GUIDE – Website – Simple web form set-up

1. To access forms click on your event. Under the WEBSITE menu select Forms and click on Web. Here you can see any forms you have created and create new ones. To create a new form click +New form.

   

2. Give the form a name and change the Status to live. If you don’t do this you won’t be able to add the form to a page. The form won't be published anywhere until you add it to a page. 

3. The form will have a name field and a submit button. These can’t be removed but you can change the label. You can now add any other questions you require. In Field label, type the question you would like to include and select the field type e.g. text area, file upload and click add field. Once you have done this you can drag and drop questions to reorder them. 

4. You can mark a question as Required which means the customer will have to answer it to proceed. There is also the option to Disable a question. This means if will appear on the form, but the customer can’t fill it in. If you select Hide field, the question won’t appear on the form. Once submissions have started you can’t delete a question but you can hide it. The data already collected will be saved but any new customers will not see the question. 

5. If you would like to receive an email notification when someone submits the form you can set up an email alert. In the Submit Button section select Send Email. You will then see a dropdown menu. If you would like the email to go to a specific contact select Another and enter their email address. If you select a user role such as Superuser or Event Coordinator the email will go to everyone who holds that role in your client account. 

6. You can then select which version of the email you would like to be send from the dropdown beside Web Form Submitted. To create a new version of an email template, under the WEBSITE menu, click on Email Templates (Customizing email templates and attachments). 

7. If your form includes a question/questions using an email input or person field type you can choose to send an email to the email address included in the form. If you choose these field types the option will automatically appear in the Recipient dropdown. You can then choose which Thank You email you would like to send from the dropdown. 

8. You should always set up where the customer should be redirected to once they have completed the form.  You can redirect them to an existing page or create a new one.  

9. Save the form and add it to a page. Click on the WEBSITE menu tab, click on Pages, either create a new page or add to an existing page and Publish.

TIP: Creating a page and adding content to a page, view here