50+ Ready-to-Use Slack Form Templates

Copy and paste these proven form templates directly into your Slack workspace. Save hours of setup time with templates designed for every team and use case.

Free Templates Copy & Paste Ready Zapier Compatible

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HR & People Ops

How to Use These Templates

Choose a template that matches your needs
Copy the field configuration from the "Quick Copy" code block
Create a new form in your Slack workspace using Forms Unlimited
Paste the configuration and customize as needed
Deploy and start collecting responses!

HR & People Ops Templates

Streamline employee management, feedback collection, and HR processes

HR Implementation Tips

Channel Selection: Use private channels for sensitive HR forms
Anonymous Options: Enable anonymous responses for feedback forms
Automation: Connect to HRIS systems via Zapier for seamless data flow
Regular Cadence: Schedule recurring forms for pulse surveys and check-ins

Employee Feedback Survey

Collect regular feedback on workplace satisfaction, management, and company culture.

Popular

Key Fields:

Overall Satisfaction (1-5) Management Feedback Improvement Suggestions Anonymous Option

Use Case:

Perfect for monthly or quarterly employee pulse surveys to gauge satisfaction and identify areas for improvement.

Quick Copy Configuration

Field Type: Radio Button
Label: "Overall job satisfaction?"
Options: "Very Satisfied,Satisfied,Neutral,Dissatisfied,Very Dissatisfied"

Field Type: Rich Text
Label: "What do you like most about working here?"

Field Type: Rich Text  
Label: "What could we improve?"

Field Type: Radio Button
Label: "How would you rate your direct manager?"
Options: "Excellent,Good,Fair,Needs Improvement,N/A"

Field Type: Checkbox
Label: "Which benefits are most important to you?"
Options: "Health Insurance,Flexible Hours,Remote Work,Professional Development,Paid Time Off"

New Hire Onboarding Checklist

Ensure smooth onboarding with a comprehensive checklist for new employees.

Key Fields:

Personal Information Emergency Contacts Equipment Needs Department Preferences

Quick Copy Configuration

Field Type: Single Line
Label: "Full Name"
Required: Yes

Field Type: Email
Label: "Personal Email Address"
Required: Yes

Field Type: Single Line
Label: "Emergency Contact Name"
Required: Yes

Field Type: Single Line
Label: "Emergency Contact Phone"
Required: Yes

Field Type: Multi-select
Label: "Equipment Needed"
Options: "Laptop,Monitor,Keyboard,Mouse,Headset,Mobile Phone,Desk Setup"

Performance Review Template

Structured performance evaluation form for managers and employees.

Key Fields:

Goal Achievement Skill Assessment Development Areas Career Goals

Quick Copy Configuration

Field Type: Single Line
Label: "Employee Name"
Required: Yes

Field Type: Radio Button
Label: "Overall Performance Rating"
Options: "Exceeds Expectations,Meets Expectations,Below Expectations,Needs Improvement"

Field Type: Rich Text
Label: "Key Accomplishments This Period"

Field Type: Rich Text
Label: "Areas for Development"

Field Type: Rich Text
Label: "Goals for Next Period"

Time Off Request

Streamline vacation and time off requests with automatic approval workflows.

Key Fields:

Date Range Request Type Coverage Plan Manager Approval

Field Type: Date Picker
Label: "Start Date"
Required: Yes

Field Type: Date Picker
Label: "End Date"
Required: Yes

Field Type: Radio Button
Label: "Type of Leave"
Options: "Vacation,Sick Leave,Personal Day,Bereavement,Other"

Field Type: Rich Text
Label: "Work Coverage Plan"

Employee Referral Program

Capture employee referrals with candidate details and position information.

Field Type: Single Line
Label: "Candidate Full Name"
Required: Yes

Field Type: Email
Label: "Candidate Email"
Required: Yes

Field Type: Single Line
Label: "Position Referring For"
Required: Yes

Field Type: Rich Text
Label: "Why is this person a good fit?"

Field Type: Single Line
Label: "Your Relationship to Candidate"

Exit Interview Form

Gather valuable feedback from departing employees to improve retention.

