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Create and Customise a Form

Written by Chelsea from Ivorey™
Updated this week

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:

  • Create forms using Ivorey™ templates or from scratch

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

  • Determine form submission settings

  • Customise form colours, fonts, layout, borders, images, etc. to match your branding
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Step 1: Create a Form Using Our Templates

In this step, we will walk you through how to create a form from a template, customise the fields, choose which questions are required, set what happens after someone submits it, and more. 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]
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  2. Here you will see a Form Templates folder that has our most commonly used form templates ready for you to edit
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    ​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
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  3. Click on the form to open the Form Editor and now you can start customising your form
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  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
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    1. The elements under the Personal Info section are pre-made elements you can drag and drop to collect the contacts details
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    2. The element under the Submit section is how you can add a button to your form
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    3. The elements under the Payments section offer the option to collect payment through your form
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      ​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
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    4. The elements under the Addresses section are pre-made elements you can drag and drop to collect the contact's address details
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    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
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    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
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  5. To customise an element to your unique question, click on the element directly and start typing your question
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  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
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  7. By default, the form is set to show a simple thank you message when someone submits a form, to change this click on the [Settings] tab, at the top middle of the page:
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    1. Update the message in the text box
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    2. Or select [Redirect to URL] from the drop-down if you want to redirect them to a confirmation landing page or another page on your website or funnel
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    3. Or select [Order Confirmation] from the drop-down to display a simple confirmation page instead
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    4. Add a Facebook Pixel ID and adjust settings for tracking
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    5. Under Form Settings, you can select whether to auto-fill contact details, capture time zone information, and enable GDPR compliant fonts
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  8. Once you’ve finished building your form, you can start customising the formatting, styling, and branding, which we'll cover in the next step

Step 2: Customise the Form Branding and Formatting

In this step, we'll walk you through editing individual form elements, adjusting colours, fonts, borders, and shadows, and using the Styles & Options panel to customise the form layout, background, and overall design.

Click here for the written steps

  1. Once you’ve finished building out your form, you can customise the formatting, styling, and branding of your form. Click on any specific element > and click the ⚙️ settings icon, to customise the element (colours, fonts, spacing, padding, etc.)
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  2. To customise the overall form settings, click the [Styles & Options] icon in the top-right corner, from here:
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    1. On the Styles tab:
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      1. Adjust the Layout settings, including Layout Type for desktop and mobile, spacing and padding
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      2. Change the Colors & Background settings, including adding your own images
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      3. Under Miscellaneous, toggle ON/OFF our Agency Branding to add or remove any Ivorey™ watermarks
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    2. On the Themes tab, you can select and customise a pre-designed theme
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    3. On the Advanced tab:
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      1. Adjust Form settings, including the border and shadow
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      2. Edit the Input Field settings, including the colours, border and padding
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      3. Edit the Label text settings, including the colour and font
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      4. Edit the Short Label text settings, including the colour and font
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      5. Edit the Placeholder text settings, including the colour and font
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      6. Add Custom CSS code to your form for advanced customisation - please refer to our Custom CSS guide for more details
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  3. When everything is completely customised, make sure to click the [Save] button, in the top right hand corner of the 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.
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Why does the form text look bigger in the preview/calendar page compared to 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.
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How can I capture a client’s time zone automatically in a form without creating a dropdown?

To automatically capture a client’s time zone in a form, enable the Timezone setting on the form's Settings tab.
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Why can't I add another currency option to my form?

A form can't show multiple currency options for a single product at the same time. Once a product has been added, only the product's primary currency will display in the form. If you would like to add another currency option to your form, please clone your product and adjust the primary currency of the duplicate, then add the adjusted product to your form.
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Why can't I save my form, and see the error: Retry Again this key already exists?

The "Error, Retry Again this key already exists" error message usually displays when you already have this question created in your account. In order to be able to save your form, you will need to delete the duplicate question from the form. Then click on the [Custom Fields] tab at the top of your left-hand element menu, and in the Search bar you can start typing the question to find the custom field that you previously created, and drag and drop it into your form.
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If you want to ask the same question as one you have previously created, but you want to add different answers/options you can either:

  1. Make the new question slightly different to the one already in your account (e.g. "Tell me a little about your business" could be changed to "Could you share a little about your business" to be able to ask the same question but add different answer options)
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  2. Delete the first custom field you created: Go to Settings > Custom Fields > use the search bar to look up your question > click the (⁝) three dots on the custom field > and select [Delete]
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How can I collect information for two people on the same form when it doesn't allow duplicate fields?

You can collect answers for two people by creating custom fields, with unique identifiers for each person.
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​For example:
First Name of Person One - First Name of Person Two
Email of Person One - Email of Person Two
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This way, the form builder won't see them as duplicates since each custom field has unique wording.

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 🤍

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