Site forms and submissions

Forms and Form Submissions are both under Site Features in the left-hand menu. This is where you build ordinary contact and sign-up forms for your website — a completely different thing from Forms & Contracts, which is the downloadable TXR forms library. See Forms & Contracts library if that's what you're looking for.

Building a form

  1. Click Forms in the left-hand menu.
  2. Click Create New.
  3. Give the form a Title — this is for you, to find it later.
  4. Add your fields.
  5. Set what happens after someone submits.
  6. Click Save.

Adding fields

Add one field per thing you're asking for. For each, you set a Label (what the person sees), a Name (the internal reference, used in submissions) and whether it's Required.

Ask for as little as you can. Every extra field loses you some replies.

After someone submits

A form can show a confirmation message on the page, or redirect to another page. It can also email someone when it's submitted — check that address still belongs to someone who works there; a form quietly emailing a departed staff member is a common and invisible failure.

Putting a form on a page

Creating the form isn't enough on its own. Open the page where you want it, add a Form block, and choose your form. See Pages and the page builder.

An award's nomination process can also point at a form built here — see Awards and award winners.

Form Submissions

Every time someone fills in a form on your website, an entry appears in Form Submissions. The list is newest first.

This is not a substitute for email. Set up the notification address on the form itself and rely on that — this screen is the record, not the alert.

You can delete a submission, and it's permanent. Act promptly on any request to remove someone's data — submissions contain personal information.

Related

  • Pages and the page builder
  • Forms & Contracts library
  • Contact Leads
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