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How to Customize Your Form’s Welcome Screen

Introduce your form with a clear heading, a helpful description, and a start button that invites people to continue.

Written by Damaris Pacheco

This guide walks you through customizing the welcome screen in an Interact form.

You’ll be able to:

  • Edit your welcome heading and description

  • Change the start button text

  • Customize colors, fonts, and button shape through your form’s theme

  • Preview your welcome screen before publishing

Before You Start

Make sure you have:

  • An Interact account with access to Forms

  • An existing form, or a new blank form

  • A short introduction explaining what your form is for

Your welcome screen includes three parts:

Part

What it does

Heading

Introduces the purpose of your form

Description

Gives people additional context before they begin

Start button

Takes people into your form

💡 Note: The welcome screen appears before your questions. Use it to explain what people should expect.

Step 1: Open Your Welcome Screen

  1. Log in to your Interact dashboard.

  2. Click Forms in the left sidebar.

  3. Find your form and click Edit. If you’re viewing its overview, click Edit form.

  4. Click Welcome in the list on the left side of the builder.

To create a new form, click Create form in the Forms dashboard, then choose Blank form or a template.


Step 2: Edit Your Heading

  1. Click the heading on the welcome-screen canvas. On a blank form, the prompt reads Say hello! Introduce your form.

  2. Enter a heading that clearly describes your form.

  3. Review the wording to make sure people can quickly understand why they’re here.

For example, an event registration form could use:

  • Heading: Join Our Next Workshop

Write a clear heading

Keep your heading short and specific. Name the activity, request, or opportunity so people know what they’re about to do.

Other examples include:

  • Share Your Feedback

  • Request a Consultation

  • Join Our Newsletter

💡 Note: Edit the heading on the canvas. The form name at the top of the builder is a separate control used to name the form in your dashboard.


Step 3: Add a Description

  1. Click Description (optional) beneath the heading, or click the existing description.

  2. Add a short explanation of what your form is for.

  3. Include any details people need before they begin.

For the workshop example, you could use:

  • Description: Share your contact details and tell us what you’d like to learn. We’ll send you the workshop details before the event.

Help people know what to expect

Use the description to explain:

  • What information you’ll ask for

  • Why you’re collecting it

  • What happens after someone submits the form

If you include an estimated completion time, test the form first so the estimate is realistic.

💡 Note: The description is optional. Keep it focused on the information people need to get started.


Step 4: Change the Start Button Text

  1. Click the Start button on the welcome-screen canvas to open Form text. You can also click the Text icon on the right side of the builder.

  2. Find Start button in the panel.

  3. Enter the label you want people to see.

For example, you could use:

  • Get Started

  • Register Now

  • Share Feedback

💡 Note: The Form text panel also contains Continue button and Submit button fields. Use Start button to change the welcome-screen button label.


Step 5: Customize the Design

Use the Theme icon—the palette on the right side of the builder—to adjust the form’s visual style.

Create a theme

  1. Click the Theme icon.

  2. In the new-theme panel, select a starting theme.

  3. Click Start from [theme name].

  4. Enter a Theme name.

  5. Customize the settings below, then click Create theme to save it.

Colors and fonts

Use Accent, Background, and Text to choose your colors. Use Heading font and Body font to select your fonts.

Choose colors with enough contrast to make your heading, description, and button easy to read.

Border shape

Choose Sharp, Subtle, Rounded, or Pill to adjust the border shape used by the theme.

💡 Note: Theme settings style the form, including its welcome screen. Review your questions and ending screen after changing the theme so the whole form looks consistent.


Quick Reference

To…

Go to…

Open the welcome screen

Welcome in the builder’s left-hand list

Edit the heading

Heading on the welcome-screen canvas

Edit the description

Description beneath the heading

Change the start button label

Start button in Form text

Customize colors, fonts, and border shape

Theme icon

Check desktop and mobile layouts

Preview

Publish the updated form

Publish, then Publish changes

Setup Checklist

  • Welcome heading reviewed

  • Description added or updated, if needed

  • Start button label customized

  • Theme reviewed across the form

  • Desktop and mobile previews checked

  • Start button tested

  • Changes saved and published when ready


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