Forms creation is currently available only on Boards Desktop.
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 Name of the form - the default is "Contact me", you can replace it by rewriting the text.
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 add a message field, click on the "Add field" button at the bottom of the Form Editor.
e. 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!
- Edit the Form settings:
a. You can edit the form “Submit” button text
b. Customizing the “Thank you” message to convey appreciation or additional information after form submission
c. Verify the email address to receive form responses, you can change it if you wish
- Then, to save, click Done
*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).