How To Get Started with Using Typeform

Table of Contents

This SaaS product/company specializes in online form building and online surveys. With its headquarters in Barcelona, Spain; it initially launched in Beta in April 2023, after it had raised €500,000 in seed funding.

The platform’s main software creates dynamic forms that are based on the users’ needs. Notable brands like Nike, Airtable, and Apple have made use of this platform. It was founded by David Okuniev and Robert Munoz in 2012, and Typeform launched a no-code chat builder in June 2021.

Ease of Use5.0
Pricing 5.0

Getting Started with Typeform

1. Go to Typeform’s homepage and click on Sign up.

2. Sign up with Microsoft/Google or with email – I chose with email.

3. Input your choice of email address – (ideally, input your business email), and password agree to Typeform’s Terms and Conditions and select Create my free account.

4. Go to the email you inputted and click on activate my account icon.

5. The next step/stage is to set up your Typeform account. Click on Get set up.

6. Input your first and last name and click OK.

7. Indicate the main thing you’ll use Typeform for.

8. Depending on the previous choice, select your role.

9. Indicate the main activity you’ll want to do with Typeform.

10. Choose what will first be created with Typeform.

11. Input your company’s website and press OK.

12. Select how you discovered Typeform.

13. You’re good to go.

Pricing Plan

Typeform’s pricing plan comes in 5 packages and can be paid monthly/yearly.

a. Free Plan – $0 (the current plan when you create an account on Typeform).

This plan helps you discover the possibilities of forms that people enjoy. Comes with 10 responses, 1 seat, unlimited forms and a choice to create with AI.

b. Basic Plan – $29/month when billed monthly and $25/month when billed yearly. This plan comes with 100 responses, 1 seat, and options to accept payments and receive uploads.

c. Plus Plan – $59/month when billed monthly and $50/month when billed yearly. This Plus plan makes your forms beautiful and on-brand. It comes with 1000 responses, 3 seats, and options to remove Typeform branding and build your own brand kit.

d. Business Plan – $99/month when billed monthly and $83/month when billed yearly. This plan helps you analyze your performance and do more with your data. This plan comes with 10,000 responses, 6 seats, options for Salesforce integration, conversion training and Drop-off analysis.

e. Enterprise Plan – Helps you unlock limited growth and enterprise-grade security. No pricing plan, you have to contact Sales. This plan comes with Tailored response limits & seats for all your team and options for Single Sign-On (SSO), NIP support & dedicated outcomes manager; HIPAA and GDPR compliance.

How Typeform’s Dashboard Works

1. Your nametag on the right side of your account helps organize and have access to your billing and plans.

2. The + icon beside the private section is for creating a new workspace.

3. The Apps & Integrations option helps you discover applications and integrations.

4. The Brand Kit option helps you seamlessly create logos, themes, visuals, and assets for your team or organization.

Features of Typeform

1. Form Builder

With this feature, you’re able to build and create beautiful, aesthetically pleasing forms that are relatively easy and fun to make.

How It Works

On your Typeform workspace, click on Create new form, and choose an option on how to create a form. I chose Start from scratch. Name it, select a form type and click on Continue. The next step is to edit how you want your form to be like. Your image and form content is under the Create section; you can select if you want your form to be multiple choice, long text, address/phone number/contact info type of form.

Depending on the type of form you wish to build/create, you can choose its content. At the left side of your screen, click on the + icon beside Content to find a question type. Hover over the new question type, and click on the three dots to either duplicate or delete it.

After adding more fields/content to your form layout, go to Design on the right side of your screen; to design how you want your form to look. Go to the Gallery section to pick out a theme for your form. The majority of the themes are paid and some of the free themes have cool designs. I chose the Spaceboy theme.

Click on Logic to personalize, automatically assign points and add finishing touches. Click on Connect, which will add the right workflow or integrations. When you see your desired workflow, click Connect.

Note: Most integrations will require you to publish your Typeform before it can connect, and most integrations are paid. You can connect integrations or webhooks. Click on share to preview how your form looks like in mobile or desktop view.

You copy the link and share it via (your) different social platforms. Click on Results to have a summary of your forms’ analytics; you have a detailed review of which devices were used and the time taken by respondents to fill them. Click on View to take a look at your form.

2. Survey Builder

With this non-code creative and fun feature, you create surveys that encourage your audience and the public to share more information or leads with you.

How It Works

On your Typeform workspace, click on +create new form, select start from scratch, name your form select the form type to be Research Survey and click on Continue.

You’re under the Create section. Input some survey questions you’d like to have. Under Questions, select the type of form you want – multiple-choice, Ranking, Yes/No, Email, Matrix, Legal, or File Upload among others. 

Decide if you want your form to have an image or video by clicking the picture icon beside the image or video.

At the left side of the screen, click on the + icon beside content to find a question type. You can select the number of questions your survey form should have. Edit your questions. Go to the Design section to select a theme for your survey form. A lot of the themes are paid, and some of the free themes come with cool designs. For this survey form, I went with the Filo Fax theme.

Click the Connect section to add an integration or webhook from a number of categories. Most of these integrations will require you to publish your Typeform before you connect like Slack. Click on the Share option/section to preview your link and also view it on the desktop or mobile view.

Click on Results to have a summary of your forms’ performance. Click on View to have a look at it in the final state.


This gives you options on how to view your work.

How It Works

On your Typeform worksheet, scroll down to see your created forms. It’s currently on the List view, click on Grid to have another view.

