Editing the fields of your Forms to customize your Opt-Ins and Event Registrations will allow you to gather specific and unique information about your leads and customers. Follow this tutorial to learn how to customize your Forms.
In this article:
Add a new field to your Form
To add or create a new field to be used in your Form:
- Open the Marketing tab from the Dashboard.
- Select Forms.
- From there, create a new Form or edit an existing one.
- Click Add Form Field.
- Select an existing Field or click Create A New Field:
When a Form is submitted, the data collected will be included in the submitter's People Profile. View the submitted data in your People tab. Learn more
Editing your Form field
- Click on an existing field on the Form to edit the field.
- Change the order of the fields on your form by clicking and holding
=next to the field title and dragging to your desired location. - Choose to make the form field required by checking or unchecking Make this field required in the Field Editor:
Create a new field type
Text Field type that allows your form submitters to enter a short line of custom text:
Phone Field type that allows your form submitters to enter their phone number:
Email Field type that allows your form submitters to enter another email:
Text Area Field type that allows your form submitters to enter more text than the Text Type:
Checkbox Field type that allows your form submitters to check or leave unchecked. Typically used with yes or no type inquiries:
Select Box Field type that allows your form submitters the ability to select a choice from a dropdown menu:
Radio Buttons Field type that allows your form submitters to select a choice by checking the circle that applies:
Country Field type that allows your form submitters the ability to select a country from a dropdown menu:
