Section Content Blocks: Add one or more sections to a classic Contact Form

Owned by Matt Kepple
Last updated: Dec 05, 2024
3 min read

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

If your contacts often have several Contact Forms saved to their profiles, you might also find it helpful to Structure the Bio (i.e. set the order in which fields are displayed)

Steps

You must be an Organisation Admin to add sections to a Contact Form

If while adding sections to a Contact Form, you decide to remove one or more fields from that Contact Form, it will remove the data entered for the individual contacts who had data in those specific fields.

  1. Select My Apps in the top menu

  2. Select Contact Forms

  3. You arrive on the Contact Forms page

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

  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 Title to your 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 Title 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