Field Type: Radio Button
Label: "Primary reason for leaving?"
Options: "Better Opportunity,Salary,Work-Life Balance,Management,Company Culture,Location,Other"

Field Type: Radio Button
Label: "Would you recommend this company as a place to work?"
Options: "Definitely,Probably,Probably Not,Definitely Not"

Field Type: Rich Text
Label: "What could we have done to retain you?"

Field Type: Rich Text
Label: "Suggestions for improvement"

Training & Development Request

Allow employees to request training opportunities and professional development.

Field Type: Single Line
Label: "Training/Course Title"
Required: Yes

Field Type: Radio Button
Label: "Training Type"
Options: "Conference,Online Course,Workshop,Certification,Internal Training"

Field Type: Single Line
Label: "Estimated Cost"

Field Type: Rich Text
Label: "How will this benefit your role?"

Workplace Safety Incident Report

Report and track workplace safety incidents and near-misses.

Field Type: Date Picker
Label: "Incident Date"
Required: Yes

Field Type: Single Line
Label: "Location of Incident"
Required: Yes

Field Type: Radio Button
Label: "Type of Incident"
Options: "Injury,Near Miss,Property Damage,Safety Violation,Other"

Field Type: Rich Text
Label: "Description of Incident"
Required: Yes

Team Building Activity Survey

Gather preferences for team building activities and events.

Field Type: Multi-select
Label: "Preferred Activity Types"
Options: "Outdoor Activities,Games/Trivia,Food & Dining,Workshops,Sports,Virtual Events"

Field Type: Radio Button
Label: "Preferred Time of Day"
Options: "Morning,Lunch Time,Afternoon,After Work"

Field Type: Single Line
Label: "Budget per person ($)"

Field Type: Rich Text
Label: "Any specific suggestions or accessibility needs?"

Internal Job Application

Enable employees to apply for internal positions and career advancement opportunities.

Field Type: Single Line
Label: "Position Applied For"
Required: Yes

Field Type: Single Line
Label: "Current Department"
Required: Yes

Field Type: Rich Text
Label: "Why are you interested in this role?"
Required: Yes

Field Type: Rich Text
Label: "Relevant Experience and Skills"

Field Type: Date Picker
Label: "Preferred Start Date"

Sales & Marketing Templates

Capture leads, qualify prospects, and gather marketing insights

Sales & Marketing Tips

Lead Routing: Use Zapier to automatically route leads to the right sales rep
Follow-up Automation: Set up automatic follow-up sequences based on form responses
CRM Integration: Connect forms directly to your CRM via Zapier for seamless data flow
Lead Scoring: Use form responses to automatically score and prioritize leads

Lead Qualification Form

Qualify inbound leads and route them to the appropriate sales team member.

High ROI

Key Fields:

Company Size Budget Range Timeline Decision Maker

Quick Copy Configuration

Field Type: Single Line
Label: "Company Name"
Required: Yes

Field Type: Email
Label: "Business Email"
Required: Yes

Field Type: Radio Button
Label: "Company Size"
Options: "1-10 employees,11-50 employees,51-200 employees,201-1000 employees,1000+ employees"

Field Type: Radio Button
Label: "Budget Range"
Options: "Under $5K,$5K-$25K,$25K-$100K,$100K+,Not Sure"

Field Type: Radio Button
Label: "Timeline for Implementation"
Options: "Immediate,1-3 months,3-6 months,6+ months,Just Researching"

Zapier Automation Example

Auto-route high-value leads (Budget $25K+, Timeline 1-3 months) directly to senior sales reps via Slack DM and CRM assignment.

Customer Feedback Survey

Collect genuine customer feedback to improve your products and services.

Field Type: Radio Button
Label: "Overall Satisfaction"
Options: "Extremely Satisfied,Very Satisfied,Satisfied,Neutral,Dissatisfied"

Field Type: Rich Text
Label: "What aspects of our product/service work well for you?"

Field Type: Rich Text
Label: "What areas could we improve?"

Field Type: Radio Button
Label: "Would you recommend us to others?"
Options: "Definitely,Probably,Maybe,Probably Not,Definitely Not"

Zapier Automation Example

Route feedback to appropriate teams and create follow-up tasks for addressing concerns.

Event Registration Form

Manage webinar, conference, and event registrations seamlessly.

