How to Create a Custom Form

How to Create a Custom Form


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; this will not be displayed publicly). You also have the option to send a confirmation to a designated email once a form has been filled out, which you can set in the Notification Email field (if left blank, this will be set to your default Hive notification email).


  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, such as surveys. Please note that a user profile will not be created when someone fills out a generic form. 

    2. Lead Intake forms will automatically include fields for contact information. They 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. If enabled, users will not be able to submit their form info without providing their signature.


  5. The Submit Button Text field gives you the option to set the submit button button with text of your choosing, which can be done simply by clicking into the field and typing your desired text. 


  6. Redirect after submission allows you to choose a web page/URL to redirect users to once they have submitted the form.


    To enable, check Yes, then click on the magnifying glass to select the page you'd like to redirect to. If you'd like to set up redirect to a webpage managed outside of your Hive, simply copy its URL and paste it into this field. 

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


  8. When the initial settings have been set up to your liking, click Save to proceed.

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


  10. Next, 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.


    Here's a breakdown of each of the field settings:

    1. Name/Question: add your desired question/info to this field

    2. Type: allows you to choose how users provide/select answers for the specific field. The available types are:

      1. Text Input: provides small box for users to type in plain text responses

      2. Radio/Multiple Choice: allows you to add preset responses/answers for users to select from a list view; users can select a single choice from the options provided. 

      3. Dropdown: allows you to add preset responses/answers for users to select from a dropdown menu; users can select a single choice from the options provided.

      4. Date: will add a calendar for users to select a date as their response

      5. Checkbox Set: allows you to add preset responses/answers for users to select from; users can select multiple choices from the options provided (ideal for "check all that apply" scenarios).

      6. Large Text Input: provides a larger box for users to type longer plain text responses

    3. Required: sets whether or not this field requires a response

    4. Value Type: available value types are Text and Integer. Text allows users to provide plain text letters and numbers in their responses, while integer will only allow numbers. 

    5. Sort Order: is the order in which this field will be displayed on the form. For example, if you want this to be the first field you’ll leave the Sort Order at 1. 

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

Once you have finished setting up your custom form, you can add it to any web page managed through your Hive, which you can learn more about in the Form Widget support article. You can also review the Accessing Form Submissions support article for more details on how to review custom form submissions/reports. 


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