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Home > Website CMS > Editing tools > Forms

Editing tools
Below is a copy of the tools available within the web builder. Click on each for the relevant help files:

Edit content boxesPublish or republishPage choicesHelp filesPreview pageSave page
Find and replaceCutCopyPastePaste from external sourceUndoRedoTable - insert or editInsert or edit an imageInsert or edit mediaInsert an emoticonAdd rule offAdd or edit a linkInternal page linkInsert or edit bookmarkInsert special charactersAdd a formAdd a text fieldAdd a text area (form)Add a buttonAdd a drop down list (form)Add a tick boxAdd radio buttonInsert content markerInsert roll over image
StylesFontSizeBoldItalicUnderlineMore font optionsFont colourHighlightAlign leftAlign centreAlign rightFully justifyMore paragraph optionsNumbering - ordered listBullet points - unordered listMore list optionsDecrease indentIncrease indentAdd or edit html snippetsAdd image galleries to pageAdd content box

Forms

Adding a form to your website

 

Forms allow you to collect responses directly off your web site. Producing a form means you can run surveys and gain feedback or website responses / customer leads directly from your site. Forms are simple, powerful ways of reducing the need for a customer to pick the phone up or write an email, both of which are stop points which can reduce the response rate of a website if used alone.

Visitors can respond straight from the web page without having to use their e-mail client directly to your email.This helps to reduce stop points of 'actually picking up the phone', 'firing up the email client' etc.. Forms should be used to compliment phone numbers, as both these are useful on websites. Some people just like to call!

Form anti-spam settings

It is important to have set a subject, or the form will not send (see below). In addition, you must add a hidden text field with anti spam settings (see the instructions when using the text field).

Getting started with a form

Clicking on the advanced tick box within the editor gives you a suite of form tools which allow you to insert a form.These look as follows (click on each to get to the explanation of what they do, or read on to have the process explained.

 Add a formAdd a text fieldAdd a text area (form)Add a buttonAdd a drop down list (form)Add a tick boxAdd radio button

Add a formFirst of all, you click on add a form:

Insert a form 

Then give it a name and then you can choose to send it to an alternative page, as a thank you page, by pasting it into the ‘Redirect’ box. As standard it will send to a page thankyou.html, which you will need to add to the site and can contain a suitable thank you message when a form has been sent.

If you don’t have a thank you page, after sending a form the user will be to redirecting to the home page, which can cause confusion for people where they do not think the message has been sent. It’s best to have a thank you message, therefore.

Method: Set to 'Post'

Action: is automatically set - leave it unless you have your own form script to use. The defaults on the form are set to use our form facility, so do not edit other items unless you specifically know what you are doing - i.e. you have a special form CGI script you have installed.

Other items for the form must be entered where you added the form.

Once you’ve inserted your form start writing questions within the form dotted line that shows in teh editor. You can insert a table or other items as well as labelling and any form item contained within the dotted line will send as long as you’ve put them within the form boundary.

Once you’ve labelled it start adding the form items.

Form text boxes

Click on the Add a text field icon and you will see this window:

Form text field 

Name: The 'Name' field is what is going to appear in the response, so make it logical, for example full-name for the name field.

NB form items need to have no spaces in them. If you need to use more than one name, add a dash or underscore between words, or the form will not make fields mandatory.

Type 'Text': Most fields will be 'text' type and usually a character width of around 25. You can play with the width to make it wider or shorter as you want.

Type 'anit-spam': You can also put hidden items in there, one of which is anti-spam:

Anti-spam 

Antispam is obviously useful otherwise you  get tonnes of forms filled in by bots which are automatic programmes running around trying to find forms to send you rubbish.

Name the field fusername or the alternative listed and use the anti-spam drop down and this adds a form item that’s actually hidden so no human will ever fill that in. If it's filled in by a computer, the form is thrown away. Currently it cuts out almost 100 percent of spam at present, without having to use a captcha form.

