Creating a form

To get started with creating forms in Clive, visit the Forms area and click Create a Form. In the form edit screen, configure the following options.

General Settings

  • Form Name - Enter a name for your form. This name will be used to identify the form within Clive.
  • Description - Enter a description of your form. This title will be displayed in the final rendered form as a heading above the form fields.
  • Label Positioning - Choose whether you'd like form field labels to appear at the Top of or to the Left of each field.
  • Show Indicators For - Choose whether you'd prefer Optional fields to be indicated on the form (with "- Optional") or Required fields (with an asterisk). Regardless of the selection, required fields will be validated to ensure they're filled out before submitting.

Submission Settings

  • Include Captcha - Prevent spam form submissions by requiring reCAPTCHA verification to submit your form.
  • Submit Button Text - The default form submission button text is "Submit", but you can provide your own text such as "Subscribe" or "Download" to better match the purpose of the form.
  • Default Submission Action - Choose whether to display a completion Message or Redirect to a URL when visitors submit the form. Optionally, add additional actions for different audiences. See Form submission actions below for more information.
  • Email Responder - If you form includes an Email field type, you can choose an autoresponder email to send to visitors who submit the form.

Name and Email fields

Before you start adding fields to your form, a note about the built-in Name and Email fields:

  • Name - This field should be used to collect the name of the visitor submitting the form and will be used to identify the visitor in the Visitors area. Also, this field will be parsed to retrieve the submitter's "Name", "First Name", and "Last Name" in personalized content like completion messages and emails.
  • Email - This field should be used to collect the email address of the visitor submitting the form and will be used to identify the visitor in the Visitor area if no Name is collected. If you want to use an autoresponder with your form and/or reply to form submitters by email, you'll need an Email field.

Only the last Name or Email field submitted on a form will be used by Clive, so make sure your form is designed in such a way that only ONE of these fields is submitted by the visitor.

If you need to collect additional names and/or emails, use a Text Field with an appropriate label. For example, "Guest Name" or "Guest Email".

Adding form fields

Add fields to your form with the Add Field button.  Choose a field Type (if you have any Custom Fields saved, they'll appear at the bottom of the list) and enter a Label for the field.

When editing a field, you can configure the following:

  • Placeholder - Use this to provide an example value or label alternative.
  • Help Text - Use this to provide instructions about the field to the visitor.
  • Values / Default Value (for radios, checkboxes, dropdowns, and multiple selection fields)
  • Convert to a new Custom Field - Save the current field along with its settings as a new Custom Field that can be shared and reused in other Clive forms.
  • Edit Custom Field - Opens a new tab/browser window to edit the current Custom Field.
  • Required - Make the field required in order to submit the form.
  • Advanced Settings - Includes the ability to show the field conditionally based on a value in another field.

When finished, click Update to save your field changes.

Adding form sections

If you want to divide up a lengthy form or add rich text between fields, you can add sections to a form.

Add a field, select the Section field type, and configure the following options:

  • Section Heading (optional) - This is the section title that will appear between form fields.
  • Description (optional) - A WYSIWYG editor you can use to provide instructions or more information for the visitor.

Reordering form fields

If you need to reposition a form field, you can drag and drop it into place with the drag handle to the left of the field.

Form submission actions

Redirect to a URL

If you choose to redirect the visitor to another page after submitting your form, note that the redirect URL must be fully-qualified (ex. https://www.example.com).

Message

If you choose to display a form completion Message when visitors submit your form, you'll be provided a WYSIWYG editor to create your message.

  • Use the Insert Placeholder dropdown menu to personalize your completion message with information from a visitor's form submission such as their first name, email address, or values from the form they submitted.
  • To insert a placeholder for a form field value, choose Form Field and select the name of the field from the dropdown. The value the visitor submitted for that field will be displayed in the completion message.

Additional submission actions

Your form's Default Submission Action applies to any visitor who submits the form, but you can also create targeted options for specific audiences.

For example, if a visitor indicates interest in a particular subject, you can show them a tailored list of links where they can get more information. Or if they say they'd like to sign up to volunteer after filling out your form, you can redirect them to the "Volunteering" page or site.

To create additional form submission actions, click +Add Submission Action and create a personalization rule that captures your desired audience. Visitors who match a rule will experience the appropriate action after submitting the form.

Exporting form submissions

You can export form submission data for further processing by viewing the form, clicking the Submissions tab, and then clicking the Export as CSV button in the top-right corner of the data table.

Embedding forms

Copy the Form Embed Code on the form preview screen and paste it into the body source code of your page. The code snippet should look something like this:

<script async="true" data-clive-id="##" data-clive-type="form" src="https://live.clive.cloud/forms/##/embed"></script>

Alternatively, if your site content is managed in Cascade CMS, you can use the Clive integration to select and embed your form in a WYSIWYG editor directly from the interface.

Note: Due to browser limitations, it isn't possible to embed the same form on a single page multiple times in Internet Explorer 11 (IE11).

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