Contact forms & Intake forms
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      Customize a contact form

      Add your own fields to a form on your website to get specific information from your visitors.


      Written by Meredith

      Add specific questions or fields to your contact form so that you have all the information you need from your customers.

      1. In the B12 Editor, click the contact form you want to customize.

      2. Click Form Details. 

      Tip: Rename the form under Title to stay organized.

      1. Click Add fields.

      2. Select a Field type. Below are examples of every field type you can add. 

      The new field is added to the bottom of the form by default. You can change the order of the fields.

      3. Click the new field in the left-hand Edit Panel to edit the following:

      • Field label.

      • Placeholder text.

      • Select if it is Required or not. 

      Field label.

      Placeholder text.

      Select if it is Required or not. 

      Delete a field

      1. Click the field you want to delete in the left-hand Edit Panel. 

      2. Click Remove field.

      File uploads

      If you want visitors to upload files through your website, for example, a resume in a job application form, we suggest you create a custom form using a third-party like JotForm or Typeform, and then embed it in your website. 

      Next step

      Next steps functionality helps you customize and control what happens after your client performs a certain action on your website, such as submitting a form.

      1. You can customize the Success message after submission field

      2. Select a Next step of your choosing. Here are the five options available in the dropdown.

        1. None - stay on the same page and only display the success message

        2. Complete a form - go to the selected form. Note: This action is not recommended for this tool.

        3. Schedule an appointment - go to the selected scheduling form

        4. Make a payment - go the the selected checkout page

        5. Redirect to another page - go to the specified section / page / URL / media

      3. Make sure to provide next step details by specifying the target such as Add form / Add scheduling form / Add payment details / Add redirect.

        1. For this example, we will select Redirect to another page since this is a common next step after a client submits a form.

        2. Select the link type from the dropdown and add the necessary information required. Then click Save.

      4. After the appropriate details have been selected (for this example, the Redirect), it displays in the interface.

      Questions? Email hello@b12.io.