Required Field: If you click on the required field, then people using the form will be required to fill that element in before they send the form (provided tehre are no spaces in the form item names.

Text areas

Clicking on the text area icon Add a text area (form) adds multiline text area.

Form text area

These vary from the standard ones in that you can have a number of rows - normally about 5 is acceptable, you do not want to put too many more in, as they will expand as needed. They are always wider than the standard text ones so put the column width a few pixels less. Again you can make this a required field, but don't add in text already or it will act as if it's already been filled in.

 

Form buttons: If you click on the button icon Add a button you get the following:
Add a form button

As a minimum, name it (send, or similar) and give it a value e.g. send! You can also put a reset button but that just clears the form and is a little unnecssary!

Image buttons in forms

The send button can be defined as an image, rather than the standard send button which looks like this:

 

You can see that this button is just a standard box without any formatting. To do this you need to put a bit of HTML in, and we have them in the snippet editor ready for you so you can select a form submit button and then just change the image in there. You need to upload the image onto your site and then you can put the image path into the html snippet for the button to show.

The html is as follows (We've added this into the snippet editor so you can edit the existing entry):

Send button image html snippet

NB Change the text with your own button url

Subject of a form

You can also add in a subject, it’s another hidden field, and we’ve put that into the snippet editor as well. That will then be used as the subject of the email sent by the  form.

NB You will not receive forms if no subject is set. This is an anti spam choice to help remove those multitude of times when a junk form will come through without a subject.

The html is as follows (We've added this into the snippet editor so you can edit the existing entry):

Form subject html

NB Change the text with your subject line, as appropriate

 

Tip: Keep a form as uncluttered as possible, and straight to the point. The fewer questions the more likely you are to get a response, as a rule.

More form items

Drop down list
With a list item Add a drop down list (form) you can add multiple questions:

Drop down list form item

Someone filling out the form can then select one or more of them from a drop down. This is useful if you’ve got a particular question with a number of answers that they can give as standard.

Radio buttons

Click on the radio button form item Add radio button to get the following pop up:

Radio button form items

These are used to give a yes/no choice. It can be be a number of options, such as yes/no/maybe. As long as you name the radio button the same name, it will apply to the same question and the form respondant will only be able to tick one of those options and if they tick another one the first one will untick. You can add multiple sets of these in if you want with different sets of questionsmaking sure to name each set of questions differently.

Form checkboxes

Click on the checkbox icon Add a tick box and you get the following screen pop up:

Form checkbox 

Unlike the radio button, this is a straight value or no value included in the form. So, you might use it in this instance if you want to subscribe to our newsletter. You can use it on things to agree to items as well, and the value will be whatever you want to put in it, so ‘yes’ or ‘agreed’ or whatever the answer is. And again you can put this as a required form. For instance if they have to agree to your terms and conditions.

   

TIP: Please note that if you add a text field 'email', the reply contents of this field will be used as the response forms 'from' address. The practical upshot of this is that you will be able to reply to the form and it will automatically insert the respondent's e-mail address. In addition, the visitor filling in the form will also get a copy of the form sent to them.

TIP: If you add a hidden field into the form called subject, and add a value to that, this will be used as the subject of the e-mail you receive from the form when it is submitted.

TIP: Make sure your field names do not have "-" or a space in or that any of the form items are called 'name' , as this will prevent all fields being validated i.e. mandatory fields will no longer be mandatory and the site user will be able to respond without having filled the required fields in.Subject line - must be in forms, or else don't send. Must be from same site, and antispam built in. Plus where people came from, which page they landed on and which they responded from.

TIP: You can see where the form is, as its borders show with a red outline. To add items to a form (i.e. other questions and multiple choices), use the other buttons in the form tab above. Each has it's own explanation.

TIP: Use text to label each question. This is simply done by typing the question next to the entry. To make this neater, see also table editing, to allow you to make form entries in columns, with labels separated into different columns.

NB: Do not name any other items on the form 'name' as the form will not work properly.


Last update: 13.06.2017