How to create a Custom Form

How to create a Custom Form

In the admin area, click on "Pages" from the menu on the left, and then click on the "Add New Page" button at the top of the following page.  Next, enter a Page Title for this page and from the Page Type drop-down box, select "My Form", and then click on the "Add Page" button when done.  Next, scroll down to the bottom of the pages grid and you should see the page that you just added, and will need to click on the corresponding icon under the "Edit" column, to edit this page.


STEP 1

Form Properties

Click the Form Properties at the top.

Email Address: Enter in the email address that you would like your form to go once it has been submitted.

Autoresponse Email
: This field is not required in order to setup this form.  However, it is used to enter an e-mail address for an e-mail that clients will receive automatically upon submitting this form on your site.  This e-mail address will show as the "From:" address when the client receives the automatic e-mail response.  Generally, it is best to use the same e-mail address in this field as you have used in the "Email" field above.

Autoresponse Subject: This field is not required in order to setup this form.  However, it is used to type in a subject for the automatic e-mail response that clients will receive upon submitting this form on your site (ie: Thank You For Contacting Us...)

Autoresponse Body: This field is not required in order to setup this form.  However, it is used to type a body message for the automatic e-mail response that clients will receive upon submitting this form on your site (ie: This is to confirm that we have received your recent form submission and someone will be getting back to you shortly...)

NOTE: In addition to filling out the above Autoresponse fields, you need to follow these 2 simple steps in order for the autoresponder features to work correctly.

Step One : Click On the Manage Form Fields link above and then click on the "Add New Form Field" button.  In the "Field Type:" drop-down box, select "Single Line Text Box" as the Field Type and click on the "Submit" button.

Step Two : In the internal name field enter "Email" (without quotes) and complete the rest of the form with approppriate details.

Thats it! You have an auto responder setup that will automatically email the customer with the details you have entered in the Form Properties page.

Confirmation Page: Using the drop down box choose the page that you would like the user to go to after the form has been submitted.

Activate: Checking the active box will allow the form to be viewed by the user on your site. If the active box is not checked it will give a message of: "Page Not Found".

Note: Payment and Order Complete settings are additional advanced settings that can be enabled and used after you have your basic form setup.


STEP 2

Add New Form Field

Click the Manage Form Fields link at the top. Next, click on the "Add New Form Field" button located across from the name of the form.

A) Choose the Field Type and Group

Field Type: Using the drop down box, select the type of Field you would like to create. The following types of fields are listed below:

Group With: (Optional) -- You can only group with matching Fields Types of either check box or radio button. Finally, click the Submit button when you have made your choice.

Available Field Types

Check box: This field type will have 1 or more boxes in which a user can select from to respond to a Field.

Hidden: This type of field will not be seen on your site but will pass a value which can be seen at Form Submissions.

Multi Line Text Box: This type of field will have multiple lines of text for the user to respond to a Field.

Password: This type of field will allow the user to enter a password for the Field.

Radio Button: This field type will have 1 or more buttons in which a user can select from to respond to a Field.

Select List: This type of field will have 1 or more choices in a drop down box in which the user can select from.

Single Line Text Box: This type of field will have a singe line of text for the user to respond to a Field.

Free Form Field: This type of field can display any type of info including photos, links, text, etc. using the editor provided.

B) Specify properties of the new Field Type

Internal Name: The Internal Name is not seen on the website by the user, but will actually be used in the creation of the new Field Type for identification purposes. It can only contain letters and/or numbers and NO other characters or spaces.

Field Label: This is the label that the field is given to be displayed on your site. Example Label: What is your Name?

Field Value: This will list the value of certain field types. The field values will display for radio buttons, checkboxes, and hidden field types only. Example Field Value for a check box: Male

Additional Code: (Optional) -- This area is used for additional code for added functionality to your Field Value.

Required: This will let you require the user to complete the Field Value before submitting the form.


STEP 3

Manage Form Fields

Click the Manage Form Fields link at the top. This will list all of your fields for the particular form.

Field Rank: This will let you rank the order of the fields which are displayed on your custom form page.

Field Label: This is the label that the field is given to be displayed on your site. Example Label: What is your Name?

Field Type: This will list the type (functionality) of the field that was created. Example Field Type: Check Box

Field Value: This will list the value of certain field types. The field values will display for radio buttons, checkboxes, and hidden field types only. Example Field Value for a check box: Male

Editing Fields: You can edit Fields or Field Values by clicking the Edit link located across from the Field Label or Value.

Previewing Fields: You can preview created Fields by clicking the Preview link located across from the Field Label.

Deleting Fields: You can delete entire Fields or singe Field Values by clicking the Delete link located across from the Field Label or Value


STEP 4

Form Submissions

Click the Form Submissions link at the top. This will list all of your Form Submissions ordered by date.

Submission ID: Each form submission is given an ID number in which to reference.

Submission Date: The date in which the form was submitted is listed across from the Submission ID for each form submission.

Details: Click on the Details link across from the Submission ID to access the entire contents of the form responses.

Delete: You can delete a form submission by clicking the red X across from the Form Submission ID

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