Creating a Card Form
Zach N. avatar
Written by Zach N.
Updated over a week ago

Note: Access to the Forms app is exclusively available to DashClicks Pro plan subscribers.

Step-By-Step Guide to Creating a Card Form

1. Access Applications Menu:

Hover over the navigation bar to the left of the dashboard and select ‘Forms’.

2. Create New Form:

Click on the '+ New Form' button in the top-right corner to begin the process.

3. Choose 'Card Form':

From the menu containing the available form types, select 'Card Form'.

4. Name Your Form:

Enter a suitable name for your form, preferably related to the campaign it's being used for or its general purpose. Click 'Create' to proceed.

5. Access Form Builder:

The 'Builder' tab will update to display the form builder. The title of your form will appear at the top.

6. Set up Card Titles:

On the top of each card in your form, you can set a unique title. Hover over the section where it says 'Page 1' and click the gear icon. Then, name your page under the 'Title' field.

7. Add Elements:

From the left-side column containing the menus for 'Fields', 'Styles', and 'Options', drag and drop the desired elements to start building your form. You can choose from Pre-Defined Fields, Basic Elements, Advanced Elements, or Layout Options.

Note: Each element can be edited by clicking on the text and entering what you'd like instead.

8. Make Elements Required:

To make any element required, hover over the element and click on the gear icon. Go to the 'Validation' tab and check the box next to 'Required'.

9. Delete Elements:

To remove an element, click the 'x' that appears when hovering over it.

10. Style Your Form:

Customize your form's appearance by selecting the 'Styles' tab in the lefthand column.

11. Set Form Options:

In the 'Options' tab, you can modify the form name, add categories and tags, and decide what happens after form submission.

12. Add New Cards:

Add more cards to your form by clicking the '+ Page' button.

13. Preview Your Form:

Click the icon located in the top-right corner to preview your form as it will appear on a webpage.

14. Publish Form:

Click 'Publish' to finalize your form and access the sharing options.

Managing Your Card Form

Once you've published your form, you can share it through a direct link, embed it on your webpage using HTML code, or iFrame embed for a live version of your form. Choose the method that suits you best, and click 'Copy' to obtain the necessary code or link. Your new card form will then appear under the 'My Forms' tab.

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