Form Builder

Creating a Basic Form

• Click New
• Enter the name e.g. "Contact Us"
• Choose either "yes" or "no" for security check. If enabled, this will require the user to enter a code to submit the form (known as a CAPTCHA). This will help to prevent the form being used by spam bots, but may annoy some users.
• Choose a page to be the success Url clicking the "Select Url" hyperlink. This will be the page the user is sent to after successfully completing the form such as a "thank you" page.
• Click the "Distribution List" tab
• Select the person(s) you want the form to be sent to.
• Click save (located at the top of the page)

Adding Steps to a Form

• Click the radio button next to the form you want to edit
• Click "Steps" at the top of the page
• Click "New"
• Enter the name e.g. "Step 1"
• Enter the button text e.g. "Send Enquiry"
• Click the "Save" button at the top

Adding Groups to Steps

• When editing a step, click the "Groups" tab
• Set the group name
• Set the group header text
• Toggle the group on / off with the is active toggle
• Click the "Add" button in the bottom
• Click the "Save" button at the top

Adding Form Fields

• Click the radio button next to the form you want to edit
• Click "Fields" at the top of the page
• Click "New" at the top of the page
• Enter the name of the field e.g. "Your Name"
• From the step dropdown choose the step you want
• From the group dropdown choose the group you want
• From the dropdown choose the field type e.g. "Text Box"
• Choose whether the field is required or not
• Add in any optional help text
• Click "Save" at the top of the page
• Continue adding fields until you have added all the desired fields

Adding a Form to a Page

• Find the page you want to add a form to
• Click the radio button next to the page then click edit at the top of the page

• Click the body tab
• Click the insert widget button
• From the dropdown select form
• Select the form you want to add
• Click the Ok button
• Click Publish at the top of the page to make the changes live