Forms
In the "Admin" part of your website at "Forms", you can add and/or edit custom forms. Website visitors can fill in those forms. Once a form is completed and submitted, the results will be sent via e-mail and made available at the form results page (also in "Admin" at "Forms").
Below are the steps to create a new form:
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In "Admin", go to "Forms".
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Click "
Add form" to add a new form;
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At “Name”, fill in the name of the form.
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At “Send to” you can select which member should receive the completed forms.
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At “Description” you can write an introduction or description. This text will be displayed above the actual form.
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If you check “Automatic responder”, the responder will be active. This means each visitor that submits the form gets a response via e-mail directly. You can set a customized responder message at “Responder message” (you will see this field when you check “Automatic responder”).
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If you check “Members only”, only members can fill in the form. Each member will have to log in to be able to fill in the form.
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Click “Save”.
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To setup the form rows, click on the name of the form. You will see a preview of the form, including the form name and description (if filled in at step 2c).
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Click "
Add form row" to add a new row (form field);
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At “Type” you can choose between “Text field”, “Textarea”, “Drop-down list”, “Check box”, “Radio button” or “Remark”. A textarea is meant for long texts. With a type "Drop-down list" or "Radio button" a visitor can select only one option on the final form. With check boxes it's possible to select/check multiple options. A remark can be used as a guidance text (spacer) within the form.
Additionally, you can connect tags to drop-down options, check boxes and radio buttons. When a member is logged on and fills in the form, selecting a tag-connected option will add this tag to the member profile directly (after form submission). To connect a tag, click the
icon after you have added a drop-down/check box/radio button option.
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At “Title” you can fill in a title or caption for the form field.
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At “Width” you can set a number for the width of the checkbox. A default width will be used if no number is specified.
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If “Required” is checked, then the form field will be required to fill in.
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Click “Save” to add the new row.
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Repeat the previous step for each form field you want to add. If you want to add a field with (almost) the same properties, then you can use the
icon to duplicate a form row and then edit
this duplicated row.
Edit forms
If you want to edit an existing form, click on the
icon at a form to change the form properties (see step 2 for the explanation of the properties). To setup the form rows, click the form name (then see step 4).
Member registration form
The "Member registration" form is a special form type. This form is linked to the member database directly, so the corresponding form fields cannot be edited. Once a registration form has been completed, the registration will be visible as member profile in "Admin" at "Members > Registrations". To approve the new member, you can set the status of the member profile to "Active".