• Click on the ‘Field Settings’ tab
  • All available fields are displayed on the right side of the window
  • Drag each desired field for the form into the blue area on the left e.g. Heading, Text, Email, multi checkbox, send text. A list of all fields and descriptions are outlined on page 6.
  • Double click on each selected field to configure. Set the Control Name, Label Name, Default Values, and any other information for the field e.g. dropdown box options.
  • Control Name:The name that you give to each field (this does not appear on the form). E.g. for a textbox where you want users to enter their phone number, the control name could be ‘Number’.
  • Control Label: The name/label that users will see on the form. E.g. the control label could be ‘Contact phone number’ so users know to fill in their phone number.
  • Default Value – if you wish to have a pre-populated value in the field, choose this
  • Check the ‘Required Field’ box if you want the field to be compulsory for users to fill in.
  • Click ‘OK’ to save
  • To remove any fields from the form, click on the ‘X’ next to the field
  • To preview your form template, click on the green ‘Preview Template’ button on the top right of the window
  • To save your form template, click on the green ‘Save Template’ button on the top right of the window
  • Click on the ‘Close’ button to exit the window