This is a short tutorial you can follow along with to create a simple contact us form.
Once you have accessed the console and signed in you will see the console dashboard. If this is your first time in the console a brief tour popup will appear. Feel free to follow along with this guide as it takes you around the console.
When opening the console for the first time you will notice that there are some template and tutorial forms included. These are to help give you a running start into form creation.
To start building our first form press the Form button in the left menu. The menu can be expanded by clicking the menu button in the top left.
Nice, now we can see our form list. To add a new form to this list hover over the red plus and click the Add Form button in the bottom right of the screen to create our first Form.
Great, now we are in our first form. Lets give it a name, description, and an associated app (the apps the form will appear in). We will also make sure that this form Allows Anonymous Submissions, this allows people without a login to view this form. Don't forget to save the form when you're done.
We can now start building out the form. First the navigate to the BUILDER tab, now lets add some new elements. Lets start with a heading and some instructions.
First click the ADD NEW ELEMENT button, and select the element type. For this first element we will want to select Heading, and for the second select Information. Once you have selected the type, you can name your element. Don't forget to save and we can preview what we have so far.
Now lets add some elements for our customers to fill out. We can add a Name (text element), Email (email element), Phone (phone number element), and Message (text multi-line element). We will make Email and Message required(*) to submit the form using the Required switch on the elements details. Click save and we're done, you have made your first form.
Now lets add an Email + PDF submission event so we can see the form working. To add a submission event click the SUBMISSION EVENT tab. Click the ADD SUBMISSION EVENT button, select he Email + PDF type and type in an email address. Press save and we will now receive an email with a copy of the form and the inputs when the form is submitted.
Okay lets see it all working. Open the Getting Started app by navigating to the App page in the side menu, then click open app. From here you can open your Contact Us form and begin filling it out. Once it has been filled out you can click the submit button. This data will be stored and an email will be sent to the email you linked in the submission event.
Congratulations, you have just completed you first form. For more information on each of the sections covered in this tutorial, please check out the rest of our knowledge base.
If you questions please create a ticket via this support portal.
Thank you very much for participating.