Field Type: Single Line
Label: "Full Name"
Required: Yes

Field Type: Email
Label: "Email Address"
Required: Yes

Field Type: Single Line
Label: "Job Title"

Field Type: Radio Button
Label: "How did you hear about this event?"
Options: "Social Media,Email,Colleague,Website,Other"

Field Type: Multi-select
Label: "What topics interest you most?"
Options: "Product Demo,Best Practices,Case Studies,Q&A,Networking"

Product Demo Request

Capture demo requests with qualification information.

Field Type: Single Line
Label: "Full Name"
Required: Yes

Field Type: Single Line
Label: "Company Name"
Required: Yes

Field Type: Radio Button
Label: "Your Role"
Options: "Decision Maker,Influencer,End User,Evaluator,Other"

Field Type: Rich Text
Label: "What specific challenges are you looking to solve?"

Field Type: Radio Button
Label: "Preferred Demo Format"
Options: "Live Demo,Recorded Demo,Self-Service Trial,In-Person Meeting"

Content Marketing Preferences Survey

Understand your audience's content preferences to improve marketing strategy.

Field Type: Multi-select
Label: "What type of content do you prefer?"
Options: "Blog Posts,Videos,Podcasts,Infographics,Case Studies,Whitepapers,Webinars"

Field Type: Radio Button
Label: "How often would you like to hear from us?"
Options: "Daily,Weekly,Bi-weekly,Monthly,Only for important updates"

Field Type: Multi-select
Label: "What topics are most relevant to you?"
Options: "Product Updates,Industry Trends,Best Practices,Customer Stories,How-to Guides"

Competitive Analysis Form

Gather intelligence on competitor offerings and market positioning.

Field Type: Single Line
Label: "Competitor Name"
Required: Yes

Field Type: Multi-select
Label: "What solutions are they currently using?"
Options: "Our Competitor A,Our Competitor B,Custom Solution,No Solution,Don't Know"

Field Type: Rich Text
Label: "What do they like about their current solution?"

Field Type: Rich Text
Label: "What challenges do they face with current solution?"

Partnership Opportunity Form

Evaluate potential partnerships and collaboration opportunities.

Field Type: Single Line
Label: "Company/Organization Name"
Required: Yes

Field Type: Radio Button
Label: "Type of Partnership"
Options: "Technology Integration,Referral Partner,Reseller,Joint Marketing,Other"

Field Type: Rich Text
Label: "Describe the partnership opportunity"

Field Type: Single Line
Label: "Your customer base size"

Field Type: Rich Text
Label: "What value can you bring to our customers?"

Marketing Campaign Feedback

Collect feedback on marketing campaigns to improve future efforts.

Field Type: Single Line
Label: "Campaign Name/Description"
Required: Yes

Field Type: Radio Button
Label: "How would you rate this campaign?"
Options: "Excellent,Good,Average,Poor,Very Poor"

Field Type: Multi-select
Label: "What worked well?"
Options: "Messaging,Visuals,Timing,Targeting,Call-to-Action,Offer"

Field Type: Rich Text
Label: "What could be improved for future campaigns?"

Sales Opportunity Assessment

Quickly assess and qualify sales opportunities for pipeline management.

Field Type: Single Line
Label: "Opportunity Name"
Required: Yes

Field Type: Single Line
Label: "Potential Deal Value ($)"

Field Type: Date Picker
Label: "Expected Close Date"

Field Type: Radio Button
Label: "Probability of Closing"
Options: "90-100%,70-89%,50-69%,30-49%,10-29%,Under 10%"

Customer Referral Program

Enable customers to refer new prospects through a structured referral process.

Field Type: Single Line
Label: "Referrer Name (Your Name)"
Required: Yes

Field Type: Single Line
Label: "Referred Company Name"
Required: Yes

Field Type: Email
Label: "Referred Contact Email"
Required: Yes

Field Type: Rich Text
Label: "Why would this company be a good fit?"

Field Type: Single Line
Label: "Referrer's relationship to the referred contact"

Engineering & IT Templates

Streamline technical processes, bug reports, and system requests

Engineering & IT Tips

Issue Tracking: Connect forms to Jira, GitHub Issues, or Linear for automatic ticket creation
On-call Integration: Route critical issues to on-call engineers via PagerDuty integration
Status Updates: Automatically update stakeholders when issues are resolved
Documentation: Link resolved issues to knowledge base articles for future reference

Bug Report Form

Standardize bug reporting with all necessary technical details for faster resolution.

