Web Forms - Setup

The following will walk through the process of setting up and creating new web forms within Sonido. 

CREATE A NEW FORM
To create your first Web Form, navigate to the Administration section within your account menu, select "Settings," then select the option for "Forms".

From here, you will see the Web Form builder. To create a new Web Form, click the "Create New Form" icon next to the dropdown list of forms at the top of the page. Then, populate a name for your new form and press "Save."

ACCESS WEB FORMS

You can easily access any web form that has been created within your account by selecting the "Forms" dropdown and then choosing the web form from the list. Once you have selected a web form, you can make changes to or continue building the form as needed.

DEFINE THE PROJECT TYPE

In the Type tab, you can define the Project Type that will be created for your web form. For example, if you want the form submission to create a Music project, you will select the "Music" Project Type; if you want the form submission to create an "Audiobook" project, you will select the "Audiobook" Project Type. 

The Project Types may offer slightly different fields as options for adding to the web form. For example, a Music project will allow you to capture the Artist/Group Name, whereas other Project Types will allow you to capture the Company Name instead.

ADDING FORM FIELDS

After selecting the appropriate web form from the "Forms" list, you can now begin adding new fields to the web form. Select the "Fields" tab in the left-hand column to view all the available fields that you may add to your web form. These fields correspond with fields within a Sonido Lead record, and web form submissions will automatically create a new lead and populate the information collected from a web form submission into the appropriate Lead fields.

The fields that can be added to your web form include: 

• Email (this is a default field that must be included in every web form)
• First Name
• Last Name
• Contact Type
• Referral Source
• Phone Number
• Studio Experience
• Notes
• Genre
• Band/Group Name
• Band/Group Website
• Music Influences
• Music Sounds Like
• Favorite Snacks/Drinks
• Number of Songs
• Target Start Date
• Target Completion Date

There are two different ways that you can add a field to your web form. First, when hovering over a field in the list, there are two icons that represent the ability to add a field with one click to a new row or to a new column. 

Add Element Horizontal - this option will add your field to the preview as a new horizontal field on a single line. 

Add Element Vertical - this option will add your field to the preview in a new column, displaying to the right of the last field in the list.

These options make it easy to quickly add fields to the form. 

Alternatively, you also have the option to drag-and-drop fields from the list into the form preview. When dragging a field into the form preview, you'll notice drop areas that display in blue in all locations where you can drop the field - whether that's before an existing field (adds your field as a new column before), after an existing field (adds your field as a new column after), above or below an existing field. 

You have flexibility in how you order fields to display within your web form, including the ability to rearrange fields that have already been added to the form preview by dragging and dropping fields to a new location. 

REMOVING FORM FIELDS

If you'd like to remove a field that has been added to the form preview, simply hover over the field and select the "Remove" icon. This will place the field back into the Fields list where it can be added again later if needed.

INDIVIDUAL FIELD SETTINGS

The fields in your web form preview allow for the customization of the labels and specifying which fields are required in your web form.

You can easily change the name of the field label by hovering over the field in the form preview and selecting the "Edit" icon. This will open the edit dialog where you can change the "User Title" of the field label to display however you would like. For example, instead of the "Notes" field displaying as "Notes," maybe you'd prefer it to display for website visitors as "Tell us about your project!"

It is important to note that this field label change is visible to your website visitors reviewing your form, but it does not change the name of the field within your Sonido account. 

Within this form field edit dialog, you can also add placeholder text to display within the form field.

Lastly, you have the ability to determine which fields are required by checking the 'Required" checkbox in the edit dialog. If a field is marked as required, your website visitor will be required to populate the field before they can submit a web form. 

ADDING CUSTOM FIELDS TO WEB FORMS

The Web Forms allow you to include any Custom Fields that have been created to your web form. To learn more about how to create Custom Fields, you can review the Custom Fields article HERE.

The Web Form will display any Custom Fields that have been created for the "Lead" object within the "Fields" tab. These Custom Fields will display at the bottom of the list of field options after all default system field. For example, we created a new Custom Field titled "What Service is Required?", which was created and linked to the Lead object. Now, this field displays within the Web Form builder for use.

I can now simply add this Custom Field to my web form for use. You can add as many Custom Fields as necessary to your web form. 

UP NEXT

• Web Forms Styling
• Web Forms Submissions

READ MORE

• Sonido Web Forms
• Custom Fields