Form

The Form module lets you collect information from visitors, such as email addresses, phone numbers, or feedback. This article explains how to add a Form module to a Newsroom or article, configure what happens after submission, add fields, and export results.

form-module.png

Table of contents

Adding a form module

Add the module to a Homepage or Page, define the submission details, and choose what visitors see or receive after they submit the form.

  1. Go to Newsroom in the top menu and select Homepage, or find a page through Pages.

    newsroom.png
  2. In the sidebar, open the Interactive tab and select Form.

    form.png
  3. Toggle the module from OFF to ON.

    form1.png
  4. Configure the form details:

    • Title - Enter a title.
    • Results to email - Enter the email address that should receive results.
    • Submit button text - Enter the call to action shown on the submit button.
    • Form completion message - Enter the message shown after submission.
    • Form submit action - Define what happens after submission:
      • Internal page - Select a Newsroom page.

        form-submit-internal.png
      • External link - Paste a URL.

        form-submit-external.png
      • Downloadable content - Select an item in Asset Manager.
    form23.png
  5. Click Save.

Adding fields to the Form

Add the fields visitors need to complete, mark important fields as required, and arrange the fields in the order they should appear.

  1. Click Add Form Element and select Form Element.
  2. Configure the form element:
    • Title - Enter a title.
    • Required - Enable this option to make the field mandatory.
  3. Click Save.
  4. Repeat the steps as needed.
  5. Reorder the fields by dragging and dropping them.
  6. Save the form.

Form element options

Choose an element type based on the kind of response you want to collect, then configure its validation, answers, and orientation where applicable.

  • Text Field - Collects short responses.

    • Validation - Restrict the response to a Phone number or E-mail, or allow any text.
    form-text.png
  • Text Area - Collects longer responses.

    form-textarea.png
  • Radio Button - Lets visitors choose one option.
  • Check box - Lets visitors choose one or multiple options.
  • Dropdown menu - Lets visitors choose one option from a dropdown.
  • Answer controls - Use the + icon to add an answer, the X icon to delete an answer, and the directional icon to reorder answers.
  • Orientation - Choose horizontal or vertical orientation where available.

    form-radio.png

View and export results

Review submitted responses in the form results view and export them as an Excel XLSX file.

  1. Click View form results.

    form-results.png
  2. Export the results in Excel XLSX format.

    excel-format.png
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