In this month's edition of our Tips and Tricks series, our Support Team Director, Brandy, discusses how to use the Form Builder in Details. If you missed our live webinar, here is a complete session recap!
What is the Form Builder?
The Form Builder is a powerful tool that will allow you to build forms of all kinds to host on your website or send directly to a client using a URL. Through these forms, you will be able to automatically create events in Details that will include the information they provided in the form through data mapping!
Forms can, optionally, be hosted at custom subdomains of your choice. That means the link your forms are accessed at can start however you'd like, perhaps using your company name instead of having the phrasing 'details.flowers' at the beginning. This is a great opportunity for you to continue branding your company and your growth to success. If you would like to choose a subdomain, please fill out this form, and our Support Team will be in contact with you. There are many combinations to choose from; however, they are first come, first served, so we may not have the exact URL you request if it's been claimed by another account already.
Accessing the Form Builder
To access the form builder, follow these steps:
Creating Your Form
When you first arrive at the Form Builder home, this is what you'll see. Click the 'Create Form' button to get started. If you'd like to request a custom subdomain, you'll find that option within the 'Menu' button in the top-right corner.
Click the 'Create Form' button to open the Form Settings modal window, where you'll name the form and select from a few options for how the form should function. There will be two tabs: General and Advanced.
Now that you have created a form, it will show on the Form Builder home page, and the form settings can be accessed and adjusted at any time by clicking on the pencil & paper icon on the left side.
Forms are built out using a series of varying fields that you'll create, customize, and map into Details. This part of the platform is almost completely open-ended, and it's up to you to design and build the forms to your needs. Your account will come pre-loaded with two template options. To access these templates, you will begin creating a form. Once on the form page, it will ask if you would like to start from scratch or a template. Select 'From a template' to see your available template options!
FORM DEFAULTS: Each form allows you to enter in custom defaults to see on all of your elements and pages. For example, your business likely has brand-specific colors you like to use every time or certain fonts you like best. You can add these defaults to your form so every element and page added to your form are completely uniform! Let's dive into the available options:
FIELD ELEMENTS: You also will have the option to add several different field elements. Any of these components may be added to a form in any order you desire, and they can be used to map responses into various event or client-related properties. Here are the elements you can add to any form!
Saving Versions and Templates
Similar to how you save versions and templates on your 'Worksheet' and 'Event Terms,' you will be able to save versions and templates of your forms. The process for this is the same as on the 'Worksheet' where you will click the 'Save' button at the bottom of the screen and select if you want to save it as a version or a template. Templates and versions can be found in the 'Menu' in the upper right-hand corner of your form.
Adding Pages to Your Form
Each form will start off with a 'Welcome' page and a 'Thank You' page. To add additional pages, click the 'Add Page' button within the 'Page List' section.
From here, you can also edit your individual page settings. Previously we discussed that you can make defaults for every page of your form, but you can also adjust certain fields per page. To edit the page, click on the pencil icon next to the page name.
Time to Finalize Your Form
Before sending your form off to a client or hosting it on your website, we always recommend previewing the form to see what your client will experience when they look at it. At the bottom of the form, you will see an option to 'Preview' the form. This will take you to the full-form preview, where you can see what it will look like from a mobile device, a tablet, or a computer. To view each device type, click the blue square in the upper left-hand corner and click on the device you wish to view.
If you are ready to get started with your Form Builder subscription, click here to fill out our short form! Try out the Form Builder today FREE for the first 14 days!
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