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.
- 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.
- Include Captcha - Prevent spam form submissions by enabling 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".
- Form Submit Action - Choose whether to display a completion Message or Redirect to a URL (must be fully-qualified, ex. https://www.example.com) when visitors submit the form. See "Form completion messages" below for more information on personalizing your message.
- 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 to the submitter.
- 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 - Open settings 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 - 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 to the submitter.
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 completion messages
If you choose to display a form completion Message when users submit your form, you'll be provided a WYSIWYG editor to create your message.
The Insert Placeholder dropdown menu allows you to personalize your completion message with information from a user's form submission such as their first name or email address.
To insert a placeholder for a customized field, choose Form Field and type in the label of the field when prompted.
Once your form is created, you can notify subscribers of form submissions by visiting the Notifications area when previewing the form.
Click Notify people when this form is filled out and select subscribers in your site or provide the email address(es) of external subscribers to be notified by email when a visitor completes the form.
By default, subscribers will be notified of all form submissions (Always). But you can edit a user's subscription to add conditions for when they should be notified based on values submitted by the visitor. For example, notify the appropriate department contact based on the visitor's selected area of interest.
Note: Notification recipients must have a Clive account to retrieve file uploads attached to form submissions.
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).