Add a text field to a Custom Form

Owned by Matt Kepple
Aug 18, 2022
2 min read

You can create a new Text field and add it to a Custom Form

Steps

  1. Select More in the top menu

  2. Select Control Panel

  3. Scroll down and select Custom Forms for Contacts

  4. You arrive on the Manage Custom Forms page

  5. Press the Manage Fields button to edit the fields of an existing form or press the Create Custom Form button to create a field within a new form

  6. We’ll assume you selected Manage Fields

  7. Press Create Field to create a new field

  8. Alternatively, use the Fields Search Bar to see if the field you want to use already exists in your library

  9. Once you press the Create button

  10. In the Select Type dropdown list choose Short text or Long text depending on how big you need the text box to be

  11. Your newly created field appears on the left.

  12. Press the Add button to add it to your form

  13. That’s it. You don’t need to press save. The form is updated automatically.