Web forms replace paper for permission slips, absentee notes, tour bookings and anything else families need to fill in. You build the form once, share it on your website, in a newsletter or in SZ App, and the responses come straight back to you.
Find your web forms #
In the Control Centre, select Content → Web Forms. The list shows each form’s Name, the Title families see, and whether it’s Active.
Tip: To make a form like one you already have, open the existing form and click Clone. Then change what you need.
Create a form #
Click New Web Form. There are six steps: Details, Builder, Settings, Confirmations, Notifications and Preview. Click Save & Continue to move to the next one.
1. Details #
- Web Form Name: what your team sees in the list.
- Web Form Page Heading: the heading families see on the form.
- Save form to Contact: tick to link each response to the family’s contact record.
- Subscribe Contact: tick to subscribe the person who fills it in.
- Description: an introduction shown above the form, for example “Please complete one form for each excursion your child attends.”
2. Builder #
Add your questions here. Your form appears on the left. The fields you can add are on the right.
- Click a field type under Input Fields to add it. There are fields for Text, Email, Telephone, Date, Single Select, Checkbox, File uploads and more.
- The General tab adds layout and special fields: Heading, Message, Picture, Digital Signature, Recaptcha (to stop spam) and Stripe Product (to take a payment).
- Click a field’s pencil to edit its label and make it required. Click the red minus to remove it. Drag the arrows to reorder fields.
- Click Add Page to split a long form into pages.
3. Settings #
Settings control how the form behaves. Some of the most useful are:
- Status: untick Published to hide the form while you work on it.
- Maximum completion limit: stop accepting responses after a set number, which is handy for limited places.
- Allow Multiple Response: let the same person submit more than once.
- Add contact to groups: add everyone who responds to a group, so you can message them later.
- Approval Required?: send responses to staff to approve.
- Save as you go: let families save their progress and come back to it.
4. Confirmations #
Choose what families see after they submit. System Message shows a thank you message. URL Redirect takes them to a page of your choice.
5. Notifications #
Set the Notification Email addresses that get an email each time someone submits the form.
6. Preview #
Check the form looks right, then you’re done.
Share your form #
Open the form from the Web Forms list. From here you can:
- Preview the form as families see it.
- Embed it, to get the code for putting the form on another page.
- Add it to a newsletter with the Form/Survey element in the newsletter builder, or to an event as an Optional Web Form.
View and export responses #
The form’s page lists its Web Form Records, newest first. Filter them by date or search for a name, then click Export Records to download them as a spreadsheet.
Use New Reminder to schedule a reminder message to a group on a date and time you choose. Tick Exclude users who have submitted this form already so only the families who still need to respond hear from you.
Surveys #
Surveys work the same way as web forms. Find them under Content → Surveys and click New Survey to start one.
Related articles #
Need a hand? #
Our Customer Success Team is here to help. Call 1300 795 503, email [email protected] or start a live chat in your Schoolzine account.
