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  1. To create new fields: Click the Create a field or Question button

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    1. The New Field popup launches

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    2. Select the type of field you want to create

    3. Add the information

    4. Select an Owner Type - choose Organisation

    5. Set Privacy as Organisation Leaders & Editors

    6. Press Save

    7. The popup closes and the field is added to the bottom of the Contact Form

  2. Reorder the fields in the Contact Form: use the up/down arrows next to each field

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  3. Set fields as Mandatory or Optional: each field has a Mandatory checkbox below it in the Your Contact Form section. Click the Mandatory checkbox to make that field mandatory.

  4. Add Description an Internal or external description to each field (Optional): each field has a clickable text called Edit Description Internal and external description next to the Mandatory checkbox.

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    1. On clicking the Edit Internal and External Description text, a pop-up window opens up asking for Internal Description and/or External Description.

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      1. The Internal Description shows the description of that field to your colleagues who are signed in.

      2. The External Description shows the description of that field to anyone who has a link to the Signup Page.

    2. Click on Save to save the descriptions that you have entered.

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    3. Click on Clear to remove all the descriptions and start over again.

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  5. Change the number of Allowed Answer Choices for List fields in the Contact Form: i.e. decide whether they are set to Single Choice, Limited multiple choice, or Unlimited multiple choice. (See these separate steps)

  6. Scroll to the bottom and press Save.

  7. The Contact form is created and you arrive on the Manage Contact Forms page.

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