Here’s an example of the Applause block in action.

Getting Started

First, you’ll need to install the Crowdsignal Forms plugin on your site. Then you’ll be ready to add your first Applause block.

1. Create a new post in the WordPress editor. Please note that the Applause block can currently only be added to posts, not pages.
2. Click the ( + ) sign, or initiate the block search by typing / and searching for “applause.”
3. An applause button will be added wherever you’ve chosen to insert the block.

Block Toolbar

The Applause block has the following options in the toolbar:

• Change block
• Move block up or down
• Change the size of the Applause block to use a small, medium, or large button
• Change the thickness of the border line around the buttons, and the roundness of the corners

Block Settings

You will find additional block settings in the right sidebar when you click on the block.

Applause Block Overall Settings

Click the View results button to view the results on the Crowdsignal website.

Make sure to also set the Title of the Applause block in the block settings so that you can easily find the results on your Crowdsignal dashboard.

Use the Status option to set your poll to be open, closed, or to close it automatically at a specific date and time in the future.

Block Styling

Use the color picker to customize the Text, Background, and Border colors for your Applause block.

Select colors that will make the poll stand out and make sure to find a nice contrast for readability purposes. Accessibility parameters are built into the editor to warn you when the text may become illegible for persons with reading impairments.

Viewing Results

You can view the results on your Crowdsignal dashboard.

The Vote block adds two voting buttons—thumbs up and thumbs down—to your post, anywhere you want to place them. You can also remove one of the buttons, leaving only a thumbs up or thumbs down, if desired.

Getting Started

First, you’ll need to install the Crowdsignal Forms plugin on your site. Then you’ll be ready to add your first Vote block.

1. Create a new post in the WordPress editor. Please note that the Vote block can currently only be added to posts, not pages.
2. Click the ( + ) sign, or initiate the block search by typing / and searching for “vote.”
3. Two voting buttons will be inserted wherever you’ve chosen to add the block.

Here’s an example of the Vote block in action. Give it a thumbs up if you’re enjoying this guide so far.

Block Toolbar

The Vote block has the following options in the toolbar:

• Change block
• Move block up or down
• Change the size of the Vote block to use small, medium, or large buttons
• Change the thickness of the border lines around the buttons, and the roundness of the corners
• Show or hide the vote counters

Block Settings

You will find additional block settings in the right sidebar when you click on the block.

Vote Block Overall Settings

Click the View results button to view the results of your vote on the Crowdsignal website.

Make sure to also set the Title of the Vote block in the block settings so that you can easily find the results on your Crowdsignal dashboard.

Use the Status option to set your poll to be open, closed, or to close it automatically at a specific date and time in the future.

Vote Block Item Settings

When you click on the individual vote buttons (i.e. the thumbs up or thumbs down buttons), you can access the settings to control the colors of the individual buttons.

Viewing Results

You can view the results on your Crowdsignal dashboard.

Getting Started

First, you’ll need to install the Crowdsignal Forms plugin on your WordPress site. Then you’ll be ready to add your first Poll block.

1. Create a new post in the WordPress editor. Please note that the Poll block can currently only be added to posts, not pages.
2. Click the ( + ) sign, or initiate the block search by typing / and search for “poll.”

Once the Poll block is added, you can add a title, a note (for example, a description or a prompt), and potential answers.

Here’s a real example of a poll created with the Poll block:

Block Settings

You will find additional block settings in the right sidebar when you click on the block.

Styles

Choose a display style for your Poll block.

• Default: Display the poll in a list style, which shows radio dials that your audience can click on to choose an option.
• Buttons: Use buttons for your Poll block.

Results

• View results: View and manage the results of your poll in the Results section. Click the View results button to access the results and analysis in your Crowdsignal account.
• Title of the poll block: Update the question/title of your Poll block.

Confirmation Message

Customize the confirmation message that users see upon completion of the poll.

• Show results: Display how many votes have been submitted for the available options.
• Show “Thank You” message: Show the default “Thank You” message inbuilt within the Poll block.
• Show a custom text message: Type your own message to display after the poll has been submitted.