4. Templates

This feature gives you access to a plethora of different collections from different templates (about 600+ templates) ranging from Estimate forms to rental forms amongst others.

How It Works  

Go to Typeform’s website and click on Templates, a drop-down page is displayed, click on Templates. Scroll down the page to take a look at the choices you have. The templates are under categories including Remote Working, Marketing Templates, Customer Success, Product and the like.  

By the left side of the screen, you can select templates based on Your role (Sales, Product/Customer Success), Forms (Application/Enrolment/Rental, Web Design forms), Polls, Quizzes (Popular/Leader generation/Product Recommendations quizzes), Surveys & Questionnaires (School/Business/Nonprofit surveys). 

Select any template of your choice – I chose Generate leads and selected the online registration form template. Click on Preview template to have a tour to see if its what you like, if its not go for another. Select use template. Just like the first two features, make edits to your template by editing the form questions.

To add more questions, click on the + icon beside Content and to change your question, click on Type under Question.

Note: Your form questions don’t have to be the same depending on what you need to do with the responses. Meaning, page 1 can be a short text, page 2 can be ranking, and page 3 can be an opinion scale.

Go to the Design section to pick out and theme for your form. You can choose a font type, or colour choice for the responses/answers. I went from the Splash mud theme.

Go to the Connect section to add an integration or webhook ranging from a variety of categories. Go to the Share section to have a preview of your (template) form, and copy and paste the link on various social handles to get responses. Click on Views to take a look at it. Click on Results to view analytics.


5. Integrations

This feature helps you attach your much-needed work tools to your workspace to aid quick accessibility and speed.

How It Works

Go to Typeforms’ homepage hover over Integrations and click All integrations. Scroll down to have a look at the plethora of integrations under a number of categories.

Select one (I chose Canva) and click on the option that displays Add typeform to your Canva presentations, read through and click on Use this integration which takes you directly to the product’s homepage (and your account).

This procedure/step can be carried out for other applications and tools.

6. Workspaces

I call this a digital garden where you can assign, control, grant access and give permission to team members. This comes in handy in big organizations that have several departments.

How It Works

On your Typeform worksheet, click on the + icon beside Private to create a new workspace. Name your workspace and select create workspace.

New forms can be created under this workspace to create something. Click on +Create new form to get started.  

Typeform Ranking & Why We Recommend This Product

When in the market to look for the right software, platform, product or tool to build or create your online forms and surveys; these are the essentials you need to look out for.

1. Flexible themes and templates

Typeform has 600+ templates and a number of (paid & free) themes for ideation and is not complicated to use. A good online form and survey software should provide you with templates and the ability to edit and change them. Your survey (form) needs to stand out.

On a scale of 1-5, Product Curve ranks it at 4.5.

2. A range of question types

When coming up with your survey questions, you will have to present them in a diverse way to get the expected results and responses. You can also make your questions optional or compulsory

On a scale of 1-5, Product Curve ranks it 5.

3. Analytics & reporting

When going for a survey online tool, it should be able to distribute and give you charts and figures to see how your forms and surveys are performing.

On a scale of 1-5, Product Curve ranks it 5.

4. Security

A good survey and online form platform should provide you with enough trust and security and should have the recognised gold standard for data and information security – ISO27001.

5. A variety of appearance

When choosing a survey tool, consider its interactiveness which will encourage respondents to carry on with the survey. Images or rating scales come in handy.

On a scale of 1-5, Product Curve ranks it 5.

6. Skip logic

These are conditions that show you different questions based on your answers to previous questions.

On a scale of 1-5, Product Curve ranks it 5.

7. Integrations

Comparative Analysis: Typeform vs SurveyMonkey

SurveyMonkey, formerly known as Momentive Global Inc., was founded in 1999 by Ryan and Chris Finley. The platform is an experience management company that also operates as a subsidiary survey platform. It had a rebrand in June 2023 after it was acquired by Symphony Technology Group.

SurveyMonkey also has a number of acquisitions under its belt including Usabilla, an Amsterdam-based website/app survey company in March 2019, GetFeedback, a San Francisco-based customer experience management company in August 2019 and TechValidate in August 2015.   

SurveyMonkey’s Pricing Plan

a. Team Plans

i. Team Advantage – starts at $25/user/month; 3 users and billed annually.

ii. Team Premier – starts at $75/user/month; 3 users and billed annually.

iii. Enterprise – comes with powerful admin tools, integrations and collaboration features for your organization. You’ll need to contact SurverMonkey’s sales team for a price.

b. Individual Plans

i. Premier Annual – $99/month and billed $1,188 annually.

ii. Advantage Annual- $34/month and billed $408 annually.

iii. Standard Monthly – $35/month

iv. Enterprise Plan

SurveyMonkey Features

1. Survey Builder

This feature helps you build and customize your own surveys in minutes. Your team is also invited to collaborate.

2. Form Builder

This feature is to create online forms for any type of usage including contacts, payments, applications and registration.

3. Integrations

This helps you add applications that make your work easier.

4. Templates

It gives you options that get the most accurate and reliable survey results.

Benefits That Make Typeform Stand Out

1. Regarding engagement, Typeform has designable and customizable welcome screens and displays.

2. Typeform has integrated professional photos, videos and icon libraries.

3. With Typeform, you can sync data with other forms.


In case you’re on the lookout for a good form platform, Typeform is highly recommended as the go-to form and survey platform. It’s price-friendly, it’s a non-code platform and highly customisable.

Charis Raji
Charis Raji
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