Create, edit or move a website form

You can create a form on any normal website page.

Create a form

  1. Create the page on which the form will be placed. 
  2. Click Add form in the contextual toolbar. This will take you to the form creation screen.
  3. Under the Settings tab, choose the 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.

Form layout options explained

Contact fields

The list of contact fields includes all the preset fields and any custom fields you have created.

  • Display and require any of these fields with the checkboxes.
  • Reorder custom fields by dragging them up and down.
  • Create more custom fields by going to Settings > Custom fields in the main toolbar.
  • Responses to contact fields are stored directly on the Contact record for a person.
  • This information IS available as filter options within segments.

Learn more about custom fields

Directories

You can create directories of contacts that can be published to website pages. For people to be included in directories they need to give explicit consent. You can enable this on any form where appropriate.

Learn more about directories

Questions

You can create your own custom questions to gather extra information on any form.

  • You have all the same response types available as you do on custom fields.
  • Questions can be reordered by clicking the up and down arrows.
  • Answers to Questions are stored in the Submission record (not the contact record).
  • This information IS NOT available as filter options within segments.

Declarations

A declaration is a custom mandatory checkbox on a form.

  • You can create declarations by going to Settings > Declarations.
  • Any declarations you have created can be displayed on forms.
  • Declarations are always required.
  • Declaration confirmations are stored in the Submission record (not the contact record).
  • This information IS NOT available as filter options within segments.

Communication preferences

People can opt in to receive certain types of communication from you.

  • Manage communication types by going to Settings > Communications.
  • Each communication type can be either displayed or not on ALL forms. There is no per-form level option to display these.

Learn more about communication preferences


Edit a form

You can edit a form from the page on which the form is located. 

  1. Go to the page on which the form is located.
  2. Click Edit form in the contextual toolbar. This will take you to the form edit screen.

Move a form

You can move a form from one page to another. 

  1. Edit the form (see above)
  2. Under the Settings tab, change the page on which the form is placed.

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