Settings

Status:

• Open: The poll is open and your audience can submit their votes.
• Closed after: Choose a time and date in the future to set as a deadline for this poll. After this date, the poll will automatically close and people won’t have the option to vote anymore.
• Closed: Set the poll as closed if you don’t want any more votes to be submitted.

When poll is closed:

• Show results: Show the options available in the poll along with the results of how people voted.
• Show poll with “Closed” banner”: Show the poll with a banner in the bottom that says the poll is closed.
• Hide poll: Remove the poll from the page completely.

Block Styling

Use the color picker to customize the Text, Background, and Border colors for your poll.

Select colors that will make the poll stand out and make sure to find a nice contrast for readability purposes. Accessibility parameters are built into the new editor to warn you when the text may become illegible for persons with reading impairments.

• Choose Font: Click on the dropdown to select a font to use for Poll block.
• Width: Set a percentage for the width of your Poll block.
• Border Thickness: Set a custom value for the thickness of your Poll block border.
• Corner Radius: Radius allows you to give your Poll block borders a rounded appearance. Setting the radius to 0 means the block has sharp edges.
• Drop Shadow: Toggle this option to give your block more depth with the appearance of shadows and highlights.
• Reset: Click this button to undo any custom settings you added to the Poll block.

Button Styling

Use the color picker to customize the Text and Background colors for the submit button of your Poll block.

Answer Settings

Under Answer Settings, specify if a user can only participate once in the poll as well as if you want to randomize the order of the answers any time a user refreshes or sees the poll.

Viewing poll results

You can view the results of your poll on your Crowdsignal dashboard.

To get started with the date block, start or edit a project and select the Date block from the form section of the block library.

Once the block is added to your form in the editor, you can customize the label for the block. This label also serves as the “question” in the form results.

Your visitors will see the label and the current date on the form once it’s published.

Click on the date and a calendar will pop up to select the desired date.

When your participant submits the survey, the answer will appear in the results page in the same way as any other questions/form inputs in your project. The label applied to the date picker block will appear as the question title in the results.

Accessing the results page

To open your results page, navigate to your Crowdsignal Dashboard and hover your mouse over the project you want to see the results.
On the right side of the row, you should see a link to the results.

Overview

The results page is split into a few sections, listed on the left side.
The first section you’ll see is the Overview. It shows a summary of your project and allows you to export, share, and delete the collected responses.

Report

The Report section summarizes the collected data grouped by the questions on your project.

The data will be presented in many ways depending on the type of question. Below you can see some examples:

If you click the “More Details” button, you’ll be able to see more information about a question.

Participants

This section will show more information about your respondents. You’ll see a list of participants with some details about their responses and some filters to customize the data shown.

If you click the “View Response” link, you’ll see a Response Summary of a specific participant. This screen will show each answer for every question on your project and details about the participant, like IP address, start and finish time, etc.

Analysis

The Analysis section allows you to create custom data filters to visualize the project responses in a way that meets your needs.

You can also view more details about the devices used to answer the project by clicking the “View Devices Report” button.

Lastly, you can use the Notifications section to receive updates when your audience submits their responses.

Locations

As the name implies, the Locations section will show you more details about your participants’ locations.

The permalink portion of the URL (the part that appears after the slash /) will initially be assigned a random series of text and numbers. This random string will be replaced with a more readable permalink (also known as a slug) a couple of different ways.

When you publish a project, if you have set a title for your project, the random slug will be changed to match the title. If a project is published without a title, it will continue to use the random slug. If you subsequently add a title, the permalink will be updated to the title.

Once the permalink has been updated from the random slug to the title, it won’t be changed again even if you update the title.

The permalink can also be manually set. A custom slug will always take precedence over the title and can be completely different from the title. Once set, the permalink will not change unless you edit the permalink again. A custom permalink can be set whether or not the project has been published.

Use the following steps to set a custom permalink.

You will see the current project URL under the Summary section of the project settings sidebar. The URL will display even if the project is not yet published. Click the URL to open the URL settings.

