Add Field

How to create a contact form

Before you start adding fields and customizing your contact form, you must first enable the contact form in your configurator.

Enable contact form

The Enable Form drop-down menu is located at the top left of the screen and select "Yes" to enable the form.

Let's add the first field, usually the first time we ask for the name and in this case I will create the 'First Name' field using the Name field block.

Select 'Name' block to a name field

Click the drop-down menu in the top right and select Name block, then click the blue "Add field" button next to the drop-down menu to add the name field.

Define your field block

Enter your title, in this case I'll name it "First Name" and make this field required (otherwise users can't submit a configuration) from the Mandatory Field drop-down menu. Click 'Save' and create your first contact field.

Contact form block

You can repeat this process with the “Last Name” field, the same process is found for the “Email”, “Phone” and “Message” field blocks. Your contact form could look like the one below:

Contact form

Like any other contact form, we need to add a consent checkbox, and you can do this by adding an "Acceptance" block located in the same drop-down menu on the top right.

Add 'Acceptance' block

Select the "Acceptance" block and then click the blue "Add field" button next to the drop-down button. Once you click "Add field" before creating the block, you need to define it.

Define 'Acceptance' form block

You will need to enter the consent title as shown in the image above. In the description field enter the terms/conditions of the consent, for example GDPR/DSA policy. You will also need to select “Required” from the Mandatory Field drop-down, which means users will have to consent before submitting. Click “Save” to add the form block.

'Acceptance' form block

Finally, we need to add the “Submit” button. Go back to the drop-down menu and select the “Submit” form block.

NOTE: The "Submit" button can only be added once.

Define 'Submit' form block

For the "Submit" form block, you just need to type the name of the button, in this case we typed: Request a quote. If you plan to integrate the configurator with an e-commerce platform, you will most likely need to type "Add to Cart" or something similar that suggests that once submitted, it will add the configured item to the cart. More information about e-commerce integration in another chapter here.

Click "Save" and add the button to your contact form.

Contact form

Now, let's click the "Preview" button to see what our contact form looks like.

Contact form in 'Preview' mode

You can add another type of form block to customize the header title of your contact form. From the default title: "Submit Your Information", you can enter any other title in any language using the Header Title form block. The Header Title form block is added like the other form blocks.

The platform allows you to trigger emails once your customers submit a configuration. To do this, you need to go into the email settings and authenticate with your email details, the detailed steps will be discussed in the next chapter.