Forms

Build a form

Forms let visitors send you information: contact requests, sign-ups, applications or orders. You build a form once and can place it on any page.

How forms fit together

You build a form in the Form Creater, then place it on a page with the Form element. Every submission is saved, and you can review it later.

Fields collect the answers. Select fields take their options from a catalog.

Form settings decide who is notified, which tags are added and whether a function runs.

The Form element on the page decides the button, and what happens after success or failure.

Create a form

1

Open the Form Creater

Go to Forms, then Form Creater, and click Add form.

2

Name it

Enter a Unique name and click Create new form.

3

Open the builder

Open the form's row actions and choose Edit.

4

Add the first field

Click Add new section. The Select form template picker opens.

5

Save

Click Update form when you are done.

The builder shows the form as visitors will see it. Turn Edit Mode off to preview it without the editing controls.

Add and arrange fields

The field picker has two groups.

General components

Text input, text area, number, date picker, select, checkbox and file upload fields for anything you want to ask.

User components

Ready-made fields for username, email, phone, first name, second name, paternal surname and maternal surname. They fill in the person's record.

With Edit Mode on, each field has Add below, Reorder, Edit and Delete controls. Reorder moves a field to a numbered position.

Use User components for contact details. When a form with an email or phone field is submitted, the person is saved as a lead you can follow up with.

Form settings

Click Form settings in the builder for options that apply to the whole form.

Notify admins

The admins who get an email when the form is submitted.

Add tags to users

Tags added to the person after they complete the form.

User data

What a submission may change on the record of someone already known.

On end rule

A function to run when the form is submitted.

Configure analytics

Names the events the form reports, and which fields they carry.

Keeping forms tidy

The Forms table shows each form's Version number and how many Times completed. Every submission records the version it was answered on, so older answers stay readable after you change the form.

Deactivate a form from the table when you no longer use it, instead of leaving it on a page.