Pasted image 20250528024019.png]]
4. Add form fields:
- **Name** (Short Answer) (Required)
![[Pasted image 20250528024234.png]]
And add another question for the next one:
![[Pasted image 20250528024407.png]]
- **Email** (Short Answer) (Required)
- **Company or Project Name** (Short Answer) (Optional)
- **What do you need help coding?** (Paragraph) (Required)
- **Optional: What language or technology stack are you using?** (Multiple Choice) (Optional)
Shortcuts:
You can copy and paste multiline text to automatically create the choices:
a. Copied from text file:
![[Pasted image 20250528024711.png]]
b. Pasted into a field:
![[Pasted image 20250528024744.png]]
Let user manually type if none of the choices:
![[Pasted image 20250528024827.png]]
- **Budget / Timeline (Paragraph) (Optional)**
### Other tips
- Add other elements to the Google Form
- The bottom toolbar where you added questions has section, title, image, and video (Youtube). However your mouse over a button for their quick label and description:
![[Pasted image 20250528024407.png]]
---
## 👀 Step 2: Set Up Where to View Responses
1. At the top of the form, click the **"Responses"** tab.
2. Click the green **Google Sheets** icon 📄 to **link a spreadsheet** to store the form submissions.
![[Pasted image 20250528025213.png]]
3. You can create a new spreadsheet or link to an existing spreadsheet.
![[Pasted image 20250528025313.png]]
Keep in mind the user you're logged in as at the top right when creating the form. Because later, you can access the spreadsheet at https://sheets.google.com under that user:
1 of 2:
![[Pasted image 20250528025900.png]]
2 of 2:
![[Pasted image 20250528032516.png]]
🔮 Peak into the future
![[Pasted image 20250528032255.png]]
---
## 📧 Step 3: Enable Email Notifications
To get notified when someone submits the form:
In the linked **Google Sheet**, click **...** > **Get email notifications for new responses**.
1 of 2:
![[Pasted image 20250528031627.png]]
2 of 2:
![[Pasted image 20250528032000.png]]
You’ll now get an email instantly every time someone submits the form.
---
## 📜 Step 4: Add a Confirmation Message
1. Go to the **Settings** tab.
![[Pasted image 20250528025521.png]]
2. Under **Presentation**, edit the **Confirmation message** (e.g., “Thanks! We’ll review your submission and reach out shortly.”).
----
## 📤 Step 5: Publish
You can publish (the publish button looks different depending on how wide your screen is):
![[Pasted image 20250528030326.png]]
![[Pasted image 20250528030355.png]]
The publish settings modal appears:
![[Pasted image 20250528030445.png]]
---
## 🔗 Step 6: Share the Published Form
- Click **Link** button at the top right:
![[Pasted image 20250528030546.png]]
- In the Link share modal that appears next, you can get a shortened URL:
![[Pasted image 20250528030646.png]]
- Share via:
- **Link**
- **Email** directly to your clients
- **Embed** it on your website
### Embed?
Here's a simple embed snippet:
```
Embedded Google Form
```
Embed looks like:
![[Pasted image 20250528050604.png]]
---
## 👥 Step 7: Setup for Team
Document the Google Form Editor URL, Published Google Form URL, and the Spreadsheet URL for your team's access.
Make sure to invite team members to the Google Form Editor or to the Spreadsheet with the appropriate roles (like Viewer).
---
## FUTURE - Form Edits
Edit a form to add more questions?
1. Revisit your form at https://forms.google.com or the Google Form Editor URL
2. You can rearrange/delete/add questions
1. Delete question:
![[Pasted image 20250528032922.png]]
2. Add question (after the current question)
![[Pasted image 20250528033017.png]]
3. Rearrange questions:
![[Pasted image 20250528033122.png]]
4. Changes are saved automatically.
## FUTURE - Automation, Integration, etc
You can consider automation and integration to:
- Automate follow-ups
- Integrate the form with tools like Slack or Notion