Form Builder
The form builder allows you to create custom forms to collect information from your users.
Access the Form Builder
- Open an existing project or create a new one
- Access the "Form" tab
- The builder displays a real-time preview in the right column
Form Tabs
The form builder has two main tabs:
Form Content Tab
This tab allows you to configure the content of your form:
- Form Description: Introductory text displayed at the top of the form
- Form Conclusion: Thank you message shown after form submission
- Form Fields: Add, edit, and organize form fields
Colors Tab
Customize the visual appearance of your form with two options:
Choose a Color Palette:
- Select from pre-designed color combinations
Customize Individual Colors:
- Form Background Color: Background color of the form
- Text Color: Color of all text elements
- Button Gradient Start: Starting color of the button gradient
- Button Gradient End: Ending color of the button gradient
- Button Text Color: Color of text on buttons
All changes are displayed instantly in the preview panel on the right, allowing you to see exactly how your form will look.
Default Fields
Each form contains two required fields created automatically:
| Field | Type | Required | Modifiable |
|---|---|---|---|
| Name | Text | Yes | Label only |
| Yes | Label only |
These fields cannot be deleted as they are essential for identifying users and sending them communications.
Add a Field
Procedure
- In the "Form Content" tab, go to the "Form Fields" section
- Click "Add a Field"
- Select the field type
- Configure the field properties
- Click "Save"
Common Properties
All fields share these properties:
| Property | Description | Required |
|---|---|---|
| Label | Text displayed to the user | Yes |
| Technical Name | Unique identifier (letters, numbers, hyphens) | Yes |
| Required | Field must be filled (for checkboxes, must be checked) | No |
| Unique | Prevents multiple submissions with the same value | No |
| Placeholder | Help text in the empty field | No |
| Description | Help text below the field | No |
Enable the Unique option on the email field to prevent the same guest from submitting the form multiple times.
Configuration Example
For a phone field:
| Property | Value |
|---|---|
| Label | "Phone Number" |
| Technical Name | "phone" |
| Required | No |
| Placeholder | "06 12 34 56 78" |
| Description | "To contact you if needed" |
Edit a Field
- Click on the field to edit
- Modify the desired properties
- Changes are saved automatically
Modifying the technical name of a field may affect the consistency of already collected data. Proceed with caution.
Reorder Fields
Change the display order of fields:
- Hover over the field to move
- Click and hold the drag-and-drop icon (⋮⋮)
- Drag the field to its new position
- Release
The order is saved automatically.
Delete a Field
- Hover over the field to delete
- Click the delete icon (🗑️)
- Confirm deletion
Deleting a field is permanent. Data collected for this field in existing submissions is preserved, but the field will no longer appear in new submissions.
Best Practices
Form Design
- Limit Fields: Only request truly necessary information
- Logical Order: Organize fields in a natural order
- Required Fields: Mark as required only what is essential
- Clear Instructions: Use placeholders and descriptions
User Experience
- Mobile First: Test on mobile; long forms are difficult on small screens
- Progression: If many fields, consider grouping them logically
- Feedback: Use descriptions to guide the user
Data Quality
- Appropriate Types: Use the correct field type for each data point
- Uniqueness: Enable the Unique option to avoid duplicates (especially on email)
- Format: Indicate the expected format in the placeholder
Complete Form Example
Typical form for a wedding event:
| Order | Label | Type | Required |
|---|---|---|---|
| 1 | Full Name | Text | Yes |
| 2 | Email Address | Yes | |
| 3 | Phone | Text | No |
| 4 | Number of Guests | Text | No |
| 5 | Dietary Restrictions | Textarea | No |
| 6 | Message for the Couple | Textarea | No |