How to Create Web Form

How to Create Web Form

About Web Forms

Using the Forms tool you can create and add person forms to HTML pages of your web site. The forms can identify the visitor and save data to the database.

For example, you can create a simple Newsletter Subscription form that will ask a new web site visitor for name and email address. If the visitor then selects "I want to subscribe" and clicks Submit then a new person will be created and added to a specific email list that you have set when creating this form:

Important functionality of the form is that it recognizes a returning visitor who already registered at your site earlier. For this it uses data stored in web browser cookies and if the visitor is recognized then the form won't show the name and email fields as those are already available in the database. The visitor only needs to select the check box to subscribe to the newsletter:

We will now guide you how to create this simple form.

How To Create a Web Form

How to Create a New Web Form from Template

When creating a new web form you can choose from a set of typical web forms, such as Download Document, Event Registration, Contact Data Request and other forms.

1. Please click Forms in the left menu to go to the Forms page.
2. Click .
3. In the sliding panel that will open, please select a form template and then enter a name for your form:

4. Click Create. The form editor will open where you can modify the form created using the selected template.

How to Create a New Web Form from scratch

Let us try to create a form from scratch where a site visitor can subscribe for your newsletter. If a person is recognized, then it will show only the "Submit" button,

1. Please click Forms in the left menu to go to the Forms page.
2. Click .
3. To create a new form from scratch, select Empty form and then enter a name for your form:

4. Click Create. Your new, so far empty, form will appear.
5. On the right, you can see your first form which right now does not include anything except the Submit button.

6. Click the Content tab to open a tabbed page which includes blocks that can be added to your form. To add a block, just drag it to the form area on the right.
7. Let's first drag the First Name block to the form. You should drag all fields to the area above the Submit button:

8. When you add a block to the form, it gets selected and automatically the Block tab opens which includes options for the selected block. Note the Show Field For setting which you can use to set if you want the block to be visible to all web form visitors or only to those recognized (using cookies) or only to anonymous visitors. Please select Anonymous Persons as you want only anonymous persons to enter their name and email address:


Please also note the selected Mandatory setting under the Field group. Using this setting we will require the form visitor to enter the field. All mandatory fields have a red asterisk next to them

9. In the same way please add the "Last Name " and "E-mail" blocks to the form. (A form must have an email or phone field!) Set Show Field For to Anonymous Persons for both:

10. Now let's add the registration capability to this form. For this, please drag the Checkbox block to the bottom of the form (but above the Submit button).
    Edit its Label to "I want to subscribe to your newsletter" and set Show Field For to All Persons as we want both the already known and anonymous people to be able to sign up for our newsletter.
    Then please set the Type of the checkbox to Subscription List and from the Subscription List field select the list where you want subscribed persons to be added. (Please refer to the Checkbox types chapter if you want more information.)
    


Select Mandatory as with this form we do not want visitors who do not want to subscribe to be able to click Submit.

11. Usually it's a good idea to add the Reset Known Person block to the top of the form.

12. Our form is almost ready.
• Let's rename "Submit" to something more meaningful like "Subscribe me". For this select the Submit field and change its Label field.

• And let's add a message which the user will see after "Subscribe me" has been clicked. Please select Show Text under Submit Action. Enter text formatted as HTML that will be shown to the user. Let's enter something simple like : "Thank you for your subscription !<br/>You will receive our latest newsletter shortly."
13. Click Save.

Now to test our form click Preview.

First, select Show for Identified to check how your form will look for a known site visitor:

Then, select Show for Anonymous and you should see your form empty:

Fill in the form and click "Subscribe me":

You should see the following text now:

If you want to test the form in a real web page then please first click Publish and then use the Embed button to copy a special code to your web page.