If your post already has a permalink set, that will be displayed in the permalink field in the settings dialogue. If the project has been published, you will also see a link with your current project URL.

Type your new custom slug in the field to update it. Close the dialog and then click update (or save draft) to apply your changes.

There are a few things to keep in mind when updating permalinks:

• permalinks can only contain letters, numbers and dashes. Any other characters will be removed, and spaces will be converted to dashes by our servers.

Do:

Don’t:

• After updating your project, it may take a couple of additional seconds for the permalink displayed on the document settings sidebar to update to the new permalink

The Upload File block is part of the Form blocks group and allows the upload of files in some specific formats.

Adding the Upload File block

To add the Upload block, click the button at the top-left side of the screen to open the Block Library. You can now use the search box to find the block using its name or select it from the list of available blocks.

You can also type /upload file on a new line in the editor to quickly add an Upload File block.

Editing the Upload File block

Once you add the Upload block, you’ll see a label placeholder and a button that can be customized to the desired text.

The information box below the button can also be customized with a custom text, or, if untouched, it will dynamically adjust the text to match the allowed file formats.

The Upload block supports the following file formats: pdf, jpg/jpeg/,png, svg and mp4.

You can choose to enable/disable the file formats by accessing the block’s Sidebar on the right side of the screen.

Under the “File Formats” section, click the switches to customize the block to your needs.

Collecting responses

After publishing your project and sharing it with the target audience, visitors will be able to click the select file button and choose the file they want to upload.

In case of wrong file selection, they can click the “Remove” button to remove the selected file or select a new file to replace the previously selected file.

The results

The results report will show the list of uploaded files and allow you to download each file.

If you have a WordPress site, it’s as easy as copying/pasting a link. If you want to embed your forms into any other website you can do this by adding a little javascript code snippet. Less than 5 lines of code and you are ready to collect responses.

And by the way, once your form is embedded you can edit and adjust your form via the Crowdsignal editor, without touching your website.

Here is a quick introduction to each of these three embed modes, and further below you can find step-by-step guides on how to use them:

Embed iFrame

When you embed your form via the Embed iFrame, your Crowdsignal form will be treated as a responsive element of your page. The form will be displayed wherever you place it on your page. Depending on the space of this place on your page, the iFrame will adjust its width and will be fully responsive.

On a view with limited width, like a mobile screen, your embedded form will likely become “longer”, and users might need to scroll down to see the full content of your form.
We recommend embedding this way only forms with a single page or multi-page forms where each page has a similar height, as with any page transition the height of your site might change, and therefore the view for the user might move up and down.

Embed iFrame for WordPress

If you have a WordPress site, it is very simple! Just click on the “Copy WordPress Link”, then go to your WordPress editor, wherever you would like to embed your Crowdsignal form and paste the link into a “paragraph block” in your editor. Your iFrame will be automatically created and rendered. Click on “Preview” to see what your page with the form looks like.

Embed iFrame with Javascript Code Snippet

If you want to embed the iFrame into any other website, click on the “Copy JS Code Snippet” button, and we will copy a few lines of Javascript into your clipboard. Then get into the HTML code of your site, and simply paste the code snippet into your code, wherever you would like to place the iFrame.

When you preview your page, the form should appear on your page, ready for collecting responses.
Start testing your page for different device sizes like table and mobile, and verify if the form is displayed as expected. If needed, finetune the content in your Crowdsignal editor.
That’s it.

Embed Card

Embed your form into your page and have full control over how much space it takes. You can define a maximum card size (width and height), which will be the canvas for your form created in the editor.

Once embedded into your site, we will make sure that all the content on that card will be displayed exactly how you designed it. On smaller screens, your embed card will be scaled down, similar like a responsive image. This reduces the size of the content, but it makes sure all content is visible.

We want to enable you to offer forms to users anywhere, without messing up your site design, but at the same time without any of the form content getting out of view.
If the screen size becomes smaller, like on a mobile view, the embed card will scale down similar to an image or video. We make sure all your content is visible as you have planned it.

