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Creating a new form

When you create a new form, you have the option of either doing it from scratch or copying the settings of an existing form.

Option A: Creating the new form from scratch

1. Create the form itself and set up its properties

  • Go to Apps / Forms Manager the click New button in the toolbar.
  • Configure the forms settings. There's an explanation in italics under each field.
  • Click Save to create the new form.

 

2. Add elements (e.g. fields) to the form

  • Click the Add Form Element button in the toolbar and start adding elements to your form.
  • Depending on the type of element, different options will apply.
  • You can edit or delete form elements at any time, as well as change their order within the form.

3. Publish the form

  • When you're done adding elements to the form, click the Publish Form button in the toolbar.

Option B: Copying an existing form

1. Create the form itself and set up its properties

  • Go to Tools / Forms Manager the click 'New' button in the toolbar.
  • Click the link 'Copy an existing form' right above the form properties.
  • You will see a list of all existing forms in your website, as well as a few sample ones created by YWD. Click the name of the form to be copied.
  • After a few seconds, the new form is created.
  • Note: it will contain the properties and fields of the original form – but not the responses.

2. Edit the copied form

  • The name of the copied form will be "Copy of [original form]". Click 'Edit form properties' to change its name or other form properties.
  • Add/modify/delete fields as necessary.
  • Notes: if the original form redirected users to a different page, the copied form will be set to "no redirect". You can then change it if needed. Any MailChimp integration settings will need to be re-entered.

3. Publish the form

  • When you're done adding elements to the form, click the 'Publish Form' button in the toolbar.

The Forms Manager is different from other YWD tools in that it requires you to publish the form itself – irrespective of any pages in which you've inserted it. A new form can only be added to a page after you publish it, and you must also publish a form whenever you make any changes to it.

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