Critical

Key Fields:

Bug Description Reproduction Steps Environment Priority Level

Quick Copy Configuration

Field Type: Single Line
Label: "Bug Title/Summary"
Required: Yes

Field Type: Radio Button
Label: "Priority Level"
Options: "Critical,High,Medium,Low"
Required: Yes

Field Type: Rich Text
Label: "Bug Description"
Required: Yes

Field Type: Rich Text
Label: "Steps to Reproduce"
Required: Yes

Field Type: Single Line
Label: "Expected Result"

Field Type: Single Line
Label: "Actual Result"

Field Type: Radio Button
Label: "Environment"
Options: "Production,Staging,Development,Local"

Zapier Automation Example

Auto-create Jira tickets for all bug reports, assign critical bugs to on-call engineer, and notify #dev-team channel for high priority issues.

Feature Request Form

Collect and prioritize feature requests from internal teams and users.

Field Type: Single Line
Label: "Feature Title"
Required: Yes

Field Type: Rich Text
Label: "Feature Description"
Required: Yes

Field Type: Rich Text
Label: "Business Justification/Use Case"
Required: Yes

Field Type: Radio Button
Label: "Priority"
Options: "Must Have,Should Have,Could Have,Won't Have (This Time)"

Field Type: Single Line
Label: "Estimated Users Impacted"

IT Support Request

Streamline IT support requests with proper categorization and urgency levels.

Field Type: Radio Button
Label: "Request Type"
Options: "Hardware Issue,Software Issue,Access Request,New Setup,Password Reset,Network Issue"

Field Type: Radio Button
Label: "Urgency"
Options: "Critical - Work Stopped,High - Significantly Impacted,Medium - Moderate Impact,Low - Minor Issue"

Field Type: Rich Text
Label: "Issue Description"
Required: Yes

Field Type: Single Line
Label: "Device/System Affected"

Code Review Request

Request code reviews with context and specify review requirements.

Field Type: Single Line
Label: "Pull Request/Branch URL"
Required: Yes

Field Type: Rich Text
Label: "What does this change do?"
Required: Yes

Field Type: Multi-select
Label: "Type of Review Needed"
Options: "Security Review,Performance Review,Architecture Review,General Review,Documentation Review"

Field Type: Single Line
Label: "Preferred Reviewer(s)"

Field Type: Date Picker
Label: "Review Needed By"

System Access Request

Manage access requests for systems, databases, and applications.

Field Type: Single Line
Label: "System/Application Name"
Required: Yes

Field Type: Radio Button
Label: "Access Level Requested"
Options: "Read Only,Read/Write,Admin,Full Access"

Field Type: Rich Text
Label: "Business Justification"
Required: Yes

Field Type: Single Line
Label: "Manager/Approver Name"
Required: Yes

Field Type: Date Picker
Label: "Access Needed By"

Security Incident Report

Report security incidents and potential vulnerabilities immediately.

Field Type: Radio Button
Label: "Incident Type"
Options: "Data Breach,Malware,Phishing,Unauthorized Access,Vulnerability,Social Engineering,Other"

Field Type: Radio Button
Label: "Severity Level"
Options: "Critical,High,Medium,Low"

Field Type: Rich Text
Label: "Incident Description"
Required: Yes

Field Type: Rich Text
Label: "Immediate Actions Taken"

Field Type: Single Line
Label: "Systems/Data Affected"

Database Query Request

Request database queries or data extractions with proper approvals.

Field Type: Single Line
Label: "Database Name"
Required: Yes

Field Type: Rich Text
Label: "Query Description/Requirements"
Required: Yes

Field Type: Radio Button
Label: "Data Sensitivity Level"
Options: "Public,Internal,Confidential,Restricted"

Field Type: Rich Text
Label: "Business Purpose"
Required: Yes

Field Type: Date Picker
Label: "Data Needed By"

Performance Issue Report

Report application or system performance problems for investigation.

Field Type: Single Line
Label: "Application/System Name"
Required: Yes

Field Type: Rich Text
Label: "Performance Issue Description"
Required: Yes

Field Type: Single Line
Label: "When did you first notice the issue?"

Field Type: Radio Button
Label: "Impact on Users"
Options: "Severe - System Unusable,High - Significantly Slow,Medium - Noticeable Delay,Low - Minor Impact"

API Integration Request

Request new API integrations or modifications to existing ones.

