Custom forms can be added as a custom page on your website by following these simple steps:
- Click on the Website tab at the top.
- Hover over Site Content and click Custom Pages from the navigational drop down menu located in the header of your site.
- Click the Add Custom Form Page button.
- Select the type of page you are creating. Your choices are:
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Main navigation page (this will add an item to your main site navigation) or,
- Fill out the Main Navigation Title field. This is the text that will appear in your main site navigation. This field is required.
- Fill out the Page Title field in the Meta Tags section. This is the text that will appear in the top of your browser window. This field is required.
- Fill out other Meta Tag fields as desired.or,
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Subpage of existing main navigation / stand alone page
- Choose the Subpage location from the dropdown. If you’re selecting a main navigation item, your page will be created as a dropdown menu item from an existing main navigation item. The Stand Alone option will not appear under any navigation item, a hyperlink will be necessary to access this page.
- Fill out the Page Title field in the Meta Tags section. This is the text that will appear in the top of the browser window when the user is on that page. This field is required.
- Fill out the Navigation Title field. This is the text that will appear in the navigation dropdown menu when Subpage is selected. This field is required.
- Fill out other Meta Tag fields as desired.
- Use the content editing tools to enter Page Header, Body Content and Page Images as desired.
Choose whether or not to allow file uploads. If your selection includes the Standard file upload option, select the maximum number of files a customer can upload
- Fill out your custom form information under General Form Fields.
- Label: Label your customers will see for each form field.
- Field Type: Choosing text from the drop-down will make a standard-sized box for your customer's to enter information. Choosing textarea will give them a larger expandable area to include detailed information.
- Required: Your customer will be required to fill in this field before submitting the form.
- Active: When unchecked, the corresponding field will not be shown.
- Click Display more fields if you need additional configurable form fields.
- Fill out your custom form information under Project Specific Form Fields.
- Preferred contact: How your customer prefers to be contacted regarding their inquiry (either email or phone).
Note: Changing Email or Phone from the drop-down here does nothing -- this is simply a preview of the functionality as your customers will see it. - Active: When unchecked, the corresponding field will not be shown.
- Preferred contact: How your customer prefers to be contacted regarding their inquiry (either email or phone).
- Fill out the information under Confirmation Email to Customer.
- Email address form will be submitted to: Specify the email address in which you will receive completed customer forms.
- Email subject: Subject line for the confirmation email your customers will receive upon submission of the form.
- Email message: Email content your customers will receive upon form submission.
- Form submission details will automatically be inserted between the "Email message" and "Company email signature" in the confirmation email sent to your customer.
- Company email signature: Add your company email signature (if applicable).
- Add any desired page images.
- When your page is complete, scroll to the bottom of the page and click Save Changes.
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