Form Builder

Form builder is efelle media's module used to create & manage website contact forms, as well as store website contact form responses. From the CMS, within the list of core modules on the left, select form builder. At the forms page, a list of contact forms currently on your website will display; from here you can add, edit, copy, & delete forms, as well as view responses and a related report

INTRO to the Form Builder

Form Builder - Overview

The Contact Us page on your site is created/edited within the Form Builder of the CMS. You can also create other forms aside from the basic contact form and add other fields depending on the purpose of the form and type of information you need.

How to Add a Form

Form Builder - Add a Form

BASIC INFORMATION

1. Click on Add Form.
2. Form Name > the form we will be creating in this instance is the Contact Form (type in Contact Form).
3. Border Color > leave this alone as it is included in the stying.
4. Captcha is the funny letter box that helps to filter spammers from flooding your Contact Form inbox. You can choose to enable or disable that function here.
5. Output > is where and how you store the Contact Forms being submitted.
You can:

• Store in the database (w/in the CMS)
  
• Send through e-mail OR do BOTH
  
• Store in the database and send through e-Mail (this is our recommendation).
  

6. Addresss > this is where you put the e-mail address or addresses where you want the forms to be sent to. You can put in as many as you like, just make sure to comma separate.
7. Form Type

• Contact Form - if you only have one main contact form for your site, then choose this.
  
• Regular Forms - for other or additional forms
• Sidebar Forms - this will require more styling, efelle media staff will do this for you.
  

8. Integrate With? and/ or Integrate URL > when you have an existing form on a secondary site that you wish for your contact form to be sent to. You can leave this one alone, as most of the time we take care of that for you.

Form Builder - Add a Map

MAP

You can add a map on your Contact Form by copy and pasting the HTML embed code from Google Maps into the Map Section. Just go to Google Maps, type in your business address location and click on the hyperlink icon to get the embed code. Copy the embed code and paste.

Form Builder - Add a Description

DESCRIPTION FIELD

Here you can put a brief description or Intro to the contact form. You can put a write a brief blurb about your business or you can make it short and sweet, like: “We would like to hear from you!," OR, “Thank you for visiting our Website!,” it’s really up to you. We usually type in the business name, address, phone number and other relevant contact information.

Form Builder - Add a Thank You Message

THANK YOU/ CONFIRMATION

This is the message that your site viewer will receive once they submit their contact form. You can put something like: “Thank you for contacting ABC Company! One of our service representatives will be in contact with you shortly.” Just to clarify, this is not a confirmation e-mail that but a message on a page that opens up, once they hit the submit button and their contact form has been submitted successfully.

How To Add Input Fields/ Questions on Your Form

Click on New Question

Write the Question or Field you want.

Type

• Text Input > Select this if you are only expecting text as an answer to your question.
  
• Selection drop-down > If you have several options for them to choose from. Like what we have here. Once you select that an area will pop up below where you can list your choices.
  
• Check Box > Are used when you want them to select one or more from a set of options.
  
• Radio Button > is when only one option is to be selected at a time.
  
• Text Block > are text fields that allow your visitor to enter several lines of text at one time.
  
• File Uploaded > This one looks like the text block, but has the “browse” button to select a file to be uploaded. Not typically used unless absolutely necessary like for the purpose of submitting a resume for example
  
• Section Header > Header (like on any regular page) indicating the start of a block or group of related questions. For example "Personal information"
• Section Text > Short block of text to explain this part of the form. Typically used in combination with section header. For example "Please fill out your personal information in the fields below. All fields are required"
  

Integration Field
You can leave this alone. Its only used if you have a secondary site that you need a field to be directed to. We usually take care of that.

Required Field
Check this if you want to make the question a required field. Although If you choose the Selection drop-down or Radio Button, the box is automatically checked as a required field.

View Form Responses

• Select the form your Forms list and click on 'View Responses' on the far right of the same line.
  
• From the Forms - view responses page, you can see the Form Responses list of submitted information for that form. Click on 'View' to view responses to the form fields or 'Remove' to delete.
  

How to Export Reports

1. From the Forms dashboard, select the form and click on 'View Report' on the far right. A new window will open for Form Responses.
   
2. From the Form drop down menu, select the form and enter start and end dates of the responses you wish to view for your report.
   
3. Click on 'View form responses' to see the report. A report of Form Responses will then be generated.
   
4. If you are satisfied and ready to export, click on 'Export' and select from the options given.
   
5. Click 'OK' and your report will be exported into a file which you can then save on your desktop/external device outside of the CMS.
   
6. Close the Form Responses window to close out and return to the CMS Forms page once you are done.