Uplup Form Builder Documentation – Complete Guide
Welcome to the Uplup Form Builder documentation. This guide covers everything you need to know about creating powerful, customizable online forms – from basic contact forms to complex multi-page applications with conditional logic and integrations.
Table of Contents
- What is Uplup Form Builder?
- In This Documentation
- Form Builder Interface Overview
- Form Types: Classic vs Conversational
- Quick Start: Create a Form in 5 Minutes
- Field Types at a Glance
- Common Use Cases
- Frequently Asked Questions
What is Uplup Form Builder?
Uplup Form Builder is a powerful online form creation tool that lets you build beautiful, functional forms without any coding. Whether you need a simple contact form, a detailed application, a multi-page survey, or a form that collects payments – Uplup has you covered.
Key Features
- 43+ Field Types – From basic text inputs to file uploads, payments, signatures, and more
- Two Form Modes – Classic (all fields visible) or Conversational (one question at a time)
- Drag-and-Drop Builder – No coding required, intuitive visual editor
- Conditional Logic – Show/hide fields and skip pages based on user answers
- Multi-Page Forms – Break long forms into steps with progress indicators
- Custom Styling – Match your brand with themes, colors, fonts, and backgrounds
- Integrations – Connect to CRMs, analytics tools, payment processors, and scheduling platforms
- Security – reCAPTCHA, geo-blocking, password protection, and spam prevention
- Analytics – Track submissions, view statistics, and export data
In This Documentation
Use the links below to navigate to specific topics. We recommend starting with “Getting Started” if you’re new to Uplup.
Getting Started
- Create Your First Form – Step-by-step tutorial for beginners
- Classic vs Conversational Forms – Choose the right form type for your needs
Building Your Form
- Field Types Reference – Complete guide to all 43+ available fields
- Conditional Logic & Branching – Create smart forms that adapt to user responses
- Multi-Page Forms & Progress Bar – Break forms into steps for better completion rates
Customization
- Styling & Themes – Customize colors, fonts, backgrounds, and more
Settings & Configuration
- Form Settings – Submission limits, scheduling, confirmations, and redirects
- Security & Spam Protection – reCAPTCHA, geo-blocking, password protection
- Email Notifications & Auto-Responders – Set up alerts and confirmation emails
Sharing & Distribution
- Embedding & Sharing Forms – Direct links, website embeds, popups, and QR codes
- Integrations – Connect to 23+ CRM platforms, analytics, payments, and scheduling tools
Results & Analytics
- Analyzing Submissions – View responses, statistics, and export data
Form Builder Interface Overview
The Uplup Form Builder is divided into three main areas:
Form fields / area where you can drag and edit the fields.
Field settings sidebar to the right. This is where you can make advanced customizations on each form field.
1. Field Library (Left Sidebar)
The left sidebar contains all available field types organized into categories. Simply drag a field from the library onto your form canvas to add it.
- Basic Inputs – Text, email, phone, number, URL, etc.
- Choice Fields – Radio buttons, checkboxes, dropdowns, picture choice
- Date & Time – Date picker, time picker, date range, timezone
- Rating – Star rating, NPS, opinion scale, slider
- Advanced – File upload, signature, matrix grid, payment
- Layout – Headings, paragraphs, images, dividers, page breaks
2. Form Canvas (Center)
The center area shows a live preview of your form. This is where you arrange fields by dragging and dropping them into position. Click any field to select it and edit its settings.
3. Field Settings (Right Panel)
When you select a field, the right panel shows all configuration options for that field:
- General – Label, placeholder, help text, required toggle
- Options – Field-specific settings (e.g., choices for dropdowns)
- Validation – Min/max length, patterns, custom error messages
- Logic – Conditional visibility rules
Form Types: Classic vs Conversational
Uplup offers two distinct form modes to suit different use cases:
Classic Mode
Traditional form layout with all fields visible on the page. Best for:
- Contact forms
- Application forms
- Registration forms
- Order forms
Conversational Mode
One question at a time, chat-like experience. Best for:
- Surveys
- Lead generation
- Feedback forms
- Quizzes
Learn more about choosing the right form type →
Quick Start: Create a Form in 5 Minutes
Here’s a quick overview of the form creation process. For detailed instructions, see the Getting Started guide.
