How do I create a new Form?
To create a new Form, choose Manage > Forms
Complete the following fields:
|Title||Enter a title for the Form|
|Prefill With Previous Form Default||If you select this checkbox, then when a Customer goes to fill in the form, if they have previously already completed this form, the new form will be prefilled with their previous responses|
|Information||Enter any information for your own internal reference|
|Instructions||Enter Form instruction. These will appear at the top of the Form and also in the Form request email|
Open - Once the Form is submitted, it can be opened and edited
Secure - Once the form is submitted, it can no longer be edited, only viewed
(In or order to comply with certain privacy legislation, there is now the option to unlock a locked form)
|Allow Customer Send Copy||If you select this checkbox, then when a Customer completes their own form via the mini site, they have the option to email themselves a copy|
You may choose to enable the Consent section. This means that your customer will be required to select a consent checkbox in order to submit the form. The form with then appear in their customer file with a Consent Accepted label.
|Consent Enabled||Select this checkbox to enable the consent feature|
|Consent Title||Enter the title of the consent eg 'Data collection consent'|
|Consent Content||Enter the content 'We collect your data in accordance with privacy legislation'|
|Consent Accept Label||Enter the accept checkbox label eg 'I accept'|
You will now see an option to +Add Items (questions, text etc) to your Form
To add an item to your form, click +Add Item
You are able to add the following items to your form:
- Section, see How do I add a section to a Form?
- Paragraph, see How do I add a paragraph to a Form?
- Field, see How do I add Fields to a Form?
Add each item, one at a time, clicking Save after each
The Form Items will appear in the Items section of your Form
Form Items can be:
- Edited by clicking the Edit icon
- Deleted from the Form by using the Delete icon
- Re-ordered by holding down the Re-order icon and dragging the item up or down the list
To preview your form, click the Preview button at the bottom of the screen