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How to Create/Edit a CloudForm

Overview

This tutorial explains how to create/edit a CloudForm.

Video Tutorial


How to Create/Edit a CloudForm

  1. Click on the Cloud Services component
  2. Click on the CloudForms tab
  3. Click the Manage CloudForms button
  4. Click the New CloudForm button or edit the desired CloudForm

Sample CloudForms

The CloudForms are designed so that you can quickly add or remove items from a CloudForm. To modify a sample CloudForm do the following steps:

  • Follow the instructions above to create a new Cloudform
  • Click on the Form Samples menu option
  • Click on the Desired CloudForm Sample

How to Quickly Create a Contact Us CloudForm for a Website

  • Follow the instructions above to create a new Cloudform
  • Click on the Form Samples menu option
  • Click on the Contact Us Form For Website menu item
  • Customize the cloudform to meet your specific needs

How to Customize the Look and Feel of the Entire CloudForm

The details tab contains information regarding the overall CloudForm.

  • Form Name
    • The form name is not visible to the customer and is only used to identify the form.
  • Form Title
    • The form title is the title that is displayed at the top of the browser. 
      • Note: Some browsers will not display the title so you should not enter any information in the title that is necessary to fill out the form. In addition, if the form is embedded in a website the title will also not be visible.
  • Background Style
    • This option is for the background color of the form.
      • The transparent background color will appear white to the customer unless it is embedded in a website. If it is embedded then the background color will be the same color as the website.
      • The dark background color is a dark background color.
  • Form Font
    • This option is for the font used in the form.
  • Form Text color
    • This is the color of the text in the form. If you need a color that isn't displayed in the visual drop down box you can add a custom color by typing in a hex color in the drop down color selector box.
  • Form Text Box Background Color
    • This is the color for the background text boxes.

Below are examples of some of the different styles of forms that can be created.


How to Edit, Remove, or Reorder Items in a CloudForm

The manage tab shows all of the components added to the form and lets you delete them, edit them, or resort them.

Below is an example of the components being drag and dropped to resort them.


Below is an example of the components being resorted by clicking on the up-down arrows.


How to Add Items to a CloudForm

The fields tab lets you add different components to the CloudForm. Below is a breakdown of the items under the Fields tab

  • Action Fields
    • This adds the submit button to the form which is required for all forms. 
      • StudioCloud suggests adding this at the very end since it usually is the last item in the form.
  • Client Fields
    • These fields will auto populate fields for the client. 
      • For example, the first name field will be automatically mapped to the same first name field when you create or edit a client in StudioCloud.
  • Client Social Media Components
    • These fields will auto populate fields for the client.
  • Components Added To Client Notes
    • These are custom fields that are automatically mapped to the notes section of the client.
  • Visual Components
    • These fields are only used for changing the visual appearance of the form and are not saved anywhere once the form is created.
  • Event Labels Fields
    • The event labels are only used when a cloudform is sent from an event and they are only used to display the event date and time.
  • Event Fields
    • The event fields are only used when a cloudform is either an online booking form or is sent from an event as a pre-populated personalized event cloudform.
  • Components Added To Event Details
    • These fields append information to the event details field and should only be used with an online booking cloudform.
  • Invoice, Payment, and Online Booking Options
  • Spam Prevention
    • This option lets you add a recaptcha to the CloudForm which prevents spam. This should only be added to forms that are added to your website.

How to Customize The Settings For A CloudForm

The options under the "Form Settings" tab are options that occur after the client clicks the submit button or while the client is filling out the form.

  • Include In Client Portal
    • This option will automatically add the from to the client portal under the "Forms & Contacts" section
  • Client Portal Client Update Form
    • This option will include a button to the selected cloudform in the client portal where the client can update their contact info.
  • New Client Type Options
    • This option lets you select what type of client will be created when the form is filled out.
      • A client is usually a paying client
      • A prospective client is a client that will be marketed to in the future
      • A lead is a potential client that is actively being worked with to convert to a paying client
  • Matching Options
    • This option lets you select how StudioCloud matches clients that fill out the form with existing clients
      • Loose Matching (Default Option)
        • Match clients based on first name, last name, and email address. If matching client is not found then match on email address. If matching client not found match on first and last name. If matching client not found create a new client.
      • Strict Matching
        • Match clients based on first name, last name, and email address. If client not found create a new client.
      • No Matching
        • Do not match clients. Always create a new client.
  • Email To Business
    • This option lets you enter a comma separated list of email addresses that will receive the details that the client entered into the form.
  • Email Template Response
    • This option lets you select a email template to be emailed to the client when they fill out the form. The information that they enter into the form can be integrated into the email template as well.
  • Signed Contract
  • Default Lead Pipeline
    • This option lets you automatically have a client pipeline assigned to a client when they fill out the form. This is typically used for lead tracking.
  • Auto Tag Respondent
    • This option lets you automatically tag a client when they fill out the form. This is useful for reporting purposes or for contacting all of the clients that filled out a specific form.
  • Popup Message
    • The option  lets you customize popup message that your clients will receive when submitting a Cloudform.
  • Third Party Tracking Custom Code
    • This option lets you insert any custom code that you want into the link below to track the form views. This should only be used if you are using a third party tracking system like google analytics to track form views.