Using forms enables lead generation, and engaging with leads, customers, and your team.
Each form consists of two components: the Form Editor and Form Settings.
In the Form Editor, you have access to a wide range of form fields to meet your specific requirements. The default fields include Name, phone number, email address, and a message field. You can add additional message fields or delete existing ones. Additionally, you have the ability to make certain fields mandatory or optional, and you can edit the text inside each field.
Within the Form Settings, you can change the text on the "Submit" button and the "Thank you" message, which will appear after submitting the form. Furthermore, you can customize the email address to which the responses will be sent.
Form responses will be sent to the email address associated with your Boards account, or any other email address you will set in the Form settings.
How to create a Form:
- On the Page editor, select Form.
- Edit the form fields as follows:
a. Set the form headline
b. You can replace the default labels by rewriting the text inside of each field. For example: "Name" -> "Full name"
c. To designate fields as mandatory or optional, mark the ✔️ icon on the side of each field accordingly.
d. To delete a field, identify the specific field and click the trash can icon located on the right side of that field. Be careful, this can not be undone!
e. To add a new field, click on the "Add field" button at the bottom of the Form Editor. - Adding a new field:
You can add different types of fields. In addition to the fields added to a form by default, you can add more of the default fields or add multiple choice.
Multiple Choice:
With multiple choice, you will be able to collect multiple choice answers from your page visitors. You will be able to set up single or multiple select questions.
Add a multiple choice question:
a. Enter your form on your page
b. Click on ¨Add field¨ and select ¨Multiple choice¨
c. Type your question and define it to have single or multiple select answers
d. Type all the options you want to give as answers for your questions. If you need to add more options, click on ¨Add option¨. If you want to remove an option you will need to click on the X located on the right side of that option. - Edit the Form settings:
a. You can edit the form “Submit” button text
b. You can choose the after form submission flow. You can select between customizing the “Thank you” message to convey appreciation or additional information or to redirect users to a different page
c. Verify the email address to receive form responses, you can change it if you wish. - Then, to save, click Done
Collecting Responses on Google Sheets:
1. Integrate with Google Sheets:
- Click Connect Google Sheets.
- Log into your Google account and authorize access if prompted.
2. Set Up Google Sheets Integration:
- Enter the URL of the Google Sheet where you want to collect responses.
Important:
*Forms can’t be submitted inside the app or the desktop editor. You need to share the Page link and open it in a browser.
**Phone numbers filled can receive only numbers (no dashes or special characters).