Field Type: Single Line
Label: "Third-party Service/API Name"
Required: Yes

Field Type: Rich Text
Label: "Integration Requirements"
Required: Yes

Field Type: Radio Button
Label: "Priority Level"
Options: "Urgent,High,Medium,Low"

Field Type: Rich Text
Label: "Business Impact/Benefits"

Field Type: Single Line
Label: "Expected Data Volume"

Infrastructure Change Request

Request changes to infrastructure, deployments, or system configurations.

Field Type: Radio Button
Label: "Change Type"
Options: "Server Configuration,Database Change,Network Change,Security Update,Software Deployment"

Field Type: Rich Text
Label: "Change Description"
Required: Yes

Field Type: Rich Text
Label: "Business Justification"

Field Type: Date Picker
Label: "Requested Implementation Date"

Field Type: Rich Text
Label: "Risk Assessment/Rollback Plan"

Operations & Admin Templates

Manage facilities, procurement, compliance, and operational workflows

Operations & Admin Tips

Approval Workflows: Set up multi-step approval processes using Zapier and Slack notifications
Asset Tracking: Connect forms to asset management systems for automatic inventory updates
Compliance Documentation: Automatically file compliance-related responses in proper document systems
Budget Tracking: Route expense requests to finance systems for budget tracking

Purchase Request Form

Streamline procurement requests with approval workflows and budget tracking.

Workflow

Key Fields:

Item Description Cost/Budget Vendor Info Business Justification

Quick Copy Configuration

Field Type: Single Line
Label: "Item/Service Description"
Required: Yes

Field Type: Single Line
Label: "Estimated Cost ($)"
Required: Yes

Field Type: Single Line
Label: "Preferred Vendor"

Field Type: Radio Button
Label: "Urgency"
Options: "Immediate,Within 1 Week,Within 1 Month,No Rush"

Field Type: Rich Text
Label: "Business Justification"
Required: Yes

Field Type: Single Line
Label: "Budget Code/Department"

Zapier Automation Example

Route requests over $1000 to finance approval, under $1000 to department manager, and send purchase orders to procurement team.

Expense Report Submission

Submit expenses for reimbursement with receipt uploads and categorization.

Field Type: Single Line
Label: "Expense Description"
Required: Yes

Field Type: Single Line
Label: "Amount ($)"
Required: Yes

Field Type: Date Picker
Label: "Expense Date"
Required: Yes

Field Type: Radio Button
Label: "Category"
Options: "Travel,Meals,Office Supplies,Software,Training,Client Entertainment,Other"

Field Type: Rich Text
Label: "Business Purpose"
Required: Yes

Facility Maintenance Request

Report facility issues and request maintenance or repairs.

Field Type: Single Line
Label: "Location/Room Number"
Required: Yes

Field Type: Radio Button
Label: "Issue Type"
Options: "HVAC,Plumbing,Electrical,Cleaning,Security,Equipment,Other"

Field Type: Radio Button
Label: "Priority"
Options: "Emergency,Urgent,Normal,Low"

Field Type: Rich Text
Label: "Issue Description"
Required: Yes

Visitor Access Request

Request visitor access and manage guest registrations for office visits.

Field Type: Single Line
Label: "Visitor Name"
Required: Yes

Field Type: Single Line
Label: "Visitor Company"

Field Type: Date Picker
Label: "Visit Date"
Required: Yes

Field Type: Single Line
Label: "Host Employee"
Required: Yes

Field Type: Rich Text
Label: "Purpose of Visit"
Required: Yes

New Vendor Registration

Field Type: Single Line
Label: "Company Name"
Required: Yes

Field Type: Single Line
Label: "Primary Contact Name"
Required: Yes

Field Type: Email
Label: "Business Email"
Required: Yes

Field Type: Multi-select
Label: "Services Provided"
Options: "IT Services,Office Supplies,Cleaning,Maintenance,Catering,Consulting,Other"

Field Type: Rich Text
Label: "Company Description"

Policy Feedback & Suggestions

Collect feedback on company policies and process improvements.

