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. Create the page on which the form will be placed. 
  2. Click Add > form in the contextual toolbar.
  3. Under the Settings tab, add a title and an email address at which to be notified.
  4. Go to the Form layout tab to customise what is displayed.
  5. Optionally add a confirmation email to be sent to people who fill in the form
  6. Click create.

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.

Move a form

After a form has been created you can move it to a different page if you need to.

  1. Go to the page on which the form is located.
  2. Go to the form and click the Edit form button that appears.
  3. Under the Settings tab, change the page on which the form is placed.
  4. Click Save.

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