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How To Access Web Form Settings

  • Updated

You may want to make edits to a web form you have already created. To make edits to a web form that has already been created you will need to access the web form settings. There are several ways to access web form settings. The easiest and most direct way is by following the instructions below. 

  1. From your main dashboard, click on Web Tools and select Web Forms from the drop down menu. 
    Screen_Shot_2019-07-10_at_02.45.07.png

  2. From your list of web forms, click on the name of the web form you want to edit.
    Screen_Shot_2019-07-10_at_02.45.35.png

  3. You will be taken to the web form builder page, and you can now edit the web form.
    Screen_Shot_2019-07-10_at_02.45.50.png
  4. After you are done editing the web form, click the Done button, and then click the Publish Changes button to save the changes you have made. Step_4-1.pngStep_4-2.png

 

Another way to access the web forms, in case you're not sure of the name of the web form, is by going to the website or landing page where it is published. 

  1. Website:
    1. Click on View Websites or click on Web Tools and select Websites from the drop down menu.
      Screen_Shot_2019-07-10_at_03.59.15.png

      Screen_Shot_2019-07-10_at_02.45.07.png

    2. Click on the Site Builder button of the website you want to edit. This should be the same website that has the web form that you are wanting to edit. 
      Screen_Shot_2019-07-09_at_23.17.44.png

    3. Once you're in Site Builder, click on Edit Page located at the top menu bar.
      Screen_Shot_2019-07-10_at_19.30.08.png

    4. Highlight the webform you want to edit by hovering your mouse over the web form, and click on the wrench icon to access the web form settings.
      Screen_Shot_2019-07-10_at_19.30.44.png

    5. After you are done editing the web form, click the Done button, and then click the Publish Changes button to save the changes you have made. Step_4-1.pngStep_4-2.png
  2. Landing Page:
    1. Click on View Landing Pages or click on Web Tools and select Landing Page from the drop down menu.
      Screen_Shot_2019-07-10_at_03.59.15.png

      Screen_Shot_2019-07-10_at_02.45.07.png
    2. In your list of Landing Pages, click on the name of the Landing Page you want to edit.
      Screen_Shot_2019-07-10_at_19.35.53.png

    3. Once you're in Site Builder, click on Edit Page located at the top menu bar.
      Screen_Shot_2019-07-10_at_19.28.24.png

    4. Highlight the webform you want to edit by hovering your mouse over the web form, and click on the wrench icon to access the webform settings.
      Screen_Shot_2019-07-10_at_19.34.19.png
    5. After you are done editing the web form, click the Done button, and then click the Publish Changes button to save the changes you have made. Step_4-1.pngStep_4-2.png

 

Once you're on the Web Form Settings, you will be able to do the following:

  1. Add fields
  2. Edit form details
  3. Edit Workflow, including updating the notification email for each web form submission
  4. Edit the Thank You page
  5. Get a code

You now know of multiple ways to access the web forms settings if you are wanting to edit a web form. If you have any questions or concerns about the information above please contact us support@reiblackbook.com.  

 

 

 

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