After adding a form element to your editor block, you will notice you can add different kinds of form fields to collect data.

All of these different types contain similar properties and settings, such that they are added and removed in the same manner, they can be assigned to either the recipient or sender and they can be made required or optional to fill.

When you choose to add the element form you will be presented with three options:

  • Text input (Text field)

  • Checkbox

  • Dropdown

Add the element Form and choose whether you want a text input (text field), checkbox, or Dropdown. Then press on Click to “add label” just above the text field, a formatting bar will appear above it.

Here you have different options:

  • Change text to Bold, Italic, or Underline

  • Field settings, select if this field is required to fill in

  • Connect field to either Sender och Recipient

  • Add dynamic or custom merge tag

  • Lock the field to limit other users to be able to edit the field

  • Delete field

If you press on the text field where you can enter your text you will have all the above options to choose from except for the formatting option:

Below is a short description of the text input, checkbox, and dropdown.

Text input

This field allows either recipients or senders to type text into the field.

To assign it to either sender or recipient, simply click on the text field and press on the Connect field to symbol.

To mark it required, simply press on the setting symbol to the left of the connect field symbol.

They can also be automatically filled with data if set up with merge tags from GetAccept or your CRM, such as Salesforce or Hubspot.

Example use cases: collecting billing addresses from customers and/or merging account information from CRM.

Checkbox

This field allows the recipients or senders to click and check a box on a certain selection. It can be checked by default by the sender before delivering to customers.

To assign it to either sender or recipient, simply click on the text field and press on the Connect field to symbol.

To mark it required, simply press on the setting symbol to the left of the connect field symbol.

Example use cases: have recipients choose a preference from a list of options and/or acknowledge they have read the terms.

Dropdown

This field allows the sender to add a dropdown list, with choices for the recipient to choose from for example. You can click on the Setting symbol, choose Edit dropdown options and add your options, below you can also choose if you want to add a friendly hint to the recipient to choose an option. Then hit save.

To assign it to either sender or recipient, simply click on the text field and press on the Connect field to symbol.

To mark it required, simply press on the setting symbol to the left of the connect field symbol.

Note, regardless if you have chosen a text input, checkbox or dropdown, you can to the right of these always add another text input, checkbox, or dropdown.

You can also drag the side and change the size of the field selected.

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