Creating & Editing a Contact Form

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

Use Contact Forms to customise the information you collect about your contacts.

  • Information from a Contact Form appears on a contact’s Bio.

Version 2 Final v1 Animation D-CRM-1.mp4

What you’ll learn in this article

How to create a Contact Form

  1. Select My Apps in the top menu

  2. Scroll to the right and select Contact Forms

  3. You arrive on the Manage Contact Forms page

  4. Click the New Contact Form button

chrome-capture.png

  1. Name your Contact Form

  2. Start by choosing the type(s) of Contact that this form should be used to create (there are two types: Person and Organisation, originally shown. More options can be seen by clicking the Show More option)

  1. Select the Role you want to give to contacts that are added using this new Contact Form.

  1. Name the Form.

  2. The right section called Your Contact Form displays the fields that are already in your Contact Form. (Every Contact Form has a set of default fields which are added automatically. Those that you can remove have an image-20240220-070319.png symbol next to them, as shown in the image below. The name field is now removeable, to know more about it, go to https://makerble.atlassian.net/wiki/x/FwDQbQ )

  1. You can add existing fields to your Contact Form and/or create new fields to add to the Contact Form.

  2. To add existing fields: Search your library of fields to find fields to add to your form:

    1. Use the Search bar in the Find a field section to look for a specific field.

      1. Do not press Enter; instead simply type the field into the search bar and wait for the search results to appear.

      2. Press the green Add to Form button to add the field to your Contact Form

    2. Use the Field Filters to filter the type(s) of fields that appear in the search results

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

    1. The New Field popup launches

    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

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

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

       

      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.

       

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

  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.

Types of fields you can include in a Contact Form

How to edit a Contact Form