The Custom Form Builder is a powerful tool for creating multi-step, personalized forms tailored to your specific data-collection needs.
To start designing your form, use the updated navigation flow from your website Dashboard:
Go to the Pages tab and select your Custom Form Builder page.
Click the Form Builder tab in the top-left menu.
Add Fields: Choose from a variety of field types in the left-hand sidebar to build your form:
Standard Fields: Insert Text, Email, Date, Number, or Phone Number fields.
Selection Fields: Add Select dropdowns, Checkboxes, Checkbox Groups, or Radio Groups.
Layout & Content: Use Header, Paragraph, Two Columns, or File Upload to organize and explain your form.
Manage Multi-Step Flows: * To create a multi-page experience, click Add New Step at the bottom of the sidebar.
To remove an unwanted step, navigate to it and click the Remove Step (trash-bin) button, then confirm the deletion.
Click the green Save button to store your form structure.
Once your fields are set, use the Settings tab to define how the form functions:
Submission Details: Customize the text for the form's Send Button (e.g., "Contact Us") and enter the Email Receiver address for notifications.
Unique Submissions: Toggle this option to limit how many times a single user can submit the form.
Description: Use the rich-text editor to add instructions or notes that will appear next to your custom form.
After-Submit Actions: Expand these sections to set an Auto Reply Email, add custom Scripts and Codes, or draft a personalized Custom Thank You Message for your users.
User Experience – Dividing long forms into multiple steps can significantly improve completion rates by making the data-collection process feel less overwhelming for visitors.
Internal Organization – Each field can be independently edited to change its name or mark it as "required," ensuring you receive all the essential information from your clients.
Automation – Utilizing the "Auto Reply Email" feature allows you to provide immediate confirmation to your users, building trust and maintaining professional communication.