Content Organization
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      2. Customize Your Website & App
      3. Content Organization

      Forms

      Forms are essential for collecting information, enhancing user experience, and streamlining processes!

      The feature is available with the following subscription plans. Merchants not on one of these plans will be automatically upgraded: 

      • Pro
      • Expert

      Popular Uses: 

      • Event Registrations: Facilitate sign-ups for events, webinars, or conferences
      • Membership Applications: Manage applications for clubs, organizations, or subscription services
      • Return and Refund Requests: Streamline the process for customers to request product returns or refunds 
      1.  Begin on the Forms page of the Studio section
      2. Click the yellow plus button at the top right of your screen to create a new form Screenshot 2024-01-31 at 11.48.37 PM-2
      3. Enter a title that will be shown to customers that describes what the form is for
      4. Click the '+ New Field' button to add fields of information to collect 
        1. Text: One-line text field
        2. Tel: Phone number only - 10 digit US phone number without country code, spaces, or special characters
        3. Email
        4. Number: Number only - default value available
        5. Checkbox: Multiple options with option for multiple selections
        6. Radio: Multiple options with a single selection
        7. Select: Dropdown list of options with a single selection
        8. Acceptance: Single option with a checkbox
        9. Text Area: Text field for multiple lines
        10. Text Block: For notes, titles, etc
        11. URL: Link only (must be a full URL)
        12. Date: Date picker - format: mm/dd/yyyy
        13. Time: Time picker - format: hh:mm am/pm
        14. Upload File- Upload file picker
      5. Complete each field with some or all of the following information
        1. Check if it's a required field - can leave unchecked
        2. Field Name - required
        3. Placeholder - not required
        4. Populate Customer Attribute - only required when connecting information from the form to a customer's profileS
      6. Choose your form settings
      7. Add a valid email address to receive notifications of new submissions

      Optional Settings

      1. Form SMS keyword trigger -  A word the customer can text to your City Hive number that will count as a form submission. Best used for raffle submissions.
      2. Requires logged in customer - Forces the customer to log in or create an account prior to submitting the form. Best used when populating customer attributes.
      3. Submission email subject - The subject line for the email that gets sent to the recipients upon submission.