Step-By-Step Guide to Using the Forms Application
The Forms application is a feature designed to facilitate the swift creation, sharing, and embedding of forms on websites and landing pages. This tool allows you to centralize all your lead information, substituting the need for default forms on other platforms.
1. Access Applications Menu:
Hover over the navigation bar to the left of the dashboard and select ‘Forms’.
2. Navigating the 'My Forms' Section:
'My Forms' is a directory of all your created forms, encapsulating a summary of submissions and pending requests. If you are a new user of the Forms application, the table under this tab will be empty, yet still display column titles such as:
Form Type: Qualifies your forms under three categories: Classic, Group, and Card.
Form Name: The name assigned to your form during its creation. It's advisable to assign names that reflect the campaign or the purpose of the form.
Submissions: A numerical representation of how many users successfully submitted the form.
Pending Requests: Shows any outstanding invitations sent to users to fill out your form.
Date Created, Last Updated: Displays the date of creation and last update of the form.
Categories, Tags: Classifiers to help you organize your forms. These are initially empty and can be manually created.
3. Finding Specific Forms:
To quickly locate a specific form, you can utilize the search bar at the top of the page. By entering the name or other relevant information, the table refreshes, showing the most related matches.
Step-By-Step Guide to Creating a New Form
1. Click on '+ New Form':
Located in the top right corner, this button launches the form creation process, guiding you to the Builder tab.
2. Building Your Form:
The Builder tab offers two form types to choose from: Classic Form or Group Form. Clicking on one of these options initiates the process of creating a new form.
3. Pre-Made Form Templates:
The 'Templates' tab provides a multitude of pre-designed form templates. You can quickly launch your form without starting from scratch by choosing a template from our vast selection. Categories in the column on the left side of the page help you navigate to the right type of template.
Forms Application Customization Options
1. Customizing Columns:
In the 'My Forms' tab, locate the 'Manage Columns' button in the top-right corner of the page. This leads you to a menu where you can select which columns to display within your table. Remove a column from view by clicking the blue check marks next to each column name.
Arrange the columns in your preferred order using the drag-and-drop feature. Click 'X' to delete a column from the view. Remember to click 'Save' after making these adjustments.
2. Setting Items per Page:
By default, the application shows 25 items in the table. However, you can increase this to display 50 or 100 items by clicking on the blue text in the bottom-right corner that says “Show 25 Per Page.”
3. Using Categories and Tags:
Creating custom categories and tags allow for swift form filtration. These can be found in the column on the far left of