Editing Create a form (section)

== Step-by-Step Instructions ==

=== Step 1: Create a New Form ===
1. Click **Website** > **Forms** on the left menu.
2. Click the **Create new form** button.
3. Enter a name for your form in the provided field and select your desired form style. Remember, available styles may vary based on your ActiveCampaign plan.

=== Step 2: Configure Form Actions ===
4. Click the **Action** dropdown to select what action the form will trigger. Options include:
   * **Subscribe to a list** - This subscribes contacts to your email marketing list. You can choose between a double opt-in (default) or single opt-in.
   * **Subscribe to an SMS list** - This subscribes contacts to an SMS marketing list.
   * **Add a tag** - Adds a specific tag to contacts who submit the form.
   * **Add to a deal** - Creates a new deal for each contact who submits the form.
   * **Email results** - Sends notifications to specified team members each time a contact submits the form.

5. Select the appropriate option from the **Form Action** dropdown, which will vary depending on your previous action selection.
6. Click the **Create form** button. The form builder interface will load, allowing you to customize your form further.

=== Step 3: Add Fields to Your Form ===
You can add various fields based on the form type you selected.

==== Modal, Floating Box, and Floating Bar Forms ====
You may collect:
* Name
* Phone
* Email

*Note: An email address or phone number is required to create a contact.*

To add fields:
1. From the form builder, click the **Options** tab.
2. Use the toggles in the **Fields** section to make the **Name** and **Phone** fields visible.

==== Inline Forms ====
Inline forms allow for collecting more comprehensive data, including contact fields, account fields, and custom object fields. 

To add an inline field:
1. Ensure the **Fields** tab is selected in the right menu.
2. Choose the desired field category and expand it.
3. Drag the field to your form.

=== Step 4: Make Fields Required ===
You can make fields required by:
1. Clicking the **Options** tab for Modal, Floating Box, and Floating Bar forms, then selecting the **Required** checkbox.
2. For Inline forms, click your field, then check the **Required** box in the right menu.

=== Step 5: Customize Form Settings ===
Configure the following settings to enhance your form:
* **Allow blank fields to overwrite existing data** - Toggle this option under the **Options** tab in the **Advanced** section to prevent overwriting existing data.
* Change **Default Text** and **Headers** for each field by modifying the **Default Text** field when selecting an input field in the form builder.
* Customize form design (background images, colors, font types, etc.) through the **Style** tab.

=== Step 6: Control Form Appearance and Messaging ===
You can customize how your form appears and what messages users see upon submission:
* To show a thank you message or redirect to a URL upon submission, access the **Options** tab and modify the **On Submit** section.
* Configure how the form appears (modal, floating box, etc.) and its behavior as visitors interact with your site.