Customize the size of your card

You have full control over the maximum size and format of your card. Go to the Projects settings in the right sidebar, and define the format of your card by height and width.
The nice part: At all times your card will be displayed in the embed state as designed by you on the editor. If your card needs to be scaled down, like on a mobile view, the content of your card will be scaled down proportionally, similar to an image that gets downsized.

Embed Card for WordPress

If you have a WordPress site, just click on the “Copy WordPress Link”, then go to your WordPress editor, and paste the link, wherever you would like to embed your card into your WordPress page.

Embed Card with Javascript Code Snippet

If you want to embed the card into any other website, click on the “Copy JS Code Snippet” button, and we will copy a few lines of Javascript into your clipboard. Then get into the HTML code of your site, and simply paste the code snippet into your code, wherever you would like to place the card.

When you preview your website the Embed Card with your form should appear and is ready to collect responses.

As already mentioned above, once the form is implemented you can update your form anytime via the Crowdsignal editor, without needing to change your website’s code.

Embed Popup

Embedding your form this way shows your survey inside of a little popup window on page load. It can be just a one-question micro survey or a ten-step checkout flow, it’s up to you.

It’s great for showing users a micro survey or some order form, right there at the moment of truth, above your site’s content.

Embed Popup for WordPress

If you have a WordPress site, it is very simple! Just click on the “Copy WordPress Link”, then go to your WordPress editor, and paste the link. You will see a little placeholder block. This placeholder can be placed anywhere on your WordPress page, and it won’t be displayed on your site. If you want to see what your popup looks like, click on “Preview”, and you should see it on page load as expected.
Do you want to show the same form popup on several pages? Post the link into a widget or in the footer of a Full Site Editor WordPress theme.

Embed Popup with Javascript Code Snippet

Embed your form into any other site:
Click on the “Copy JS Code Snippet” button, and we will copy a few lines of Javascript into your clipboard. Then get into the HTML code of your site and paste the “code snippet” of your page. We recommend putting the code at the bottom of your page. When you load your page the popup should appear and is ready to collect responses.

Once the form is implemented you can update it anytime via the Crowdsignal editor, without touching the website where it’s shown. Edit it, close it, and publish it again.

This was a quick guide for our three new distribution options for our new Crowdsignal editor: The Popup, the Embed Card, and the Embed iFrame.

If you have any questions or run into any issues, please let us know via support@crowdsignal.com. Thanks so much in advance!

We can’t wait to see what you build with our new sharing options.

Enabling the Navigation Bar

Showing the Navigation Bar is pretty simple:

• On your project, click the gear icon on the top-right side of the screen to open the Sidebar;
• Make sure to select the “Project” tab;
• You’ll see the “Navigation” section;
• Change the available switches to enable and customize the Navigation Bar according to your needs;

Navigation Bar Options

There are a few switches that allow customizing the Navigation Bar:

“Show pagination”: Shows the current page and the total pages of the project.

“Show progress indicator”: Shows visual elements that allow the user to know their current progress on the project.

“Show back button”: Show a button that allows the user to navigate back to the previous project’s pages. They will see their already submitted answers and will be able to change them if necessary.

Small Projects vs Big Project

To give your audience a better experience regarding their progress, the Progress Indicator will change according to the total pages of the project.

On smaller projects, with five or less pages, the Progress Indicator will be shown in the form of a group of small dashes. The current page dash will be highlighted, while the other dashes will be more opaque.

On bigger projects, with more than five pages, the Progress Indicator will be shown in the form of a continuous line that will expand to match the project’s current progress percentage.

In addition to the Crowdsignal blocks, we’ve included a number of useful blocks from the Gutenberg editor project to make your projects even more unique. Here’s a brief rundown of the available blocks along with links to read more about using these blocks.

Blocks are grouped into different sections based on the type of functionality the blocks offer. The categories are Text, Media, Design and Embed.

Text Blocks

Media Blocks

Design Blocks

Embed Blocks

There are a lot of different embed blocks, however they all have the same purpose, to embed content from a specific service like YouTube or Tumblr directly into your project. Bonus tip: you can simply paste a new link into a new block area in the editor and we’ll automatically wrap it up in the appropriate Embed block!