Adding a New Webform
Below is a video walk-through for creating a webform. If you prefer reading instead, continue past the video!
Instructions for Adding a New Webform
This will cover the basics for creating a simple webform. If more customizations are needed, please reach out to our support team and submit a request.
- Go to Structure > Webforms > Forms.
- Click the button "Add Webform" in the top right corner.
- Add a Title to the webform and click "Save."
- Next click the "Add Element" button.
- Add the fields that you would like to add to the form. Search for "name," "email address," and "phone" to add fields that are preconfigured for that field type and Click "Add element."
- Give the field a name and click "Save" or "Save and Add element" if you need to add more fields to your webform.
- If you need to group fields together, you can add a flexbox layout container by clicking "Add Layout".
- Click the checkbox(es) in the Required column for any field that is required to be filled in before the user can submit the form.
- Once you're finished editing the form, click "Save elements" at the bottom to save the webform.
Select the Confirmation type (ie. what happens after the user submits the webform):
Set up an email notification
To set up an email address for where you would like to receive notifications when the webform is submitted, follow the instructions below:
- Go to Settings > Emails/Handlers and click "Add email" in the top-right corner.
- The webform will send an email to the website's main email address using the token
"[site:mail]". Or you can choose to add your own custom email address for the form to send a notification to. - You can add additional email addresses separated by commas if desired.
- Don't forget to "Save" your changes.
Should you need to update where a form submission goes, or add a new email address for a
submission to be sent, please follow the below instructions:
How to Edit Email Address Information for Form Submissions
To edit an existing email address for form submission, find the form on the list of current
forms.
For example, if you want to edit the “Contact” form, under “Operations” click on “Settings” for
this form. This header for this page will look like the following:
Under the second level menu, click on “Email/Handlers”. The next page will look like the
following:
1. On this page, under “Title/Description”, you will notice “Email confirmation” and “Email
notification”.
2. The “Email confirmation” is the email that is sent to the end user upon form submission.
This will default to an enabled status. Should you want to disable it, just click on “Edit”
under “Operations” and click on “Disable”.
3. The “Email notification” is the email that is sent to your internal team to let them know a
submittal has been received for this form. To edit the email address:
4. Click on “Edit” under “Operations”.
5. On the next screen, you can update the following fields:
6. Under “General Settings”:
A. “Title” – This is the title of the Webform Submission. This default to the machine name
but can be changed if desired.
B. Under “Send To” : “To email” – This is where the notification for the form submission will
be sent. This defaults to the site email but can easily be changed.
C. Under “Send From” : “From email” – This is usually set as the site default email address
but can also be set at the email address from the end user that submitted the form.
D. Once you have completed your updates, be sure to save.
How to Edit Email Address Information for Form Submissions
To add a new email address for form submission, find the form on the list of current forms.
For example, if you want to edit the “Contact” form, under “Operations” click on “Settings” for
this form. This header for this page will look like the following:
Under the second level menu, click on “Email/Handlers”. The next page will look like the
following:
1. On this page, under “Title/Description”, you will notice “Email confirmation” and “Email
notification”.
2. The “Email confirmation” is the email that is sent to the end user upon form submission.
This will default to an enabled status. Should you want to disable it, just click on “Edit”
under “Operations” and click on “Disable”.
7. The “Email notification” is the email that is sent to your internal team to let them know
a submittal has been received for this form. To add a new email address to receive form
submission notifications:
8. Look for an existing “Email notification”. Under “Operations”, click on the dropdown and
select “Duplicate”.
9. On the next screen, you can update the following fields:
A. Under “Send To” : “To email” – This is where the notification for the form submission will
be sent. Update this to where you want the form submission to also be sent.
B. Under “Send From” : “From email” – This is usually set as the site default email address
but can also be set at the email address from the end user that submitted the form.
C. Once you have completed your updates, be sure to save.