Form Builder

Breadcrumb path: Pages / Page Builders

You can access this page by clicking on Pages from the main menu, and Page Builders from the dropdown menu.

Form Builder Fundamental

In this section, you will learn how to use the Form Builder module. This is our versatile, content-building software that allows you to easily and efficiently create your own forms.

Here’s an example of a finished page made using the Form Builder:

Now that you have learned the fundamental and seen an example of the end result, follow the guide below to learn how to use the Form Builder.

● 1 Form Builder. This module allows you to build a Form using our custom interface.

● 2 Page name. In this field, enter a Page name for the Form you would like to build using the Form Builder.

● 3 Add Page. Click here when you are ready to begin. The following dialog box will appear.

● 1 Manage Page. Click here to open the Form Builder application and continue with the process of creating your page.

● At the top of the Form Builder landing page, the title you entered in the previous window will be displayed as Edit - Title.

The Form Builder is then split into four sections that will be covered in the help guide below:

● 1 Content

● 2 Main Information

● 3 SEO

● 4 Client Auto Email Notification

● 5 Internal Auto Email Notification

● 6 Form Submission Confirmation Popup

● 7 Keyword Search

● 8 Design Settings

(1) Content

To familiarize yourself with the Content section, first take a look horizontally, along the top of the application window.

● 1 In this area, you will find the following page-specific buttons:

Use Google Recaptcha [On | Off]. This setting controls whether to activate the Recaptcha tool. This tool is offered by Google to help prevent bots from auto-filling forms and flooding your site. When turned on, it will prompt users to perform a simple test that will verify they are a person and not a bot.

[On | Off]. This setting controls whether or not the page is active (visible on the front end or not).

View Page. This button enables you to see how the page looks in its current state. The page does not have to be saved in order to be viewed.

Save. This button saves and updates the page in its current state.

Publish. This button publishes the page in its current state and activates it live on your site.

Help ?. This button enables you to access the user manual for this module.

● 2 In this area, you will find the Editor. This will be covered in a later section.

● Reminder: be sure to click on the Save buttons after making final changes, before you continue.

Now that you have familiarized yourself with the editor and learned its functions, you can move down to the next section of the screen (Main Information).

(2) Main Information

In this section, you will enter important Main Information that applies to your Gift Card.

● 1 Page Name. In this field, you can enter a descriptive Name for your Form.

● 2 Alias. An alias is a name that comes after the domain name. In this field, an alias will be automatically assigned to your page. You are also free to change the alias manually here. You must choose a unique alias for every page. If an identical alias already exists in the system, an error message will result.

● 3 GUID. The Global Unique Identifier is a number automatically assigned to every page. It can’t be changed.

● 4 Start Date. In this field, you can enter a Start Date for your Form. This is useful, for example, when considering time-specific pages like Holiday Specials.

● 5 End Date. In this field, you can enter an End Date for your Form. This is useful, for example, when considering time-specific pages like Holiday Specials.

Reminder: be sure to click on the Save buttons after making final changes, before you continue.

Now that you have entered the desired values into Main Information, you can move on to the next section of the screen (SEO).

(3) SEO

This section will cover information for your page’s SEO (Search Engine Optimization).

SEO. These fields enable you to customize the SEO Content of your Google Review Page.

1 Title. In this field, enter a Title. This is what is used to identify your Page in the back end of the Build CMS.

2 Meta Title. In this field, enter a Meta Title. This is what the search engine displays in its results and in tabs when linking to your Page.

3 Meta Keywords. In this field, enter Meta Keywords for your Page. This is a type of Tag that labels your site’s content on a basic level for search engine crawling.

4 Meta Description. In this field, enter a Meta Description for your Page. This is a short description that will be used as a Tag to label your site accurately for search engines.

5 Canonical. In this field, enter a Canonical URL for your Page. This will be used by search engines to represent the definitive version of multiple pages with similar content.

6 Tracking event. In this field, click the dropdown menu to select the Tracking Event to be identified with this Form. These options include Other, Contacts, Appointments, Events, Services, and Custom Design.

7 Thumbnail. In this field, a Thumbnail of your chosen Image will be displayed.

Browse. Click this button to Browse for an image to be used for SEO purposes.

8 Alt Text. In this field, enter Alt Text to describe your Image.

Now that you have entered the desired values into SEO, you can move on to the next section (Client Auto Email Notification).

(4) Client Auto Email Notification

This section allows you to create and edit a Confirmation Email to be sent automatically upon completion of the form. This copy of the Email is sent to the Client.

● 1 [On | Off]. This settings controls the on-off status for the Confirmation Email.