Field Type: Single Line
Label: "Policy/Process Name"
Required: Yes

Field Type: Radio Button
Label: "Feedback Type"
Options: "Suggestion for Improvement,Issue/Problem,Clarification Needed,Positive Feedback"

Field Type: Rich Text
Label: "Detailed Feedback"
Required: Yes

Field Type: Rich Text
Label: "Suggested Solution/Improvement"

Office Supply Request

Request office supplies and equipment with automatic inventory management.

Field Type: Multi-select
Label: "Items Needed"
Options: "Pens/Pencils,Paper,Notebooks,Folders,Stapler,Printer Ink,Post-it Notes,Other"

Field Type: Single Line
Label: "Quantity Needed"
Required: Yes

Field Type: Single Line
Label: "Location/Department"
Required: Yes

Field Type: Radio Button
Label: "Urgency"
Options: "Immediate,This Week,Next Week,No Rush"

Contract Review Request

Submit contracts for legal review and approval processing.

Field Type: Single Line
Label: "Contract Title/Description"
Required: Yes

Field Type: Single Line
Label: "Counterparty/Vendor Name"
Required: Yes

Field Type: Single Line
Label: "Contract Value ($)"

Field Type: Radio Button
Label: "Contract Type"
Options: "Service Agreement,NDA,Employment,Purchase Agreement,License Agreement,Other"

Field Type: Date Picker
Label: "Review Needed By"

Event Planning Request

Plan company events, meetings, and team activities with detailed requirements.

Field Type: Single Line
Label: "Event Name/Title"
Required: Yes

Field Type: Date Picker
Label: "Preferred Date"
Required: Yes

Field Type: Single Line
Label: "Expected Attendees"
Required: Yes

Field Type: Single Line
Label: "Budget Range ($)"

Field Type: Multi-select
Label: "Requirements"
Options: "Catering,AV Equipment,Room Setup,Photography,Transportation,Decorations,Other"

Compliance Incident Report

Report compliance violations or concerns for investigation and remediation.

Field Type: Radio Button
Label: "Compliance Area"
Options: "Data Privacy,Financial,Safety,HR,Environmental,Regulatory,Other"

Field Type: Radio Button
Label: "Severity Level"
Options: "Critical,High,Medium,Low"

Field Type: Rich Text
Label: "Incident Description"
Required: Yes

Field Type: Rich Text
Label: "Potential Impact"

Field Type: Checkbox
Label: "Request Anonymous Handling"
Options: "Yes, handle anonymously"

Customer Success Templates

Enhance customer relationships, gather feedback, and drive retention

Customer Success Tips

CRM Integration: Sync customer feedback directly to your CRM for complete customer profiles
Alert Systems: Set up immediate alerts for negative feedback or churn risk indicators
Success Metrics: Track NPS, CSAT, and other metrics automatically through form responses
Follow-up Automation: Trigger personalized follow-ups based on customer responses

Customer Health Check Survey

Regular check-ins to assess customer satisfaction and identify potential churn risks.

Retention

Key Fields:

Satisfaction Score Usage Frequency Support Quality Renewal Intent

Quick Copy Configuration

Field Type: Radio Button
Label: "Overall satisfaction with our product/service"
Options: "Extremely Satisfied,Very Satisfied,Satisfied,Neutral,Dissatisfied,Very Dissatisfied"
Required: Yes

Field Type: Radio Button
Label: "How often do you use our product?"
Options: "Daily,Weekly,Monthly,Rarely,Never"

Field Type: Radio Button
Label: "How likely are you to recommend us to a colleague?"
Options: "Extremely Likely,Very Likely,Likely,Neutral,Unlikely,Very Unlikely"

Field Type: Radio Button
Label: "How likely are you to renew your contract?"
Options: "Definitely,Probably,Maybe,Probably Not,Definitely Not"

Field Type: Rich Text
Label: "What could we do to improve your experience?"

Zapier Automation Example

Flag customers with low satisfaction or renewal intent for immediate CSM outreach, and create retention action items in your CRM.

Support Ticket Follow-up

Collect feedback on support experience after ticket resolution.

Field Type: Single Line
Label: "Support Ticket Number"
Required: Yes

Field Type: Radio Button
Label: "How would you rate your support experience?"
Options: "Excellent,Good,Average,Poor,Very Poor"

Field Type: Radio Button
Label: "Was your issue resolved completely?"
Options: "Yes, completely resolved,Partially resolved,No, still not resolved"

Field Type: Rich Text
Label: "Additional feedback or suggestions"

Product Usage & Feature Feedback

Understand how customers use your product and what features they value most.

