Forms & Polls

Setup/Edit Form Notification

  1. On the “Forms” page, hover over the desired form, and when the options appear, hover over “Settings”, and click “Notifications”.
  2. On this page you can change who receives a copy of the form submission, the message’s email subject line, and what is contained in the message.
  3. Add any additional email addresses to receive the submission in the “Send to Email” field. Separate each email address with a comma.
  4. Adjust the message subject line by changing the text in the “Subject” line. This will be the subject line of the email sent email addresses you entered above for all form submissions. Adjust the text to make it meaningful to those members.
  5. If desired, type additional text in the “Message” field. This can be helpful for direction on what to do with a submission. NOTE: DO NOT DELETE the “{all_fields}” tag, as this is required for receiving the user’s message.
  6. To save changes, click the “Update Notification” button at the bottom of the page.

Create New Form

  1. Hover over the section name “Forms” in the sidebar, and click on “New Form”.
  2. A popup will appear, name your form, adding a description is optional. Click “Create Form”.
  3. When you begin a new form, there is a short tutorial on what to do to build your form in the left column. In the right column are field types that you can build your form with. Below the popular fields are defined.
  4. Field Name Field Description
    Single Line Text User can type any text on one line
    Paragraph Text User can type any text in multiple lines
    Drop Down A box that user clicks to display options, user can select only one option
    Radio Buttons Displays all choices, user can select only one option
    Checkboxes Displays all choices, user can select multiple options
    Section Add a headline within a form

     

    Field Name Field Description
    Name Separated fields for first and last name
    Phone Pre-formatted phone number field
    Email Pre-formatted email field
    File Upload   Allow users to submit images and documents
    CAPTCHA Allow users to submit images and documents (Recommended for any form on a page not behind a user login)
  5. Click and hold on the desired fields in the right column and move to the left. When a “block” appears under the field, let go of the cursor to place the field in the left column.
  6. Click the field to customize. The main customizations are:
    • Field Label (the name of the field)
    • Description — Use if extra information is needed to explain the question in the Field Label
    • Required — click the checkbox if your users must answer this field to submit the form (this is near the bottom)
    • Choices — Type in selections, if you need more than 3 choices, click the “+” button to the right of the field.
  7. Click “Update” at the bottom of the right column to save your form.

File upload field settings

  1. Place a “File Upload” field in the left column. Click the field to open the settings.
  2. Type “File Upload” in the Field Label. In the “Allowed file extensions”, add “jpg, gif, png, pdf”. If you want users to be able to send text documents, add “docx” to the list as well.
  3. Click “Multiple files” if you want users to submit more than one file. You can set a limit to the amount of files and file size. It is recommended to set a maximum file size, 5MB is recommended.
  4. Click “Update” in the right column to save your form.

Place a Form on a Post or Page

  1. Click on the section name in the sidebar, either “Pages” or “Posts”.
  2. Find the post or page you want to place the poll. Click on “Edit” or the name of the page to edit.
  3. Click on the “+” sign in the upper left of the toolbar, or hover over the top edge of an existing block and click on the “+” sign. Type in “Gravity” and select “Form (Experimental)”.
  4. In the new field, select the desired form in the dropdown menu.
  5. In the right sidebar, turn off the “Form Title” and “Form Description”, as these typically are not formatted to mean much to the user.
  6. To preview the form, click “Preview” in the toolbar. Click “Update” in the toolbar to publish the form to the page.

Create New Poll

  1. Hover over the section name in the sidebar, “Forms”, and click on “New Form”.
  2. A popup will appear, name your form, adding a description is optional. Click “Create Form”.
  3. You will be on the form starting page. In the right column, select the “Advanced Fields” section, and click on “Poll” in the lower right.
  4. A field appears on the left, to enter your settings. Enter your poll question, select the poll type (most of the time you’ll want to use radio buttons), and the poll choices. To add more choices, click the “+” sign to the right of the field.
  5. If you need an “other” field that users can fill in with their own answer, click on the “Enable ‘other’ choice” checkbox.
  6. Click “Update” to save your form.

Place a Poll on a Post or Page

  1. Click on the section name in the sidebar, either “Pages” or “Posts”.
  2. Find the post or page you want to place the poll. Click on “Edit” or the name of the page to edit.
  3. Click on the “+” sign in the upper left of the toolbar, or hover over the top edge of an existing block and click on the “+” sign. Type in “Poll” and select “Poll”.
  4. You can modify your poll’s appearance in the “Settings” sidebar on the right. You can choose to display your form title, description, color of results bar, show percentages, number of votes, and display results upon submission.
  5. To preview the poll, click “Preview” in the toolbar. Click “Update” in the toolbar to publish the poll to the page.

View Form Entries

  1. Hover over the section name “Forms” in the sidebar, and click on “Forms”.
  2. A list of all the forms on your website appears. Find the form you want to read the entries of, and hover over it, click the word “Entries”.
  3. All the entries your form has received are shown. For the basic contact form, you can see the user’s name, email address, and message. Additional fields will be displayed depending on the fields added to the form.
  4. Hover over the message and click “View” to see the message with paragraph breaks.

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