Create Forms

Why forms matter for your site

Forms capture visitor information — contact requests, survey responses, event sign-ups, and lead details. Building them inside the CMS means you control the fields, layout, and destination without waiting for a developer. You can publish a new form in minutes.

Create a new form

1. Open the Forms section from the top navigation or the content tree.
2. Click New Form.
3. Enter a name for the form, such as “Contact Us” or “Newsletter Sign-up.”
4. Click Create.
5. Verify the form editor opens with an empty canvas.

CMS

On CMS SaaS, forms are managed as a content type. Create a new form block from the blocks library instead of a separate Forms section.

Add form fields

1. In the form editor, click Add Element or drag a field type from the toolbox.
2. Choose a field type: Text, Email, Textarea, Dropdown, Radio buttons, Checkbox, or File Upload.
3. Enter a Label visitors will see, such as “Your Email Address.”
4. Set the field as Required if visitors must fill it in.
5. Repeat for each field your form needs.
6. Verify each field appears in the form preview on the right.

Configure field validation

Validation prevents visitors from submitting incomplete or incorrect data.

1. Select a field in the form editor.
2. Open the Validation tab in the field properties.
3. Choose a validation rule. Email fields validate format automatically. Text fields can enforce minimum or maximum length.
4. Enter a custom Error Message visitors see when validation fails, such as “Please enter a valid email.”
5. Click Save.
6. Verify by previewing the form and submitting it with invalid data. The error message should appear.

Set up the confirmation message

After a visitor submits the form, they should see a clear response.

1. Click the Settings tab in the form editor.
2. Find the Confirmation Message field.
3. Enter a thank-you message, such as “Thanks for reaching out. We will reply within 24 hours.”
4. Optionally, set a Redirect URL to send visitors to a thank-you page instead.
5. Click Save.
6. Verify by submitting a test entry. The confirmation should display correctly.

Place a form on a page

1. Open the page where you want the form to appear.
2. Navigate to a content area or block slot on the page.
3. Click Add Block or Insert, then search for your form by name.
4. Select the form and insert it.
5. Save and preview the page.
6. Verify the form renders with all fields visible.

View form submissions

1. Open the form from the Forms section or the content tree.
2. Click the Submissions tab.
3. Review the list of entries with timestamps and field values.
4. Use Export to download submissions as a CSV file.
5. Verify the export opens correctly in a spreadsheet application.

CMS

On CMS PaaS, form submissions can also forward to an email address. Configure the recipient in the form settings under Email Notification.

Common field types

Field type	Best for
Text	Names, short answers
Email	Email addresses (auto-validates format)
Textarea	Comments, open-ended questions
Dropdown	Choosing one option from a list
Radio buttons	Choosing one option with all choices visible
Checkbox	Agree/disagree, multiple selections
File Upload	Resumes, documents, images

Related content

Continue your journey with these related pages.

🔧Follow a guide

• Manage the Blocks Library
• Use Projects for Grouped Publishing