Build a custom form (catering, events, hiring)

Where to find itSite Settings › Dynamic Forms

1. 1
   Add New Form Makes a new form.
2. 2
   Submissions How many responses it has.
3. 3
   Status Active forms accept responses.
4. 4
   Embed Code A snippet to paste where the form should appear. Copy Code copies it.
5. 5
   Preview Form Shows it the way visitors see it.
6. 6
   View Submissions Every response.
7. 7
   Export Downloads responses as Excel (.xlsx), CSV (.csv) or Text (.txt).
8. 8
   Edit Opens the form.
9. 9
   Delete Deletes the form and all its submissions.

Settings

1. 1
   Settings Name, messages and spam protection.
2. 2
   Fields The questions.
3. 3
   Style (CSS) Optional custom styling.
4. 4
   Form Name Like "Catering Form".
5. 5
   Status New forms start Inactive. Set Active when you are ready.
6. 6
   Description (Optional) A line at the top of the form.
7. 7
   On-Page Success Message What people see after they send it.
8. 8
   Submit Button Text Like "Request a quote".
9. 9
   Spam Protection Basic protection (honeypot), or Honeypot + verification check for forms getting a lot of spam.

Emails and email signups

1. 1
   Collect marketing subscribers Adds an optional consent checkbox. Only people who check it join your email audience.
2. 2
   Business Which location’s audience they join.
3. 3
   Destination list (optional) A list, or Audience only.
4. 4
   Email field Which question holds their email.
5. 5
   Name field (optional) Which question holds their name.
6. 6
   Admin Recipient Emails Who gets each submission. Separate emails with commas.
7. 7
   Customer Confirmation Email Subject The subject of the email the guest gets.
8. 8
   Customer Confirmation Intro Text The start of that email. Markdown works. An Outro box follows it.

Fields

1. 1
   Field Label The question, like "First Name".
2. 2
   Field Type Text, Email, Text Area, Date, Date & Time, Select Dropdown, Checkbox or Single Choice.
3. 3
   Required Guests must answer it.
4. 4
   Is Customer Email On an Email field, sends the guest their confirmation email.
5. 5
   Remove Deletes that question.
6. 6
   Add Field Adds a question.
7. 7
   Save Form Saves everything. A new form’s button says Create Form.

1. Click Add New Form and fill in Settings.
2. On Fields, click Add Field for each question and set its type.
3. Turn on Is Customer Email on your email question.
4. Save the form, set it Active, then use Embed Code to put it on your site.
5. To collect subscribers, come back to Settings, check Collect marketing subscribers and pick the email field. The email field has to be saved first.