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Understanding Form Settings

Form Settings: An Overview

Forms come with a wide range of settings designed to help you manage functionality, user experience, and data collection. Whether you're creating a basic contact form or a complex registration form, these settings allow for customizations such as email confirmations, CAPTCHA protection, and more.

While we encourage you to explore all available settings to meet your specific needs, below is a breakdown of the most commonly used form settings.

Visibility

This setting allows you to add a form to a page but keep it hidden from public view. This is especially helpful if you're still preparing the form and not ready to publish it.

Tip: Set the visibility to "Hide on Desktop and Mobile" to keep it private until you're ready to go live.

CAPTCHA

Enable CAPTCHA to prevent spam and automated bots from submitting the form.

Use Case: Essential for any form that is publicly accessible to ensure valid, human submissions.

Submission Limit

If you're offering limited availability (e.g., event tickets, class registration), use this feature to cap the total number of form submissions.

Important Note: The submission limit is based on total form submissions, not individual ticket counts within a single submission.

Display Options (Required)

You must select either an option as to where the error messages will appear when a user submits a form with invalid or missing input.

Form Submission Options (Required)

Decide what happens after the user clicks "Submit."

You have two options:

Display a success message on the same page.
Redirect the user to a confirmation page (you'll need to create this page and paste its URL into the appropriate field).

Form Email Options

This setting allows you to configure email notifications for both internal staff and form submitters.

Internal Notifications: Automatically send a full submission summary to your team.
User Confirmations: Send a confirmation email to the person submitting the form.

Important: To enable user email confirmations:

Make the Email field REQUIRED.
Set the Input Type to "Email".
To do this, select the input field, scroll to the bottom of its settings, and choose "Email" from the dropdown.

Note: This Option is not required, however if you do select an email confirmation/notification you MUST add an Email Subject Line.

Form Contact Mappings

These settings are used to pass data into your Digital Experience Platform (DXP).

External Forms: You may want to map specific fields for integration.
Internal Forms (e.g., parent/student): Mapping may not be necessary.

Need help?
Your Experience Director can assist with mapping your form data into the DXP. Just let them know which form you'd like integrated.

Viewing Form Submissions

To view Form Submissions, click the Form Entries tab in the Editing options. If there are multiple versions of the form you will see a drop-down menu to select versions.

Final Tips

Take time to review all form settings before publishing, as several are required in order for the form to fully function. A well-configured form ensures a smoother user experience and more reliable data collection.

Testing is highly recommended before making the form go live for others to use.

Note: Each time you edit the fields on a Form, you must click the Build Form button to set those changes into the form on the page. This will create a New Version of the same form.

If you have any questions or need support, don't hesitate to reach out to our support team.