Forms Settings
The Preferences submenu lets you set your default preferences for your forms and templates.
However, if you wish to change your default preferences for specific forms, you can always do it in the Form Settings.
It contains the same settings that the Preferences submenu has. This means that you can easily overwrite your preferences with just a few clicks.
Basic Information
You need to provide information about your form.
Name: Enter the name you wish to see in the Hub.
Description: Enter the description you wish to see in the Hub.
Allow saving for unfinished Forms: Allow this feature to save data on the device of your end-users. This will make their User Experience much better, even reducing your churn rate.
Unique ID: Enter a Unique ID for your Form. It will be added to all of your transactions for easier tracking.
If you have similar forms, enter descriptions which are explanatory. This way you don't have to open them to know what's in it.
Branding
It is important to represent your company's brand identity on your forms. The Branding section allows you to overwrite the basic branding displayed on your templates and forms.
Logo: Upload your logo in a PNG format.
Keep the colors of the form in mind. They should alway be in harmony with your logo. If necessary, upload a monocolor version of your logo.
Color: The primary color of your form. It is used for Button elements.
Keep the colors of the form in mind. The color and the button font color should always have appropriate contrast ratio.
Button Font Color: The button font color of your form. It is used for the text color of Button elements.
We recommend using white (#FFFFFF) or black (#000000) as Button Font Color.
Keep the colors of the form in mind. The color and the button font color should always have appropriate contrast ratio.
Background Color: The background color displayed on the webpage behind your form.
We recommend avoiding vivid colors. #F6F5F4 or #FBFEFB can be a subtle choice.
Keep the colors of the form in mind. They should alway be in harmony with your brand.
Font: Forms uses Google Fonts. These fonts can be used without license.
Find the fonts available in our forms below:
Sans Serif Fonts:
- Roboto (Regular 400)
- Open Sans (Regular 400)
- Montserrat (Medium 500)
- Poppins (Regular 400)
- Bebas Neue
- Comfortaa (Bold 700)
- Varela Round
Serif Fonts:
- Roboto Mono (Light 300)
- Source Code Pro (Bold 700)
- Alfa Slab One
- Vast Shadow
- Stint Ultra Expanded
Handwritten:
- Patrick Hand
- Amatic SC (Regular 400)
- Architects Daughter
Legal Documents
Legal Documents are crucial for your Forms. They are displayed to your users at the end of each form. They need to acknowledge that they accept your legal documents before sending the form.
You can upload your documents as a plain text, PDF or URL.
Privacy Policy: Your Privacy Policy, Terms and Conditions and Refund Policy are hyperlinked in each form. When the users click on it, they are displayed in a new tab in their browser. This way the workflow of the Form is not disturbed.
Privacy policy is a legal document that explains how an organization handles any customer, client or employee information gathered in its operations.
It should specify any Personally identifiable information that is gathered, such as name, address and credit card number, as well as other things. Privacy policy should also disclose if data may be shared with or sold to third parties and if so, what the purpose is.
Think about the data planned to be collected with Forms. Adjust your existing Privacy Policy if needed.
Terms and Conditions: “Terms and Conditions” is the document governing the contractual relationship between the provider of a service and its user. On the web, this document is often also called “Terms of Service” (ToS), “Terms of Use”, EULA (“End-User License Agreement”), “General Conditions” or “Legal Notes”.
Think about the service or product you offer. Adjust your existing Terms and Conditions if needed.
Refund Policy: A refund policy is a document that contours the practices for getting refunds for purchased goods and services. A refund policy often details the eligibility requirements for refunds, types of refunds given, the refund timeframe, and the return process.
Think about the service or product you offer. Adjust your existing Refund Policy if needed.
Responses
The Responses submenu complies the responses that you have collected for all of your forms. You can see your most important fields displayed based on your preferences. Choose up to 5 fields which are the most important to you.
You can export every field in the CSV files. These selected fields will let you quickly glance the responses without having to download the CSV file.
Email Configuration
An email is sent out to every end-user filling out a form. Each form has its own nature, meaning that each form needs a different title, subtitle and content.
Email configuration lets you customize these elements of the email.
Preview Email: Click on the link button to see a live preview of your email. It will open in a new tab and let you see the layout on different sized devices.
Email title: Title of the email sent out to the entities.
Email subtitle: Subtitle of the email sent out to the entities.
Email body: Body of the email sent out to the entities.
Write descriptive and specific titles, subtitles and body. This will make it easier for your users to identify the email.
Modal Configuration
A modal is displayed after every successful submission. The Modal Configuration section allows you to overwrite the basic modal text displayed on your templates and forms.
Write descriptive and specific Title, Subtitle and Button. This will make your form user friendlier.
Modal title: Title displayed at the top of the Success Modal.
Please be aware that it is always a required field.
Modal subtitle: Subtitle displayed below the Title of the Success Modal.
Modal button: Button Text displayed at the bottom of the Success Modal.
Please be aware that it is always a required field.
Social Links
Forms can also be a powerful marketing tool. You can utilize it to display the links of your social media. You can add the URL of your Twitter, Facebook, Linkedin and Getter profiles to the Forms.