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 Navigation Menu, click Forms.    
2. On the Forms listing page, enter Default Form in the search box, and then click Search. The Default Form is displayed in the list. A green icon in the Default column indicates that the displayed form is the Default Form. Click Default Form in the Name column.  
3. The Default Form with the Standard Elements (Email and Country fields) is 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 Element List section and the Preview section. You can reorder the fields by dragging and dropping the Elements in the Element List section.
    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 it to True/False.
       • The Hidden Toggle is enabled; you can toggle it to True/False.
       • You can make changes to the label name and the placeholder for any of the custom fields.   
           
6. Because this form is the default form, if cannot be deleted. However, you can edit, clone and view its usage.

   
   

    Click the three-dot menu to edit, clone or view usage: 
   • 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.   
     
     
   • View Usage: View Information about where this form is used.  
     
     
7. Click Save to update the default form.    
8. Clicking Cancel discards any changes made to the form.

Related Articles:

Cloning a Form

Deleting a Custom Form

Search Forms

Creating a Standard Form

How to Embed an External Form: HubSpot or Marketo