{"id":16307,"date":"2026-07-29T06:55:54","date_gmt":"2026-07-29T06:55:54","guid":{"rendered":"https:\/\/www.stoneshot.com\/learn\/?p=16307"},"modified":"2026-07-29T06:59:57","modified_gmt":"2026-07-29T06:59:57","slug":"creating-a-form","status":"publish","type":"post","link":"https:\/\/www.stoneshot.com\/learn\/uncategorized\/creating-a-form\/","title":{"rendered":"Creating a Form"},"content":{"rendered":"<p>Need to capture data outside of an event or email campaign \u2014 a content download, a contact-us page, a simple survey? StoneShot&#8217;s built-in <strong>Form Builder<\/strong> lets you create fully branded, on-site forms in minutes, without needing a developer.<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/www.stoneshot.com\/learn\/wp-content\/uploads\/2026\/07\/form-summary-page.png\" alt=\"Form Summary Page\" \/><\/p>\n<h3>Finding Your Forms<\/h3>\n<p>Head to <strong>Content<\/strong> &gt; <strong>Forms<\/strong> to see every form currently linked to the account. The summary page shows each form&#8217;s <strong>Name<\/strong>, <strong>Create Date<\/strong>, <strong>Close Date<\/strong> and <strong>Status<\/strong>, so you can see at a glance what&#8217;s live, what&#8217;s closed and what&#8217;s still in progress.<\/p>\n<p>To start a new one, click <strong>New Form<\/strong> in the top right of the summary page.<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/www.stoneshot.com\/learn\/wp-content\/uploads\/2026\/07\/new-form-button-2.png\" alt=\"New Form Button\" \/><\/p>\n<p>Each form you create has five tabs to work through: <strong>Details<\/strong>, <strong>Design<\/strong>, <strong>Settings<\/strong>, <strong>Test<\/strong> &amp; <strong>Launch<\/strong>, and <strong>Review<\/strong>. Let&#8217;s go through them one by one.<\/p>\n<h3>Form Details<\/h3>\n<p>This is where you give the form its identity:<\/p>\n<ul>\n<li><strong>Name<\/strong> \u2013 for internal reference<\/li>\n<li><strong>Description<\/strong> \u2013 also internal, handy for anyone else who works on the form later<\/li>\n<li><strong>URL<\/strong> \u2013 built as domain\/folder\/filename, where you can set the folder and filename to whatever you like<\/li>\n<li><strong>Form Type<\/strong> \u2013 there are three to choose from:\n<ul>\n<li><strong>Standalone form<\/strong> \u2013 the option you&#8217;ll use in almost all cases, and the one this guide covers<\/li>\n<li><strong>External form<\/strong> \u2013 for a custom form built by StoneShot outside the platform<\/li>\n<li><strong>Microsite form<\/strong> \u2013 for the rare case where a form needs to link to a microsite<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p><img decoding=\"async\" style=\"border: solid 1px #cccccc;\" src=\"https:\/\/www.stoneshot.com\/learn\/wp-content\/uploads\/2026\/07\/form-details-page2.png\" alt=\"Form Details Page\" \/><\/p>\n<h3>Designing Your Form<\/h3>\n<p>This is where the form actually takes shape.<\/p>\n<p>Drag and drop existing <strong>Contact<\/strong> fields and <strong>Segmentation<\/strong> elements from the left-hand sidebar straight into the form. Need something that doesn&#8217;t already exist? Use the Add custom element <strong>+<\/strong> bar at the bottom to add:<\/p>\n<ul>\n<li>Short answer (text field)<\/li>\n<li>Paragraph (text area)<\/li>\n<li>Multiple choice (radio buttons)<\/li>\n<li>Checkboxes<\/li>\n<li>Dropdown<\/li>\n<li>Section break<\/li>\n<\/ul>\n<p><img decoding=\"async\" src=\"https:\/\/www.stoneshot.com\/learn\/wp-content\/uploads\/2026\/07\/form-design-page.png\" alt=\"Form Design Page\" \/><\/p>\n<p>Hover over any field to copy, move, edit or delete it. To make a field mandatory, switch on the <strong>Required<\/strong> toggle to the right of it \u2014 you can then set a custom error message by editing the field.<\/p>\n<p>Need a short answer or paragraph field to accept more characters? Edit the field and increase the <strong>Range Amount<\/strong> \u2014 this controls the maximum number of characters a user can enter.<\/p>\n<p>Finally, pick an overall <strong>Design<\/strong> from the dropdown at the top of the page. This controls the outer skeleton of the form \u2014 branding, header and footer. If you don&#8217;t have a design to choose from yet, email <a href=\"mailto:support@stoneshot.com\">support@stoneshot.com<\/a> and we&#8217;ll get one built for you.<\/p>\n<h3>Form Settings<\/h3>\n<p>The <strong>Settings<\/strong> tab covers everything that happens around the form itself, split into a few areas.<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/www.stoneshot.com\/learn\/wp-content\/uploads\/2026\/07\/open-close-date1.png\" alt=\"Open &amp; Close Settings\" \/><\/p>\n<p>Set when the form should open and close. If you don&#8217;t want it to ever close, there&#8217;s an option to leave it running indefinitely.