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We’ve talked in the past about our membership website form builder and when to use it, but we know that if you’ve never build a form before, getting started can seem like a daunting task. Today we thought we’d take some time to demonstrate the basics so that you can get down to building some yourself!
The form builder is based on a simple drag-and-drop, click-to-rearrange design. Most of the fields are pretty self-explanatory, but there are a couple that carry key distinctions which may be new to you if you’ve never done this before.
Use checkboxes when you want to allow for multiple answers. Use radio buttons when you want to limit the response to only one.
The first is the difference between checkboxes and radio buttons. Use checkboxes if you want to allow for multiple answers, such as to find out what activities your students are most interested in. However, if you want to limit an answer to only one choice, use radio buttons. If you’re asking a question and the phrasing clearly implies that only one answer is necessary, you probably won’t run into problems if you accidentally use check boxes instead of radio buttons. You will want to be careful not to do the reverse, however: if you ask for multiple answers and then only allow one to be selected at a time, you could end up with some really frustrated users.
You’ll also want to be aware of the difference between a “section” and a “page.” Simply put, any time you have to hit “next,” you’re going to a new page. On the other hand, you use sections to break up segments within a page, or to add a bit of explanation when necessary.
Use conditional logic to determine when a field or section will appear.
Once you have the basics worked out, take some time to explore some of the more complex features. For instance, you can have certain fields or sections appear only if certain conditions are met. Say you’re hosting an event for both parents and students, and you have different information you need to collect from each. First, use the radio button section to find out who’s who. Then create a new section for each. Under the “advanced” tab you’ll see a checkbox that reads “enable conditional logic.” Once you select it, you’ll be able to adjust when and why you want that section to appear.
If you enable conditional logic for a section, then the same logic will apply to all the fields under that section until you create a new section. You’ll want to make sure that you haven’t accidentally included key information that you want everyone to fill out under a section that is only show to a specific subset.
So there you have it! We hope we’ve provided a good primer to help you feel more motivated to go build that form you’ve been putting off. And if you have a request for a tutorial you’d like us to cover, drop us a line! We’re only too happy to oblige!