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.

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Web Forms Guide

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