KEY POINTS

  • Create a form for contest or other submission data.

  • Once you've created a form, you can add it to any page.

  • All form entries are stored for viewing, printing, and downloading.

ADD A FORM

STEP 1 - Under TOOLS > CUSTOM FORMS > Add Form (in green box)

Fill out these fields to add a form:

  • Form Name: The name of your form (ex: Car Contest)

  • Form Owner: The owner of the form (ex: Your Name)

  • Form Owner Email: The email address(s) that the notifications will be sent to when a form is submitted. Separate email addresses with a comma and a space. 

  • Email Notification Subject: The title of the notification email sent to the Form Owner. (ex: New Car Contest Entry).

Click the edit (pencil) button to access the form settings and add your form's fields.

STEP 2 - Edit the form

Next, fill out the remaining form settings:

  • Introduction (optional): The text that will appear above the form. 

  • Confirmation Subject: The confirmation e-mail that is sent to the form submitter will have this subject (Ex: Thank you!) Note: If Confirmation Subject is left blank, no auto response will be sent to the submitter.

  • Confirmation Message: This message will display on the website after the user completes the form. This message will also be sent via e-mail, if the Confirmation Subject is filled out.  

  • Limit Submissions (optional):  Limit users to one submission. Note: An "Email" field is required on the form for the "Limit Submissions" option to work. 

Listed below are additional fields that can be set up or adjusted:

  • Captcha: Captcha is an option to help prevent spammers from filling out the form. We recommended to keep this turned on.

  • Custom Privacy Notice: Every custom form will display a default Privacy Notice. You can override the default notice, by filling out this option. 

  • Photo Gallery: If your form uses the Image Upload field, you can have those images drop into an existing Photo Gallery. This is great for Photo Contests!

STEP 3 - Add Fields to the Form

There are many different field types to add to a form. The type of information you are collecting will determine which field types to use.

Generally to add a field; Type the field name, select the field type, select the "Required" check box if you'd like the field to be required, and finally select "Add Field".

Tip: Always add the "Email" field to your form to ensure the confirmation
message can be sent to the form submitter.

Browse the list of field types below for a brief description:

Standard

  • Text (Single): Displays a single lined input box

  • Text (Multi Line): Displays a large multi-lined input box

  • Checkboxes: Displays boxes that allow user to select one or more options

  • Radio Buttons: Displays buttons that allow the user to select only one option

  • Drop-Down Menu: Displays a drop-down list with options

Member

  • First Name: Displays a member's first name, or an input box

  • Last Name: Displays a member's last name, or an input box

  • Email: Displays a member's e-mail address, or an input box. This is required for confirmation messages to send and for the "Limit Submissions" option to work

  • Phone 1: Displays a member's primary phone number, or an input box

  • Phone 2: Displays a member's secondary phone number, or an input box

File Uploads

  • PDF or DOC: Displays a "Choose File" box that accepts PDF or DOC files

  • MP3 Audio File: Displays a "Choose File" box that only accepts MP3 files

  • Image Upload: Displays a "Choose File" box that accepts JPEG or PNG files

Advanced

  • Date Picker: Displays an input box for a date to be submitted.

STEP 4 - View The Form Preview

The form preview is displayed at the bottom of the form settings. You can re-order fields using the blue arrows. You can also choose the option for each field to be "Required" or not.

STEP 5 - Place The Form On A Page

  1. Navigate to the page under the Menu & Pages tab where you would like your form to be placed.

  2. Add an item to the page selecting "Custom Form (Manage under Tools)" as your item type.

  3. In the "Settings" (gear icon) for the custom form item, select Form Settings, then in the drop-down, select your form.

  4. "Save" these changes.

Special Topic: Combo Fields

The following field types are your combo fields:

  • Checkboxes

  • Radio Buttons

  • Drop-down Menu

These fields require "combo values" - or options - for them to work, and will give the form submitter options to choose from (ex: If the combo field is "What's your favorite color", then the combo values will be "red", "blue", "green", etc). 

  1. Select the combo field from the "Combo Fields" drop-down menu.

  2. Add combo values in the field below, and click "Add Combo Value".

If you need further help with Custom Forms you can e-mail us at support@envisionwise.com or call us at 217-239-0975

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