Manage Forms

How to manage forms within the Content & Community modules

Support avatar
Written by Support
Updated over a week ago

Managing forms is how you will export, edit, and customize your forms.

This Article will provide step-by-step Instructions on how to manage Forms.

Video Walk-Through

Coming Soon!

Step-by-Step Instructions

If you haven't already created a form, go to How to Create a Form for instructions.
After your Form is created, here is how you can manage it.

Step 1: In your Dashboard, select the Content module in the dropdown menu.

Step 2: Select Forms and select All Forms

Step 3: To the right of the form you would like to manage you can Edit, Duplicate, View, or Delete the form.

Step 4: Select the pencil icon and select Entries
This will open everyone who has submitted this Form.

Step 5: To print entries, select Export. Select which form you would like to export and select which fields you would like to export.

Step 6: To edit the Form name and description, select Settings and select Form Settings

Step 7: Select Confirmations, select Default Confirmation or select Add New

With the Confirmation Type Text selected, you can edit the text or add media in this Form's confirmation. 

With the Confirmation Type, Page selected, you can send it to another form, or page on your website. 

With the Confirmation Type, Redirect selected, you can add a link where the confirmation will be redirected (example: Event Payment)

Step 8: Select Notifications and select Add New

The Admin of your account will automatically get sent an email each time someone fills out your form.
Here you can change the email that receives the email, change the subject, etc. This email will pull all of the information from the Form and put it into email format. 

Scroll to the bottom of the form and select Save.

Did this answer your question?