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How do I create a form?

This article explains how to create a form to capture additional information from customers or about products

Important: Since the release of version 2.4.13 in November 2024, the ability to build forms using the previous method has been discontinued. Any data that has been collected through these old forms will still be associated with the respective contacts - you can view and edit this data, but you are unable to make any changes to the forms themselves.

You can view your old forms in Organisation setup > Data collection > Old forms.

Before creating forms, you first need to create the fields, which act as the building blocks for forms. For help with fields, view our help article here.

 

Types of forms:

Customer forms

Used to gather additional information from customers when they make purchases via your shop, for example, for customers to pick additional options when purchasing merchandise.

Internal customer forms

To record more information about a contact – these are visible to your organisation but not to contacts. For example, for coaches to add information about a child’s behaviour.

Product data forms

To store additional information against your products, for example, to label products with codes that align with your storage management or external applications.

 

Creating a form

  • Navigate to Organisation setup > Data collection > Forms
  • Click ‘Add form’ in the top-right corner and choose what type
  • Give your form a name
  • Drag and drop your fields into the form from the left sidebar
  • Click ‘Add’ below your fields for additional formatting tools (headers, descriptions, and dividers)
  • You can reorder the contents by dragging and dropping
  • Use the pencil icon to edit a field or the ‘X’ to remove a field or formatting tool
  • You can preview your form, and when finished click ‘Save’ in the top-right corner

Note: You can add both customer fields and internal customer fields to a form. Internal fields will be hidden from contacts.

If you have created a customer or product data form, you will be prompted to link the form to your products. For more information on attaching your forms to your products, view our help article here.