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1/ Adding and setting up a form
From the Admin Dashboard, click Contact Form on the left-hand side menu.
Click Create Contact Form
a. Content
Title: the title of your form. Example: Refer a Friend / Contact Us
Permalinks: the URL of your contact page. Example: http://yourcompanydomain/contact/refer-a-friend
NOTE: You can use the Contact Form on other pages.
b. Email
⚠️NOTE: We suggest building the Form before setting up your Email
Enable: toggle this on if you want to receive email notifications for submissions from your website visitors.
Recipients & CC: the email address of the recipient for the email notification.
Subject: the subject line of the email notification.
Content: email content of the email notification.
Supported Wildcards: wildcards are mail merges you can add to the email content. The mail mergers will pull the corresponding data such as Form Title, User Email, Submission data to populate in the email notification.
c. Form
This is where you can add fields to your web form.
You will see 5 default fields generated by Digital. You can use these default fields and edit the information or create new fields from scratch - see Adding new fields to a form below.
d. Status
Status:
Published: the page will be published to your site once you hit Create Page.
Draft: turn a published page into a draft mode. Your visitors will see a 404 page if they click the page's link.
Disabled: this is the status of the dummy pages created by default when your site is generated. Your visitors will see a 404 page if they click the page's link.
Published without display:
Author: the user creating the page
e. SEO
Once done, click Create Contact Form to create a new Contact Form page.
2/ Adding new fields to a form
To add new fields:
Scroll to the bottom of the Form tab
Click Add Field
Choose the Field Type
Textfield: single-line text field. Ex: Name, Company Name
Textarea: multiple-line text field. Ex: Notes, Messages, Questions.
Number: number field. To create a phone number field use the phone field type. Example: number of attendees for event registration
Email: email address field
Select: dropdown field
Checkboxes: multiple choice field
Radios: single choice field
DateTime: date picker field
Phone: phone number field
Uploader: upload file field
ReCaptcha: Captcha selection
A new field will be added to the bottom of the default fields.
3/ Creating a field
This varies depending on the field type.
Field Key: this will be used as the wildcard for your field. Example: name / first name.
NOTE: Field Key needs to be all small letters, with no space in between words.
Add the Field key to the wildcard #SubmissionField:{field_key}# to see the field's submission value in the notification email. For example, the field key is firstname, the wildcard for this field is #SubmissionField:firstname#. Copy and page this wildcard to the Email Content.
Label: title of the field
Placeholder: placeholder text
Required: check the box if you want to make the field required
Description: description text that appears underneath the field input box. This can be used to explain the purpose of the field or the question.
Show at submission table? check this box if you want the field and the submission to show in the Submission table.
Use the sidebar to:
Collapse the field details
Move the field up or down
Delete the field.
Final step: click Create Contact Form to create a new Contact Form page.
4/ Editing a Contact Form page
If you're adding the Contact Form to another pace, click here.
To edit your Contact Form page and style your form:
1. Head over to the Customizer
2. Search for the page that you want to edit. All Contact Form pages are grouped in the SINGLE CONTACTS section of the site navigation dropdown.
3. Open the Contact Form widget in the Top Content area of your page
4. Contact Form Source: choose which form you want to add to this page. By default, it’s the form fields that are set up in Admin Dashboard.
5. Submission Success: edit your thank you message once visitors submit a form.
5/ Adding Contact Form widget to a page
To add a contact form to a page:
1. Select the region you want to add the Contact Form to
2. In the Widgets tab, click on the + icon to access the Widget library
3. Select Contact Form
4. Add Title & Descriptions for the widget. You can also skip this step and Digital will use the default title Contact Form.
Note: if you want to add the Contact Form to the same region on multiple pages:
Toggle off the Override Mode. A Visibility field will appear.
Add the pages you want to add the Contact Form to
5. Click Create Widget
6. Open Form to choose the contact form from Contact Form Source.
6/ Tracking form submissions
If you have Email enabled when setting up the Contact Form, the assigned recipient will receive an email notification when a new form is submitted.
Submissions are also stored in the Submission table in the Admin Dashboard.
1. Open Contact Form in the Admin Dashboard.
2. Click the eye icon of the form you want to view submissions
3. You can find all submissions in the Submissions table.
4. Click the eye icon to open the form details