This field allows the sender to add a dropdown list, with choices for the recipient to choose from.

How to add the Dropdown element

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

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.


Add options to choose from to your dropdown list

To start adding options to your list, click on the field and then select

Edit dropdown options

Here you can start adding your options, to add merge fields simply click on the { } symbol to the right of the field.

Click Save when done.


Assign the field to either sender or recipient

To assign it to either sender or recipient, simply click on the 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.


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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