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Leads & Forms

By Appropriate Team
• 7 articles

How to Create a New Form

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

Last updated on Mar 03, 2026

Understanding the Form Editor Tabs

This article introduces all the tabs available inside the form editor in your Appropriate Websites dashboard. When you click Edit on any form you will see a row of tabs at the top of the editor. Each tab gives you a different set of tools for managing that form. How to Access the Form Editor 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: Find the form you want to manage and click Edit Step 4: The form editor will open showing a row of tabs at the top of the screen: Settings, Submissions, Analytics, Notes, and Audit Log The Form Editor Tabs Settings The Settings tab is where you manage everything about how your form is set up. It has two sections. The Form Information section is where you update the form name, description, success message, submit button label, and toggle options for Lead Generation and Multi-Step Form. The Form Fields section is where you add, edit, reorder, and delete the fields that appear on your form. Each field has a Field Type, Field Label, Placeholder Text, Hint, and a Make Required toggle. Click Add Field to add a new field to your form. Click Save Changes when you are finished. Submissions The Submissions tab is where you view all the entries submitted through your form by customers. Each submission shows the submitter name, email address, and the date and time it was submitted. You can view the full details of any submission by clicking View next to it. You can delete a submission by clicking the red Delete button. Use the search bar to find a specific submission and use the filter icon to narrow down results. Submissions are listed in reverse chronological order with the most recent at the top. Analytics The Analytics tab shows you how your form is performing. At the top you will see three summary metrics; Total Submissions showing all submissions of all time, Last 7 Days showing submissions in the past week compared to the previous week, and This Month showing submissions this month compared to last month. Below that you will see a Submissions Over Time chart showing your submission volume over time. You can filter this chart by date range using the dropdown. Further down you will see Average Time to Submit, Fastest Submission, and Quick Completion Rate metrics. At the bottom you will see a By Device breakdown showing what devices customers are using to submit your form, a Geography Attribution chart showing the top locations driving form submissions, and a Top Landing Pages list showing which pages on your website are generating the most form submissions. Notes The Notes tab is a shared space where you and your team can leave internal notes about this form. Notes are only visible inside your dashboard and are never shown to your customers. Click Create Note to add a new note. Notes are grouped by team member and can be searched and filtered. Use this tab to leave reminders or instructions for your team about this specific form. Audit Log The Audit Log tab shows a full history of all actions that have been taken on this form. Each entry shows the Date, Subject, Event, Description, and the Causer the team member who performed the action. The Audit Log is read only and cannot be edited. It is useful for tracking what changes have been made to your form and by whom. Important Note The Settings tab is your everyday tool for managing your form structure and fields. The Submissions tab is where you go to view and manage incoming customer enquiries. The Analytics tab helps you understand how well your form is performing. The Notes and Audit Log tabs are useful for team collaboration and tracking changes. Frequently Asked Questions Q1: Can I export my form submissions? A: Yes. You can export your submissions from the Submissions tab. Q2: What does the Quick Completion Rate mean on the Analytics tab? A: The Quick Completion Rate shows the percentage of customers who completed and submitted your form in under 3 minutes. A higher rate means your form is easy and quick for customers to fill in. Q3: Can I delete a submission permanently? A: Yes. Click the red Delete button next to any submission on the Submissions tab to permanently remove it. Deleted submissions cannot be recovered.

Last updated on Mar 03, 2026

How to Edit an Existing Form

This article shows you how to edit an existing form inside your Appropriate Websites dashboard. You can update your form name, description, success message, submit button label, and manage your form fields at any time. How to Open a Form for Editing 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: Find the form you want to edit and click Edit Step 4: The form editor will open on the Settings tab How to Update Form Information Step 1: On the Settings tab find the Form Information section at the top Step 2: Click inside the Name field and update the form name if needed Step 3: Click inside the Description field and update the description if needed Step 4: Toggle Is Lead Generation Form on or off depending on whether you want submissions captured as leads in your dashboard Step 5: Toggle Multi-Step Form on or off depending on whether you want your fields grouped across multiple screens Step 6: Click inside the Success Message field and update the message customers see after submitting the form Step 7: Click inside the Submit Button Label field and update the button text if needed Step 8: Click Save Changes How to Edit a Form Field Step 1: On the Settings tab scroll down to the Form Fields section Step 2: Find the field you want to edit and click on it to expand it Step 3: Update the Field Type, Field Label, Placeholder Text, or Hint as needed Step 4: Toggle Make Required on or off depending on whether this field must be filled in before the form can be submitted Step 5: Click Save Changes How to Reorder Form Fields Step 1: On the Settings tab scroll down to the Form Fields section Step 2: Find the field you want to move Step 3: Use the reorder icon on the left side of the field row to drag it up or down to a new position Step 4: Click Save Changes How to Add a New Field Step 1: On the Settings tab scroll down to the Form Fields section Step 2: Click Add Field at the bottom of the fields list Step 3: A new empty field will appear Step 4: Select the Field Type from the dropdown Step 5: Fill in the Field Label, Placeholder Text, and Hint Step 6: Toggle Make Required on if this field must be completed before submission Step 7: Click Save Changes How to Delete a Field Step 1: On the Settings tab scroll down to the Form Fields section Step 2: Find the field you want to delete Step 3: Click the red delete icon on the right side of the field row Step 4: Click Save Changes Important Note Deleting a field from a form is permanent and cannot be undone. If the field has existing submission data associated with it that data will no longer be visible after the field is deleted. Make sure you no longer need the field before removing it. Frequently Asked Questions Q1: Can I change the Field Type of an existing field? A: Yes. Click on the field to expand it and select a new Field Type from the dropdown then click Save Changes. Q2: What Field Types are available? A: Field Types include Text Input, Email, and Textarea among others. Select the type that best matches the information you want to collect from customers. Q3: What is the Hint field used for? A: The Hint field displays a small instruction below the form field to help customers understand what to enter. For example a hint for an email field might say We will send a confirmation to this address. Q4: What is the Improve button in the Form Fields section? A: The Improve button is an AI assisted tool that can suggest improvements to your form fields and structure. Click it to see recommendations for making your form more effective.

Last updated on Mar 03, 2026