Table of contents:
- Adding the form module
- Adding a small text field
- Adding a larger text area
- Adding a radio button
- Adding checkboxes
- Adding a drop-down menu
- Adding a 'completion action'
The "Form" module is an interactive feature that can be used to gather information about the reader, such as email addresses and phone numbers. This article will explain how to add a "Form" module to a Newsroom or article and tailor it to gather desired reader feedback and data.
Adding the module
- Go to “Newsroom”, or select a specific article from "Pages".
- In the sidebar, click on the “Interactive” tab and then click on “Form”.
- Click the “OFF” button to toggle it to “ON”.
- Enter the title of the form, what email address the data should be sent to, and what text will appear in the “Submit” button (optional).
- Click “Add Form Element” to create fields that will gather information from the reader:
Add a Text Field
This feature is intended to allow the reader to provide basic information, like a name, phone number, email address, or short comment.
- Enter a title of the form element into the box provided, indicating to the reader what information to enter.
- To require the field to be completed before the reader can submit the information, click the box next to “Required”.
- To require the information entered to be in a certain format, select either “Phone number” or “E-mail”. “None” allows any text to be entered in any form.
Add a Text Area
This feature is intended to allow the reader to provide open, unformatted feedback.
- Enter the title of the text area element.
- To require this field to be completed before the reader can click "Submit", click the box next to “Required”.
Add a Radio Button
This feature is intended to ask the reader to make one choice from a selection of pre-determined answers.
- Enter the title of the form element.
- Enter the name to appear next to each radio button. Click the directional icon, "+" icon or "X" icon to move, add buttons or delete buttons.
- Choose which orientation the buttons will appear on the Newsroom: “Horizontal” or “Vertical”.
Add a Checkbox
This feature is intended to ask the reader to make one or more choices from a selection of pre-determined answers.
- Enter the title of the Checkbox element.
- Enter the title of each checkbox. Click the directional icon, "+" icon or "X" icon to move, add buttons or delete buttons.
- To require this field to be completed before the reader can submit their information, click the box next to “Required”.
- Choose which orientation the buttons will appear on the Newsroom: “Horizontal” or “Vertical”.
Add a dropdown menu
This feature is intended to ask the reader to make one choice from a drop-down menu selection of pre-determined answers.
- Enter the title of the drop-down menu.
- Enter the title of each button. Click the directional button, add button or x button to move, add buttons or delete buttons.
- To require this field to be completed before the reader can click "Submit", click the box next to “Required”.
Add a completion action
Your form can also include a completion action. Toggling this feature allows you to select either an internal Newsroom page or set an external link where the page should redirect to upon completion of the form. Check the box next to 'Form submit action' to enable this feature.
'Internal' will show a list of articles, as well as the Newsroom homepage as the main archive page.
Clicking the 'external' radio button allows you to submit an external URL of your own.
After successfully submitting the form, the visitor will be redirected to your chosen page.
All features in the Form module can be mixed and matched, to customize the type of information gathered from the reader.