1. What is the Form section?
The Form section allows you to create, directly in your backoffice, a form that your users can fill out and send you.
This falls under the CMS section category, which is why it is only available with the Full and Advanced plans.
2. How can I create a Form section?
From the menu Content>Add a section, select the section Form.
Name your form, and then click on the Add button.Your Form section is now created. You will now have to set it up.
3. Edit your form
The menu on the right, called "Modify the form" lets you add fields to your form and personalize the settings.
4. Add fields
You can add several fields to your form.
Certain fields will allow your users to directly fill in information (for example: "Single line", "Paragraph", "Name", "Email", etc.)
Other fields let your users choose a response in a list or menu ("Multiple choice button", "Dropdown menu") or to select multiple responses ("Checkboxes").
They can also fill in a date, time, address, or even a price.
The field "Section Break" allows you to put space between two fields or to give a title to a portion of your form.
5. Edit the field
As soon as you have selected a type of field, open the menu "Edit the field".
You have the option to personalize certain elements.
- Field label
This is the title of the field, the one that will appear to your users. It is mandatory to fill this out.
By default, this will appear inside the field, but you can choose to place it above the field by setting the "Placeholder on top" button to "on".
- User instructions
You have the option to give supplemental instructions to your users, that will appear underneath the field. You can choose not to do this, it is not mandatory.
Deactivated "Placeholder on top" button example.
Activated "Placeholder on top" button activated example.
- Required field
If you set the "Required field" button to "on" in a field, the user will not be able to send in the form if this field has not been filled out.
As soon as the "Required field" is set to "on", an asterisk will appear next to the field.
6. List of choices
In the fields where you can make a list of choices ("Multiple choice", "Dropdown menu", or "Checkboxes") you can add or delete choices (by clicking the + or x).
- Random ordering
In the "Multiple choice" and "Checkboxes" fields, you can set the "Random ordering" button to "on".
If this is activated, the field choices will appear in random order each time the user opens the form. This option is useful if you want to be sure that the user reads the choices thoroughly and does not just systematically mark the first choice they see.
7. Send a file
The "File" field lets your users send audio or video files.
You can personalize the "send" button by editing the text under "Upload button".
8. Field layout
You have the option to delete, duplicate, or even move fields in the form.
-To duplicate a field, click on the green icon.
-To delete a field, click on the cross.
-To move a field, slide it to the desired placement.To edit a field that has already been created, simply click above it and the corresponding menu will appear on the right.
You also have the option to create paragraphs, just like you can in an CMS Article section.
9. Form settings
The Form Settings menu concerns the settings related to the send procedure of the form.
- Email recipient
Fill in your email address to receive a notification each time a user sends in a form.
- Confirmation message
This is a message to ask the user to confirm that they want to submit the form. It is not mandatory.
-If you provide a confirmation message, it will show up on the user's screen when they send in a form.
The user should, therefore, reply "yes" to confirm the submission. He also has the option to reply "no" and return to the form (if they wanted to change a response, for example).
-If you don't provide a confirmation message, the users will submit their form simply by clicking on the send button, without any additional confirmation.
- Error message
This message will appear if an error occurs when the user sends in the form.
- Submit button
This is the button found at the bottom of the form that allows the user to validate their submission. You can personalize the message.
- Ending message
This message will inform the user that the process is complete.
10. Appearance of your form
Now you can personalize the design of your form by editing the Form Page.
Beware: don't set the "Background of the button" colour to white or your check boxes will be checked in white and we won't see it.
Make sure you choose a different colour than white for this setting.
11. Where will the submitted forms appear?
The forms that have been sent in will arrive directly in your Form section (Content menu in the Form section).