This article will show you how to create a new Custom Form.
These custom forms can be embedded on your website or directly accessed by constituents.
1 The first step is to navigate to Management on the left-hand side
2 Select Forms
3 Click Create New
4 Create a Form Title
5 Create a Description
6 Select your Team
7 Add Tags
8 Click Select staff member... to Notify Users
9 Search and select your desired User
10 View default fields (First Name, Last Name, Email Address, Phone Number)
11 (Optional) Click Required Field to force the Phone Number as required
12 Click Add a new field to the form... to add more fields
- Note: View our article List of Custom Fields to Add to a Form for more information on fields and their respective configuration options.
13 Select your desired field
14 Configure Field options (will vary by field)
15 Click Add
16 (Optional) Click Enable Auto-Response to send an automated/customized email to the constituent after they submit the form
17 (Optional) Click Enable Custom Thank You Message to display text on the webpage after your constituent submits the form
18 Click Create New Form
19 That's it. You're done. Your form was successfully created.