Forms: Designing a Form

Forms can be as simple or complex as you want, depending on how you design it.

A form can be customized with contact and custom fields.

1. You can add a new field to your form by clicking and dragging the desired field under Form to the desired place in the form

   • To rearrange the fields, drag the created fields around the form

   • You can choose between Contact Fields or Custom Fields

2. This will trigger a new tab where you can customize the field

   • Enter the name of the field

   • Enter the label of the field

   • Enter the field instructions

   • Enter the field placeholder

   • Click the checkbox entitled This field is required if you want all responders to fill out this field

   • Click Done

3. To edit an already created field, hover over the field and click and make changes in the tab

4. To duplicate a field, hover over the field and click

5. To delete a field, hover over the field and click

6. To see how your form will appear on a device, click the drop-down menu that shows your current display. Click Desktop, Tablet, or Mobile to switch the display mode

   • You can also change the display for your device as you edit in the two drop-down menus to the right: Change the orientation (Landscape and Portrait) and/or change the magnification (50%, 75%, or 100%)

7. Once satisfied, click Save

8. Click Preview to view a preview of your email. Choose to send it to your email linked to the Maha Platform, a specific user in the Maha Platform, or to someone outside of the team, and then click Send