Add & Edit Forms

The form component allows visitors to get in contact with you, provide information, or even download a file! Forms allow you to collect a visitor's information (name, email, phone number, etc.). This component can be used anywhere on your website, and is simple to install! 

Video Walkthrough

Add a Form 

Adding the form widget your website is easy! Start by navigating to the website builder for the page you'd like to add a form too. 

Hover over the area where you'd like to add testimonials. A green + New Component icon will appear. Click on it, then select Forms from the components menu which appears.

Select the forms style that you like best. A pop-up will appear where you can select the form template you'd like to use. 

Select your form template, and the new form will populate on your website builder

Need to create a new form template? Scroll down to view the next guide 

From here, you can use the right menu to customize the style and colors of your form. 

You can edit the form text by directly clicking on it, which will open a text editor. 

Make sure to click on the  Save or Publish button at the top of the page once you are done editing.

Create a New Form Template

To create a new form template, first navigate to the Contact Forms tab within the website section of the AgentMethods platform.Here, you'll see a list of all of the current contact forms available on your website. The Public Forms are pre-made forms that AgentMethods has already made for your account, whereas Your Contact Forms are forms that you've created yourself. 

To make a new form template, click the green Create Contact Form button. 

A new form-editor page will appear. Click the blue pencil icon to name your new form template.

Next, start building your form by dragging and dropping different form elements into the form template area. 

To edit an element, click on the green pencil icon on the element. A pop-up box will appear where you can edit Label, Placeholder, and Help text. 

When you've finished, click the green Save button to save your changes. 

When you've finished creating your form template, click the green Save Contact Form button to save it. 

Edit a Form Template

Please note that to edit a Public Contact Form template you must first click on the copy form button that is under the public form that you would like to customize. You will then be able to customize the public form and save it as your own. 

To edit a form template, click the Modify Form icon. 

You'll be redirected to that form's template editor. When you've finished editing your form template, click the green  Save Contact Form button to save it.