Skip to main content

Create a Form

Chelsea from Ivorey™ avatar
Written by Chelsea from Ivorey™
Updated today

Before You Dive In

This article is one step from our Master Help Guide: All About Forms. We recommend starting with the visual walkthrough video and examples inside the Master Help Guide before diving into the technical breakdown below.

Each Master Help Guide acts as your project plan – teaching you the feature, laying out the steps in the right order, and linking to every resource you’ll need along the way.

This guide is perfect if you want to:

  • Learn how to create and set up forms Ivorey™ templates or from scratch

  • Add and customise form fields, including required and optional questions
    ​

How to Create a Form

The video shows you how to create a form from a template, customise the fields, choose which questions are required, style it to match your brand, set what happens after someone submits it, and share or embed it. You’ll also learn how to duplicate forms and view or export submissions.

Click here for the written steps

  1. From the Ivorey™ main menu, go to [Site Pages] > then along the top menu bar hover over Forms > then click [Builder]
    ​

  2. Here you will see a Form Templates folder that has our most commonly used form templates ready for you to edit
    ​
    ​Note: If you don't see these in your account, you can reach out to Support via the chat widget or click here to see how to download our form templates into your account
    ​

  3. Click on the form to open the Form Editor and now you can start customising your form
    ​

  4. On the left-hand side you will see a menu bar where you can drag and drop the elements you want to include in your form
    ​

    1. The elements under the Personal Info section are pre-made elements you can drag and drop to collect the contacts details
      ​

    2. The element under the Submit section is how you can add a button to your form
      ​

    3. The elements under the Payments section offer the option to collect payment through your form
      ​
      ​Note: Payment functionality within forms is limited. Features such as coupon codes and alternative payment options (including Afterpay) are not supported. If you require more advanced payment functionality, we recommend using a Sales Funnel, which provides greater flexibility and control over payments
      ​

    4. The elements under the Addresses section are pre-made elements you can drag and drop to collect the contact's address details
      ​

    5. The elements under the Text section are designed to be customised for your specific questions. You can choose whether the response is displayed as text, a dropdown, or a checklist, depending on how you want users to answer
      ​

    6. The elements under the Customised and Other sections are for you to embed additional elements like headings, extra copy, images, files, dates and collect signatures if required
      ​

  5. To customise an element to your unique question, click on the element directly and start typing your question
    ​

  6. To set whether a question is required or optional, click on the element and navigate to the right-hand menu. Tick the Required box to make the question mandatory, or untick it to make the question optional
    ​

  7. Once you’ve finished building your form, click the [Styles & Options] icon in the top-right corner. From here, you can customise the formatting, styling, and branding of your form
    ​

    1. Under the Styles tab is where you can update all the formatting, background and colours
      ​

    2. Under the Themes tab is where you can select a theme you want to use for your form
      ​

    3. Under the Options tab is where you decide your overall form settings and what happens once someone submits your form
      ​

  8. By default, the form is set to show a simple thank you message when someone submits a form, to change this click on the [Styles & Options] icon > then click the [Options] tab
    ​

  9. Click the [On Submit] dropdown and update the message in the text box, or select Open URL from the dropdown if you want to redirect them to a confirmation landing page or another page on your website or funnel
    ​

  10. Once you have completed building and customising your form, click [Save] at the top right of your screen

Next Steps

If you’ve completed the steps above, head back to the Master Help Guide on Forms to move onto the next phase.

Each Master Help Guide acts as your project plan - teaching you the feature, laying out the steps in the right order, and linking to every resource you’ll need along the way.

Frequently Asked Questions

Can I customise the prebuilt templates?

Yes. You can start with any template and customise the fields, styling, and form behaviour directly within the form builder.
​

Why does the form text look bigger in preview/calendar page than in the editor?

Your form text might looking bigger in preview mode due some specific settings. Form text size, spacing, and bullet styles are controlled by the page’s global styling, including fonts and spacing rules. This can make text appear larger, with wider line spacing or oversized bullet points. As a best practice, when copying and pasting content from another source, right-click inside the text element and select Paste and Match Style. This removes existing formatting from the original source and helps keep text styling consistent.

Need Help?

Hit the support chat widget inside Ivorey™ - we can:

  • Upload the templates to your account

  • Walk you through any of the steps

  • Troubleshoot anything that’s not working

We’re here and ready to help via the chat widget in the bottom right of your Ivorey™ account. Or if you are looking for done-for-you support, you can browse our current services here 🤍

Related Articles
All About Forms: A Master Help Guide
Create and Send Newsletters
Design & Customise Your Your Opt-In Funnel Template
Customise Form Branding
Build and Customise Your Survey
Did this answer your question?