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 collecting additional information, or even for something as simple as asking the acceptor if they'd like to join your mailing list. (A great option 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

Step 1. Custom forms are part of the Accept Block, so the first thing you'll want to do is add that block.

Step 2. Next, head over to the Block Options menu (3 dots) in the top left corner of the block.

Step 3. In the dropdown menu, head to the Custom Form section.

Step 4. From there, you'll click on Create & Manage Forms.

Step 5. If this is your first form, click Create New Form.

If you've created forms before, you can either choose a form you've previously created and need to edit, or click Create New Form to start a fresh one.

Step 6. From here, you can:

  • Add text tields
  • Add dropdowns
  • Make fields required
  • Delete fields

Step 7. Once you've added all of your fields, 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 Block Options menu and click the Custom Form section. You'll now see a dropdown menu 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 click Block Options, go to Custom Form, 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.

Note: When you add a form to a page, it won't update automatically if you edit the form later. If you update one of your forms and want to make sure the updated version appears in any pages you've already added it to, you'll need to remove the form and re-add it to enable the updated version.

You can also delete the form entirely from the Form Builder.

What Your Client Sees

Once you've added a custom form to your Accept Block, your client will see the form 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 acceptance confirmation email you receive.

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

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