Managing Default Form

Forms are used to capture the lead information. Hushly allows you to create and configure the forms that are used for Hubs, Assets, and Experiences. Hushly provides a Default Form template on the Forms page, you can display only the Standard Fields, or you can add Custom Fields to your Default Form. 

The Default Form is set for all Hubs, Assets, and Experiences. If you wish to create different forms, you can refer to Creating a Custom Standard Form document. You can follow the steps below to learn about the Default Form.

1. From the Left Nav Menu, click Forms.    
2. On the Forms Page, the default form is displayed. Click Default Form.         
3. The Default Form with the Standard Elements - Email and Country fields are displayed.   
4. To add Custom Elements to your Default Form, click the + icon and select the field you want to add. 

   
   

   Note: Configure the Custom Fields that will be displayed near the + icon drop-down by going to Setup > Field Management > Lead Fields.
   
   
5. The selected Element is displayed in the Left Menu and the Preview Section. You can reorder the fields by dragging and dropping the Elements in the Left Menu.
    The Form is divided into the following 3 columns
   • List of Elements - By default, the Standard Fields are displayed in the Default Element Form menu. These fields cannot be deleted; however, you can add or delete as many Custom Fields. 
     
     
   • Preview - This section displays the layout of the form. The changes made to the Element and Configuration sections are displayed here. 
     
     
   • Element Configuration - Select an element from the left and you can change the label name or the placeholder of the fields in the configuration column.
     •  Standard Fields:    
       • By default, the Required Toggle is set to True and disabled. 
       • You can make changes to the label name and placeholder for the Email Field.
       • You can make changes only to the label name of the Country Field.
     • Custom Fields:
       • The Required Toggle is enabled, you can toggle to it True/False.
       • You can make changes to the label name and the placeholder for any of the custom fields.   
           
6. Since this form is displayed as the default form, you cannot delete the form, but you can edit and clone the form.  Click the three-dot menu to Edit or Clone the form: 
   • Edit: You can Edit the Name and Description of the Form.    
   • Clone: You can Clone the default and make changes to the cloned form.   Note: Click here to read more about cloning a form.   
     
     
7. Click Save to update the default form. This form will be displayed as the Default Form.   
8. Clicking Cancel will not update the changes made to the form.  

Related Articles:

Cloning a Form

Deleting a Custom Form

Searching for a Form

Creating a Standard Form

How to Embed an External Form: HubSpot or Marketo