If you are looking to create your own custom form to use for a unique page or event, the Thinkspace platform allows you to easily create your own form to get all of the information you need from your customers. You can choose the fields you'd like to add as well as the notifications you'd like to send when the form has been submitted. Review the instructions below to learn how to create your own custom form and how to create the notification emails associated with each form.


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In this Article



Add Custom Form

  • From the Dashboard go to Forms and click Form Types.
  • On the next page you'll see a list of your existing Forms. Click on Add Form Type at the top right to create a new form.



On this new page, there are two fields that must be filled out. The rest are optional. The mandatory fields are NAME (What is the name of this form?) and SUBMIT BUTTON TEXT (What will the button say that they need to click? Can be as simple as "Submit"). 


The optional fields are as follows:

Description: This is a description that will show up next to the form. This is useful if you want to add some sort of explanation of what the form is for, or directions about it.


Confirmation: When a form is submitted, this text will appear in place of the form. This is useful for saying something like "Thank you for submitting the form, we will contact you within 2 business days" etc.


Redirect to URL: When the form is submitted you can send the user to a different page rather than showing Confirmation text. If you would like them to be sent to another page upon submission of the form then put the URL here


POST to url: This sends the data from the form to an external URL. This is an advanced feature and not used by most users. Please contact us if you want to use it.


Once you have filled in the two mandatory fields (and any optional fields that you want), hit Save. That will return you to the Forms page. Now it is time to build out the fields for that form.




Add Fields to the Form


  • From the Dashboard go to Forms and Click Form Types
  • On the next page you'll see a list of your existing Forms. Click on the name of the form you wish to add fields to.
  • Click on the Edit Fields button in the top-right.



This new page is where you will build out the various fields you want people to submit as part of your form. An example form can be seen here:



To add a field to your form, first give it a name (under Name/Type). That is only visible on this page- anyone visiting your website will not see it.


Next, give the field a Type via the dropdown below the "name" field. Most of the options are self-explanatory, like Section Break will create a break in the form, and phone number will give them a field that is 10 digits for their phone number.


After you've done that, next you will want use the Label/Help Text area for that field you've created. Label is what the customer will see by that field, so if you want their name then list Name, etc. The Help Text field will appear next to the Label and can be used if you need to provide further help text/explanation to someone filling out your form.


Choices should only be used for certain types of fields. For example, if you have multiple choice options then write each option as its own line within the Choices box.


The Required box should be checked off if you require visitors to submit that particular field. If you don't require it then people may skip that field.


Default/Order shows where each item will show up in the list. By default, the #1 field will show up first, the #2 field second, and so forth. If you wish to rearrange the fields after you've added several of them in, just adjust the numbers on the right and then hit Save and everything will rearrange on the page into numerical order.


If you wish to Delete a row then click the Delete box and then hit save. 


Once you've created all of the fields that you want, hit Save and then it's time to add some notification emails! Note: it is wise to save and check your work periodically, especially if you're making a large form.


Add Custom Notifications


When a submission form is submitted, unless notifications have been built out for that form nothing will be sent to the submitter or to the retailer. By default the admin will capture and save the information, but that is it unless you set up notifications to be sent out.

  • From the Dashboard go to Forms and click Notifications.
  • On the next page you'll see a list of your existing NotificationsClick on Add Notification at the top right to create a new email notification. Note: We recommend every form has 2 notifications - one for the Customer and one for you the Retailer. 



On the next page, you will want to click the Form Type dropdown and then select the form that you wish to have submissions be tied to:



Once you have selected the form type, you should give the form notification a name. We recommend the name "[Form type] [+] [Recipient]". For example, "Sell Your Items Form - Retailer" or "Sell Your Items Form - Customer"



Under Recipients make sure to choose who you want this form sent to. Typically you would choose Retailer or Customer. In the example above we would set the Recipient to Retailer. 


If you leave the Recipient section set to Retailer then the email notification will be sent to the default email address used throughout the site. If you want to send the email notification to a different email address than the default, place the email address (or multiple email addresses separated by commas) in the Email field. 


If you want the email notification to go to a specific User who has an account on the site, you can use the User dropdown to choose a specific account. In most cases, this won't be necessary and the default email address will be what you're looking for.


If you have created a form with multiple email fields - for instance, a form that would ask for the customer's email address as well as the company's email address then you can use the Field dropdown to choose which email address is going to get the email notification. In this case we would want to send the email notification to the customer's email so in the Field dropdown you would see something like customer_email_address



Under Message you can choose to Send Notification as Text or as HTML. For the most part you will just leave this toggle set to Text. 

 

In the Subject line, put in the title you want to show when you or the customer receive the email notification. You can use the existing default forms on your site as an example for what might be a good title for the Retailer email and the Customer email. 


In the Body Text section, put in the message you would like to come with the email notification when you or the customer receives the email. You can use the existing default forms on your site as an example for what might be a good message for the Retailer email and the Customer email. The shortcodes that are included in the default messages may include {name} or {first_name} - choosing one of these depends on what the name of the field is that you ask for in the Form Fields section. In the example above we would use {name}. You may also see the shortcode like you see above that says {all_fields} - you will want to keep this one if you want to see all of the fields that the customer filled out when they submitted the form.


The Body HTML section would only be used when the Send Notification as toggle is set to HTML. In most cases this will not be used so feel free to leave that section blank.


Make sure to Save and then make sure the repeat these steps for a Customer version of the form.