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Creating a Form

Forms can be created and embedded into CTAs, websites, or shared directly through links to gather user data for marketing purposes.

Creating a Form:

  • From your school dashboard, go to Marketing > Forms.
  • Click the Create button to start a new form.
  • Enter the form title and description and click Create.
  • Under Form Fields, click Add Field to include input fields. 

Email is a required field for every form.

  • To remove a field, click the Remove icon next to it.
  • To edit a field, click the Edit icon:
    1. Field Name:  label or title of the input field (e.g., First Name, Address, etc.)
    2. Placeholder Text: Text inside the input field to guide the user on what to enter.
    3. Making a field Required means the user must fill out that field before submitting the form.
  • To edit the form's design, go to the Preview option and click the Edit button.  Then, customise the form. 
  • Finally, publish the form by clicking Publish Status and selecting Live.

Once your form is live, you can embed it into CTAs or your website builder for learners to fill out.