Question Explanations: display a description below a question in a Contact Form

Owned by Faustina Lawrence (Unlicensed)
Last updated: Dec 20, 2024 by Matt Kepple
3 min read

You can add descriptions that appear below each question in a contact form.

  • Choose between

    • Internal descriptions - these appear to your colleagues, i.e. other signed-in users

    • External descriptions - these appear when a Signup Page is being completed (i.e. by people who are not your colleagues or signed-in-users)

Why use Question Explanations?

  • Question Explanations improve the quality of the information you receive by

    • Providing clear guidance on how to answer a particular question

    • Improving the customer experience of completing the form

Only an Organisation Admin can add Question Explanations

Question Explanations (internal and/or external descriptions) are optional - it’s fine to create a Contact Form without adding them.

How to add Question Explanations

There are two places where the description of the fields can be added.

  1. On the Create Contact Form page.

  2. On the Edit Contact Form page.

On the Create Contact Form page

  1. Navigate to the Create Contact Form page.

  2. Once you have added the field of your choice to the contact form, add a Description to each field.

  3. Each field has a clickable text called Edit Description next to the Mandatory checkbox.

    image-20240320-050353.png

     

  4. On clicking the Edit Description text, a pop-up window opens up asking for Internal Description and External Description. Enter the description of the field.

    image-20240320-050550.png

  5. Click on Save to save the descriptions that you have entered.

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

On the Edit Classic Contact Form page

  1. Navigate to the Edit Contact Form page.

  2. Edit the description of the field by clicking on the Edit Description text next to the Mandatory checkbox.

     

    1. The Internal Description of a Current Field is displayed in italics and green text and the External Description of a Current Field is displayed in italics and purple text.

  3. On clicking the Edit Description text, a pop-up window opens. Edit the description for Internal Description and/or External Description or click on Clear to remove all the descriptions.

  4. Press Save once you are done editing the descriptions of the current field.

How the Question Explanation appears

When viewed by a colleague (signed-in)

When the contact form, containing the field with an internal description, is used it appears below the name of the field in grey and italics to the signed-in users.

 

When viewed on a Signup Page

When the contact form, containing the field with an external description, is used in a sign-up form/referral form it appears below the name of the field in grey and italics to anyone who has a link to the Signup Page.

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