Creating a New Custom Form

Custom forms let you collect specific information from your users in a structured way. You can design the form to fit your needs by choosing different field types (e.g., text boxes, checkboxes, dropdowns) and customizing how they appear. Once published, users fill out the form on your website, and their responses are automatically sent to you and stored on your hub.

Custom forms can be used for:

• Contact requests

• Event registrations

• Surveys and feedback

• Newsletter sign-ups

• Any situation where you need structured input from users

TABLE OF CONTENTS

• Step 1: Setup your form
• Step 2: Design your form
  • Configuring Your Form Display
    • Edit an existing field
    • Duplicate a field
    • Remove a field
• Step 3: Add a disclosure message (Optional)
• Step 4: Add a confirmation email
  • Option 1: No confirmation email
  • Option 2: Add a confirmation email
  • Personalize your email with placeholders 

1. Navigate to Forms.

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

Step 1: Setup your form

1. Give your Form a Title.

2. Add a form Description (this will show to your user, below the title).

3. Choose whom you would like the form responses to direct to (at least one).

4. Customize the text for your Submit button in the Submission Button Text field, if desired (This will default to “Submit” if no other text is entered).

5. Choose whether you would like to redirect your user to a web page or display a confirmation message, after the form has been submitted.

When you are finished, select Next Step.

Step 2: Design your form

1. Add a new field by selecting the field type from the left column. 

• Email: For collecting email addresses

• Paragraph: For longer responses (e.g., “Do you have any feedback for us?”)

• Checkboxes: Allows submitters to select one or more answers

• Multiple Choice: Allows submitters to select only one answer

• Dropdown: Similar to Multiple Choice, but better for longer lists of options

• Website: Allows the submitter to add a link to a specific webpage

• Text: for short responses (e.g., Name, Phone)

2. The new field will now appear in the Preview column on the right. You can configure it using the options in the Edit Field tab in the left column. 

3. After adding a new field, you can customize its settings:

1. Label: The name that appears above the input field.
2. Description: A short explanation of what the field requires (optional).
3. Required: Leave as “true” to make the field required. Remove text so box is empty if not required.
4. Size: (Applies to Paragraph and Text) Choose the size of the input box from Small, Medium, or Large.
5. Length Limit: (Applies to Paragraph only) Set a maximum character limit.
6. Options:(Applies to Multiple Choice, Checkboxes, and Drop-Down) Add multiple answer choices for the field.

4. To return and add another field, select the Add New Field tab. Continue adding fields and configuring your form as needed. 

Configuring Your Form Display

Edit an existing field

At any time you can edit any existing item by clicking on it in the Preview section on the right. 

 Reorder your fields

Click and drag any item to Reorder the fields.

Duplicate a field

Hover over and click the green ⊕ icon to Duplicate a field.

Remove a field

Hover over and click the red ⊝ icon to Remove a field.

When you are finished, select Next Step.

Step 3: Add a disclosure message (Optional)

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. 

When you are finished, select Next Step.

Step 4: Add a confirmation email

A confirmation email lets you automatically send a message to users after they submit your form. You can customize this email to include information from their submission, making it feel more personal. 

Option 1: No confirmation email

1. By default, no confirmation email will be sent. 

2. Click Save As Draft or Submit for Approval if you do not require a confirmation email to be sent to the users.

Option 2: Add a confirmation email

1. If you would like to include a confirmation email that will be sent to the user, uncheck Do not send a confirmation email.

2. Fill out the following fields:

• From Name: The name the email will appear to come from.

• From Email Address: The email address the email the confirmation will be sent from (e.g., same as the form recipient).

• Subject: The subject line of the email the user will receive.

• Message: The body of the email.

Personalize your email with placeholders 

3. To personalize your message, select the field name to generate a Response Placeholders from the fields you configured earlier in Step 2: Design your form.

4. Copy the generated placeholder into your email message. When the user receives the email, their submitted information will be inserted automatically. 

• Example: “Hello {{Name}}!” → displays as “Hello Jack!”

5. When finished, click Save as Draft or Submit for Approval in the bottom-right corner. You can return and make changes at any time. 

5. You can now preview your Form on the draft website. See: Displaying Your Form on Your Web Page