Build a new form

In this article:


Creating a new form is as simple as clicking a button. Any form can be configured to accept payment or not, depending on your account status and configuration.

Create a form

You can add a new form from your Forms page by doing the following:

  • Click the Add new form button
  • Give your new form a name
  • Click the Create form button to create your new form

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You will see your form with a set of default fields to give you a starting point to work from:

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Add fields to your form

You can choose from a variety of different field types when building your form. To add a field, click the green “Add a field” button in the black bar above your form, and then you will be able to customize the field so that it meets your requirements, and then save it.

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Field descriptions:

  • Name: The name of the person, or submitter, who will fill out your field.
  • Email: A field to capture email address information.
  • Phone: A field to capture telephone number information.
  • Address: A field (with subfields) to capture address information.
  • Single-line input: A one-line field for a question to which the answer would be given as text (Example: What was your high school mascot?)
  • Multi-line input: A multiline field for a question to which the answer would require a paragraph provided by the submitter. (Example: A description of an experience)
  • Text description: A wysiwyg editor allowing for the addition of rich text (for example, a descriptive paragraph with bullets and images at the top of a form, or terms and conditions at the bottom of a form)
  • Date: The date the form is being filled out.
  • Number: The answer to a question in number form (Example: How many laps did you run?)
  • Checkboxes: Give submitter the option to select multiple values from a specific list of possibilities.
  • Radio buttons: Give submitter the option to select one from multiple possible answers to a question.
  • Dropdown: Gives submitter the option to select no more than one from multiple possible answers to a question.
  • Section heading: A read-only text heading.
  • Custom text: A read-only block of formatted text (can include images and other HTML formatting).
  • File upload: Gives submitter the option to upload a file as part of their form submission (Example: Volunteers uploading a scanned piece of signed paperwork required for their application).

Edit a field

To edit any field, hover your cursor over it and click the Edit Field button.

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You will see options allowing you to:

  • Edit the field to add heading text and field names and customize other aspects of the field, including the setting of defaults
  • Set display rules, which allow you to define conditional field display logic (This is useful when you want a field to display only under certain conditions, such as if someone is an alumni, you can set a field to display to collect their class year)
  • Set the field to display at full or half width (“Full width” causes the field to extend across the page; “Left half" shortens it to extend halfway and align on the left side of the form; "Right half" does the same, but aligns the field on the right)
  • Set the field as “hidden” or “required”

July_9_settings_in_field_edit_mode.png For fields such as radio buttons or checkboxes, you can define the choices, like this:

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Set up display rules

Display rules allow you to control what a person sees while entering data into your form, based on values they have entered in other fields. This helps to keep data clean and improves the experience of filling out your forms.

For example, if you want to collect class years only for alumni or students, you can set a rule to display a “Class Year” field only if someone has self-identified as an alumni or a student. The example below shows how you would set up a field describing a relationship type, in other words, a field that drives display rules. Imagine you have a field describing a relationship type of a constituent to your organization, something like the field below.

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Here's what those display rules would look like on the Graduation Year field.

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Remove a field

You can remove a field by hovering over the field you would like to delete and clicking the Remove button.

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Re-arrange your fields

You can change the display order of your fields via drag and drop. To reposition a field, move your mouse over it, then click and drag it up or down:

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Save your work

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You can save your form at any point by clicking the "Save" or "Save & finish" buttons.

  • Save: If you are done for now but want to continue updating the form later.
  • Save & finish: When you are ready to exit the form.
  • Remember to define your form's confirmation settings to customize the experience your users will have when they complete and submit a form. 

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