How to Create a New Form

This article shows you how to create a new form from inside your Appropriate Websites dashboard.

Step 1: Log in to your Appropriate Websites dashboard at studio.appropriatewebsites.com.au

Step 2: Click Forms in the left hand menu

Step 3: Click Create New Form in the top right corner

Step 4: The Create New Form page will open showing two sections; Form Information and Form Fields

Form Information

Step 5: Enter a name for your form in the Name field for example Contact Us or Book a Demo

Step 6: The API Name will be automatically generated from the form name. This is read only and cannot be changed

Step 7: Enter a brief description of what the form is for in the Description field

Step 8: Toggle on Is Lead Generation Form if you want submissions from this form to be captured as leads in your dashboard

Step 9: Toggle on Multi-Step Form if you want to group your fields across multiple screens. This is useful for longer forms

Step 10: Enter a Success Message that customers will see after they submit the form for example Thanks! We will be in touch shortly

Step 11: Update the Submit Button Label if needed. The default label is Submit

Form Fields

Step 12: Click Add Field to add your first form field

Step 13: Click Create to save your new form

Step 14: If you want to create another form straight away click Create and create another instead

Important Note

After creating your form you will need to add it to a page on your website so customers can see and use it. To do this go to Pages, open the page you want to add the form to in the editor, and add a form block linked to your new form.

Frequently Asked Questions

Q1: What is the API Name used for?

A: The API Name is an internal identifier for your form used by the system. It is automatically generated from the form name when you create the form and cannot be changed after creation.

Q2: What is a Lead Generation Form?

A: A Lead Generation Form captures each submission as a lead inside your dashboard so you can track and manage your customer enquiries. Toggle this on for any form where you want to collect customer contact details.

Q3: What is a Multi-Step Form?

A: A Multi-Step Form splits your form fields across multiple screens. This is useful when you have a longer form and want to make it easier for customers to complete by breaking it into smaller steps.