Forms

The form designer allows you to make contact forms for your website.  The contact forms can be sent via email, or to a number of form targets.

A form takes information from people browsing your site and sends it to you in a "Notification" email.  It also sends a "Response" email back to the person who submitted the form.

Access the list of forms by clicking the form button on the toolbar:

Forms

Form List

The form list shows you the forms that are available on your website.

Each form has a unique name that can be used to access the form via the "Link".  You can access the actual form page by clicking form icon.

You can edit a form by clicking its row in the form table.

Form List

Create a Form

You can create a new form by entering a form name and clicking "Create".

Form Fields

Adding fields to your form is performed with the field editor on the first tab, "Form Fields" will add new fields.  Simply drag a field from the left and drop it onto your form where you would like it placed.

On all forms, make sure you have a submit button or your form will not be usable.

Form Fields Editor

Add Fields

The buttons in the add fields section allow you to add new fields to the form.  You need at least a "Submit" field, which shows the button that saves the form.

The field types are:

  • H1 to H3 - Headings, each with a not underneath.  These let you split your form into sections.
  • Paragraph - Descriptive text you can show on the form.
  • Text Field - A place for a single line of text, like a name, postcode or phone number.
  • Text Area - A place for multiple lines of text, like a description or an address.
  • Select - A dropdown, allows you to select one item from a list of choices.
  • Checkbox - A Yes/No answer.
  • Check Group - Select one or more items from a list of possibilities.
  • Radio Group - Like a select, but presented as a row of items and you can select only one.
  • Email Address - Accepts a single email address.  If an email address field is present on the form, it will also receive the "Response" email.  If you dont want the response email sent, use a "Text Box" instead.
  • Captcha - A human user checker.  This asks the person filling in the form to solve a simple problem, to make sure they are a person and not a computer autofilling the form.
  • Submit - A submit button that will save the form.

You can click and drag the fields to the field list.  You can also drag and drop fields on the form to reorder them.

Preview Your Form

To see what your form will look like, and apply custom colors and settings to your form design, visit the design tab.

Field Settings

Each field has a number of setting, you can click its panel to reveal its settings.

 

The settings for each field are:

  • Field Name - the name to give the field when it is submitted, this is also stored in the database each time the form is submitted.
  • Label - a label for the field which summarizes what you expect to be entered.
  • Description - a more detailed description of what you expect.  The clearer you can be the better your submitted forms will be.
  • Required - Tick this if the field must be filled in.
  • Validation - This field varies according to the type of field.  For a select each line is an item that can be selected from, for a text box it can be a regular expression used to validate the field.
  • Error Message - The message to display if a required field is not entered, or if it fails its validation rule.

Fill in the details for each field and "Save".  You can also "Cancel" your changes or "Remove" the field altogether.

Defining Form Settings

Each form has a number of settings:

Form Settings

Each form has a number of settings available that define how information is sent by the form:

  • Form name - the name of the form, also used in it's URL, as in /form/fill/form-name
  • Title - An easy to identify title for the form
  • Email sent from - The email address that the notification and response messages will appear to come from.
  • Notify on submission - The people to send a notification email to when a form is submitted.
  • Forward link - The page to direct the person to once the form is submitted.  Usually this page says "Thank you for your submission." or similar.
  • Detect junk - If you tick this and mark submissions as junk, the system learns what junk looks like and will begin to flag submissions it thinks are junk.
  • Requires membership - If you tick requires membership, the user must be registered and logged in to submit this form.
  • Active - Is the form available to people browsing your website?
  • Style - "Default" lays the fields out with the label to the left. An "Inline" form is presented with a placeholder in the field, until text is entered.

You can also edit the response email in the text editor.  Field values can be inserted into the email by clicking the field name to the right.

Once setup, "Update" to save your changes.

Notifications

You can send notification emails to a range of people, based on fields on the form.  You can include any field off the form into the notifications emails, so you can stay on top of submissions on your website.

Testing

It is very important that you test your form to make sure it is working before presenting it to your customers.

From the field details, "Test Form" will take you to the form so you can enter details and submit it.

Make sure you receive a notification and response email correctly.

Form and Email Templates

See the subtopics for help with custom forms, and custom emails.