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Creating a Classic Form
Creating a Classic 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 Building a Classic Form

1. Access Applications Menu:

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

2. Create a New Form:

Either click on the '+ New Form' button located at the top right of the page, or select the 'Builder' tab.

3. Choose Form Type:

A menu with different form types will appear. Select 'Classic Form'.

4. Name Your Form:

Enter a title for your form that relates to its purpose or the campaign it's being used for. Once named, click on 'Create'.

5. Use Form Builder:

The 'Builder' tab will show the form builder. Underneath the form title, you'll see a space that reads 'Drag and Drop a Form Component'.

6. Add Fields:

From the leftmost column under 'Fields', select a component by clicking on it, then drag it to the empty field and drop it there.

Note: There are ready-to-use fields under 'Pre-Defined Fields', customizable fields under 'Basic', advanced components under 'Advanced', and layout options under 'Layout'.

7. Edit Field Title:

Hover over any field and click on the gear icon that appears to the right to edit the field title. Change the text under 'Label'.

8. Rearrange Fields:

To change the placement of a field, hover over it and drag it when the 4-directional arrow appears.

9. Make Field Mandatory:

To ensure a field is filled before a user submits the form, access the edit menu from the gear on the right. From the menu, select the 'Validation' tab, check the box next to 'Required', then click 'Save'.

10. Remove a Field:

To delete an unnecessary field, hover over it and click the red 'X'.

11. Style Your Form:

For customization, click on the 'Styles' tab in the leftmost column. You'll find options to modify font colors, background colors, sizing options, and more.

12. Additional Options:

Under the 'Options' tab in the leftmost column, you can change the form name, add categories and tags, and decide what happens after a form is submitted.

Note: Options to use the form with your Facebook Pixel are available at the bottom.

13. Preview Your Form:

Click the icon located at the top-right corner to preview your form on a web page.

14. Publish Your Form:

Once you're satisfied, click 'Publish' in the top-right corner of the page. A new menu will appear with three methods for sharing your form: 'Link to Share', 'Embed', and 'iFrame embedding'.

Note: Remember to re-embed your form if you make changes to it within the Forms app when using the 'Embed' method. For 'iFrame embedding', changes to your form in the Forms app should automatically be reflected on the website.

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