The Logic CMX form module is perfect for adding customer response forms and applications to your Logic CMX website or app. Configure your form with custom fields that save all responses to the form submissions database and emails notifications to designated members of your team. Forms can also be configured to pass data to marketing platforms such as Mailchimp and Hubspot as well as return confirmation emails and redirect users to a specific URL. Perfect for capturing data for campaigns or fan-gating content.
How to Use the Logic CMX Form Module
1. Login to the Logic admin using your email and password.
2. Go to Pages within the Website tab located in the left-side navigation bar and then click on the edit icon for the page where the form will be added or create a new page. Then add a section and column within the page editor.
3. Select the Add Module within the section and row where the form should appear within the page layout. The module pop-up will display with all available modules.
4. Select the Form Module from the module pop-up. The new form module will be added to the page layout and the settings window will open.
5. First add a Form Name. This will help identify data and responses captured by the specific form. All forms within your website or app should have a unique name.
6. Add title and introduction text to the Form Description text editor. This text will appear above the form in the page layout. Use the text editor controls for styling.
7. Now add your form fields using panels. Each panel is a form element and can be added from the panel editor at the top of the form module.
8. Select the Add Form Field link and a new form panel editor will display. Configure the form field by selecting a field type (text, email, phone, text box, check boxes, etc.). Then add a field name (ex: Name, Address, Email, etc.). The field name will display as the label on the form and also a tag in the database where the form records are stored. Set if the field is required or not. Then Save your panel.
Keep adding panels until all form fields are completed and then SAVE the module.
9. You can now preview the form on the page by selecting the PREVIEW button in the right rail of the page editor.
10. Reopen the Form Module and add custom style settings for the fields, labels, form width, submit button, and response actions. Styles and form width can be edited within the Layout section of the module.
Save changes and preview as needed until the form design has been completed to your satisfaction.
11. Then move onto form settings. Make sure to configure a form confirmation to either display a confirmation message on the page or redirect the user to a new page upon submission.
12. If you would like to receive a copy of each form submission via email, enter your email address within Email Settings.
13. Form Submissions Database: Once the form is completed and placed live, all submissions will be captured to the Forms Submissions database within the Marketing tab. You can select three field labels within the form module to display in the Form Submissions database (Ex: Name, Company, Email). These fields are selected within the LOGIC List Manager section of the Form Module.
14. Save all changes. Your form has been completed.