<\/p>\n<h3>Access<\/h3>\n<p>Control who can see and submit the form:<\/p>\n<ul>\n<li>Who can access and submit your form?\n<ul>\n<li>Allow anyone to access and submit the form<\/li>\n<li>Only allow contacts to access and submit the form<\/li>\n<\/ul>\n<\/li>\n<li>Would you like your form to update your contact database?\n<ul>\n<li>Yes, allow existing contacts to be updated and new contacts to be added<\/li>\n<li>Allow existing contacts to be updated only<\/li>\n<li>Allow neither<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p><img decoding=\"async\" style=\"border: solid 1px #cccccc;\" src=\"https:\/\/www.stoneshot.com\/learn\/wp-content\/uploads\/2026\/07\/access-settings1.png\" alt=\"Access Settings\" \/><\/p>\n<p><strong>Notification &amp; Confirmation<\/strong><\/p>\n<p>Decide what happens the moment someone submits the form:<\/p>\n<ul>\n<li>Send a confirmation email<\/li>\n<li>Send a notification email for each submission<\/li>\n<li>Update segmentation<\/li>\n<\/ul>\n<p>The <strong>Update segmentation<\/strong> option is what lets the form actually move contacts between statuses. For example, on a registration form you&#8217;d use this to set contacts to <strong>Registered<\/strong> on submission, or to <strong>Declined<\/strong> if the form is built to capture a decline response.<\/p>\n<p><strong>Messaging<\/strong><\/p>\n<p>Set the content shown on the <strong>Success page<\/strong> (after a successful submission) and the <strong>Expiry page<\/strong> (if someone lands on the form outside its open\/close window).<\/p>\n<p><strong>Teams<\/strong><\/p>\n<p>Restrict which teams can view the form within the StoneShot platform. This only affects visibility inside the platform \u2014 it has no impact on the live, public-facing form.<\/p>\n<p><strong>Submission Export Map<\/strong><\/p>\n<p>Don&#8217;t skip this one. Click <strong>Yes<\/strong> to generate the export map \u2014 it&#8217;s what allows submissions to be exported with the correct fields later on. If you make any changes to the form&#8217;s elements or design afterwards, come back and hit <strong>Update<\/strong> to keep the export map in sync.<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/www.stoneshot.com\/learn\/wp-content\/uploads\/2026\/07\/settings-overview.png\" alt=\"Settings Overview Page\" \/><\/p>\n<h3>Test &amp; Launch<\/h3>\n<p>Once everything looks right, head to the <strong>Test &amp; Launch<\/strong> tab and hit <strong>Launch<\/strong> to make the form live.<\/p>\n<p>Made changes after the form is already live? Launching only happens once \u2014 any further edits to the form need to be pushed out by coming back to the <strong>Test &amp; Launch<\/strong> tab and clicking <strong>Update Live Form<\/strong>. Skipping this step means your changes will sit in the builder without actually reaching the published form.<\/p>\n<h3>Reviewing Submissions<\/h3>\n<p>Once your form is live and collecting responses, you can review them straight from the <strong>Review<\/strong> tab \u2014 click <strong>Export<\/strong> in the top right to download all submissions into Excel.<\/p>\n<p>You can also find the same submissions later via <strong>Reports<\/strong> &gt; <strong>Forms<\/strong>: click into your form and export from there in exactly the same way.<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/www.stoneshot.com\/learn\/wp-content\/uploads\/2026\/07\/form-review.png\" alt=\"Form Review\" \/><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Need to capture data outside of an event or email campaign \u2014 a content download, a contact-us page, a simple survey? StoneShot&#8217;s built-in Form Builder lets you create fully branded, on-site forms in minutes, without needing a developer. Finding Your Forms Head to Content &gt; Forms to see every form currently linked to the account. [&hellip;]<\/p>\n","protected":false},"author":11,"featured_media":0,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"inline_featured_image":false,"footnotes":""},"categories":[61],"tags":[],"class_list":["post-16307","post","type-post","status-publish","format-standard","hentry","category-email-marketing"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.8 (Yoast SEO v28.1) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Creating a Form - The Learning Site<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.stoneshot.com\/learn\/uncategorized\/creating-a-form\/\" \/>\n<meta property=\"og:locale\" content=\"en_GB\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Creating a Form\" \/>\n<meta property=\"og:description\" content=\"Need to capture data outside of an event or email campaign \u2014 a content download, a contact-us page, a simple survey? 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