Access the Form Editor
To begin customizing your form, log in to your CRM account and navigate to the “Forms” section. Select the form you wish to edit, then click on the “Edit” button to open the form editor.
Adjust Form Colors
In the form editor, find the section for design or appearance settings. Here, you can modify the form’s color scheme. Choose colors that match your brand or desired aesthetic. You can typically adjust background colors, text colors, and button colors. Use the color picker tool to select the exact shades you want.
Change Fonts
Locate the "Advanced Settings" within the form editor. You can customize fonts for various elements of your form, such as headings, labels, and input fields. Select the desired font type, size, and style (bold, italic, etc.) from the available options. Ensure that the fonts you choose are legible and consistent with your branding.
Modify Form Layout
Adjust the layout of your form to enhance its usability. This may include changing the arrangement of fields, modifying field sizes, or adjusting spacing between elements. Use the drag-and-drop functionality if available to reposition fields and sections as needed.
Configure Field Styling
Customize the styling of individual form fields. You can adjust the appearance of text boxes, dropdown menus, checkboxes, and other input types. Options might include border styles, padding, and background colors for each field.
Set Up Button Styles
Customize the look of your form's submit button and any other buttons you may have. Adjust button colors, fonts, and sizes to make them stand out or blend in with the overall form design. Ensure that buttons are easily identifiable and accessible.
Preview Your Customizations
Before finalizing, use the “Preview” feature to see how your changes will look to users. Check the form on different devices if possible to ensure that it displays correctly and is responsive to various screen sizes.
Save Your Changes
Once you’re satisfied with your customizations, click the “Save” button to apply your changes. If necessary, republish your form to make sure the updates are reflected live.
Test the Customized Form
After publishing, test the form to ensure that all customizations are functioning as intended. Verify that the form is visually appealing and user-friendly across different platforms and devices.
Make Further Adjustments as Needed
Based on user feedback and testing, you may need to make additional tweaks to your form’s design. Return to the form editor to make any further adjustments and continuously optimize the form’s appearance and functionality.
FAQs
Can I customize the fonts used in my form?
Can I customize the fonts used in my form?
Yes, you can customize fonts in the form editor. Locate the font settings and choose the desired font type, size, and style for different elements like headings, labels, and input fields.
How can I preview my customizations before publishing?
How can I preview my customizations before publishing?
Use the “Preview” feature in the form editor to see how your changes will appear to users. This allows you to review the form’s design and functionality before making it live.
What should I do if my form doesn’t look right after publishing?
What should I do if my form doesn’t look right after publishing?
If your form doesn’t appear as expected, return to the form editor to review and adjust your customizations. Check for any issues with the design or layout and make necessary corrections. After making adjustments, save and republish
How can I ensure my form is responsive across different devices?
How can I ensure my form is responsive across different devices?
During the preview process, test your form on various devices and screen sizes to ensure it displays correctly. Make any needed adjustments to improve the form’s responsiveness and usability on different platforms.
Can I make further changes to my form after it’s published?
Can I make further changes to my form after it’s published?
Yes, you can always make additional changes to your form after publishing. Return to the form editor, make the desired adjustments, and save or republish the form to apply the updates.