Form Fields Configuration

Learn how to configure and customize form fields to capture exactly the information you need from your leads.

Overview

Form fields determine:

What information you collect
How data is captured
Field validation rules
How data maps to leads

Field Types

Text Fields

Short Text

Single-line text input
Good for names, titles
Limited length
Basic validation

Long Text (Textarea)

Multi-line text input
Good for messages, notes
Longer content
More space for details

Email Fields

Email address input
Automatic validation
Format checking
Required for contact

Phone Fields

Phone number input
Format validation
Multiple formats supported
Optional formatting

Number Fields

Numeric input only
Budget, quantity, etc.
Can set min/max
Decimal support

Date Fields

Date picker
Calendar widget
Travel dates, etc.
Format options

Select Fields

Dropdown (Select)

Single choice from list
Predefined options
Trip type, destination
Limited choices

Radio Buttons

Single choice visible
All options shown
Good for few options
Clear selection

Checkboxes

Multiple selections
Can select several
Options list
Flexible choices

Adding Fields

Step 1: Open Form Builder

Go to Forms page
Create new form or edit existing
Open form builder
See field configuration

Step 2: Add Field

Click "Add Field" button
Select field type
Field appears in form
Configure field details

Step 3: Configure Field

Set field properties:

Label - What users see
Placeholder - Example text
Required - Must fill out
Validation - Rules to follow
Help Text - Instructions

Field Configuration

Label

User-facing name
Clear and descriptive
Example: "First Name"
Shown above field

Placeholder

Example text in field
Disappears when typing
Shows expected format
Example: "Enter your first name"

Required Fields

Mark field as required:

Must be filled out
Cannot submit empty
Shows asterisk (*)
Validated on submit

Validation Rules

Set validation:

Min/Max Length - Text length limits
Format - Email, phone format
Pattern - Custom patterns
Custom - Your own rules

Help Text

Additional instructions
Shown below field
Provides guidance
Helps users fill out

Field Mapping

Mapping to Lead Properties

Map form fields to lead data:

First Name → first_name
Last Name → last_name
Email → email
Phone → phone
Destination → destination

Automatic Mapping

Some fields map automatically:

Email → email
Phone → phone
Standard fields
Common properties

Custom Mapping

Map to custom fields:

Select lead property
Or create new field
Custom data storage
Flexible mapping

Field Order

Arranging Fields

Drag and drop to reorder
Move fields up/down
Set logical flow
Best user experience

Best Practices

Logical flow - Start with name, then contact info
Group related - Put similar fields together
Required first - Show required fields early
Easy to complete - Don't overwhelm

Field Examples

Basic Contact Form

1. First Name (text, required)
2. Last Name (text, required)
3. Email (email, required)
4. Phone (phone, optional)
5. Message (textarea, optional)

Trip Inquiry Form

1. First Name (text, required)
2. Last Name (text, required)
3. Email (email, required)
4. Phone (phone, required)
5. Desired Destination (text, required)
6. Travel Dates (date, required)
7. Number of Travelers (number, required)
8. Budget Range (select, required)
9. Trip Type (radio, required)
10. Special Requirements (textarea, optional)

Destination-Specific Form

1. Contact Information (grouped fields)
   - First Name, Last Name
   - Email, Phone
2. Trip Details
   - Destination (text)
   - Dates (date range)
   - Travelers (number)
3. Preferences
   - Accommodation type (select)
   - Budget (number)
   - Special requests (textarea)

Advanced Configuration

Conditional Fields

Show/hide fields based on answers:

If trip type = "Honeymoon"
Show "Special Occasion" field
Dynamic forms
Relevant questions only

Field Groups

Organize related fields:

Contact Information group
Trip Details group
Preferences group
Better organization

Field Dependencies

Fields that depend on others:

If destination = "International"
Show "Passport" field
Conditional logic
Smart forms

Validation

Built-in Validation

Automatic validation for:

Email format
Phone format
Required fields
Number ranges

Custom Validation

Add custom rules:

Specific patterns
Business rules
Custom logic
Your requirements

Error Messages

Set error messages:

Clear feedback
Help users fix errors
Better UX
Reduced confusion

Best Practices

1. Keep It Simple

Don't ask for too much
Essential fields only
Optional fields clearly marked
Easy to complete

2. Clear Labels

Use clear, simple language
Be specific
Avoid jargon
Make it obvious

3. Logical Order

Start with basics
Group related fields
Flow naturally
Good UX

4. Mobile Friendly

Test on mobile
Large touch targets
Easy to fill out
Responsive design

5. Validate Appropriately

Use right validation
Don't over-validate
Clear error messages
Help users succeed

Troubleshooting

Field Not Saving

Check required fields
Verify validation passes
Check field mapping
Review form settings

Data Not Mapping

Verify field mapping
Check lead properties exist
Review mapping settings
Test with sample data

Validation Issues

Check validation rules
Test field inputs
Review error messages
Adjust rules if needed

Next: Learn about public forms →