You can add sections to a Contact Bio Form, even if it is already being used by your contacts.

What this article covers

Steps

1. Select My Apps in the top menu

2. Select Contact Forms

3. You arrive on the Contact Forms page

   Open

   

4. Press the cog icon next to the name of the Contact Form you want to add sections to

   Open

   

5. A dropdown menu appears: press Edit.

6. You arrive on the Edit Contact Form page

7. You can either

   1. Add an existing Section Title to your Contact Form

   2. Create a new Section Title and add it to your Contact Form

A. How to add an existing Section Header (saved in your library) to a Contact Form

1. In the Find a field box, untick the different types of field so that only Section is ticked

2. In the Find a field box, use the Search Bar to find the Section Title you are looking for. Do not press the Enter key (if you do, it will save the form and you will need to start again).

3. Section Titles with matching names will appear in the search results

4. Click the tick button to add your chosen Section Title(s) to your form

5. The Section Titles you ticked now appear at the bottom of the right box called Your Contact Form

6. Use the up/down arrows displayed next to each field in the Your Contact Form box to move fields between Sections

7. Once you are done, press Save.

8. You arrive back on the Manage Contact Forms page

B. How to create a new Section Header and add it to your Contact Form

1. To create a new Section Title, press the Add new field button (shown by the red arrow)

2. A popup appears

3. Select the Section Title option

4. In the Name field, enter the title of the Section

5. If you want to display descriptive or explanatory text below the Section Title, you can enter it in the big text box

6. Set the Owner Type as Organisation

7. Set the Privacy as Organisation Leaders & Editors

8. Press Save

9. The popup closes

10. The Section Titles you ticked now appear at the bottom of the right box called Your Contact Form

11. Use the up/down arrows displayed next to each field in the Your Contact Form box to move fields between Sections

12. Once you are done, press Save.

13. You arrive back on the Manage Contact Forms page

C. How to change the content within a Section Header that’s used in a Contact Form

You cannot edit a Section Header directly within a Contact Form.

When you want to edit a Section Header you must

1. First go to the Edit Contact Bio Form page

   1. To get there from the Contact Bio Form’s profile page: click Edit

   2. To get there from the Homepage, click Designer in the left sidebar → click Forms → you’ll see a table of forms → identify the Contact Bio Form you want to edit and scroll across to the Actions button at the right of the row → click Actions → click Edit

2. You arrive on the Edit Contact Bio Form page: Remove that Section Header from your Contact Form by clicking the trash icon next to the field

3. Then create a replacement Section Content Block by clicking the Add a new question or section button → add the details → press save to close the popup

4. Use drag & drop to reorder the Section Header to the position in the Contact Bio Form you want it to be in

5. Press save

Different Components of a Section Header

There are various components to the Section field which will be discussed here. We will be using this section as an example to identify what each component do.

Internal name of the field (Administrative title)

This field is how the section is saved on the platform. The section will be saved with the name entered here and you will find your section with this name everywhere on the platform. This name is solely for how you want to save the section as on the platform.

E.g., The above section is saved as Food Preference on the platform

How you want the field to appear in this form (Displayed title)

This field is for how the section will be displayed on the contact form. The section added here is the heading of the section.

This is shown everywhere this contact form is used.

E.g., The section header is displayed as “Your Food Preference”

Section text

This is the body of the section. The text entered here is displayed under the header in a smaller font size. You can use the various formatting options present such as Bold, Italics, Underline, Bullet Points etc. to make the section more intuitive.

E.g., The body is shown under the section as below:

Internal and External Description

After adding the section to the form you can add description to the Section. This may help in guiding the person who is completing the form. There are two types of description:

1. Internal Description: This description is showed to all the members of the organisation. It is shown to your colleagues when they log into their account and see this section.

E.g., This is how the internal description is shown to you and your colleagues:

2. External Description: This is the description that is shown when the user in not part of an organisation. It is shown to anyone who has link to the signup page.

E.g., For a user with the signup page link, the external description is shown as: