Form

Customizing a Form

Hover over a Form to display the Edit button in its top-right to be able to modify the Layout, Settings, and Advanced tabs:

Layout

You can modify the Layout tab by adding or deleting the fields, changing their order via drag & drop, and editing the contents.

  • Click Add the Form Field to add a new placeholder:

  • Select a field type: Text, Text Area, Select, Radio, Full Name, Subject, Address, Email, Phone, Facebook, Twitter, Link, Date, Number, Currency, or Checkbox:

  • The chosen field will appear on your Contact Form right away.
  • Click Edit to customize a field: change a Title, Placeholder, Description, and Validation Message.

Please Note: You can add a custom validation message to specific fields: Full Name, Address, Email, Phone, Facebook, Twitter, Link, Number, Currency.

Site visitors will see a validation message when they attempt to add symbols to a field that are not allowed. If no custom validation message is added, the following default message will be shown: "Please enter a real (field name)."

You can change the Title, Layout, quantity, and names of the Options in the checkbox field.

If you have access to the Contact CRM system, you can turn on the Contact CRM Field toggle to use this checkbox as the Opt-in for contacting visitors via email. It is necessary to give the checkbox an appropriate name so that site visitors understand that they are giving consent to contact via email.

You can view the Opt-In status in Contact Details in your Contact CRM.

Settings

Change the form type and name, and specify your email address to receive the submitted data in the Settings tab.

  • Modify the Form Type: You can switch between the Contact form and Subscribe form type (available only for the subscriptions with Contact CRM functionality):

  •  Edit the Form Name.
  •  Add your email address to receive the data collected within the Contact Form. You can add up to 5 email addresses:

Please Note: Depending on your subscription (Website+Marketing and eCommerce), contact form information may be saved in Customer Lists within Contact CRM.

You will be able to switch between the Subscription and Contact form types. Depending on the chosen Form Type, site visitors' data will be saved in the corresponding list in the Contact CRM: 

The messages submitted in the Contact Form will be available in the Form Inbox section in the Customers tab.

Please be aware of the mapping of the following Contact Form fields to the Form Inbox fields:

  • Contact Form Subject field corresponds to the message subject in the Form Inbox.
  • Contact Form Text Area field corresponds to the "Your message" field in the Form Inbox.

Please Note: Full Name and Email fields are required for the contact info to be saved in the Contact CRM.

Advanced

In the Advanced tab, you can create a Thank-You message for submitting the form, add a promo code, and modify the Contact Form appearance.

  • Choose the layout for input fields: Vertical, Horizontal, and Split into two rows.
  • Select to display placeholders such as Enter Name and Enter Email Address inside the form fields.

Please Note: You can modify the Placeholder text for each field.

On Submit

Edit the Thank-You message for website visitors who submitted the Contact Form:

  • Title: Click inside the field to modify the message's title the visitor will get after submitting the form.
  • Description: Click to modify the message displayed after the visitor submits the form.
  • Promo Code: Add a Promo Code for website visitors after they submit the form:

An example of the Thank-You message for website visitors that will appear after submitting the form: