Details
Forms are a way to collect data from new and existing contacts, as well as update data you may already have on file (in the case of an Update Profile form).
As forms can be setup to collect different types of data for different things, there may be instances where you need multiple forms on one list.
Forms use lists to store the information that users enter. As such, you'll need to have a list before you can add a form to it. If you don't yet have any lists in your account, please refer to Add a New List.
One such example might be where your have a list that has a Subscription form, a Survey form and an event RSVP form. While the data from each of these will be saved onto the same list, the questions asked on each of the forms are quite different. This is where multiple forms comes in handy.
Your subscription form could ask users for their name and email address, the survey form could ask users to provide a rating on a numbered scale and collect feedback based on a recent interaction, and the event RSVP form could ask what events the user wishes to attend - as well as their dietary requirements.
Having multiple forms essentially allows you to ask different questions of your users, depending on the specific purpose of the form. Let's take a look at adding a new form to an existing list.
Different Form Types
Our system has several different form types - each with a specific purpose in mind.
To learn more about the different form types, see Forms Overview.
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How-to Guide
Add a New Form
Only certain account types / plans have the ability to add additional forms to a list (over and above the included default forms).
- Select Lists & Forms from the sidebar.
- Double-click on the desired list, to open forms view for that list.
- Click the (add new form) icon, as shown...
- Enter a name for your form.
- Select your desired form type from the Form Type dropdown.
- Once the form opens for editing, you can select the fields to show on the form by clicking them on or off (using the 👁️ icon) on the right hand side. You can also add new fields here too, by clicking .
Add a New Field to a Form or List, or Edit a Field - You can now customise the look of your form (including change the field order), set any required fields, etc as required.
- Once finished, click . Your new form is ready to receive data.
Copy a Form
If you like the layout and styling of an existing form, you can copy it and potentially save a bit of time!
- Select Lists & Forms from the sidebar.
- Double-click on the desired list, to open forms view for that list.
- Select the form you'd like to copy, by clicking on its tab.
- Click the copy icon (as shown)...
- You can now toggle which fields to show, customise the look of your form, change the field order, set any required fields, etc as required.
- Once finished, click . Your new form is ready to receive data.
Next Steps
You may now wish to further edit the appearance of your form, or add your new form to a website.
Design & Customise the Appearance of a Form or Add a Form to a Website.