Forms

Forms 

In this article, we’ll walk through the Forms section located under the Marketing tab and explain how to create, customize, and manage submission forms.

The Key Steps

1. Navigate to Forms

Click the Marketing tab in the left-hand navigation menu.
Click Forms.

This is where you can create custom forms for:

  • Special events
  • Parent’s Night Out sign-ups
  • Cancellation requests
  • Information collection
  • General inquiries

2. Create a New Form

Click New Form.

  • Enter a Form Name
  • Click to open the Form Builder

You will be taken to the drag-and-drop editor.

3. Build Your Form (Drag & Drop)

In the Form Builder:

  • The left-hand side contains form elements you can drag in
  • The center shows your live form preview
  • The right-hand side allows you to edit selected elements

You can add:

  • Text Fields
  • Paragraph (Long Text) Fields
  • Dropdowns
  • Headers
  • Paragraph Text (for instructions)
  • Dividers

Click any field to edit its settings on the right-hand side.

You can also rearrange fields by dragging and dropping them.

4. Map Fields to Contacts

If you want the form submission to create or update a contact:

Click the field → Enable Map to Contact.

You can map fields to:

  • Standard contact fields (First Name, Email, Phone, etc.)
  • Custom Fields you’ve created

Example:

If you created a custom field called Allergies, you can:

  • Add a form field
  • Map it to the Allergies custom field
  • Any response entered will automatically populate that contact’s profile

5. Use Conditional Logic (Optional)

You can add Conditional Logic to show or hide fields.

Example:

  • Show “Allergy Details” field only if another field is filled out
  • Display additional questions based on user responses

This is useful for more advanced or interactive forms, though not always necessary.

6. Configure Form Settings

Click into the Settings tab.

Here you can configure:

  • Form Name
  • Description
  • Submit Button Text
  • Active/Inactive toggle
  • Maximum Submissions (limit total submissions)

7. Choose What Happens After Submission

In the Settings section, you can define post-submission behavior:

  • Show a Success Message
  • Redirect to a specific URL
  • Send a Notification Email
  • Automatically Create a Contact

If creating a contact, you can choose the contact type:

  • Lead
  • Trial
  • Member
  • Previous Member
  • Contact

Important: Make sure your form fields are properly mapped if creating contacts.

8. Preview & Publish

Click Preview to see what your form looks like.

Once ready:

  • Click Save
  • Copy the form link to share
  • Or embed it on your website

You can return anytime to edit, activate/deactivate, or adjust settings.

9. Add a Signature Field

Collect a signature directly on a form, for example for waivers or agreements.

  • Open the form in the Form Builder
  • Add a Signature field from the field list
  • Set it as required if every submission must be signed

Submitters sign directly in the field, and the signature is captured with the submission.

10. Duplicate a Form

Reuse an existing form's layout instead of rebuilding it.

  • Open the form you want to copy
  • Click Duplicate
  • A copy is created with all the same fields and settings, ready for you to rename and edit

This is handy for creating a similar form for a different location, program, or audience.

11. Export Submissions to Excel

Pull your form submissions out into a spreadsheet.

  • Open the form's Submissions view
  • Click Export to Excel

The submission data, including field values and contact details, downloads as a spreadsheet you can analyze or share.

12. Spam Protection on Public Forms

Public forms include a spam filter to block fraudulent submissions.

  • Spam submissions are held back and do not create contacts automatically
  • Review them in the Filtered Leads section under Contacts
  • For any that are real, click Not Spam to create the contact and bring it into your lead flow

This keeps your lead list clean while making sure legitimate submissions can always be recovered.

13. Redirect After Submission

You can send submitters to a specific page after they complete a form.

  • Open the form's settings
  • Set a Redirect URL for after submission
  • You can set a redirect for embedded forms as well as the standard thank you message

The Forms feature allows you to quickly collect information without needing to create a full event or workflow.

If you have any questions about the Forms section, please reach out to the Market Muscles Support Team.