Creating a Web Form

Creating a Web Form

It's sometimes beneficial to ask your customers to fill in a form on your website enabling you to gather the exact information you need. The forms are super flexible and used for whatever you need from a simple call back request to a more complex event registration form.

Making Your First Form

To make your first form, you need to ensure you are logged into the PushRetail admin area and have navigated to the "Web Forms Editor", as shown below:



Once there you can click the "Create New Form" button. 



By default, the form creator is pre-loaded with an example form. if you do not want to use any of these fields you can simply delete them, by pressing the "Delete Field" buttons. At this point, it's also worth noting that the field can be re-ordered by dragging and dropping them.

On the top right-hand side of the screen, the "add new fields" section allows you to add new fields to the form. Clicking the links will add them to the left-hand side where further options are available.

The "Form Settings" section on the bottom right contains the following options:
  1. Title - this is the title shown in the admin
  2. Publish Date - this is used if you wish to delay the form showing
  3. End Date - this will remove the form on a certain date
  4. Send to Email(s) - this can contain a comma-separated list of email addresses to send the results to
  5. Success Message - this is the message shown on the screen to the user once the form has been submitted
  6. Visible - this displays the results in the admin area, details shown below
  7. Full Width - this makes the form stretch to fill the screen. Otherwise, it will be centred

Adding a Form to Your Site

Forms can be added to pages, conditional content and articles easily. With every form created a shortcode is also generated that when entered into the editor displays the form, formatted correctly.

Example shortcode:

{FORM:2}

Example of shortcode in use:


Example output:



Seeing Responses

In most cases sending the responses by email is enough, however, in other cases it may be necessary to store the responses in a data table ready for use later. If the "visible" checkbox is enabled on the form the form will appear in the admin menu as illustrated below:


Note:
Please stay tuned for further developments with this feature.


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