Create a form

Learn to create a simple form or survey to collect contact information.

Overview

Customise your form to represent your brand, and get the information you need from your customers. After creating your form, you can link directly to it, or embed it on any page of your site.

Before you start

Things you need to know:

  • You can build a form on the Pages and forms editor, but for a form to differ from a page, it must include at least one input option from the Form blocks menu and at least one action button.
  • To create a new form, you must have the Edit campaign permission. 
    To learn more, check out the article Understanding user default permissions.

Types of EasyEditor form blocks

You can add these form-based elements to your forms in EasyEditor.

Type Description
Text Allows text, contact email (maps to a contact record), number, phone number, and email (doesn't map to a contact but allows for format validation). Can be drag re-sized for use as a text area.
Dropdown Select a single option. Allows for custom or pre-defined lists.
Multiple choice Select a single option. A radio-button group where all options are visible on the page. Allows for custom or pre-defined lists.
Checkbox list Select multiple options. All checkboxes are visible on the page. Allows for custom or pre-defined lists.
Opinion scale Capture graded feedback (e.g. "On a scale of 1 - 10, how much did you like this?").
Date & time Input fields for collection date/time information, including a calendar for easy selection. Option: date only, date and time, time only.
Consent Collect marketing permission data. Stored as ConsentInsight data.
Hidden value Populated from a link's query string and not shown to the user.
Field group A layout block for grouping related form inputs, for example, "about you" or "your preferences". Field groups are required for best-practice for accessibility and assisted technologies. The legend (title) can be hidden, making the field group hidden on screen, but still usable by screen-reading technology.
Sections The sections block allows you to build and manage multi-page forms.
Progress  For multi-page forms, the progress block shows the respondent how much of the form remains to be completed.
Preferences If you have set up marketing preferences, this block will show them on your form.
Action buttons Submit, previous, and next buttons. The action buttons block automatically decides on which buttons are needed for the current page.
Confirmation

The confirmation block is added to your page to show a custom message to your users. If you are using sections, add the confirmation block outside the section.

There are three possible confirmation types:

  • Display content
    Add EasyEditor content blocks and text into the confirmation block. This content will be displayed when the respondent completes the survey. For this option to appear in the Edit confirmation panel, you must use the Section block in your form.
  • Go to a page
    Redirect the respondent to another page created in your account.
  • Redirect to a URL
    Redirect the respondent to a specific URL, for example, a page on your website.

Create a form

To start creating a form:

  1. Go to Pages and forms, and select NEW PAGE OR FORM.
  2. Choose a template.
    For this example, we choose Blank form.
  3. Enter a Page name, and expand the location drop-down menu to choose a location for your form.
  4. Select Continue.
  5. In the Form editor, edit and customise any template elements.
  6. To add form elements, expand the Form blocks section in the left panel and drag any form-related elements onto your form canvas.
    form-blocks.png
  7. To add general items, such as headings and text, expand the Building blocks section in the left panel and drag any elements onto your form canvas.
    building-blocks.png
  8. Select Save.
    You're asked to set up your Submit actions. To learn how, see Step 2: Configure Submit actions.

Step 2: Configure Submit actions

After saving your form in Step 1, a side panel appears asking you to set up your Submit actions. Use the submit actions to decide how many times a user can submit a form, and what happens to the respondents who submit a form.
submit-actions.png

To configure your submit actions:

  1. Under Respondents can complete the form choose either Once or Multiple times.
  2. To add respondents to an address book. Under the heading Add respondents > To address book, select Select and choose the address book you want to add respondents to.
  3. To enrol respondents on a program. Under the heading Add respondents > Enrol onto program, select Select and choose the program you want to enrol respondents onto.
  4. Select Apply.

Step 3: Publish your form

To publish your form:

  1. On the Form editor, select Publish.
    publish-icon.png
  2. Under the heading Address, select Create a link.
    This creates a URL for your form.
    1. Expand the Publish on drop-down menu, and choose the domain you want to publish your form on.
    2. Under Friendly part, enter the friendly part of your URL.
      Use something recognisable and easy to remember.
    3. Select Apply.
  3. Under the heading Launch, select Publish and then Save and publish to make your form live.
  4. If you want to embed your form; under the heading Generate embed or pop-over code, select either Generate embed code or Generate pop-over code.
    You don't need to do this, you can just visit and share the direct link. To learn more about embedding forms, check out the articles Embed a page on a site and Add a form as a pop-over on a site.
  5. To view your form, select Visit link.

See also

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