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Creating a Group Form
Creating a Group Form
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 Group Form

1. Access Applications Menu:

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

2. Start the Process:

You can either click on the '+ New Form' button in the top-right corner or select the 'Builder' tab.

3. Choose the Form Type:

A menu with the three available form types will appear. Select 'Group Form'.

4. Name Your Form:

Provide a title for your form that relates to the campaign it will be used for or the overall objective of the form. Then, press the 'Create' button.

5. Utilize the Form Builder:

The 'Builder' tab will update and reveal the form builder. The top of the page will display your form's title, and below this, there will be a space labeled 'Drag and Drop a Form Component.'

6. Manage Form Pages:

The unique feature of Group forms is the availability of pages in the top-left corner of the form. By default, one page is provided, but additional ones can be created by clicking '+ Page'.

7. Start Creating Your Form:

The left-side column contains fields required to begin form creation.

8. Add Fields:

To add a field, simply select one from the left-hand column, drag it to the space, and drop it there.

9. Utilize Pre-Defined Fields:

The Pre-Defined Fields are ready-made fields that enable quick and easy form creation. These include commonly requested information such as Name, Phone Number, Email, and others.

10. Customize with Basic Section:

The Basic section provides more customization options by leaving fields blank for your edits. They function the same way as the Pre-Defined Fields, allowing you to drag and drop them wherever necessary.

11. Implement Advanced Components:

The Advanced section offers more detailed components such as File Upload, Image Upload, and a Date/Time selector. Ensure to review the settings by clicking on the gear icon that appears on the right before integrating these into your form.

12. Layout Your Form:

The Layout section provides options that significantly alter your form's appearance. For instance, using the 'Columns' component will divide a section into two columns, where two unique components can be dragged and dropped.

Note: You can modify any Preset field's title by accessing the settings and adjusting the Label.

13. Rearrange Fields:

If a field's placement is unsatisfactory, you can rearrange your form by hovering over the field and dragging it to the desired location.

14. Make Fields Mandatory:

Any field can be made required by accessing the edit menu from the gear on the right. Once in the menu, click over to the 'Validation' tab, check the box next to 'Required', and click 'Save'.

Note: To delete a field, hover over it and click the red 'X'.

16. Style Your Form:

You can stylize your form by clicking on the 'Styles' tab in the left-hand column. This tab provides options to modify font colors, background colors, sizing options, and more.

17. Customize Your Form:

The 'Options' tab in the leftmost column allows for additional customization of your form. Here, you can alter the form name, add categories and tags, and decide what happens after a user submits the form.

18. Add New Groups:

After your first group is created, additional groups can be added by clicking on the green '+Page' button in the top-left corner.

19. Preview Your Form:

If you wish to preview your form as it will appear on a webpage, click the preview icon located in the top-right corner.

20. Publish Your Form:

Once you are ready to publish, click 'Publish' in the top right corner of the page.

21. Share Your Form:

There are three ways to share your form.

  1. 'Link to Share' gives you a direct link to your form. You can message this link or post it on a website.

  2. 'Embed' option gives you an HTML code to put on your webpage. This displays your form on your website as is, but you need to update the code each time you change the form. This method usually loads faster and lets web developers edit the HTML on the site.

  3. 'iFrame' integrates a 'live' version of your form. Any changes you make in the app automatically show up on the site. However, it might load slower and can't be edited in the website HTML.

Choose the method that works best for you and click 'Copy' so you can paste it where needed.

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