Forms

1.  Begin on the Forms section under Studio
2. Click (+) at the top right of your screen to create a new form   or use the search bar to quickly find an existing form by name if you're managing several
3. Enter a title that will be shown to customers that describes what the form is for
   

Build the Form

1. Under Field Type, select the dropdown to add fields of information to collect

   

   1. Text - One-line text field

   2. 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

2. Complete each field with some or all of the following information

   1. Field Name - required

   2. Placeholder - not required

   3. Max length - not required

   4. Populate Customer Attribute - only required when connecting information from the form to a customer's profile

3. Repeat this process for each additional field you'd like to collect by selecting + New Field
   

4. Select + New Step to split your form into multiple pages
   

5. Customize your submission confirmation text that users see after successfully submitting the form

6. Use the preview on the right side of the page while editing to see exactly how the form will appear to customers before publishing

7. Select your form settings

1. 1. Adjust the width of the form

   2. Alignment - Left, Center, Right 

   3. Form Title - Optional 

   4. Field Names - Optional 

   5. Customer Tags - Assign a customer tag upon form submission

   6. 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.

   7. Create or update customers - If the form contains email or phone fields, it will auto create / update the email and phone fields of user if active

   8. 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 

Form Submission Notification
Internal notification email sent upon the form submission. To view all submissions, select this icon at the top right of the Forms list

1. Enter a valid email address to receive notifications of new submissions under Email Recipients
2.  Add a Notification Subject for the email that gets sent to the recipients upon submission

3. If you would like to insert any variables that we have  available to your notification, select the Context Guide button to view the list