Basics of the Form Block on Squarespace - dummies

Basics of the Form Block on Squarespace

By Kris Black

The form block on Squarespace can be used to create a simple contact form or a robust form to collect specific information submitted by site visitors. The latter use is available only to Unlimited and Business plan customers.

When you first add a form block, the default form elements are those for a simple contact form:

  • Name: Fields for the first and last names of the form submitter.

  • Email address: A field for the e-mail address of the form submitter.

  • Message: A multiple-line text field so that the form submitter can type a message.

If you have the Unlimited or Business plan, you can add any of the following form elements to the form block:

  • Text: A single text field

  • Text Area: A multiline text box

  • Select: A drop-down menu list of options.

  • Checkbox: A list of options with check boxes to allow the selection of multiple options

  • Radio: A list of options with radio buttons to allow the selection of only one option

  • Likert: A survey-style list of questions with the following answer choices: Strongly Agree; Agree; Neutral; Disagree; Strongly Disagree

  • Name: Two connected fields for someone to add a first and last name

  • Password: Automatic display of security dots

  • Address: Multiple connected fields for collecting addresses with the following fields: Address 1; Address 2; City; State/province; Zip/postal code; Country

  • Twitter: An entry field preformatted with a Twitter @ symbol

  • Email: A field that ensures that the e-mail address is formatted correctly

  • Website: A field preformatted with http:// for generating proper URLs in submissions

  • Date: Three connected fields for collecting the month, day, and year

  • Time: Four connected fields for collecting the hour, minutes, seconds, and a.m. or p.m.

  • Phone: A field for collecting phone numbers with area codes and an optional country code field

  • Number: A field that limits character entry to numbers only

  • Currency: A field to which you can add your currency symbol in the field’s configuration settings to indicate the currency that should be entered

  • Section Break: A form element to divide your form into groups of fields

How to customize form elements

With the exception of the section break form element, all form elements offer the following optional configuration settings:

  • Title: Your own name for each field.

  • Description: A brief description about the type of information someone can submit for a particular field.

  • Required: A check box to make the field required; the form can’t be submitted if a required field is not filled in.

Some form elements allow you to add placeholder text. You might use this feature to display helpful information or an example of what should be entered in the field.

How to move form elements

Form elements stack one on top of the other. You can move the elements to rearrange them in an order that suits your needs. Follow these steps:

  1. Double-click a form block to open its Edit Form dialog box.

  2. To move the form element, click and drag it.

    Drag the element up and down the list of form elements in the Edit Form dialog box.

  3. Release the form element.

    As you move a form element, the other elements will split apart. Drop the form element in an empty space.

How to store your form submissions

When you create a form, you can select one of the following three options for storing submissions from the form:

  • Google Docs: Store all submissions in a Google Doc spreadsheet in your Google account.

  • MailChimp: Capture e-mail addresses in your MailChimp account for use in an e-mail campaign.

  • Email: Send submissions to the e-mail address of the account owner of the website. (This is the e-mail address you used when you signed up for your Squarespace site.) This option is the default.

How to switch storage options

To switch to another storage option, click the plug icon to the right of the option you want to use. Google Docs and MailChimp options require you to authenticate to connect to your account with their service.

After you’re connected, the following options are available:

  • Google Docs: The name of your form block is used for the name of the spreadsheet that will automatically be created in your Google Docs account to collect submissions. You can modify the name of the spreadsheet.

  • MailChimp: Click Select List to show a drop-down menu of all subscriber lists in your MailChimp account. Choose the list you want the form information to be sent to when someone fills out your form.

If you just need to change the e-mail address of the Email option, click the x to the right of the current e-mail address. Then type the new e-mail address in the Email Address field, and click the plug icon to the right to apply the change.

How to customize the advanced settings of a form

You can modify two settings in the Advanced settings area of a form block:

  • Submit button title: Change the default submit button title from submit to something more appropriate for your form.

  • Submission message: Customize the text that will be displayed when someone fills out and submits your form. You can style your submission message with bold and italic, and you can add a link to a page or file in your site or to an external website.