Create a Basic Form
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Modified on: Mon, Jan 14, 2019 at 5:54 AM
Forms on your website are a handy tool that can...
- Capture a new lead's name and email in exchange for something free (list building)
- Accept Credit Card or PayPal payments to a paid program or service
- Survey your audience
- And so much more!
To create a new form, use the following instructions:
- From the navigation bar on your dashboard, select Forms > New Form.
- Enter the Form Title and Form Description
- On the right side of the screen, click to expand the Advanced Fields option.
- Drag and drop and drop "Name" to the left side of the screen.
- Click the arrow on the top right side of the Name: Field ID 1 section to expand the box.
- Scroll down and select the Required checkbox. (By selecting required, that means the field must be completed before someone can submit their answers to you.)
- Scroll up and click the arrow on the top right side of the Name: Field ID 1 section again to collapse the box.
- Repeat steps 4 through 7 to add an Email field and a Phone Number field. NOTE: In the video example below, we did not require the phone number in order to submit the form.
- Click the blue Update button to save your form.
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To edit an existing form, use the following instructions:
- From the navigation bar on your dashboard, select Forms and wait for the page to load.
- Select the form you want to edit.
- To change the form name, select the title on the top left side of the screen and enter the new title.
- Delete any fields that aren't relevant by clicking the X in the top right corner of the field you want to get rid of.
- Drag and drop any new fields and mark them as required, if needed.
- Add as many fields as you need, then click the blue Update button.
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