Custom Form Module

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Title, Recipient, and Contact Fields

The title appears above the form on its page. The recipients are one or more email addresses, comma delimited, that receive an alert when a form has been submitted.

The Contact Fields (Name, Email, Address, and Phone) are special in that they are tied back to contacts; values entered here go into a new contact or update an existing one.

Questions

Use the Add Question button to add any number of questions to a form. The up/down arrows allow you to reorder the questions, and the first text box is the question; those both save as you change them. Each question can be removed with the trash can button, and can be made required or optional by clicking the button after the type dropdown. Each question also has a type:

  • Text: Single-line, like "How did you hear about us?"

  • Multiple Choice: A single-choice dropdown, like T-Shirt size

  • Checkboxes: Several options, any number of which can be selected, like Pizza Toppings

  • Long Answer: A multi-line text area where a user can enter plain text

  • Date: Provides a calendar-style date picker where the user can select a single date

  • Email: A single email address

  • Number: An integer or decimal number

  • 1–10: A set of 10 radio buttons, like "How satisfied were you with your service?". The question should specify that 1 is low and 10 is high, or vice versa.

  • State: A single-choice dropdown of US states

  • Label: Not a question that takes visitor input, the Label type gives a space to break up a form with headings

  • Phone Number (U.S.): A single-line text entry that takes U.S. phone numbers in the format (###) ###-####.

 

Settings

This is where non-question options are configured.

Post-Submission Redirect

Often, a custom form is used to see what visitors are interested in a product or service. Combined with a tracking service such as Google Analytics, sending the visitor to a specific page after using a form can be invaluable. When provided, this field indicates where the visitor is taken after completing the form.

Auto-Responder

 

Responses

This page summarizes the responses collected by the form.

Overview

This shows the number of responses received, a link to export responses as CSV, and a link to a table of each individual response.

Statistics

The next 3 sections take all the Multiple Choice, Checkbox, and Range ("1 through 10") questions and calculate averages from the responses. For example, if the form had a multiple choice field with Small, Medium, and Large as options, this would show counts and percentages among the responses.