Forms

Forms collect data into a database in the CMS, which can then be viewed or exported. Settings allow the CMS to send email notifications when forms are completed. These can be as simple as collecting basic information like name and email or customized to meet your needs.

Adding/Editing a Form

1. Click the “Forms” tab from the Dashboard.

2. If you are adding a form, click “+Add a New Form,” otherwise find and click on an existing form to edit.

3. Fill out the form with your content. You have many options to customize your form as much as possible. 

4. When finished, click the “Save this form” button at the bottom. We suggest testing your form.

Options for Adding a Form to Your Page

Adding a link or a button

1. Navigate to the webpage on which you’d like to place the form and select “Edit Page.”
2. Highlight the form text that you want to link to. Remember to use meaningful link text. for example, “Fill out the Request Information Form”. 
3. Choose the “link” button from the editor’s toolbar, select from the dropdown “Link to other content” 
4. Search for the name of your form and scroll through the listings until you find it under the header of “Forms”
5. Select your form and click “Make this a link” and it will look like this: Fill out the Request Information Form
6. You can turn your new hyperlink into a button by using the “Format” button in the editing toolbar. Move your cursor somewhere inside your newly created hyperlink and choose “Formats” from the editing toolbar. There are options for a blue or gold button and an arrow.
7. This is what it looks like. Fill out the Request Information Form

Embedding a form in a web page

1. Navigate to the webpage on which you’d like to place the form and select “Edit Page.”
2. From the editor’s toolbar, select Form from the (red Insert) drop-down menu.
3. Select the form you wish to display on your page. A preview of the form will appear on the left side of the dialog box.
4. Then choose the Insert Form button on the bottom right.

Viewing and exporting form submissions

1. From the “Forms” tab, find the form you wish to view submissions from and select “View Submissions.”
2. You can view the results in a print-friendly format or download the results into a Comma-Separated-Value (CSV) file for use in Excel.
3. “View Submissions” will not visible until a submission is made.
4. Select the checkbox to insert headers into the .csv file.