Create your first form, app, or portal in a flash

Getting started with Formaloo is super-easy. Have your form, app, or portal up and running in no time, then customize and brand it to match your particular needs. Let’s dive into the options for a quick start:

🛠️ Create from scratch: start with a blank form, app, or portal

Build interactive forms, apps, dashboards and portals from scratch – getting started on your blank project literally takes 2 clicks:

Step 1: Create a new project

In your Formaloo workspace, click on + New Formaloo to start building your project,

Step 2: Choose your project type

Choose one of the project types depending on your goal. Here’s what each one is best suited for:

📝 Form: • Collect applications, registrations, or any other data. • Automate workflows and eliminate manual data entry.	📊 Survey: • Gather insights or feedback from your customers, employees, or any target audience. • Analyze results dynamically for data-backed decisions.	📈 Dashboard: • Build custom apps, user portals, or interactive dashboards. • Transform complex data into clear visuals for better decision-making.
💼 CRM: • Centralize customer data, track and manage interactions, automate tasks to build stronger relationships and boost sales.	🔐 Customer potal: • Build self-service portals for customers to access information, submit requests, and manage their accounts.	👥 HR portal: • Centralize HR tasks – manage onboarding, track time off, share company resources, and gather employee feedback.

Once you choose your project type, this will create a blank form or app with a set of default pages, ready for customization.

Looking for more real-world examples? In this Help Center section, you can also find the most popular use cases with step-by-step how-to's to spark your creativity.

📑 Start with a template: save time and get inspired

If you prefer starting with a ready-made template, Formaloo’s template gallery has you covered. It offers a wide range of professionally-designed form and app templates for real-world use cases. Anything from smart feedback forms to interactive client portals. Here's how to get started:

Step 1: Pick a template from the gallery

Jump to the Formaloo's template gallery, browse through available categories, or use the quick search to find a template that fits your needs. For any template, check out the description or Preview to see it in action. Once you've found the right fit, click the "Use Template" button.

Step 2: Select your workspace to copy it to

After clicking the button, you’ll be prompted to select the workspace where you’d like to use this template. Simply pick the desired workspace from the dropdown menu. The template will be copied to your workspace's home page – from there, you can easily change it's location or start editing.

💡 To unlock all the advanced features of the template – like deep customization, analytics, and integrations – make sure you're selecting an upgraded workspace to copy it to.

🎨 Customize away and make it your own!

Whether you start from scratch or use a template, Formaloo offers plenty of ways to cusomize what you create, and you can always update your app or form as you go.

In the next step, we’ll explore how to tailor the layout in a way that works for your goal, and tweak the design to reflect your brand.

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