Creating and Customizing Forms: A Step-by-Step Tutorial

Horse Business Manager

  1. 1. Click on Sites

    Click on Sites
  2. 2. Click on Forms

    Click on Forms
  3. 3. Click on Builder

    Click on Builder
  4. 4. Click on Add Form

    Click on Add Form
  5. 5. Click on Start from Scratch

    Click on Start from Scratch
  6. 6. Click on Styles & Options

    Click on Styles & Options
  7. 7. Select the Options tab

    Select the Options tab
  8. 8. Name your form

    Name your form
  9. 9. Edit the On Submit section

    This section can be customized to show a Message after the form is submitted or take the user to another webpage.

    Edit the On Submit section
  10. 10. Toggle On Sticky Contact

    This will autofill any of the user's information into the form that was previously entered on your site.

    Toggle On Sticky Contact
  11. 11. Click on Styles

    You can customize the design of the form using the style buttons below

    Click on Styles
  12. 12. Click on Add Form Element…

    Click on Add Form Element…
  13. 13. Click on the element that you want to add to your form and drag it into the center section

    Click on the element that you want to add to your form and drag it into the center section
  14. 14. Once your element is in place, you can click on it to edit how it is displayed

    Once your element is in place, you can click on it to edit how it is displayed
  15. 15. You can also mark the element as Required to ensure that it gets filled out

    You can also mark the element as Required to ensure that it gets filled out
  16. 16. If you want to add Custom Fields, click on the Custom Fields tab

    If you want to add Custom Fields, click on the Custom Fields tab
  17. 17. Click on Add Custom Fields

    Click on Add Custom Fields
  18. 18. Select the type of field you want to add. An example of the field will show up on the righthand side of the box.

    Select the type of field you want to add. An example of the field will show up on the righthand side of the box.
  19. 19. Click on Next

    Click on Next
  20. 20. Type the name of the field

    Type the name of the field
  21. 21. Select the Group (category of information) that this field pertains to

    Select the Group (category of information) that this field pertains to
  22. 22. To add new Groups, see the Editing Custom Fields tutorial

    To add new Groups, see the Editing Custom Fields tutorial
  23. 23. If you want, add a placeholder text or prefill value

    If you want, add a placeholder text or prefill value
  24. 24. Click on Save

    Click on Save
  25. 25. Your new Custom Field will show up at the bottom of the list under the Custom Fields tab. Click and drag it onto your form.

    Your new Custom Field will show up at the bottom of the list under the Custom Fields tab. Click and drag it onto your form.
  26. 26. Once you are finished building your form, click Save

    Once you are finished building your form, click Save
  27. 27. When you are ready to share your form, click on Integrate

    When you are ready to share your form, click on Integrate
  28. 28. If you want to embed your form directly onto your website, click on Copy embed code.

    If you want to embed your form directly onto your website, click on Copy embed code.
  29. 29. If you want to share your form via a link, click on Copy form link

    If you want to share your form via a link, click on Copy form link
  30. 30. Click on Done

    Click on Done