Forms

Forms help you collect information effortlessly, enhance the user experience, and streamline your workflows!

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

  • Pro
  • Expert
  1.  Begin on the Forms section under Studio
  2. Click (+) 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 '+ New Field' 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.