Add Descriptions to your Fields
- Faustina Lawrence (Unlicensed)
Users can add descriptions to contact form fields, with internal descriptions visible to signed-in users and external descriptions visible to signed-out users.
This provides clear guidance on what information should be entered into each field.
This makes it easy and clear to everyone.
Ensures all the right information gets entered every time.
You have to be an Organization Admin to add descriptions to the fields.
Writing the internal and/or external description is optional.
There are two places where the description of the fields can be added.
On the Create Contact Form page.
On the Edit Contact Form page.
Steps
On the Create Contact Form page
Navigate to the Create Contact Form page.
Once you have added the field of your choice to the contact form, add a Description to each field.
Each field has a clickable text called Edit Description next to the Mandatory checkbox.
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.
Click on Save to save the descriptions that you have entered.
Click on Clear to remove all the descriptions and start over again.
On the Edit Classic Contact Form page
Navigate to the Edit Contact Form page.
Edit the description of the field by clicking on the Edit Description text next to the Mandatory checkbox.
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.
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.
Press Save once you are done editing the descriptions of the current field.
How the field description appears to the users
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 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.