Forms

Forms are a great way to capture information from users. Consider using forms to repurpose your old surveys and fillable PDFs to achieve accessibility for all users.

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.

Creating/Editing a Form in the Dashboard

  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.

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 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. It will look like the example below.

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.

This is a sample introduction to a form made for testing purposes.

required text field
required text field
Surname is acceptable.
textarea field
Or a little text, sure.
radio button field
Radio buttons, ahoy!
Radio buttons let you only choose one.
checkbox field
Checkboxes next
You can choose all of these suckers though.
select menu field
select menu field
date field
date/time field
Date/time field
at
e-mail address field