How to Create a Form
Support Team
41 steps
4 minutes
1
Login to your CRM.
2
Click "Sites"
3
Click "Forms"
4
Click "Add Form"
5
You can preview and choose from a list of templates.
6
Or create a form from scratch.
7
Let's "Start from Scratch".
8
First, name your Form.
9
Click "Last Name"
10
Click "Phone *"
11
Click "Email *"
12
Click on a field to make changes to it.
13
To add a field, click the plus icon in the top left corner.
14
Drag and drop the desired field onto the form to add.
15
Let's add a drop down menu.
16
After adding the drop down menu to the form, select it to begin editing.
17
First, change the label to the desired question.
18
You can add a placeholder here.
19
Toggle this box to make this question "Required".
20
The "\*" let's you know that a question is required on a form.
21
To begin adding options for your drop down menu, click "Options".
22
Add your first option.
23
Add your second option.
24
And your third option. You can include more options by clicking " + Add Option".
25
You can do the same for answers with check boxes.
26
Remember to click "Save" often to prevent losses to your progress.
27
This is a Consent box, and required if sending SMS messages to the contact.
28
To edit this copy, click on the Consent box.
29
And make changes as needed.
30
To edit the button, click "Button".
31
In the right-hand editor menu, you can change the text shown on the button...
32
Change the color of the button and more...
33
To set alerts and notifications when a form is submitted, click this bell icon.
34
Toggle this on to activate.
35
Add a subject line here.
36
And where you'd like to send email notifications.
37
Here is where you can send email confirmations to customers.
38
Toggle this on to activate.
39
Add your subject line.
40
Click "Save"
41
Click "Save" in the top right save all progress made to this form. Note: Forgetting to click this Save button may result in loss of ALL progress made to a form.
How to Create a Form
Support Team
41 steps
4 minutes
1
Login to your CRM.
2
Click "Sites"
3
Click "Forms"
4
Click "Add Form"
5
You can preview and choose from a list of templates.
6
Or create a form from scratch.
7
Let's "Start from Scratch".
8
First, name your Form.
9
Click "Last Name"
10
Click "Phone *"
11
Click "Email *"
12
Click on a field to make changes to it.
13
To add a field, click the plus icon in the top left corner.
14
Drag and drop the desired field onto the form to add.
15
Let's add a drop down menu.
16
After adding the drop down menu to the form, select it to begin editing.
17
First, change the label to the desired question.
18
You can add a placeholder here.
19
Toggle this box to make this question "Required".
20
The "\*" let's you know that a question is required on a form.
21
To begin adding options for your drop down menu, click "Options".
22
Add your first option.
23
Add your second option.
24
And your third option. You can include more options by clicking " + Add Option".
25
You can do the same for answers with check boxes.
26
Remember to click "Save" often to prevent losses to your progress.
27
This is a Consent box, and required if sending SMS messages to the contact.
28
To edit this copy, click on the Consent box.
29
And make changes as needed.
30
To edit the button, click "Button".
31
In the right-hand editor menu, you can change the text shown on the button...
32
Change the color of the button and more...
33
To set alerts and notifications when a form is submitted, click this bell icon.
34
Toggle this on to activate.
35
Add a subject line here.
36
And where you'd like to send email notifications.
37
Here is where you can send email confirmations to customers.
38
Toggle this on to activate.
39
Add your subject line.
40
Click "Save"
41
Click "Save" in the top right save all progress made to this form. Note: Forgetting to click this Save button may result in loss of ALL progress made to a form.
