Form Best Practices
Email forms allow you to capture data that users submit via an online form that you create. Editors may use various form elements, such as text fields, selection boxes, and file fields in order to solicit the information they need.
Here are a few basics and best practices editors should be aware of:
- In order to create an email form, you must change the template of the page you wish to create the form on. Form pages use different content types that are not present in the TXST Standard template. You will need to change the template to TXST Form.
- A form should direct the submitter to a confirmation page once they hit submit. This page should be created before you begin editing your form.
- Only one confirmation page needs to be created if multiple form submission pages exist within your website.
- It is a best practice to hide the form submission page from the site navigation so that it is hidden from users while navigating through your site. Only users who submit the form should see the confirmation page.
- Form submissions can be sent to multiple recipients via email. Editors can also view all form submissions in one location, and export them as a spreadsheet via the Form Data Tool.
- If a form requests certain kinds of confidential information, ensure that the secure submission feature is enabled.
- Some form fields may only be applicable based on certain responses. Use the conditional form field content type to reduce the length of your form. This will also reduce clutter on the form.