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Custom Forms

This article applies to all Connect site administrators.

The Forms tool is useful for getting information from visitors to your site. Listed below are just a few ways that Connect Site Managers have used forms in the past:

  • For a “Contact Us” page
  • As a consent to updated terms and conditions
  • To get feedback on the site or the programs featured on the site

When an individual submits a form on your Connect site, their responses are sent in text format to an email address that you specify.

This article covers the following topics:

Creating a Custom Form

To create a custom form:

  1. Go to your Manager Panel and select Content > Custom Forms.

    You will see a table listing all forms (if any) that have already been added to your site.
  2. Click the Add New Form button to open the Form Details page.
  3. Complete the fields provided:
    Field Description
    Name The name or title of the form
    Email Recipient The email address to which all form responses shoudl be sent
    Form Landing Page The page that will appear after someone has submitted the form.

    Note: Typically, this would be a "thank you" or "for more information" custom page that you create. You can also have them return to an existing page such as your site's home page.

  4. Click Submit Form to save the information,

Building a Custom Form

Once you have completed the steps described previously, you are ready to begin building the form. To build a form:

  1. Open the form in Content > Custom Forms and scroll to the Form Elements area at the bottom of the page.
  2. Click Add Element. You'll be taken to the Form Element page for creating your first question/item on the form.
  3. Select an Element Type.

    Note that you can choose from nine different element types, described here.

  4. Complete all applicable fields provided for the element type you selected. (Click here for more detailed instructions on individual elements.) Below is an example for the Header element type.
  5. Click Submit Element. The element appears in the Form Elements table at the bottom of the page.
  6. Repeat Steps 2 through 5 as needed until you've added all of the questions/items for the form.
  7. Click Submit Form.

Form Element Types

There are nine form element types:

Click on a type above to learn more about it.

Copy

Copy text shows up at the top of the form and can be used for an introduction to the form. The Text Editor is used for this text, so you can format it as desired.

Header

Header text is a larger font than the copy text and is displayed above the copy text on the screen.

Text

The Text element is for single-line text answers to open-ended questions.

Note: Width is measured in pixels. The default/auto width is for a Text element is 225 but can be changed as desired. For the Textarea element (see following), both the Width (default 260) and Height (default 45) can be changed as desired.

Textarea

The Textarea element is for multiple-line text answers to open-ended questions.

Select

Select this type if you want to list several options for answers, and you want the user to be able to choose only one option. Type the first answer option into the next field and click Add. The options appear in the Data text box, as shown below.

Multi-select

A multi-select element provides a list of answer options for the user. To select more than one option, the user must press the Ctrl button while selecting. Enter the first answer option into the following field and click Add. The options appear in the Data text box. To move or delete an option, select it and click Up, Down, or Delete beneath the Data text box.

Check

Select Check to create an item that can be answered by marking (or clearing) a check box. Enter your text into the Display Name field and indicate whether you want the check box to be marked by default.

Hidden

When someone submits a form, an email is sent to the site manager. The information here is what shows in that email body.

Captcha

Choose this optional feature if you if you want users to prove they aren’t robots before submitting the completed form.

Making Forms Available to Users

To make a form available to a user, you must incorporate it into a custom web page.

To incorporate a form into a custom web page:

  1. From your admin panel, go to Content > Custom Pages.
  2. Complete the fields provided. (Click here for field descriptions.)

    Note: The form, once you have added it, will appear below the text in the Page Body field of the custom page.

  3. On the right side of the screen, select your form from the Page Forms dropdown.
  4. Select any other applicable page options.
  5. Click Submit Page to save your changes.

Viewing a Form

To view a form, you must add it to a custom web page (see Making Forms Available to Users, above), and then view the custom web page.

Viewing Form Responses

Form responses are automatically sent to the email address specified in the Form Recipient field.

The email will include the words "Form Response" in the subject line. The body of the email will display the user's answers to the form questions and will identify the user by ID number and name.

Note: Form responses are displayed in the email only. They are not available as a spreadsheet.

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