Link to Loom
https://loom.com/share/f3ec21e36e4e4ca4b026cbd61cd5ace8?src=composer
How to Create and Edit Forms in Your Account
1. Getting Started
Access the Site and Form Builder option.
Toggle to the Forms section.
2. Using the Form Builder
Navigate to the Form Builder to view existing forms.
Click on a form to edit it using the drag-and-drop builder.
3. Familiarizing with the Builder
Left Panel: Contains different types of items to add to your form.
Right Panel: Access style options for form customization.
4. Setting Up Sticky Contact
Navigate to styles and options.
Click on options, then form settings.
Toggle on the sticky contact feature to autofill previous information.
5. Customizing Submission Messages
Set the message displayed after form submission in the on-submit section.
Choose to customize or select a predefined option.
6. Editing Form Fields
Click on any section to open the editor on the right.
Each element has a specific editor for customization.
Update text, URLs, and options as needed.
7. Adding New Elements
Select the desired element from the left panel.
Edit the new element's questions and options in the editor.
Make fields required if necessary.
8. Managing Global Fields
Changes to existing custom fields affect all forms using that field.
Be cautious when editing global fields.
9. Default Fields and Payment Information
Default personal information fields can only be used once per form.
Payment integration with services like Stripe or Square is not covered.
10. Using Custom Fields
Access previously created custom fields in the Custom Fields option.
Drag and drop to add them to your form.
11. Embedding and Sharing Forms
Click on the Integrate option to share or embed your form.
Copy the form link or get an embed code.
12. Setting Up Notifications
Click on notification settings to choose email notifications.
Configure autoresponder settings for automatic replies to contacts.
13. Finalizing Changes
Always hit save after making any changes.
Reach out to support for any additional questions.
This outline provides a comprehensive guide to creating and editing forms, ensuring users can easily follow along and understand each step.