Forms (found at Components - Forms) is a tool for visually building and managing online forms. This is a somewhat newer component, if you do not see it on your site please contact us if you're interested in using it.
You can find full documentation and videos tutorials on their website.
Here are the basic steps to create a new form. For more in-depth help please contact us. To not only make…
Here are the basic steps to create a new form. For more in-depth help please contact us.
To not only make things a little easier, but to also maintain the design and formatting found in your site and existing forms, we highly recommend starting by duplicating an existing form instead of creating a new form from scratch.
First, select an existing form that's most similar to your new form (don't worry you can add/remove as much as you want). Then click Duplicate.
Next, Click the new duplicate form. Change the name at the top. You can see there's also an option to add in templates. These are helpful for long forms or common types of forms, but please note they don't automatically match your site's colors and design.
From here, you can drag and drop different types of form fields from the left side, then hover over the fields to customize and edit.
To set up an admin to receive form submissions follow the instructions here.
When you're done, click Save then Close. Duplicate forms are unpublished by default, so click the eye icon next to the new form to publish. Then follow the instructions here to publish the new form on your site.
This is just the start! Forms have lots of options and can be quite robust. Contact us for help with integrations and creating complex forms. We also periodically hold group trainings on forms for more in-depth exploration, so sign up for our newsletter for updates on when we'll have the next training.
427 viewsPosted 2 years ago
To change who within your organization receives form submissions: Go to Forms and click on your desired form. Scroll to…
To change who within your organization receives form submissions:
- Go to Forms and click on your desired form.
- Scroll to the Submit button (some forms have more than one for online/offline payment — you'll repeat these steps for both buttons).
- Hover over the button and click Edit. Then scroll to Admin Email Notifications and add in the desired email address(es). Don't forget to hit enter! Here, you can also change the subject line and email contents in the admin emails.
Once you've made your changes you can click Save in the top left, then click the X to close the editing window for the Submit button, then Close in the top left to exit.
461 viewsPosted 2 years ago
Once a form is created, you can view it on the website by embedding it in an item. To embed…
Once a form is created, you can view it on the website by embedding it in an item.
To embed it in an existing item (like the form found on our Contact page), open the existing item, place your cursor where you'd like the form to go, and then from the shortcut buttons at the bottom of the content editor* Click Forms and select the form you'd like to embed. You'll now see a code that says "[ forms ID= X ]" . Save and close.
To have a new page that you can link to that is just the form on its own, create a new item. The title can be the form title, then follow the instructions above to embed. If you'd like your form to have an easy to remember link, like "yoursite.com/apply" follow these instructions for creating a hidden menu.
To unpublish a form so it no longer appears on the site, you can unpublish the item, or delete the form code from an item. Or go to Forms and click the eye icon next to the form title. Note: if there are links to the form on your site and you unpublish it, users will get a 404 error message if they click them, so remove any links to the form when unpublishing it.
*Everyone's website is different, so your buttons may look different. if you don't see this button in your editor please contact us to add it.
458 viewsPosted 2 years ago