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

How to add the text input element

To add the text input element simply click on the blue + symbol in the editor block and scroll down in the list to find Text input:

When you click on either Add label or Add an optional text you will be presented with a formatting bar, allowing you different options to customize your text input element.

Please note: Add label is mandatory to add when choosing this element.

When you choose to add an optional text, an option to add a link to an URL will also be presented.


Assign the field to either sender or recipient

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


Mark a field as required

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


Introducing drag and drop

By adding drag and drop functionality, working with form elements is now as intuitive and easy as you’d expect it to be. Simply add your fields, click the “rearrange” button, and move them according to your desired layout. Easy as pie!

form-element-drag-drop-2


Add a merge tag to your field

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

To add merge fields simply click on the { } symbol.


Adjust the size of the element

You can also drag the field, and add other form elements to the same editor block. Simply click and drag the outline of the element to the right to adjust the size, and click on the + symbol to add more.


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