Manage Forms
- 29 Mar 2023
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Manage Forms
- Updated on 29 Mar 2023
- 1 Minute to read
- Print
- DarkLight
- PDF
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The Forms section lets you view some form results in a customer has filled out on your website. The only results will be the question results with contact information tied to the customer. This information will be updated in the General tab of a customer's profile. Please visit our Form Builder documentation for more details on working with forms and how to customize layouts.
Add/Edit Form
To add a new form, click the Add a Form button or the Edit button to edit existing form information. This will let you create or edit form results. You can also delete form information by clicking the Remove button. The example below shows a view when adding form results.
Below is a list of the properties that are editable/viewable for a customer's form tools:
| Form* | You must first select a form when adding form results to a contact. This will only show if you are adding a new record. If you are editing existing effects, this field will not display. |
|---|---|
| Questions | Below the form field, it will show any questions from the form. Only questions you've added beyond the contact information will show (i.e., First Name, Last Name, Company, etc., won't show even if you ask for it on the form. Only the additional custom questions you add will show). |
Only forms set up with the parameter 'Is Tied To Contact' will have information that can be saved as form results and show up on the customer's Form tab.
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