How to add a form to your page (Desktop)
Using forms enables lead generation, and the opportunity to learn a little about your leads, customers, and your team.
In the Form Editor, you can choose from various fields to fit your needs. Standard fields include Name, Phone Number, Email, and Message. You can add extra fields or remove ones you don’t need. You can also make certain fields required or optional and edit the text in each field.
How to create a Form:
1. Enter the Web Page you would like to add a form to, or create a web page from scratch. Tap "Add section" and select "Form"
2. Once inside the form creator select "+ Add Field" at the bottom.
3. Select the type of field you would like to add and replace the default labels by rewriting the text inside each field by clicking the edit icon for that field. For example: "Name" -> "Full name".
4. To designate fields as mandatory or optional, click the edit icon for that field, select the "Required" checkbox. This means the viewer will not be able to submit the form unless that field is completed.
5. To delete a field, click the trash bin icon located on the right side of that field. Be careful, this can not be undone!
6. Add as many fields as you would like to include in this form and then select "Next."
7. Preview your custom form and then select "Save."
8. You can share the link to your form by selecting the web page and then choosing the share icon to copy the link to your clipboard.
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Types of fields:
You can add different types of fields to make the form your own.
1. Name
2. Phone Number
3. Email Address
4. Multiple Choice:
With multiple choice, you will be able to collect multiple choice answers from your page visitors. You will be able to set up single or multiple select questions.
Add a multiple choice question:
a. Enter your form on your page.
b. Click on ¨Add field¨ and select ¨Multiple choice¨.
c. Click on that field to type your question and define it to have single or multiple select answers.
d. Type all the options you want to give as answers for your questions. If you need to add more options, click on ¨+¨ icon found the right. If you want to remove an option you will need to click on the X located on the right side of that option.
e. Select whether the question is required and then save.
5. Custom field
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How to edit a form:
1. Select the web page the form is contained in.
2. Select the edit pencil icon at the top of the page.
3. Select the edit pencil icon to the side of the specific form you would like to change.
4. Make the changes that fit your needs.
5. Select the save button to save your changes.
Note: When one of your forms has been submitted you will receive an email confirmation with all the information that was filled out.
Important:
*Forms can’t be submitted inside the app or the desktop editor. You need to share the Page link and open it in a browser.