Using forms helps you connect with leads, customers, and your team. Each form has two parts: the Form Editor and Form Settings.
In the Form Editor, you can choose from various fields to fit your needs. Standard fields include Name, Phone Number, Email, and Message. You can add extra fields or remove ones you don’t need. You can also make certain fields required or optional and edit the text in each field.
In the Form Settings, you can customize the text on the "Submit" button and the "Thank You" message that appears after someone submits the form. You can also set the email address where responses will be sent, either the one linked to your Boards account or another you specify.
How to create a Form:
1. Enter the Page, tap "Add section" and select "Form".
2. Give a name to your form.
3. You can replace the default labels by rewriting the text inside each field. For example: "Name" -> "Full name".
4. To designate fields as mandatory or optional, mark the ✔️ icon on the side of each field accordingly.
5. To delete a field, identify the specific field and click the trash bin icon located on the right side of that field. Be careful, this can not be undone!
6. To add a new field, click 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.
d. 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).
