There are two ways to create a new form:
- Click the Plus Icon to create a form from scratch.
- Use a template. To use a template, take a look at this article.
To create a form from scratch, simply click the Plus icon. You'll then see a series of bus stops that will lead you through the creation process. Below, we'll go through a quick overview of each section.
Step 1: About
Here you name your form. From this screen, you can also add helpful tags, archive the form and add the form to your templates folder.
Step 2: Configuration
This is where you tell the system how to treat data gathered via the form, what GPDR controls are in place, and any tracking you want on the form. In the example above, we're creating a Prospectus Request form.
Step 3: Builder
This is the core part of Web Form Builder. Here you create the form by dragging fields from the left to the right, and define exactly how each section of the form should look.
In addition to regular fields, there are three sets of special building blocks for your forms:
You may notice some fields that begin with the word "custom". These are special fields which you can use to collect customised data, such as a Student's food allergies. We advise that these are used with care. Please check with the Customer Support team if you're unsure. For more information about locking Custom Fields, take a look here.
These allow you to add images or horizontal spacer lines to your form.
These are predefined sections, such as the Consent Block, that add in everything needed for a common part of a form.
Please note: some fields are locked in place. This is because the system requires these to match against existing students.
The Eye Symbol
You may notice on each building block is an eye.
This can be used to quickly toggle items on and off, allowing you to hide them from the Form Builder engine. This means that you can test how your form will look without a certain element, without having to remove the block and lose its settings. Once you are done testing your form, we recommend removing any items you've decided not to use.
Please note: Clicking the eye off does not mean that the item will pass a hidden value. If you want a hidden value set, it must be done in the item's settings, and the eye must remain open.
The form builder will auto-save after every change, but you can also click the circular arrows to force-save at any time. The settings cog will let you change the favicon and page title.
Step 4: Theme
This is where you customise your form to match your establishment's look and feel. There are 5 default themes, but you can easily add your own by clicking the Plus icon. Take a look here to learn about adding a theme yourself using CSS code.
Step 5: Preview
From this page, you can get an idea of how your form will look on different devices. Every form is built to be responsive, so it's important to ensure your form will look good no matter the user's screen size. Use the buttons to swap between tablet and phone, and portrait or landscape mode.
From here you can also open the form on your phone (by using the QR code), or in a new tab in your browser. You can also copy the code snippet to embed on your website, share the bit.ly link, or save and download the QR code to use on flyers or posters.
MEC Preview Notes: When previewing a MEC form, you can only hit the "submit" button to view the required fields; it does not submit any data.
You cannot view the courses list while previewing a MEC form. However, the course list will always display correctly on the live form viewed on an iPad or tablet.
The "submit" button may look strange on previewing MEC forms, but it will display correctly on the live form. For example, I build a form with the submit button text of "Let's go, Horatio". It displays in the preview as "Let's go, HoratioSave", but the live form on the iPad still displays "Let's go, Horatio".
Once you're happy with your form, you can click "Publish changes to live" to publish it. If you need to make any changes after you've published, click "Work in a safe version" to make amendments. Your form will continue to take live data while you make changes in a separate little bubble. These will not be seen by students until you click "Publish changes to live". Alternatively, click "Discard these changes" to keep your form the same.
Step 6: Performance
Once your form is live, you can check up on your stats. Please note: These do not refresh automatically.
You may also find that previewing your form on the desktop adds to your "viewed" stats. To avoid your tests polluting your web form stats, Just pick a custom date range that starts AFTER you were testing, those will all be real stats from students.
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