Publishing Forms

You can publish forms in your website that site visitors can use or submit information with, such as customized search forms or email forms that allow customers to send you feedback.

Note:

If you want to create and edit any of the forms listed below, your role must have Publish Forms permission, and Store Content Item permission. For more information, see Standard Roles Permissions Table.

Form Type

Description

Usage

Email Forms

A standard form your customers use to send e-mail messages to your company.

Use this to enable customers to e-mail you questions about items you sell.

Search Forms

Enables customers to search using a customized form you design.

Use this type to tweak your site's search form to query only specific fields and to return a narrowly tailored list of results.

Case and Customer Forms

Online forms published as information items allow customers to fill out information directly in your site.

Use this to have leads interested in an upcoming service fill out contact information, creating a new lead record.

Note:

You can only publish customer forms that use the standard template through the Publish Forms page.

File Download with Online Forms

Online form that, when filled out, allows a free download of a file from your File Cabinet.

Use this to capture lead information and create a lead record from site visitors who want to download a free website template.

Related Topics

Displaying Items and Information
Customizing Items in Your Site
Related Items
Information Items
Images

General Notices