Building a Custom Form

``Custom forms can be used for anything you need to capture information for: events, trial offers, promotions, belt testing, etc. Below are instructions to build a basic form to capture a client's information. While this article is showing instructions for a basic information form, you can build custom forms out to be as complex as you'd like.

The Key Steps

  1. Select Tools from the left Navigation Menu
  2. Click on Forms in the sub-menu
  3. Click the green Add New button
  4. Give your form a title and select a pre-made template or create your own custom blank form
  5. Build your custom form by adding content from the Standard Fields, Fancy Fields, or continue scrolling for the Payment Fields section.
  6. To create a basic form for information capturing, we'd recommend using the following fields: Name, Phone, Email, and for any questions you have, you can use Single Line Text so clients can type out their answers. Once you add new fields, you'll see a preview of the form over to the right in the editor.
  7. If you need to rearrange the order of the fields, you can click and drag the fields in the order you'd like
  8. To be notified by email when the form has been completed by a client, you'll click on the Settings tab
  9. Once the form is complete, you'll click the green Save Button on the top right of your screen and Exit using the grey "X" next to that button.
  10. Submissions for your new form can be found back on the Forms page.
As a reminder, clients who fill out these forms will not show up as a contact in your lead count. Their submissions are only held in the specified Forms section.

Here is a Video Walking Through These Steps:

1. Select  Tools from the left Navigation Menu and click on Forms in the sub-menu.

2. Click the green  Add New button

3. Give your form a Name and select a Template or create your own custom Blank Form

5. Begin building your custom form by adding content from the Standard Fields, Fancy Fields, or continue scrolling for the Payment Fields section.

6. To create a basic form for information capturing, we'd recommend using the following fields: Name, Phone, Email, and for any questions you have, you can use Single Line Text so clients can type out their answers. Once you add new fields, you'll see a preview of the form over to the right in the editor.

7. To be notified by email when the form has been completed by a client, you'll click on the Settings tab

8. Then click on Notifications in the sub menu and replace the "{admin email}" with the email you'd like to receive notifications to.

9. Once the form is complete, you'll click the green  Save Button on the top right of your screen and Exit using the grey "X" next to that button.

10. Submissions for your new form can be found back on the Forms page