Create or Edit a Web Form

Christy Cook Updated by Christy Cook

To create or edit a Web Form navigate to Acquisition > Web Forms.

Here you will find a list of all the Web Forms.

To edit a Web Form, click it. To create a new Web Form, click the hamburger menu and select + Create.

Create a Web Form

The Create Web Form screen enables you to set some basic information about the form:

  • Name - the name of the form
  • Description - an internal description of the form
  • When submitted - what happens after the form is submitted. Either redirect to a URL or display an HTML message

Next, click Save. The form will save a several new options will be made available:

The form now has an assigned URL, a design button, and several advanced settings options.

  • URL - a unique URL with a pre-built landing page for your form.
  • Form ID - the unique ID of your web form. Used when embedding the form.
  • Form Type - Lead Capture or Data Entry.
Change the form type to Data Entry if multiple people using the same device will enter information into the form, such as an iPad at a trade show. A Lead Capture form attempts to associate data with a single individual.

At this point the form is saved, but has no form fields. To add form fields, click the Design Web Form button.

How did we do?

Web Forms Guide

Design a Web Form