Adding a Custom Form to the acceptance process

Sometimes it helps to be able to ask some final questions as your client is accepting a Qwilr Page. Custom Forms can be great for asking for additional information or even something as simple as asking the accepter if they'd like to join your mailing list (great for GDPR regulations!).

Note: This feature is only available to Business and Enterprise plans.

Custom Forms cannot be used to collect sensitive information like passwords or payment information.

View a video version of this tutorial

Creating New Custom Forms

Custom forms are part of the  Accept Block, so the first thing you'll want to do is add that block.

Once you have an Accept Block, head over to the Block settings.

And in the box that pops up, head to the Custom Forms section.

From there, you'll click on the "Create & manage forms" link to be taken to your Custom Form library.

If you're creating your first form you'll see this screen:

Whereas if you've created forms before you can edit an existing form or add a new one.

Once you've added a new one you'll see the form builder. From here you can:

  • Add Text Fields
  • Add Dropdowns
  • Make Fields Required
  • Delete Fields

Once you've added all of your fields, you'll click the Finished Editing button to save your changes.

Enabling a Custom Form

As soon as you've  created a form it will be accessible in your Accept Block.

Head back to the Accept settings menu and head to the Custom Forms section. You'll now see a drop down with your saved forms. Select the one you want.

Editing and Deleting Forms

If you want to tweak the text of a form, head back to the Form Library. To do that you'll open the block settings and go to the Custom Form section and then Create & manage forms

From there, select the form you want to edit.

That will open up the form editor and from there you can edit your fields.

You can also delete the form entirely from this screen.

What your Client Sees

Once you've added a form to your Accept Block your client will see those fields during the acceptance process. It will look something like this:

Your client will also receive a copy of their responses in their acceptance email.

Viewing Form Data

You'll be able to find clients' responses to your custom form questions in the accept confirmation you receive upon the client's acceptance:

You'll also be able to access these responses by heading to the backup section of your  Audit Trail.

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