This article will guide you through the steps to set up a Custom Form. Before we begin, please note that a custom form must contain additional fields/info other than basic contact information. If you simply want to collect basic contact information such as First/Last Name, Email, and Phone number, you can use one of the Contact Form options that are pre-built in the web page editor. 

1. To begin, go to People (CRM) >> Manage Forms >> Add Form. 
   

2. Next, fill out the required/available fields as needed, beginning with a name for the form (for internal use). You also have the option to send a confirmation to a designated email once a form has been filled out. 
   

3. There are 3 types of forms: Generic, Lead Intake, and User. 

1. Generic are not user-based, meaning this type of form will not require the user to provide their contact information. This type of form is great for collecting anonymous information. Please note that a user profile will not be created when someone fills out a generic form. 
   
   

2. Lead Intake forms will automatically populate fields for contact information and will also create a user profile in your Hive once it receives a submission from the end user. As a reminder, at least 1 custom field will need to be added to this type of form. 
   
   

Lead Intake forms will also give you additional options to mark the user as a lead, as well as whether or not you want to include/require a phone number. 

3. User forms will require the end user to be logged into their account in order to fill it out. 
   
   

4. Both Lead Intake and User forms will also give you the option to connect to drip campaigns, as well as add or remove tags. 

4. Next, you have the option to require a signature, or if you’d like to redirect the user to another web page after they have submitted their form. 

5. The Success Content is the message that will be displayed to the end user once they have successfully submitted their form.
   

6. When the initial settings have been selected click Save to proceed.
   

7. The next page is where you add the custom fields to form, which you can do by clicking Add Field. 
   

8. From here, provide the question you want to include, the type of method you want it to be answered by, such as plain text, multiple choice, etc, if this specific question is required, the value type, and the sort order, which is the order in which this field will be presented on the form. For example, if you want this to be the first field you’ll leave the Sort Order at 1. 
   

9. Click Save to add the field. You’ll then repeat these steps for any additional field you’d like to add to your form.
   
   

10. To edit the default settings of an existing form, navigate back to People CRM >> Manage Forms >> click on the edit icon for the applicable form >> then make your desired changes. 
    
    
    
    To edit the fields of an existing form, click on the fields icon for the associated form >> then click into the applicable field(s) and make your edits.