Field Type: Multi-select
Label: "Which features do you use most?"
Options: "Dashboard,Reports,API,Mobile App,Integrations,Admin Panel,Analytics"

Field Type: Multi-select
Label: "Which features would you like to see improved?"
Options: "Dashboard,Reports,API,Mobile App,Integrations,Admin Panel,Analytics"

Field Type: Rich Text
Label: "What new features would be most valuable to you?"

Field Type: Radio Button
Label: "How easy is our product to use?"
Options: "Very Easy,Easy,Average,Difficult,Very Difficult"

Customer Onboarding Feedback

Evaluate the effectiveness of your customer onboarding process.

Field Type: Radio Button
Label: "How would you rate your onboarding experience?"
Options: "Excellent,Good,Average,Poor,Very Poor"

Field Type: Radio Button
Label: "How long did it take you to see value from our product?"
Options: "Immediately,Within 1 week,Within 1 month,2-3 months,Still haven't"

Field Type: Multi-select
Label: "What was most helpful during onboarding?"
Options: "Documentation,Video Tutorials,Live Support,Implementation Call,Training Session"

Field Type: Rich Text
Label: "How could we improve the onboarding experience?"

Contract Renewal Discussion

Initiate renewal conversations and gather expansion opportunities.

Field Type: Radio Button
Label: "Interest in renewing your contract"
Options: "Definitely interested,Likely to renew,Undecided,Unlikely to renew,Will not renew"

Field Type: Multi-select
Label: "Are you interested in any additional services?"
Options: "Premium Support,Additional Users,Advanced Features,Training,Professional Services"

Field Type: Rich Text
Label: "What factors are important in your renewal decision?"

Field Type: Date Picker
Label: "When would you like to discuss renewal terms?"

Quarterly Business Review Prep

Gather customer insights and goals preparation for QBR meetings.

Field Type: Rich Text
Label: "What are your key business priorities this quarter?"
Required: Yes

Field Type: Rich Text
Label: "How is our solution helping you achieve these goals?"

Field Type: Rich Text
Label: "What challenges are you currently facing?"

Field Type: Multi-select
Label: "What topics should we cover in our QBR?"
Options: "Usage Analytics,ROI Analysis,Best Practices,New Features,Success Stories,Future Planning"

Churn Risk Assessment

Identify and address customer churn risks proactively.

Field Type: Radio Button
Label: "How likely are you to continue using our service?"
Options: "Very Likely,Likely,Neutral,Unlikely,Very Unlikely"
Required: Yes

Field Type: Multi-select
Label: "What factors might influence you to leave?"
Options: "Price,Lack of Features,Poor Support,Better Competitor,Changing Needs,Budget Cuts"

Field Type: Rich Text
Label: "What would make you more likely to stay?"

Field Type: Radio Button
Label: "How urgent is addressing your concerns?"
Options: "Extremely Urgent,Urgent,Moderate,Not Urgent"

Project Outcome Assessment

Evaluate project results and gather insights for future improvements.

Field Type: Rich Text
Label: "Describe the initial project goals"
Required: Yes

Field Type: Rich Text
Label: "What were the key outcomes achieved?"
Required: Yes

Field Type: Single Line
Label: "What metrics were improved?"

Field Type: Rich Text
Label: "What lessons were learned for future projects?"

Customer Training Request

Schedule training sessions and identify knowledge gaps.

Field Type: Multi-select
Label: "What training topics interest you?"
Options: "Basic Features,Advanced Features,Admin Training,API Usage,Best Practices,Troubleshooting"

Field Type: Radio Button
Label: "Preferred training format"
Options: "Live Webinar,Self-Paced Online,In-Person,Video Conference,Documentation"

Field Type: Single Line
Label: "Number of attendees"

Field Type: Rich Text
Label: "Specific areas where you need help"

Expansion Opportunity Assessment

Identify opportunities for account expansion and upselling.

Field Type: Single Line
Label: "Current number of users/licenses"

Field Type: Single Line
Label: "Anticipated growth in the next 12 months"

Field Type: Multi-select
Label: "Which additional features might be valuable?"
Options: "Analytics Dashboard,API Access,Priority Support,Custom Integrations,Advanced Security,Training"

Field Type: Rich Text
Label: "What business goals are you trying to achieve?"

