Edit Default Form Questions
We have now added the ability to edit how the default form questions will be shown on the form.
You'll first need to select which default questions you'll want to have in your form. You can do this by navigating to the Setup tab of your form and selecting which ones you want to show and which ones you want as required.
Once you've selected which ones you want to add to your form, you'll want to head over to the Designer tab of your form and then select on Content Settings and then on Form Information.
You can then click on the edit option and you'll see that you can edit the Style Settings, Individual Fields, Company Fields, and Designer Page Labels.
Once you've made the edits over there, you can see that the labels on the form will appear to be what you've edited.
If you've made any edits on how the default form question shows up on your form, you'll be able to see it on the Setup page of your form.
Are you Embedding Your Form in your Website?
Take a moment to think about how you're going to be sharing your form before you begin styling it - you might save yourself some time! This is because when you embed a form directly into your website (ie. Folks fill out the form within your website instead of click on a link), many of these blocks won't be included.
I will be embedding the Form in my website:
- Only the Campaign, Form Information will be visible (Feel free to hide all of the other blocks)
I will be linking a website button or Email Marketing to this form - folks will navigate to a standalone webpage to access it
- Include as many sections as you like, all of them are visible on a standalone form!
Content Sections
There are two sections that can be edited on the Form tab: Content Sections and Style Settings.
In this article, we will review how to edit the Content Sections of your Form Page.
Let's take a look at the different design options available for each content section:
Header
(1) Header Toggles
- Display Header Block- you can choose whether or not to display a header on your form by activating or deactivating this toggle.
- Show Organization Name - you can choose whether you want the header to display the organization name.
- Show Organization Tagline - you can choose whether you want the header to display the organization tagline.
(2) Background Image
You can choose to upload a header image to be placed at the top of your form, behind your logo.
(3) Background Color
Alternatively, if you do not want an image, you can choose to display a background color behind your logo or keep your header blank to make your logo pop!
Hint: You can use the arrows to flick between Hex, RGBA and HSLA colors!
(4) Header Height (px)
You can increase or decrease the pixel height of your header here. It will automatically default to 300 but you can make it any size you like to suit your design's eye!
Header Dimensions
For your (2) Background Image on your Form, you can upload any image you'd prefer. However, there are preferred and optimal image dimensions for your header that we recommend here at Keela. For the best way to format your image and adjust the pixel width and height of your image, head over here: Optimal Image Dimensions
Body
(1) Display Body Toggle
You can choose whether or not to display a body on your form by activating or deactivating this toggle.
(2) Title
What sort of form is this? Provide some context to your Contact by giving it a title.
(3) Content
Have more to say about your form? Want to describe your cause in a little more detail? Use the Content section to write as little or as much as you like. This can be a really great way to provide your Contacts with a strong understanding of what their donations or support will go towards!
Tip: Try playing around with the editing tools to snazz it up a little!
(4) Background Color
Adjust the background color of your Body section.
Image
(1) Display Image Block
You can choose whether or not to display an image block on your form by activating or deactivating this toggle.
(2) Title
Provide more context to the image section by providing a title to it.
(2) Content
You can upload or remove your image from here.
(4) Background Color
Adjust the background color of your Image block section.
Campaign
Remember back when we were discussing the Overview tab of forms? In this article, we talked about how you can connect your Forms with a specific Campaign. If you like, you can choose to add more information to this Campaign here.
(1) Display Campaign Section
You can choose whether or not to display a Campaign Section on your form by activating or deactivating this toggle.
(2) Title
Enter the name of your campaign here.
Tip: If you have connected your Form with a Campaign the name of it will be populated here automatically.
(3) Content
Provide your form-viewers with more information on what your campaign is all about. Is it an end of year fundraiser? Is it a specific campaign to support a local cause? Tell us all about it here!
(4) Display Campaign Progress Bar
As mentioned above, you can connect your form with a Campaign. When creating a Campaign you have the option of selecting a fundraising goal to help with tracking your progress. If you like, you can use this toggle to make a progress bar available on your donation form so that your form viewers can see this information too.
(5) Background Color
Adjust the background color of your Campaign section.
Form Information
Remember when we adjusted the settings and questions of your form in the Set Up Tab? You can adjust how that section looks here.
(1) Title
Provide more context to the image section by providing a title to it.
(2) Background Color
Adjust the background color of your Form Info section.
(3) Label Color
Adjust the font color of your form questions.
Footer
The content of the footer will automatically populate based on the information that you have entered into your Organization Settings.
(1) Display Footer
You can choose whether or not to display a Footer on your form by activating or deactivating this toggle.
(1) Title
Feel free to make the title more personalized by adjusting the Title here.
(2) Background Color
Adjust the background color of your Footer section.
Hint: If you need to update the information that is listed here, head over to your Organization Settings.
What's Next?
There are two more Pages for you to Design - The Thank You Page and the Forms Closed Page.
The tools that you'll use to adjust these pages are very similar the ones that you've learned about above. If you feeling confident, you can always try adjusting these two pages on your own and skip straight to Style Settings afterwards!