Creating a New Custom Form

1. Navigate to Forms.

2. Click on +New Form to open the Form Editor.

Step 1: Setup your form

• Fill in the Form Title, Description, and an Email Address to receive form responses. Submission Button Text will determine what should happen after the form is submitted then click Next Step.

Step 2: Design your form - this is the part where you design the questions that you want to ask your clients.

• Under Add New Field, there are seven types of fields.
  • Email: a field for email addresses
  • Paragraph: a field for longer answers (e.g. Do you have any feedback for us?)
  • Checkboxes: for questions that form submitters can select one or more answers
  • Multiple Choice: for questions that form submitters can select only one answer
  • Dropdown: similar to Multiple Choice, designed for questions that have a long list of answers
  • Website: used to redirect the submitter to another webpage
  • Text: a field for short answers (e.g. Name, Phone)

• Under Edit Field, you will be able to configure:
  • Question
  • Description
  • Whether the question is required (check the checkbox to make it required)
  • Answer options (for Checkbox, Multiple Choice, and Dropdown questions)
  • Character length limit (for Text and Paragraph questions)
•  Click Next Step.

Step 3: Add a disclosure message

1. By default no disclosure message is displayed, to display a disclosure message in your form click the Display Disclosure Messages checkbox 
2. When displaying disclosure messages there are two options: 
   1. Custom disclosure message: Click this check box and write your custom disclosure in the text field.
   2. Select an existing disclosure message: Click the check box  beside the disclosure message that you wish to display. 

Step 4: Add a confirmation email

1. By default a confirmation email will not be sent out. To add a confirmation email uncheck the Do not send a confirmation email checkbox.
2. Fill in the email From Name, From Address, Subject, and email content.
3. Click on Submit for Approval. Once the form is approved, you will be able to add it to your website.
4. If you want to edit the form, click on Edit to open the Form Editor and change the fields you want.

To complete creating the form, click Submit for Approval