Creating a form

To get started with creating forms in Clive, visit the Forms area and click Create a Form. In the form edit screen, configure the following options.

General Settings

  • Form Name - Enter a name for your form. This name will be used to identify the form within Clive.

  • Description - Enter a description of your form. This title will be displayed in the final rendered form as a heading above the form fields.

  • Label Positioning - Choose whether you'd like form field labels to appear at the Top of or to the Left of each field.

  • Show Indicators For - Choose whether you'd prefer Optional fields to be indicated on the form (with "- Optional") or Required fields (with an asterisk). Regardless of the selection, required fields will be validated to ensure they're filled out before submitting.

Submission Settings

  • Include Captcha - Prevent spam form submissions by requiring reCAPTCHA verification to submit your form.

  • Submit Button Text - The default form submission button text is "Submit", but you can provide your own text such as "Subscribe" or "Download" to better match the purpose of the form.

  • Default Submission Action - Choose whether to display a completion Message or Redirect to a URL when visitors submit the form. Optionally, add additional actions for different audiences. See Form submission actions below for more information.

  • Email Responder - If you form includes an Email field type, you can choose an autoresponder email to send to visitors who submit the form.

Visitor Fields and Standard Fields

Before you start adding fields to your form, let's talk about Visitor Fields versus Standard Fields.

Visitor Fields

These fields are used to collect information about the visitor (the individual who submits the form) such as Visitor Name, Visitor Email, Visitor Phone Number, Visitor State, and Visitor Zip Code. Data collected in visitor fields will be associated with the visitor in their visitor profile.

The Visitor Name field will be parsed to retrieve the visitor's "Name", "First Name", and "Last Name" in personalized content such as completion messages and autoresponder emails.

The Visitor Email field will be used to identify the visitor in the Visitors area if no Name is collected. If you want to use an autoresponder email with your form and/or reply to visitor by email from the submission notification, you'll need to include the Visitor Email field in your form.

Standard Fields

These fields are used to collect all other information that may or may not be associated with the visitor.

For example, let's say you have an RSVP form for an event with an option to specify if the visitor is bringing a guest. You would include Visitor Name and Visitor Email fields to collect the contact information of the visitor and send them a thank you autoresponder email with more information about the event.

But you can also add a standard Text Field labeled "Guest Name" and a standard Email field labeled "Guest Email" to allow the visitor to provide the name and email of their guest for your records. That information won't be automatically included in the visitor's profile since they're standard fields.

Adding form fields

Add fields to your form with the Add Field button.  Choose a field type (if you have any Custom Fields saved, they'll appear at the bottom of the list) and enter a Label for the field.

When editing a field, you can configure the following:

  • Placeholder - Use this to provide an example value or label alternative.

  • Help Text - Use this to provide instructions about the field to the visitor.

  • Values / Default Value (for radios, checkboxes, dropdowns, and multiple selection fields)

  • Convert to a new Custom Field - Save the current field along with its settings as a new Custom Field that can be shared and reused in other Clive forms.

  • Edit Custom Field - Opens a new tab/browser window to edit the current Custom Field.

  • Required - Make the field required in order to submit the form.

  • Advanced Settings - Includes the ability to show the field conditionally based on a value in another field.

When finished, click Update to save your field changes.

Adding form sections

If you want to divide up a lengthy form or add text or instructions between fields, you can add sections to a form.

Add a field, select the Section field type, and configure the following options:

  • Section Heading (optional) - This is the section title that will appear between form fields.

  • Description (optional) - A WYSIWYG editor you can use to provide instructions or more information for the visitor.

Reordering form fields

If you need to reposition a form field, you can drag and drop it into place with the drag handle to the left of the field.

Form submission actions

Redirect to a URL

If you choose to redirect the visitor to another page after submitting your form, note that the redirect URL must be fully-qualified (ex. https://www.example.com).

Message

If you choose to display a form completion Message when visitors submit your form, you'll be provided a WYSIWYG editor to create your message.

  • Use the Insert Placeholder dropdown menu to personalize your completion message with information from a visitor's form submission such as their first name, email address, or values from the form they submitted.

  • To insert a placeholder for a form field value, choose Form Field and select the name of the field from the dropdown. The value the visitor submitted for that field will be displayed in the completion message.

Additional submission actions

Your form's Default Submission Action applies to any visitor who submits the form, but you can also create targeted options for specific audiences.

For example, if a visitor indicates interest in a particular subject, you can show them a tailored list of links where they can get more information. Or if they say they'd like to sign up to volunteer after filling out your form, you can redirect them to the "Volunteering" page or site.

To create additional form submission actions, click +Add Submission Action and create a personalization rule that captures your desired audience.

Exporting form submissions

You can export form submission data for further processing by viewing the form, clicking the Submissions tab, and then clicking the Export as CSV button in the top-right corner of the data table.

Exports are limited to the most recent 1,000 form submissions. If there are additional submissions, a More link will be available at the bottom of the CSV file. Following the link and clicking the Export as CSV button again will export the next 1,000 form submissions, and so on.

Embedding forms

Copy the Form Embed Code on the form preview screen and paste it into the body source code of your page. The code snippet should look something like this:

<script async="true" data-clive-id="##" data-clive-type="form" src="https://live.clive.cloud/forms/##/embed"></script>

Alternatively, if your site content is managed in Cascade CMS, you can use the Clive integration to select and embed your form in a WYSIWYG editor directly from the interface.

Note: Due to browser limitations, it isn't possible to embed the same form on a single page multiple times in Internet Explorer 11 (IE11).

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