Step 1: Access the Form Builder
From your Uplup dashboard, click “Create New” and select “Form” from the options.
Step 2: Choose a Starting Point
You can start from scratch or choose from our template library. Templates include pre-built fields and styling that you can customize.
Step 3: Add and Configure Fields
Drag fields from the left sidebar onto your form canvas. Click any field to configure its settings – label, placeholder text, validation rules, and more.
Step 4: Customize the Design
Click the “Design” tab to access styling options. Choose a theme, customize colors, upload a background image, and match your brand.
Step 5: Configure Security & Integrations
Use the buttons in the top-right of the Edit tab to access additional settings: Design (styling, themes, finish page), Integrations (CRMs, analytics, payments), and Security (submission limits, spam protection).
[SCREENSHOT – The Edit tab showing the Design, Integrations, and Security buttons in the top-right area.]
Step 6: Publish and Share
Click “Publish” to make your form live. You’ll get a direct link to share, plus options to embed on your website or display as a popup.
[SCREENSHOT – The Publish tab showing the live form URL with a copy button, embed code section, and social sharing options.]
Field Types at a Glance
Uplup offers 43+ field types across six categories. Here’s a quick overview – see the complete Field Types Reference for detailed information on each field.
| Category | Field Types |
|---|---|
| Basic Inputs | Short Text, Long Text, Rich Text, Number, URL, Email, Phone, Name, Address, Date of Birth, Company Name, Social Share, Hidden Field |
| Choice Fields | Radio Button, Checkbox, Dropdown, Multi-Select, Picture Choice, Yes/No, Legal/Consent |
| Date & Time | Date Picker, Time Picker, Date & Time, Date Range, Timezone |
| Rating Fields | Star Rating, NPS (Net Promoter Score), Opinion Scale, Slider |
| Advanced Fields | Matrix/Grid, Ranking, File Upload, Signature |
| Layout & Content | Statement, Heading, Paragraph, Image, Video, Divider, Page Break |
| Special Fields | Payment |
View complete Field Types Reference →
Common Use Cases
Uplup Form Builder is versatile enough to handle virtually any form use case:
Lead Generation
Capture leads with sleek conversational forms. Integrate with your CRM to automatically add new contacts.
Contact Forms
Simple contact forms with email notifications and spam protection.
Surveys & Feedback
Collect customer feedback with rating scales, NPS scores, and open-ended questions.
Registration Forms
Event registration, membership signups, and user onboarding forms.
Application Forms
Job applications, scholarship applications, and membership applications with file uploads.
Order & Payment Forms
Collect orders and payments with integrated payment processing.
Frequently Asked Questions
How many forms can I create?
The number of forms you can create depends on your plan. Free accounts can create forms with limited submissions per month. Paid plans offer unlimited forms and higher submission limits. View pricing details.
Can I accept payments through my forms?
Yes! Uplup integrates with Stripe to accept payments directly through your forms. You can collect one-time payments, subscriptions, and donations. See the Payment field documentation for setup instructions.
Can I embed forms on my website?
Absolutely. Uplup provides multiple embedding options including script tag embed, popup/modal, and direct link. Forms are responsive and work on all devices. See Embedding & Sharing Forms.
Is my data secure?
Yes. Uplup uses industry-standard encryption for all data transmission and storage. We’re GDPR compliant and offer features like password protection, access controls, and data export. See Form Security for details.
Can I connect my forms to other tools?
Yes! Uplup integrates with 23+ CRM and email marketing platforms (Mailchimp, HubSpot, ActiveCampaign, Klaviyo, and more), analytics tools (Google Analytics, Facebook Pixel), payment processors (Stripe), and scheduling tools (Calendly). See Form Integrations.