How to Use Notion Forms and Why Marketers Love It (2024)

I've been a Notion user since 2021 and prior to this amazing tool, I relied on Google Sheets, Docs, and my calendar...

It was no fun, especially, when our whole company went online and we had zero project management in place!

Since then, I completed hundreds of tasks over the years and this new feature just blew my mind!

With the addition of Notion forms, Notion becomes even more versatile, allowing you to collect data efficiently. Whether you're gathering feedback, conducting surveys, or managing project requests, Notion forms can help.

In this guide, I'll show you how to use Notion forms to boost your productivity and streamline your workflows.

What are Notion Forms?

Notion forms are a way to collect and input information directly into Notion databases through a user-friendly form interface. Forms make it easier for users to submit structured data without navigating through tables or Notion blocks. This feature can be incredibly useful for teams that need to collect responses without requiring all participants to learn Notion.

Why Use Notion Forms?

Notion forms are useful because they:

• Simplify data entry for users unfamiliar with Notion.
• Automatically store responses in a Notion database.
• Allow customization to fit various data collection needs.
• Integrate smoothly with existing Notion workflows and databases.

Getting Started with Notion Forms

To use Notion forms effectively, follow these steps:

Step 1: Open an Empty Page and Type “/Forms”

Open a new page on Notion and type /forms.?

This new command removes 3rd party involvement like Zapier or Tally Forms! You no longer have to integrate 3rd party forms to Notion but you can fill it out internally.?

Step 2: Fill Out Your Notion Form

Just like any other form, you can customize the questions and descriptions and make them required with just one click.?

Notion Forms offer the following answers:?

• Multiple Choice
• Text?
• File Uploads
• URLs

The form automatically comes with a table view database, making it super accessible compared to Google Forms.

This makes it easy to track answers and new data entries! :)

Step 3: Customize Form Fields and Settings

Remember, a professional form makes onboarding, lead generation, and data entry more fun!?

Use emojis, change the form’s background with Notion’s images.?

I prepared the best agency Notion template that helped over 30 companies get hundreds of tasks done! If you want access, sign up for my waiting list here!

Step 4: Share the Form

Once your form is ready, you can share it using two ways:

1. You can share with anyone on the internet
2. You can share the from with only people in your organization.?

I personally like this feature, so you can separate internal questionnaires from external ones.

Step 5: Manage Responses in Notion

All form submissions will automatically populate your linked Notion database. Here’s how to manage the data:

• Filter and sort responses to view specific entries.
• Analyze data by adding views, such as calendar or board views, based on your requirements.
• Export data if you need to use it in other applications (CSV or Excel).

Tips for Using Notion Forms Effectively

• Use tags and labels: Add tags to categorize responses or indicate their status.
• Automate workflows: Use Notion’s built in automation to trigger tasks based on form submissions, such as sending notifications to Slack or creating to-do items.
• Regularly update your form: As your needs change, update the form fields and settings to match new requirements.

Why Marketing Managers Would Love Forms on Notion

Marketing managers need tools to streamline work, collect data, and boost team collaboration. A forms feature on Notion could do just that! Here’s why they’d love it:

1. Centralized Data Collection Marketing managers could gather feedback, campaign data, or registrations in one place. No need to juggle multiple tools—everything stays in Notion, organized and ready for easy access.
2. Effortless Campaign Tracking With Notion forms, managers could track leads and responses by campaign. This makes it simpler to qualify leads and quickly pass them to sales.
3. Client and Customer Feedback Forms can gather real-time feedback and satisfaction scores. This data, stored in Notion, helps make smarter, customer-centered decisions.
4. Quick Data Organization Automated data entry means faster sorting and spotting trends, like campaign engagement or customer feedback patterns.
5. Easy Event Management Create registration forms for events that automatically populate attendee details. Afterward, follow-ups are organized in the same database.

FAQ About Using Notion Forms

Can I create forms directly in Notion?

Yes, you can create a form directly in Notion by typing the /forms. This is a new feature that Notion released in October 2024

Are Notion forms free to use?

Yes, Notion Forms are free to use, but to collect unlimited responses, you must use a paid plan.

Can I automate tasks based on form responses?

Yes, you can use Notion’s built-in automation tool (lightning button on the top right corner of a database) or use automation tools like Zapier to trigger actions, such as sending notifications or creating tasks based on form submissions.

Disclaimer: This article contains affiliate links where I earn commissions if you decide to purchase. The link does not affect the actual price of the product.