Basic Web Form Guide

Updated on 20-October-2016 at 10:16 AM

Business Catalyst End of life announcement - find out more details.

Web Forms are great because they allow users to submit data in an easy, intuitive manner.
Web Forms in Business Catalyst are easy to create, customize and use. They also offer a wide range of one-click-to-setup scenarios, with implementation in areas such as CRM, E-Commerce, E-mail Campaigns, Secure Zones, Workflows, Affiliate programs.

Aside from the broad usage options that BC Webforms offer, you'll always want to offer an easy way for users to get in touch with you, so let's create a basic contact web-form and proceed to selecting the fields that will be part of it:

1. Create a new webform and set the general settings:

The left panel contains all the elements that you can include on your web form, which will be rendered on the right side. By default when setting up a new form, you'll already be provided with the First Name, Last Name, E-mail Address and the Anti-bot Fraud Protection module .

The name and e-mail address fields are mandatory . Also, we recommend you do not remove the anti-bot module.

2. Add a Custom Field

The user can now add his name and e-mail, let's also provide a text field to enter his message.

3. Add Security Options to proof your web form against spam:

  • Image Verification - Provided with both easy and hard to read settings, this module provides a simple, straightforward method of securing web form usage .
  • Re-Captcha - A different version of the CAPTCHA service, also used to digitize books newspapers and old time radio shows. Implementing this on your site will help the multiple projects that are currently digitizing physical books that were written before the computer age.

Your Form is ready!

All there's left to it is to make sure you've added all the fields you need for the webform, then click Update and your form is ready. At this point you can :

  1. Edit the web form Properties
  2. Preview the web form
  3. Setup the Autoresponder E-Mail (if enabled, after a user submits a form, he will get an autoresponder e-mail from the BC system, confirming his submission, containing your custom message)
  4. More Actions:
    1. Add The form to a web page: Opens the Pages tree view, allowing you to select the page where you wish to publish the web form.
    2. Get the web form HTML code, so you can manually place it on a page or customize it using an HTML editor.
    3. Customize it through BC's own editor - changes will only apply for web form inserted as module.
    4. View the access history on this item.

Check BC Gurus for a video-tutorial on web forms

BC Gurus - Introduction to Web Forms