Forms

Last updated: May 23, 2024

Each site has several forms for contact and newsletter subscription. You can change the fields for an existing form or make a new form in the section Forms in the left menu bar of the admin.

Change an existing form

In the dashboard navigate to Forms. From the list select the form you want to change. The form editor will open. You can find the current fields of the form in the middle section of the screen. On the right side is a section where you can select new fields to add to the form.

Add a new field to the form

You can add a new field to the form by finding the field type you want to add from the list on the right hand side of the page. There are 2 types of fields that can be used: Standard Fields and Advanced Fields The most commonly used fields are the following:

Standard Fields:

• Single line Text: this is the simplest field where a line of text can be submitted
• Paragraph text: this field can be used for longer texts, such as a message or comment in a form.
• Dropdown / Radio button: when the submitter has to select something, for instance what type of information the submitter is interested in. For the submitter it is only possible to select one option from the list of choices.
• Checkbox: use this field when you want to give the submitter te ability to select one or more options from a list of choices. It can also be used if the submitter has to agree to something.

Advanced fields:

• Name: you can use this field the get first- and last name of the submitter.
• Address: you can use this field to let the submitter enter address information.
• Email: whenever you want the email address of a submitter always use this field.

The other fields can be used, but for instance the field Phone is too complex, a Single Line of text is easier to use for the submitter.

You can add the field by clicking the label in the section on the right side. The field is added t the bottom of the form in the middle section. The field still has a default name after adding it. When you click on the field, you can set the specific information for the field, for instance it’s label. This is explained in the section below. Once it is added, you can drag and drop the field to the correct position.

Change an existing field

If you want to change an existing field, find the field in the list of fields and click on the field label. The settings of the field will open. You can change the following information:

In the General tab, you can change:

• Field label: this is the label that is shown next to the input field.
• Description: when more explanation is needed you can add a description. This is shown below the input field.
• Rules:
  • Required: when the submitter should enter a value in this field check the box ‘Required’. An error message is shown to the submitter when the field is left empty.

In the Appearance tab, you can change:

• Placeholder: this is the text that is shown inside the input field, when nothing is entered yet. The placeholder can be different from the field label
• Custom validation message: if you want to show a specific error message when the submitter doesn’t fill in the form, you can specify one here.

In the Advanced tab, you can change:

• Enable conditional logic: if a field should only be shown to the submitter when another field has a specific value, you can use conditional logic. By enabling this you can select when the current field should be visible, based on the value of a set field. It is best to only use conditional logic based on a dropdown, checkbox or radio button field, because they have set values.

Once you’re done making changes, click the Update button on the right side.

Removing a field

You can remove a field from the form, but be aware of the following. It will delete the form from all current entries as well. So you will lose data if the data isn’t exported or saved somewhere else.

Add a new form

When you need to make a new form, you can click Forms > New form in the admin menu. You will se aa popup where you can enter the form title. After adding the form title you will see and use the form editor as described above.

Form Settings

Next to the form fields you can change different settings on the form. In the topbar above the form you can go to Settings. You will see the following tabs with settings:

• Form settings
• Confirmations
• Notifications

Form Settings

Here, you can set the form title, the form description and some other general settings. The most important setting is the Form button. You can change the text of the submit button. This defaults to ‘Submit’. When you want the button to have another text, you can change it here.

Confirmations

Here you can change  the text that is shown to the submitter after the form is submitted. This can either be a text on the same place, or a redirect to another page. To change the confirmation, click on the Default confirmation. The default type is ‘Text’ and shows a text field where you can enter a ‘thank you for contacting us’ message. When you want the submitter to go to another page, you can select ‘Page’ as confirmation type and select the page where the submitter should go to after submitting the form.

Notifications

A notification is an email sent to a specific email address with a notification that the form is submitted containing the information that is submitted. You should always check these settings before using a form because you have to set at what email address you would like to receive the notification.

Go to the Notifications tab in the Settings and click the ‘Admin notification’. This notification is send to {admin_email} by default, but this is not the correct email address. Change the following settings to be able to receive the notification:

• Send to: you have 2 options for sending the notification, enter an email, or select a field from the form.
  • When the notification should be sent to a specific email address choose the first option and enter the email address in the field ‘Send to Email’.
  • When the notification should be send to the submitter select ‘Select a field’ and choose the email field from the form. You need an email field for this option to work.
• From name: Enter the name of your TSG department
• From email address: use noreply@tsg-solutions.com as from email address. This way the notification will always send correctly.
• Reply to: when there is an email field in the form you can use this in the Reply to field. This way it is possible to reply to the notification. There is a small icon next to the input field. If you click the icon, you can select the email field from the available form fields. The field will be added as merge tag, for instance {email address:2}
• Subject: you can set the subject of the notification of leave the current text intact.
• Message: by default all fields of the form will be entered in the message. A merge tag {all_fields} is used to show the full output of the form. If you want a custom text in the notification, you can add whatever you want. Use the icon on the right side of the field to add a merge tag in the text.

Recaptcha field

Recaptcha fields help prevent spam and fraudulent submissions. Therefore, it is recommended to add a Recaptcha field at the bottom of every form. It can be found under the Advanced Fields category and is named CAPTCHA. After dragging the Recaptcha field to the desired place in the form, set the correct language by clicking on the field and navigating to the Advanced tab. In case you encounter any errors regarding the use of recaptcha fields, please contact the digital marketing manager.

Submissions

The submissions of a form are stored in the website. In the topbar above the form you can go to Entries to see all form submissions.