Creating a form that's tailored to your needs is an essential part of gathering the right information from your customers or team. Whether you're designing a form to capture customer details or gather business demographics, understanding the available form element types can help you build forms more effectively.
Form fields are divided into two main categories: Quick Add (Standard Fields) and Custom Fields. Each category offers unique features to suit your requirements.
These are drags & drops. All you need to do to add it to a form is to click and drag it over to the form slide in the middle of the screen! This includes basic information such as name, email, phone numbers, etc. It is grouped into sections;
Personal Info: Collect names (full, first, or last) phone, email, and dates of birth.
Submit: Include a submit button to finalise the form or navigate to the next page.
Payments: Add payment fields to process transactions, such as credit card information or integrated payment gateways like Stripe or PayPal.
Address: Gather details such as city, state, country, postal code, website, or organisation.
Text: Include fields for open-ended text responses, such as comments or additional details.
Choice Elements: Add radio buttons, dropdown menus, or checkboxes to allow users to select from predefined options.
Customised: Personalise your form by adding elements like text, HTML, images, CAPTCHA, terms & conditions, or source fields.
Other Elements: Incorporate features such as file uploads, monetary fields, numbers, date pickers, images, and signature options.
Custom Fields give you complete control over the type of information you collect. These fields can be built by you or your CRM administrator and can include anything from checkboxes to long-form text answers.
Whether you're using standard or custom fields, the Field Options section provides all the inputs you'll need to customise and refine your form.
Saving your work is crucial, so regularly click the Save Form button at the top right corner of the page to avoid losing progress. It's always a good practice to save your form periodically to ensure it's backed up and secure in case of disruptions.
By mastering the use of Standard and Custom Fields, you can create forms that are both functional and personalised. With Quick Add features and customisable elements, building a form is as simple as dragging and dropping.
