The first step in setting up a custom form on your site will be to log into the Site Manager.  If you are unsure of how to do this, please refer to THESE INSTRUCTIONS.

Next, you’ll click on the Add Page section:

You’ll want to add the page labeled “Form Page:”

This brings up a blank page with a form at the bottom.  You have the ability to add content either above or below the form.  To edit the basic form you’ll hover over the form so that the area highlights.  Then, click within the highlighted area to pop up the WYSIWYG editor:

Form Header- Change this field if you want the top sentence of the form to be something different than the default sentence.

Form Target- If you have a specific response page you want to show up after someone submits your form you can change the Form Target page (see the Custom Form Response Help Section for more on this), but otherwise you should leave it as-is.

Form Recipient- If set to <FIMAIL> the form will automatically be sent to the email address listed in your Firm Information section of your website.  (By default this will be the email you give us when we set up your account).  You can change this field to any other email address that you want the form inquiries to be sent to.

Button Text- Can be changed to whatever text you’d like,  if you don’t want it to say “Send”

Form Style- You can choose from the different form styles from the drop-down menu

To add additional questions to the form, or tweak the default questions, click on the “Questions” tab:

On the main Questions screen you can edit the order of the questions, check off which questions you want to require users to answer, change the text and change the answer-type.

To add additional questions, click on the “Add Question” link:

Here you’ll have the ability to give the new question a title, select what type of response you want, choose if you’ll require the user to answer the question and then save your question.

If you’ve chosen an answer type that requires you to add additional answer options (such as “Select,” which produces a drop-down menu,  ”Radio,” which produces clickable buttons, or “Checkbox,” which produces checkable boxes) you will see an “options” button appear after you save in the above step:

In the next screen you’ll enter the title and value for the first answer:

You’ll then have the option to add additional answer options by clicking the “Add Option” link.  Don’t forget to hit Save when you’ve added all of your values:

Finally,  save the entire form:

After you’ve filled out the rest of the page with a header and content, publish the page and the form will appear on your live site.