Create a form

You can create custom forms for enquiries, applications, referrals or any other information gathering from your website visitors.

Create a form

1. Go to Forms and create a new form.
2. Under the Settings tab, add a title and an email address at which to be notified.
3. Go to the Form layout tab to customise what is displayed.
4. Optionally add a confirmation email to be sent to people who fill in the form.
5. Click create.

Display a form on a page

1. Go to an existing page or Create a new page on which the form will be placed. 
2. Click Add block > Form in the contextual toolbar to create a block on the page that is capable of showing forms.
3. Edit the form block and link it to the appropriate form.
4. Once linked, the form will display and provide admin shortcuts to Edit form or View submissions.
5. Forms can be displayed on multiple pages if necessary.

Gathering information correctly

To save contact information correctly you need to understand the following features and configure them correctly.

Custom fields >

• Responses to custom fields are stored directly on the Contact record.
• This information IS available as filter conditions within segments.

Questions >

• Answers to Questions are stored in the Submission record only.
• This information IS NOT available as filter options within segments.

Directories >

• You can publish directories of contacts on website pages.
• Contacts can opt-in to appear in directories.

Declarations >

• Declaration confirmations are stored in the Submission record only.
• This information IS NOT available as filter options within segments.

Communications >

• People can opt-in to receive communications from you.
• Each communication type can be set to display on ALL custom forms.