Dropdown Lists: Add a Dropdown question to a Contact Form

You can add a Dropdown to a Contact Form which allows people to choose one or more Answer Choices.

This article covers:

Why use Dropdowns questions?

  • Dropdowns are the best way to standardise your information so that you can quickly categorise and filter your contacts.

  • Dropdowns in Contact Forms are automatically displayed as charts on your Demographics page

  • You can also use each Dropdown as a Lens to split and segment your survey results or KPIs when reporting and analysing information on a Progress Board

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How to add an existing Dropdown question to a Contact Form

  1. Go to the Create (or Edit) Contact Form page

  2. In the left panel (called Available Fields) start typing the name of the Category field to search for it - DO NOT PRESS ENTER

  3. To speed up your filtering: use the filters to turn off the other types of fields so you’re only seeing List fields

  4. This will reduce the Dropdown fields available

  5. Press the green Add to Form button for the List field you want to add

  6. It will appear on the right side

  7. Scroll to the bottom and press Save

  8. That’s it. You’ll arrive on your Contact Form’s profile page; from here you can add it to projects and use it in Signup Pages.

How to create a new Dropdown question within a Contact Form

  1. Click Create a new Question

  2. In the popup: choose Dropdown

  3. Give the Dropdown a name and enter the Answer Choices

  4. Press Save

  5. You’ll see the Dropdown listed within your Contact Form

  6. Options to edit the Dropdown only become available once you have saved the Contact Form and then clicked Edit to return to the Edit Contact Form page. Once you do that you will see additional options available for that Dropdown

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