The form feature is available with the following subscription plans. Merchants not on one of these plans will be automatically upgraded upon publishing a custom form.
- Pro
- Expert
- Begin on the Forms page of the Studio section
- Click the yellow plus button at the top right of your screen to create a new form
- Enter a title that will be shown to customers that describes what the form is for
- Click the '+ New Field' button to add fields of information to collect
- Text: One-line text field
- Tel: Phone number only - 10 digit US phone number without country code, spaces, or special characters
- Number: Number only - default value available
- Checkbox: Multiple options with option for multiple selections
- Radio: Multiple options with a single selection
- Select: Dropdown list of options with a single selection
- Acceptance: Single option with a checkbox
- Text Area: Text field for multiple lines
- Text Block: For notes, titles, etc
- URL: Link only (must be a full URL)
- Date: Date picker - format: mm/dd/yyyy
- Time: Time picker - format: hh:mm am/pm
- Upload File- Upload file picker
- Complete each field with some or all of the following information
- Check if it's a required field - can leave unchecked
- Field Name - required
- Placeholder - not required
- Populate Customer Attribute - only required when connecting information from the form to a customer's profileS
- Choose your form settings
- Add a valid email address to receive notifications of new submissions
Optional Settings
- 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.
- 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.
- Submission email subject - The subject line for the email that gets sent to the recipients upon submission.