Forms are a key feature within Boards Pages, essential for lead generation, engaging with customers, and collecting information from your team. Every Form is built using two primary components: the Form Editor and the Form Settings.
The Form Editor: Customizing Fields
The Form Editor gives you access to a wide range of form fields to meet your specific data collection requirements.
- Default Fields: By default, every Form includes Name, phone number, email address, and a general message field.
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Customization:
- You can add additional message fields or delete existing ones.
- You have the ability to make certain fields mandatory or optional.
- You can edit the text inside each field to clarify what you are asking for.
The Form Settings: Submission & Delivery
The Form Settings allow you to control the user experience after submission and manage where the collected data goes:
- You can change the text on the Submit button.
- You can customize the Thank you message that will appear after a user successfully submits the Form.
- You can customize the email address to which the Form responses will be sent.
Response Delivery Note: Form responses will be sent to the email address associated with your Boards account, or any other email address you explicitly set in the Form Settings. This email address is not visible to anyone but you.
Pro Tip: You can enhance your Form functionality by adding Google Sheets to organize your responses and by setting up an automatic Redirect after submission.
How to Create a Form
- Start a Form: On the Page editor, select Form as a section to add.
- Set the Form Headline: Start by setting a clear headline for the Form.
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Edit the Form Fields (Form Editor):
- Edit Labels: You can replace the default labels by rewriting the text inside of each field (e.g., changing "Name" to "Full Name").
- Set Requirements: To designate fields as mandatory or optional, mark the ✔️ icon on the side of each field accordingly.
- Delete a Field: To remove a field, identify the specific field and click the trash can icon located on the right side of that field. Be careful, this action cannot be undone!
- Add a New Field: To add a new field, click on the "Add field" button at the bottom of the Form Editor.
- Review or Edit the Submit Button Label: This is your Call to Action. Customize the text on the "Submit" button (e.g., "Get Access" or "Send Info") to clearly prompt the user.
- Confirm or Edit After Submission Message: Review the default "Thank you" Message that appears after the Form is submitted. You can customize this Message or choose to Redirect to another site if desired (e.g., a digital download page).
Finalize: Click Done when you're finished.