Creating Professional Web Forms: A Step-by-Step Guide

Creating Professional Web Forms: A Step-by-Step Guide

By Michael Thompson

February 1, 2025 at 10:52 AM

Contact forms allow you to collect information from site visitors efficiently. Here's everything you need to know about setting up and managing form blocks:

Getting Started

Forms automatically adapt to your site's language and visitor's location for fields like address, phone, date, and time. SSL-enabled domains provide encrypted form submissions for enhanced security.

Note: Form blocks aren't HIPAA compliant. Use Acuity Scheduling for protected patient information.

Adding a Form Block

  1. Click "Add Block" and select "Form"
  2. Open the block editor using the pencil icon
  3. Configure form settings in the Content tab
  4. Customize design elements in the Design tab
  5. Set up storage options in the Storage tab
  6. Enable Google reCAPTCHA if file uploads are needed

Form Configuration

Default fields include:

  • Form name
  • Button text (default: "Submit")
  • Basic fields (name, email, text area)

To customize fields:

  1. Click "Edit Form Fields"
  2. Add new fields using "Add Field"
  3. Rearrange or delete fields as needed
  4. Configure individual field settings (labels, requirements, options)
  5. Limit forms to 30 fields for optimal user experience

Post-Submission Options

Choose between:

  1. Display Message
  • Add custom text
  • Include HTML if needed
  1. Redirect
  • Enter full URL for redirection
  • Test while logged out or in incognito mode

Design Customization

Adjust:

  • Button alignment
  • First entry highlighting
  • Background color
  • Lightbox display
  • Border style
  • Transparency effects
  • Blur options

Storage and Security

Storage options include:

  • Default email storage
  • Mailchimp integration
  • Zapier connection
  • Google Drive sync

Security features:

  • Google reCAPTCHA integration
  • Spam detection warnings
  • SSL encryption
  • Email confirmation options

Form Analytics

Track:

  • Submission conversion rates
  • Form views
  • Completed submissions
  • User interaction data

Best Practices

  1. Use descriptive form names
  2. Keep fields under 30 for better completion rates
  3. Enable required email fields for contact management
  4. Implement spam prevention measures
  5. Regularly monitor form analytics
  6. Test all forms before publishing

This complete form block implementation ensures efficient data collection while maintaining security and user-friendliness.

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