The form canvas & global style

You build a form on the form canvas in Step 1 – Design — a drag-and-drop workspace similar to the SwiftFox email builder. Form blocks are listed on the Content tab of the right-hand panel; you drag them onto the canvas and configure each one.

Working on the canvas

1. Open the form in Step 1 – Design.
2. From the Content tab of the right-hand panel, drag a form block onto the canvas where you want it.
3. Click any placed block to open its settings and configure it.
4. Reorder, edit or remove blocks directly on the canvas as you build.

Use the undo and redo arrows (in the toolbar above the canvas, beside Preview) to step back or forward through changes made in your current editing session.

To split the form into more pages, click Add new page below the last page, or drag a New Page block onto the canvas (see Navigation, submission & redirect blocks (Document ID: 208)).

Form blocks fall into several groups, each covered in its own guide:

• Add/Update contact block — writes answers to contact profiles (see Add/Update Contact block (matching, fields & custom fields) (Document ID: 207)).
• Question blocks — capture moment-in-time responses (see Question blocks (types, Data Table & conditional logic) (Document ID: 205)).
• Navigation, submission & redirect blocks — New Page, Next Button, Previous Button, Submit Button, URL redirect and Button (see Navigation, submission & redirect blocks (Document ID: 208)).
• Content & media blocks — Image, Video, Attachment, Upload files, Columns, Rich Text and Divider (see Content & media blocks (image, video, attachment, columns & rich text) (Document ID: 211)).
• Membership & finance blocks — Subscription, Payment Method, Account Payment and Transaction (see Membership & finance blocks (Document ID: 209)).

The Content tab also offers Add/Update contacts, Points and Membership data. Do not use the Membership data block (see Forms — Limitations & best practice (Document ID: 204)).

Global Style

Use the Styles tab of the right-hand panel to set the look of the whole form. Global style governs:

• Fonts and colours for the question text.
• Fonts and colours for the description text.
• Fonts and colours for the answers.
• The form background colour.

Setting style globally keeps every block consistent without styling each block individually.

Preview in the builder

1. In the builder, click Preview in the toolbar above the canvas.
2. The form renders as respondents will see it, with your global style applied.
3. Use Preview to check layout, conditional logic and the Successful submission page before publishing.

The Successful submission page

At the bottom of the form is the Successful submission page, shown to respondents after they click Submit. Make sure it contains the content you want (see Success page & publishing (Document ID: 203)).

Saving

Click Save and close (top right) to exit the builder and return to the Forms list; your design is retained so you can return and continue editing. Cancel (top left) discards unsaved changes.