Form builder — the 5 tabs

Updated

Short answer

The VideoTestimonials form builder opens when you edit a form in Dashboard → Forms. It has five tabs: Reward sets incentives, Form holds the page blocks customers see, Settings controls response types, video length, pausing and auto-approval, Emails links to Email Outreach, and Trigger gives the share link, embed code and chat notifications. Edits stay local until you click Save Changes.

When you open a form in VideoTestimonials you land in the builder. Across the top are five tabs: Reward, Form, Settings, Emails, Trigger. Here's what each one does.

Form

The main canvas with every page the customer sees, stacked top-to-bottom. Click any block to open its settings in the right sidebar. Each block has a toggle in its header to include or exclude it from the form.

The page blocks appear on the canvas in this order:

  • Rating page — star rating (1–5).
  • Negative feedback page — branches here when a customer gives a low rating (1–3 stars); their written response is saved with that rating, marked for private use, and stays in Pending unless Auto-approve is on.
  • Welcome page — landing screen with headline, subtitle, optional intro video, CTA button.
  • Questions page — your custom prompts. Each question can be short text, long text, yes/no, dropdown, NPS, or checkboxes (see Custom questions).
  • Private feedback page — optional always-on private text box, separate from the negative feedback branch.
  • Consent page — public / private choice for publishing.
  • About you page — name, email, photo.
  • About company page — job title, company name, website, logo.
  • Ready to send page — review screen before submission.
  • Thank you page — post-submit screen with your message, optional confetti/balloons/hearts/stars animation, primary CTA, and social share.

Reward

Pick how to incentivize submissions:

  • No Reward — default, no incentive.
  • Global Reward — same reward (a coupon code or link) given to every customer who submits. Optional toggle to limit to video-only submissions.
  • Spin the Wheel — post-submit wheel where every spin wins one of your prizes; the wheel decides which one. Configure slices (label, coupon code, probability weight). See Spin the Wheel.

Settings

Per-form behavior:

  • Form Name — internal label.
  • Response Types — Video & text, Video only, or Text only.
  • Maximum Video Duration — cap on recorded video length (default 120s, range 10–300s).
  • Stop collecting submissions — pause the form. Paused forms show a "form closed" message.
  • Auto-approve testimonials — skip the Pending queue; new submissions publish immediately.
  • Auto-tag testimonials — apply a fixed set of tags to every submission.
  • Slack notifications — connect a Slack channel to hear about new submissions.

Emails

The Emails tab doesn't have per-form email settings — it links out to the space-level Email Requests page. Email templates and campaigns are managed globally. See Email outreach.

Trigger

The ways to share this form and get notified of submissions:

  • Share Link — the public URL to paste into email, DMs, or social posts.
  • Website Embed — an iframe snippet you paste into your HTML.
  • Notifications — Discord, Telegram, or Microsoft Teams pings when a testimonial comes in (Starter plan and up).

See Form triggers.

Frequently asked questions

Do form builder changes save automatically?

No. Edits stay in the builder until you click Save Changes in the top right, and an Unsaved changes badge shows while anything is pending. Once you save, the live form updates straight away; there is no separate publish step.

Can I test my form without creating a real testimonial?

Yes. Click Preview in the builder header to open the live form in a desktop or mobile frame. Preview mode shows a Preview Mode banner and skips the real submission, so you can click through to the Thank You page without adding a testimonial or using up your plan's limits.

How many questions can one form have?

It depends on your plan: up to 3 custom questions on Free, 7 on Starter, 15 on Pro and unlimited on Business. Short text, long text and yes/no questions work on every plan; Dropdown needs Starter, and NPS and Checkboxes need Pro.

Want to try this yourself?

The free plan includes 10 video testimonials, 20 text, a Wall of Love embed and CSV import. No credit card, and nothing expires.

Start free
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