Field Type: Radio Button
Label: "Budget approval process timeline"
Options: "Can decide immediately,1-2 weeks,1 month,Quarterly planning,Annual planning"

Customizing Your Templates

Field Customization

Modify field labels to match your company terminology
Add or remove options from radio buttons and multi-select fields
Set required fields based on your specific needs
Reorder fields to match your logical flow

Branding & Style

Customize form titles and descriptions
Add company-specific instructions or guidelines
Include links to relevant policies or resources
Set up custom keywords for easy form access

Pro Tips for Template Customization

Start Simple: Begin with basic fields and add complexity gradually
User Testing: Test forms with a small group before company-wide deployment
Regular Updates: Review and update templates based on feedback

Data Handling: Consider data handling requirements for sensitive form data
Mobile-Friendly: Ensure forms work well on mobile devices
Clear Instructions: Add help text for complex fields

Export & Integration Options

CSV Export

Download form responses as CSV files for analysis in Excel, Google Sheets, or other spreadsheet applications.

✓ Bulk data export

✓ Custom date ranges

✓ Filtered results

Cloud Integration

Connect directly to Google Sheets, Airtable, Notion, and other cloud platforms via Zapier.

✓ Real-time sync

✓ 3000+ app integrations

✓ Automated workflows

API Access

Use our REST API to integrate form data with your custom applications and databases.

✓ RESTful endpoints

✓ Webhook support

✓ Real-time data access

Popular Zapier Automation Examples

HR Workflows

Employee Feedback → HRIS

Automatically sync employee feedback surveys to your HR Information System for performance tracking.

Forms Unlimited → BambooHR/Workday

Time Off Request → Calendar

Create calendar events and notify team members when time off requests are approved.

Forms Unlimited → Google Calendar → Slack

Sales & Marketing Workflows

Lead Qualification → CRM

Route qualified leads to appropriate sales reps and create opportunities in your CRM automatically.

Forms Unlimited → HubSpot/Salesforce → Slack DM

Event Registration → Email Sequence

Trigger automated email sequences and add registrants to marketing campaigns.

Forms Unlimited → Mailchimp → Google Sheets

Engineering Workflows

Bug Reports → Issue Tracking

Create Jira tickets automatically and assign critical bugs to on-call engineers.

Forms Unlimited → Jira → PagerDuty

Feature Requests → Product Backlog

Add feature requests to product management tools and notify product team.

Forms Unlimited → Linear/Asana → Product Team Channel

Ready to connect your forms with Zapier?

Learn How to Set Up Zapier Integration

Frequently Asked Questions

How do I implement these templates in my Slack workspace?

Copy the field configuration code from any template, create a new form in Forms Unlimited, and paste the configuration. You can then customize field labels, options, and requirements to match your needs. Follow our step-by-step guide for detailed instructions.

Can I modify these templates for my company's specific needs?

Absolutely! These templates are designed to be starting points. You can add, remove, or modify fields, change option lists, customize labels, and adjust required fields to perfectly match your company's processes and terminology.

Are these templates compatible with Zapier integrations?

Yes! All templates work seamlessly with our Zapier integration. You can automatically send form responses to over 3000+ apps including Google Sheets, CRMs, project management tools, and more. Each template section includes specific automation examples.

How do I control access to form data?

You can use private channels for sensitive forms, enable anonymous responses when needed, and control who has access to form responses within your Slack workspace.

Can I use multiple templates for the same team or department?

Yes! You can create as many forms as you need. Each form can have its own unique keyword for easy access, or you can set different forms as defaults for different channels. This allows teams to have specialized forms for different processes.

Do these templates work for external users or only internal team members?

These templates are designed for internal Slack workspace use. However, you can adapt many of them for external use cases by sharing form links outside your workspace or using Zapier to create external-facing forms that feed into your internal processes.

How often should I update or review these form templates?

We recommend reviewing your forms quarterly or whenever you notice changes in your processes. Regular feedback from users can help identify areas for improvement. You can also A/B test different versions to optimize response rates and data quality.

Ready to Transform Your Team's Workflow?

Start using these templates today and see the difference streamlined processes make.

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