Creating a form that’s tailored to your needs is an essential part of gathering the right information from your customers or team. Whether you’re designing a form to capture customer details or gather business demographics, understanding the available form element types can help you build forms more effectively.

Form Element Types #

Form fields are divided into two main categories: Quick Add (Standard Fields) and Custom Fields. Each category offers unique features to suit your requirements.

Quick Add #

These are drag-and-drop elements. All you need to do to add one to a form is click and drag it over to the form slide in the middle of the screen. This includes basic information such as name, email, phone numbers, and more. It is grouped into sections:

• Personal Info: Collect names (full, first, or last), phone, email, and dates of birth.
• Submit: Include a submit button to finalize the form or navigate to the next page.
• Payments: Add payment fields to process transactions, such as credit card information or integrated payment gateways like Stripe or PayPal.
• Address: Gather details such as city, state, country, postal code, website, or organization.
• Text: Include fields for open-ended text responses, such as comments or additional details.
• Choice Elements: Add radio buttons, dropdown menus, or checkboxes to allow users to select from predefined options.
• Rating: Effortlessly gather customer feedback and measure sentiment with the Rating element. This feature helps increase response rates while capturing more insightful, actionable data from your audience.
• Customized: Personalize your form by adding elements like text, HTML, images, CAPTCHA, terms & conditions, or source fields.
• Other Elements: Incorporate features such as file uploads, monetary fields, numbers, date pickers, images, and signature options.

Custom Fields #

Custom Fields give you complete control over the type of information you collect. These fields can be built by you or your CRM administrator and can include anything from checkboxes to long-form text answers.

Field Options #

Whether you’re using standard or custom fields, the Field Options section provides all the inputs you’ll need to customize and refine your form.

Saving your work is crucial, so regularly click the Save Form button at the top right corner of the page to avoid losing progress. It’s always a good practice to save your form periodically to ensure it’s backed up and secure in case of disruptions.

By mastering the use of Standard and Custom Fields, you can create forms that are both functional and personalized. With Quick Add features and customizable elements, building a form is as simple as dragging and dropping.

Frequently Asked Questions #

What are the two main categories of form elements? #

Form fields fall into Quick Add (Standard Fields) and Custom Fields. Quick Add covers common fields, while Custom Fields give you full control over the data you collect.

How do I add a Quick Add field to my form? #

Quick Add fields are drag-and-drop. Click the field and drag it onto the form slide in the middle of the screen.

Can my form collect payments? #

Yes. The Payments section lets you add fields to process transactions, including credit card details and integrated gateways like Stripe or PayPal.

What’s the difference between Quick Add fields and Custom Fields? #

Quick Add fields are predefined standard fields, while Custom Fields are built by you or your CRM administrator to capture exactly the information you need.

How do I gather customer sentiment on a form? #

Use the Rating element to collect feedback and measure sentiment, which can increase response rates and produce more actionable data.

How do I avoid losing my work while building a form? #

Click the Save Form button at the top right corner regularly so your progress is backed up in case of any disruption.