Create A Marketing Form

If wanting to create a Marketing Form, please follow the below steps and view the corresponding video:

1. Click on Marketing Request Forms.
2. Click New at the top of the page.
3. Enter a Form Name. This is used to identify the form in the list.
4. Enter a Form Description. This is what users will see at the top of the form page.
   If the description is the same as the title, then you can leave this field blank.
5. Use the Copy from Form field if you already have a similar form whose fields you want to copy.
6. Click Create Now.
7. Click the General tab.

8. Enter the Contact Email address.
   The email address entered here will receive an email when a new submission has been made. If using more than one email address, please separate them with a semi-colon and no spaces.

9. Click the Fields tab. If you want to change the name of one of these fields, then enter the new name in the Field Label column.
10. Click the Display tab. If you want to enter a custom message that users will see after submitting the form, then uncheck the Use Standard Submit Process box. Then click the Submit tab and enter your own message.
11. Click back to the General tab. If you want to add custom fields to the form, then click Edit Fields.
    A pop-up will appear to ask you if you want to save your changes, click OK.
12. Once you have created all of your custom fields, click Edit Form to return to the form edit page.
    You do not need to save changes when leaving the Custom Fields page. Changes are saved as soon as you click Create Now when creating a field, Save when editing a field, or OK when deleting a field.
13. Return to the General tab and check the Active box
14. Don't forget to click Save & Close