In user user menu bar on the left side of the screen, click on APPS>FORMS. Click the ADD NEW button at top right of the pullout panel and choose Blank Form. Give the form a title (and description if you wish) and press Create Form. Drag your fields from the panel on the right into […]
Category: Forms
How do I send a confirmation email to the person who filled out the form?
In user user menu bar on the left side of the screen, click on APPS>Forms. Hover over the gear icon of the form you wish change the receiving email of. Choose Notifications from the dropdown you see. Click on the ADD NEW button. In the SEND TO field, choose SELECT A FIELD. In the SEND […]
How do I export data to CSV file for import into spreadsheet program (Excel, etc)
Go to APPS>FORMS. Click the EXPORT SUBMISSIONS button at the top right of the page.
How do I link to a form or embed into a page?
Embedding Form into a Page Navigate to the page you wish to insert the form into (while logged into the website) and click the Edit Page button at top right of page to bring up the WYSIWYG editor for that page. Click the INSERT FORM button that is located above the wysiwyg editor. Choose the form […]
How do I use conditional fields?
Sometimes you will want to hide a field until the person filling out the form selects a certain option. For example, you may want to ask for children names but don’t want to show the children names field box unless someone actually chooses ‘I have kids’. You can see more about this in the video […]
How do I add/edit the receiving email for a form?
In user user menu bar on the left side of the screen, click on APPS>Forms. Hover over the gear icon of the form you wish change the receiving email of. Choose notifications from the dropdown you see. Click the Admin Notification link in the box. In the SEND TO EMAIL field, type in the email […]
How do I view form submissions?
In user user menu bar on the left side of the screen, click on APPS>Forms For the form you want to view submissions of, click the ‘view entries’ icon as pictured below.
How do I send the end user a form confirmation EMAIL?
Note: For this to work, your form must have an EMAIL field in the form, so the system knows who to send the confirmation email to. Click on APPS>FORMS>MANAGE. For the form you want to send a user notification to, hover over the ‘cog icon‘ and click on NOTIFICATIONS. Click on ADD NEW button. […]