The Key Steps
- Click on the Communication icon
- Click on Form Builder under Tools
- Click on the New Form button
- Give your form a name
- Click on the Create button
- On the Edit tab
- Give your form a Title(optional)
- Give your form a Description(optional)
- Click on one of the template options or manually add fields with the Add Field button
- Click on the Details button next to a field to edit the field or make it required
- Click on the Save button
- On the Settings tab
- Choose to either ‘Display a message’ or ‘Redirect to a page' after the form is completed
- Click on the Save Confirmations button
- Click on the Add Notification button to be notified each time the form is completed
- Click on the Save Notifications button
- On the Entries tab
- View all submitted entries
- Click on the 'Mark as read' button after viewing unread entries
- Click on the star button to star specific entries
- On the Overview tab
- Click on the Copy Link button next to the Form Link field to copy and send your form
- Click on the Copy Link button next to the Embeddable Link field to embed your form on a web page
👇 For more detailed steps, refer to the article below:
Creating a New Form
Forms are an easy way to collect information from contacts. When contacts fill out your forms, their responses will be saved in Pulse for you to view.
To access your form builder, click on the Communication icon and then select Form Builder under the Tools section.
From this page, you will be able to view entries for your active forms and create new forms.
To create a new form, click on the New Form button.
Before you start building your form, you will need to give your form a name for reference.
Once you enter a name, click on the Create button.
Now that your form is created, you will be taken to the main form editing screen where you will automatically be in the Edit tab.
From the Edit tab, you can give your form a Title, which will show up at the top of your form when contacts go to fill it out. This field is optional so you are able to uncheck the Show option if you do not want a title on your form.
You also have the option to add a description, which will show up directly underneath your title. Like the Title, this field is optional and you can uncheck the Show box if you do not need a description.
Next, you have the option to start building your form by using a template.
You can click on one of the template options to automatically add fields to your form.
You can also start manually adding fields by clicking on the Add Field button.
Once you click on the Add Field button, you will have the option to choose what type of field you want to add to your form.
The field type is what sort of value you want contacts to enter. For example, if you want someone to provide a brief answer, like their t-shirt size, you would select, One line of text.
To edit how the field appears on your form, click on the Details button next to the field you want to edit.
When you have the field open to edit, you can change the Label or the Field Name.
The Label is what will appear above the field when people are filling out the form. If you are asking for a T-shirt size, you would make your label ‘T-Shirt Size’.
The Field Name field is where you provide a reference code for this field, using only lowercase letters and no spaces. This value will not appear anywhere on the form but is used for storing the data.
You also can check the ‘Make this field required’ box to require that members fill the field when they complete the form.
If you want to delete the field, click on the Remove Field button in the bottom right.
At the bottom of the page, in the Submit field, you can change the text that appears on the submit button users click when they are done with the form.
Once you are done making your changes, click on the Save button on the right side of the page.
To preview what your form looks like, click on the Preview button.
Now that all of your fields have been added, click on the Settings tab.
The first option on this page is whether you want to ‘Display a message’ or ‘Redirect to a page’ after someone fills out this form.
If you choose Display a message, enter in the Message field what you want your message to say.
If you Redirect to a page, enter in the URL of the page you want the user to be sent to. After updating the fields, click on the Save Confirmations button.
You also have the option to be notified with a text or email every time someone completes your form.
Click on the Add Notification button and then select whether you want the notification via SMS or Email. Once you select an option, enter the number or email address you want the notifications sent to.
Make sure to click on the Save Notifications button when you are done.
By clicking on the Entries tab at the top, you can view all of the completed entries for your form.
Entries will first come in with a status of unread. Once you have viewed an entry, you can click on the ‘Mark as Read’ button to change their status. You can also click on the star button to star specific entries.
On the Overview tab, you quickly view the number of entries for your form.
You also have the ability to copy the link for your form by clicking on the Copy Link button next to the Form Link field. I
f you want to embed your form in your website, you can copy the embed link by clicking on the Copy Link button next to the Embeddable Link field.