CMS - Form Feature - How to Create One | Form Features

Forms

How do I Create a Form Feature?

Creating Forms

Using forms in your website is a geat way to generate leads for your school. There are two broad approaches when it comes to forms in a school website; short and simple forms intended to generate a high volume of leads, or long and detailed forms intended for use in application/registration processes to feed into the Admissions department or other School related functions.

To create a Form feature:

Visit the page you would like to place a form onto and put it into Edit mode, then select the yellow + sign at the bottom of the content zone you wish to place the form into to open the Add a New Feature dialog box
Enter a title for your form, click the Form option, then click the Save button
You will now see an empty Form Feature on your page, enter its Settings and set the desired width (site-col-6, site-col-8, etc) if required and save that change
Click the Edit button to go to the Form Builder; this is where you can drag and drop fields into your form
Place the required fields of varying types (see below for more info on this) and edit each to your requirements (for example, change the question the field asks, populate dropdown options into it, set as required field, etc)
Once you have completed setting up the fields, scroll up to the top of the page and click the Build Form button
You will need to enter the Form Feature's settings again in order to configure the form; enable a Captcha if you wish, select to show error messages if a user enters wrong input to a field, set up notification email to school recipient, set up confirmation reply to user if desired, and so on
You should also ensure that the form submission will be captured as a lead in your DXP (Digital Experience Platform), and you can do this by mapping the Email and Name fields of your form to the DXP in the Contact Mapping section at the bottom of the Form Feature's settings tab

There are six different fields you can add:

Input

This field allows the user to insert a specific type of information as decided by you. Using the Input Type dropdown, you can set the input to:

Text
Date
Email
File Upload
Hidden
Numeric
Phone
URL

Note: It is essential that you change the Input Type of a field you wish to capture email addresse in to "Email"

Checkbox

This field allows the user to select one or several options from a multiple-choice list, and appears as boxes they can tick.

Each Checkbox feature automatically comes with two choices, which you can edit using the Pen icon. You can also delete options using the Bin icon.

You can add additional options by choosing Add New Record, entering the option in the Value field, and selecting the Save icon.

Radio

This field allows the user to select one option from a multiple-choice list, and appears as a set of round buttons.

Each Radio feature automatically comes with two choices, which you can edit using the Pen icon. You can also delete options using the Bin icon.

You can add additional options by choosing Add New Record, entering the option in the Value field, and selecting the Save icon.

DropDown

This field allows the user to select one option from a multiple-choice list, and appears as a dropdown menu.

Each DropDown feature automatically comes with two choices, which you can edit using the Pen icon. You can also delete options using the Bin icon.

You can add additional options by choosing Add New Record, entering the option in the Value field, and selecting the Save icon.

Text Area

This field allows the user to enter a large amount of text, such as for supporting statements or to provide more information about a topic.

You can use the Cols and Rows sections to decide how much space the user has to work with – 100x10 is set automatically.

Section

This field is used to separate different sections of larger forms or provide extra information that is not directly related to one of the questions.

You can use the Field Title section to create a section title, which will typically appear on the page as a header depending on how your site is styled.

The Description section can be used to provide extra information about that particular part of the form or provide more general information.

Product List

This field is used to collect payment on a form.

Drag and Drop the Product List Field from the left hand side over to your form.

Click the pencil icon to open the editing options for this Form Field.

Use the Value field to designate the price/cost and assign a Name (e.g., Value is $100 and Name is "1 Prom Ticket"

You can select the Allow Multiple Choice if you want users to be able to select multiple items from the Product List.

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.

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.