Basic Guide to the Custom Form Builder

Introduction

Custom forms allow you to create tailored contact forms for your company website. This guide covers form creation, field customization, and multi-page setup.

Access Requirements

• Website administrator or owner permissions required
• Access through website > form builder
  

Creating a New Form

1. Navigate to form builder
2. Click "create a new form"
   
3. Enter form name
4. Save
   

Working with Fields

Field Types

Predefined fields: Pre-configured options	Custom fields: Buttons, titles, progress bars, and more

Adding and Positioning Fields

• Add fields to the form by clicking and dragging on the six dots on the desired field.
• Reposition by clicking and dragging a field in the preview window.

Field Customization

• Click field to access editing options
  • Options include:
    
    • Required/optional status
    • Input settings
    • Label modification
      • Names vs. Labels
        • Label: Visible to form users
        • Name: Shown to loan officers in leads
        • Names and labels can be the same, but no two names can be the same.
        • Each input requires unique name

• Note: Avoid changing predefined field input types

Removing Fields

Click the field in the preview window. Scroll to the bottom of the editor and click "Delete Field"

Multi-Page Forms

Page Creation

• Click "New page" button
  

• Each page requires a redirect button for form completion

• Manage pages using controls in upper right corner:

  • Arrows to reorder pages

  • Trash can to delete pages
    

Button Setup

Standard Method (Recommended)

Follow these steps for the simplest setup:

Important: Build complete form and name pages before configuring buttons to ensure proper redirection.

1. First Page

   • Click on the button field in the form preview window.
     

   • Change "Button Type" from save to redirect

     

   • Select correct page in "Redirect To" dropdown
     

2. Middle Pages

   • Use auto-generated buttons
     

   • Ensure redirect to next page using the same process as with the first page.
     

3. Page Before Thank You/Confirmation

   • Edit auto-generated button
     

   • Change "Next" to "Submit"

   • Set "Button Type" to "Save"
     

Note: For advanced users, custom button fields can be added manually, but this requires additional configuration and is more complex.

Form Settings

Number of Columns

• You can have 1 to 3 columns in your form. This changes it for all pages.

Notifications

Two types:

• Secure: Notification on submission only
• Show form data in email

Form Submission

• Submitted forms appear in Leads
• Loan officers receive notifications for forms filled out on their personal websites