Create a Custom Forms Page and Attach a Custom Form

Once you create a custom form to obtain information from members as they enroll or at specific points in their activity, create a Forms page on your website and add the form to it so members can see and respond to it.

To learn how to create a new custom form, see the “Create a New Custom Form or Survey” section of the “Custom Forms” instructions.

To learn how to add a page to your website, see the “Add a Page” section of the “Pages and Menus” instructions. As you follow these instructions, select “Forms” from the “Page Template” dropdown menu in Step 4.

To learn how to set up your custom form on your Forms page (within Site Setup), please follow the directions below:

Form Widget Element

Custom forms obtain information from members on a Forms page on your website.

1. Click on the “Site Setup” tab on the vertical Dashboard menu at the left side of the screen.
2. In the “Site Builder” window that appears, click on the name of the page that contains the widget you want to edit. (By default, the Site Builder displays the Home page.)
3. Place your cursor over the active widget whose settings you want to edit.
• An overlay appears over the widget, dimming the appearance of its content, and a control sheet opens up from the top edge.
4. Click on the “Select Form” item in the control sheet.
5. In the “Edit Form” window that opens, click on the “Select a Form to Display” dropdown menu and choose your form from the list.
6. Click on the “Update” button to apply your changes. To abandon your changes, click on the “Cancel” button, press the “Esc” key, or click on the “X” in the top right corner of the window.