Advanced Training Module 4: Forms
Forms allow visitors to interact with your website by submitting information, making requests, registering for events, providing feedback, and more. They are one of the most powerful tools for collecting information and connecting website visitors with your department or service.
In this module, you’ll learn how to create, configure, publish, and manage forms. You’ll also learn how to collect submissions, send notifications, and export responses for reporting or follow-up.
Learning Outcomes
By the end of this module, you will be able to:
- Determine when a form is the appropriate solution for collecting information.
- Create and configure forms using appropriate field types.
- Design forms that are clear, accessible, and easy to complete.
- Configure confirmation messages and notification emails.
- Embed forms into pages and other website content.
- View, manage, and export form submissions.
- Apply form design best practices to improve completion rates and data quality.
All Forms Modules
Creating & Editing Forms
Learn how to create forms, add fields, customize settings, and collect information through your website.
Embed Forms on a Page
Learn how to embed forms into pages, configure display options, and test form submissions before publishing.
Form Confirmations
Configure confirmation messages and redirects to provide feedback and next steps after a form submission.
Form Notifications
Configure email notifications to automatically notify administrators and users when forms are submitted.
View & Export Entries
View form submissions, review individual entries, and export responses as CSV files for reporting and analysis.