1. Forms

Create a form

A form that is integrated into your website or landing page content can grab your visitors' attention. The form is usually embedded within a page created in the Page builder and appears as a simple box or button that visitors can click to access the form.

Note

To create and edit forms, you must have the Advanced User or Admin role. Contact your system administrator to request the access rights as needed.

To create a form:

  1. On the Forms dashboard, in the top right-hand corner, click Create form.

  2. The form editor opens and you can start designing your form.

    Choose between a variety of different layouts and items, adjust the general form settings, and add more pages.

  3. When you have finished designing, save your form.

    If you click Save and exit, you'll be prompted to set up a webhook before proceeding. You can choose one of the following options:

    • Proceed - you will need to set up a webhook later. The form is saved, and the editor closes.

    • Set up a webhook - the Settings page opens. Fill in the fields:

      • Name - enter a name for your form.

      • Choose webhook - click the field and select a webhook from the list or click Manage Webhooks to create a new webhook.

      • Choose submit action - click the field and select an action from the list. You can choose between None, Redirect to a URL, or Show message (you can change the default message).

      • Fail message - enter a text to display if the action is unsuccessful (you can change the default message).

When you're happy with your form, you can activate it.

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