● 2 In this area you will find the following buttons:

View Email. This enables you to view the email in its current edition.

Email Header and Footer Settings. This controls the Header and Footer Settings that will be covered in another section.

Short Codes. Click this button to open the Email Template Short Code Manual (shown below).

● 3 In this area you will find the following:

From Address. An entry in this field will reveal to the client the address that the email is being sent from.

● 4 Subject. This field determines the email’s subject line.

Show fields on Client email [Yes | No]. This setting controls whether or not the above fields will be displayed on the email sent out to the client.

Show fields on BCC email [Yes | No]. This setting controls whether or not the above fields will be displayed on the email sent out to any other recipients added in BCC above.

● 5 Email Body. This editor enables you to draft the email that will be sent to the client upon completion of the form. You can use any of the Short Codes to automatically insert the corresponding information that has been collected from the client in the form.

● 6 Reminder: be sure to click on the Save Email Template button after making final changes, before you continue.

Now that you have completed your Confirmation Email, you can move on to the next section of the screen (Internal Auto Email Notification).

(5) Internal Auto Email Notification

This section allows you to create and edit a Confirmation Email to be sent automatically upon completion of the form. This copy of the Email is sent to Internally, which means that it will be sent to you for recording or accounting purposes, to an Email address you have specified.

● 1 [On | Off]. This settings controls the on-off status for the Confirmation Email.

● 2 In this area you will find the following buttons:

View Email. This enables you to view the email in its current edition.

Email Header and Footer Settings. This controls the Header and Footer Settings that will be covered in another section.

Short Codes. Click this button to open the Email Template Short Code Manual (shown below).

● 3 In this area you will find the following fields:

From Address. An entry in this field will reveal to the client the address that the email is being sent from.

To Address. An entry in this field will reveal to the client the address that the email is being sent from.

● 4 BCC. The Blind Carbon Copy field allows you to add other recipients, invisible to the automated recipient.

● 5 Subject. This field determines the email’s Subject line.

● 6 Email Body. This editor enables you to draft the email that will be sent to the client upon completion of the form. You can use any of the Short Codes to automatically insert the corresponding information that has been collected from the client in the form.

● 7 Reminder: be sure to click on the Save Email Template button after making final changes, before you continue.

Now that you have completed your Confirmation Email, you can move on to the next section of the screen (Form Submission Confirmation Popup).

(5) Form Submission Confirmation Popup

This section enables you to create a Confirmation Popup that will appear when a Form Submission is complete.

● 1 [On | Off]. This setting controls whether or not the Form Submission Confirmation Popup is turned on.

● 2 Popup Title. In this field, you can enter a descriptive title for your popup. For example: “Thank You For Ordering This Item”.

● 3 Conversion Code. This code is used in case you want to track when this form is completed. The Conversion Code is obtained directly from Google and inserted into this field.

● 4 Page Content. With this editor, you can create and edit the exact page that will be displayed as a popup upon completion of the form.

● 5 Reminder: be sure to click on the Save Template button after making final changes, before you continue.

Now that you have completed the Form Submission Confirmation Popup, you can move on to the next section of the screen (Keyword Search).

(7) Keyword Search

● 1 Keyword Search [On | Off]. In this area, you can modify your Settings related to Keyword Search. You can also turn On or Off your Keyword Search on the right side.

● 2 Keywords. In this field, you can enter Keywords that will be associated with your page, for Search and Filter functions.

● 3 Thumbnail / Image [Browse]. In this section, you can click on Browse to select an Image. The image will display as a Thumbnail in the above window.

● 4 Alt Text. In this field, you can enter Alt Text which describes the image. This is required of all images in compliance with ADA standards. Alt Text assists those with vision disabilities by reading out loud the description of an image.

● Reminder: be sure to click on the Save buttons after making final changes, before you continue.

Now that you have completed the Form Submission Confirmation Popup, you can move on to the next section of the screen (Design Settings).

(8) Design Settings

● 1 Select Format Icon. In this field, click the Icon that corresponds to the Format you would like to change the Design Settings for. The available Formats include Desktop, Tablet, and Mobile.

● 2 Start Page From Top [Yes | No]. This setting controls whether or not you want to Start your Form from the Top.

● 3 Transparent Header [Yes | No]. This setting controls whether or not you want to use a Transparent Header.

● 4 Solid Header on Hover [Yes | No]. This setting controls whether or not you want your Header to become Solid when you Hover your mouse over it.

● Reminder: be sure to click on the Save buttons after making final changes, before you continue.

Now that you have completed all of the above sections, you are finished with the portion of the user manual covering Form Builder.

Now that you have completed all of the above sections, you are finished with this portion of the help guide covering Form Builder.