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How to add a field to a form on Plezi ?

Include a custom field in your form to tailor the user experience.

Naissa Dioumessy avatar
Written by Naissa Dioumessy
Updated over a year ago

Including a custom field in a form allows you to obtain specific, relevant information to better meet users' needs and preferences.

You have two options:

Let's go!

  1. Go to conversion > contact fields.

  2. Then add and customize your field.

3. Next, add the field name, label and type.

Option 1: Go to Form templates, then Form :

Select the form to which you wish to add the field, then proceed to modify it (1).

On the new page, you'll see an overview of all your fields.

  • Simply click to add the desired field, such as First Name.

  • You can change the order in which the field is displayed, from top to bottom or bottom to top.

  • You can use the checkbox option to make the field mandatory or not, as supplied.

  • Finally, save your changes.


Option 2: from the resource tab, add a field

Go to the resource tab > select the form concerned

Then in the conversion tab (1), click on the pencil to edit.

On the new pge Form (2), locate and click on Edit (3)

By clicking on the Edit button (3), you could:

  • Customize the layout of the fields displayed on your form (4).

  • Make entry of a field mandatory (5).

  • Choose whether or not to include other pre-existing fields (6).

Press the "Save" button to save your changes.

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