Form Elements Overview

Types of Form Elements

Whether you're gathering details from customers or company data, there are two categories for form fields: Standard Fields and Custom Fields.

Quick Add Features

These elements are drag-and-drop components. To use them, simply drag the desired field into the form builder in the center of the screen! These fields are designed to gather fundamental information like names, email addresses, and phone numbers. The fields are organized into specific sections:

• Personal Information: Includes fields for full name, first name, last name, and date of birth.

• Contact Information: Offers input fields for phone numbers or email addresses.

• Submit: Contains a button option for submitting the form or advancing to another page upon click.

• Address: Lets you collect client address details, such as city, state, country, postal code, website, or organization.

• Customizable Elements: Personalize your form with fields like Text, HTML, Images, CAPTCHA, Terms & Conditions, or source fields.

Custom Fields

Custom fields can be tailored by you or your CRM administrator, offering flexibility to include elements such as checkboxes or open-ended text areas. Learn more about these personalized options.

Field Options

In both standard and custom fields, the inputs are managed within a dedicated section.

Save Regularly: To avoid losing your work, remember to frequently hit the "Save Form" button located at the bottom right of the page. This ensures that your form remains securely backed up and protected against potential interruptions.