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Basics of the Form Builder

New to our product? Learn the basics of
using an online form builder.

Video Transcript

In this video we’ll walk you through the creation of a form from start to publish. To create a form, click the create form button on your dashboard page. There are three form types to choose from. Field guided forms which walk you through each step of the form creation process. Pre-built forms which include a listing of our popular forms that have already been created for you. Or blank forms which allow you to build your own form from the ground up.

For this example we’ll use the pre-built contact form. Once you're in your new form, you can edit the title by clicking the edit icon or clicking on the title itself. You can edit any fields on the form simply by mousing over the field and clicking the drag-and-drop icon to move it, the Edit icon to make changes, the duplicate icon which allows you to make a copy or clone of the field, and the delete option to remove it. Depending on which field you’re editing, your options will vary. In this example I'm editing my address field so I can choose to show or hide the country list. To add a new field to your form, simply choose any of the form field options in your form field column. Clicking on a field will add it to the bottom of your form, or you can add a field to your form simply by dragging and dropping it into place.

The theme portion of a form is where you can make style changes such as background color, font styles, header images, and more. Default themes can be found in the themes menu. These are pre-built themes that are included on all accounts, however they cannot be edited. To create a theme that can be edited, click on the edit theme option at the top of your page. In here you'll be able to create your own custom themes. Please note: custom themes are only accessible for paid and trial plans only.

The form extras menu allows you to make several changes to the form starting with your layout. You can make positioning adjustments and choose how many columns your form includes. If your form is more than one page long, you can enable the form progress, also known as the Save and Resume feature. This allows your users to save their partially completed form and come back at a later time to complete and submit. This feature is only available on multi-page forms where data is not being encrypted.

You can quickly and easily restyle your submit button. You can choose different colors for the background and the text as well as choose your font size. You may also enable jazz hands. Forms enabled with SSL security may choose to display the Formstack secured logo on their form. For added security and to help control SPAM, you may choose to enable CAPTCHA. Lastly, you can collect user location data by turning on the prompt option under location.

To quickly rearrange fields on your form use the sort fields option. Here you simply click on the field you want to move and move it up, down, or to the bottom or top of your list. You may also rearranged fields on your form simply by dragging and dropping them into place. When building your form, you can preview the live version anytime by clicking on the preview icon in the upper right corner of the page. In the settings menu you can make several adjustments. You can adjust the title of the form, whether you'd like to display the Formstack referral badge or not, change the language on your form, disable the form never (as in leave it active and live), disable the form now (which will move it into your archived folder), or you can choose to disable your form on a certain date and time or after a certain number of submissions have been received.

By default all submitted data is saved in the database, however, you can choose to not save and store your submissions in the database if you'd like. You can adjust the time zone which will dictate the timestamp on submitted data in your submissions menu. Just like in the build menu, you can change the theme of your form to one of the default themes available or one of your custom themes. The email and redirect feature in the settings allows you to set up notification and confirmation emails associated with your form. Notification emails will alert you when a form is submitted. Confirmation emails will be sent out to your end users after they submit their form as a confirmation that the form has been received. And the after the form has been submitted portion, also known as redirects, allows you to control where the end user is taken an after they submit the form.

We have a number of security features which may be enabled depending on what kind of data you're collecting and how you're storing the data in the system. Four accounts with multiple users, you can add and remove users from accessing certain forms and also choose their access levels within those forms. The Integration Hub is where you can add third-party programs to work seamlessly with your form. To enable an integration, simply click on one of the submenus, choose your integration option, and add it to your form. After that follow the setup steps to complete the process.

In addition to integrations which enhance your form, you may also enhance your form with plugins. Plugins include Advanced Analytics which allow you to view and report on end user viewing an abandonment rates on your form. Discount codes allow you to set up insider discount codes for your end-users. Tax rules if you are calculating or including taxing on your form. Confirmation page which allows users to review their answers prior to submitting the form and go back and make changes if necessary. Share options for adding networking buttons such as Facebook, LinkedIn, and Twitter to the bottom of your form. And lastly Autofill - Autofill allows end users to automatically fill in certain fields on the form that they have already answered. For example if a form is requesting the billing and shipping address, you might enable the autofill option so the user can enter their address on the form once and then auto populate that same address in other fields.

There are a few different ways to publish your form. First, you can copy the form URL link and email to your end users or post the URL for your end users to access. You may also choose to embed your form into your own webpage using our JavaScript, Lightbox, or iFrame embed codes. You may add the form to your WordPress, Joomla, or TypePad extensions under social media. And for users experienced in HTML, you may extract the form HTML code and/or use form forwarding options. Once your users begin submitting your form, you'll be able to view, edit, delete, and export your submissions through the submissions menu. You can also create reports and graphs and share the reports with others. The overview menu of your form will allow you to view at a glance stats from your form including the number of submissions and views, location data showing where your form has been viewed and submitted, and form activity which allows you to view recent changes on the form. Certain changes can be undone here as well.

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About This Video

1 min 54 sec

Form Builder Basics

New to our product? Learn the basics of using an online form builder and how to build a form.

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