What Are Forms?
Forms are what allow your website visitors to send you an e-mail or inquire about a product or service from your website. They have input fields that let visitors answer questions and then send their answers to you in a nicely formatted e-mail. In addition, forms store all data provided by visitors in their lead profile. A form is built using the grid editor to add form fields to a layout.
Creating A Form
To create a form, access the "Forms" page by clicking on the "Content" menu and choosing the "Forms" option.
- Click the "Add Form" button.
- Enter a name into the "Add Form" dialog and click the "OK" button.
- On the following page, design your form with the grid editor.
By default, PageRoost ships with a basic set of form fields. You can add as many form fields as you'd like and request whatever information you please. Please refer to the "Creating Form Fields" and "Editing Form Fields" section for more details on this topic.
To search for a specific form field, place your cursor into the "Search Fields" input above the form fields list (on the "Edit Form" page) and type the name of the field you are searching for.
To add a new field, click the "Create Form Field" button - - to the right of the "Search Fields" input.
Editing A Form
To edit a form, access the "Forms" page and click on the form name or the edit icon - - for the form you wish to edit.
Using A Form
To use a form on a page, you must first add a form field to the template for the page. After that, you can configure the form on the template and lock it or leave it open to users editing pages based on the template. A form has the following options on the template and page level:
- Form/Default Form
- The form that will display. If editing at the template level and locking the field, the "Default Form" is the form that will display in the area containing this field in the template.
- When the form is submitted
- Determines how the page will respond when a user submits the form.
- Replace the form with a message - When a user submits the form, the form will be replaced with a message. The content of the message is determined by the "Inline Message" field.
- Redirect the user to another page or URL - When a user submits the form, they will be redirected to the selected page or URL.
- Inline Message
- When the form is set to "Display a message above the form" upon submission, this is the message that will display above the form when it is submitted.
- Redirect To
- When the form is set to "Redirect the user to another page or URL" this is the page or address a user is directed to when they submit the form.
- "Submit" Button Title
- By default, the button on forms is labeled "Submit" but you can change that by editing this field.
- Notify by e-mail of form submissions
- This field contains a list of admin users of your website and you can select as many as you'd like. Any users that appear in this field will receive an e-mail notification when the form has been submitted. The notification will contain any submitted data.
- Send Autoresponse
- Whether or not this form should send an autoresponse to users who submit it.
- Autoresponse Subject
- When "Send Autoresponse" is set to "Yes," this is the subject of the e-mail that is sent to users that submit the form. You may use PageRoost Variables in this field.
- Autoresponse Message
- When "Send Autoresponse" is set to "Yes," this is the body of the e-mail that is sent to users that submit the form. You may use PageRoost Variables in this field.
Creating Form Fields
By default, PageRoost ships with a a few form fields for you to use. You can add as many form fields as you need. You may create form fields by using the "Manage Form Fields" page or by clicking the "Create Form Field" button - - above the form fields list on the "Edit Form" page.
- This is the type of field that will display to users.
- Text Input - A basic one line text input field.
- Text Area - A multiple line text input field, useful for "Comments" fields.
- Phone Number - A one line text input field that is checked for a valid phone number.
- E-mail Address - A one line text input field that is checked for a valid e-mail address.
- URL - A one line text input field that is checked for a valid URL (must start with http:// or https://).
- Radio Buttons - Radio buttons with labels.
- Single Checkbox - A single checkbox.
- Multiple Checkboxes - Multiple checkboxes with labels.
- Select List - A select list (dropdown menu).
- Multiple Select List - Similar in appearance to "Select List" but allows users to select multiple items.
- Date/Time Selection - Date and/or time selection.
- Hidden Field - A hidden field that users cannot edit.
- The name of the field as it will display to users.
- When "Type" is set to one of the following - Radio Buttons, Multiple Checkboxes, Select List, Multiple Select List - this field allows you to input the options that should be available for the field. Enter one option per line.
- Show Date
- When "Type" is set to "Date/Time Selection" this field allows you to show or hide the date selection option.
- Show Time
- When "Type" is set to "Date/Time Selection" this field allows you to show or hide the time selection option.
- The default value of the field before any user interaction.
- The placeholder value of the field.
- Help Text
- This text will appear below the field exactly like the text "This will appear below the form field." that is below this field.
- Core Contact Field
- So that PageRoost can determine certain features of a lead (name, e-mail, etc) you may designate a field as a "Core Contact Field". There are only a few core contact fields right now and the fields that ship with PageRoost are already assigned appropriate core contact field types.
- First Name - If selected, this field will be used as the "First Name" for leads that submitted a form containing this field.
- Last Name - If selected, this field will be used as the "Last Name" for leads that submitted a form containing this field.
- Primary E-mail Address - If selected, this field will be used as the "E-mail Address" for any leads that submitted a form containing this field.
- Primary Phone Number - If selected, this field will be used as the "Phone Number" for any leads that submitted a form containing this field.
Editing Form Fields
To edit a form field, go to the "Forms" page and click on the "Manage Form Fields" link below the "Add Form" button. On the "Form Fields" page, you can edit a field by clicking on the field name or the pencil icon - - for the field you wish to edit.
Using Form Fields
There are technically two ways you can use a form field. To display a form field and allow a user to enter data into it, add the field to a form as described in the "Creating A Form" section. The second way you can use a form field is as a visitor variable in your content and form autoresponders.
Viewing Form Submissions
To view individual form submissions, click on the "Leads" menu and choose the "Form Submissions" option. This will take you to a page that lists every individual form submission to your website. The "All Leads" and lead profile pages may be more useful, however.