Skip to main content

Creating Forms

Creating a form in Conductly is straightforward. You will name the form, choose how it affects student records, and then design it with the fields you need.

Creating a New Form​

  1. Navigate to Forms from the main navigation
  2. Click the New form button (or press the C keyboard shortcut)
  3. A drawer will appear with two fields:
    • Name -- Give your form a descriptive name (e.g., "Fall Registration Form" or "Piano Interest Form")
    • Student status after completing form -- Choose what status the student record should receive when someone submits this form
  4. Click Save to create the form

Student Status Options​

When creating a form, you select the student status that will be assigned when the form is submitted:

StatusBest For
Prospective (Lead)Interest forms, inquiry forms, waitlist signups
MarketingNewsletter signups, general contact forms
RegisteredFull registration forms where families have committed to enrolling
ActiveSign-up forms where the student should immediately become active
info

You can change the student status setting after creating the form by editing the form details.

The Form Designer​

After creating a form, click on it from the forms list to open its detail page. From here, navigate to the Design tab to access the form designer.

The form designer has two main areas:

  • Left panel -- Your form layout, showing all added sections and fields in order
  • Right panel -- The field editor, where you configure individual fields

Adding Fields​

To add a new field to your form:

  1. In the field editor (right panel), enter the field label (the question text)
  2. Select the field type from the dropdown
  3. Configure any additional options (such as making the field required)
  4. Click Create Field to add it to your form

The field appears in the form layout on the left. You can continue adding more fields or edit existing ones.

Default Sections​

Conductly provides pre-built sections that you can add to your form with a single click. These sections include standard fields commonly needed for music school registration:

  • Family Information -- Collects guardian name, student name, email, phone, and address information
  • Additional Contact Information -- Adds fields for a secondary contact person
  • Communication Preferences -- Lets families specify how they prefer to be contacted

To add a default section, click the + button next to it. You can expand each default section to see exactly which fields it includes before adding it.

tip

Using default sections saves time and ensures consistency. The Family Information section, in particular, includes fields that map directly to Conductly's student and guardian records for automatic data import.

Editing Fields​

To edit an existing field:

  1. Click on the field in the form layout (left panel)
  2. The field's configuration loads in the field editor (right panel)
  3. Make your changes
  4. Click Update Field to save

Reordering Fields​

You can rearrange fields within your form to control the order families see them. Use drag-and-drop or the up/down controls to move fields into the desired position.

Removing Fields​

To remove a field from your form, use the context menu (three dots) on the field and select the delete option.

Form Name and Details​

You can update the form's name and settings at any time:

  1. Open the form from the forms list
  2. Click on the form name to edit it inline
  3. Use the status controls to change the form's publish status or student status setting

Saving Your Work​

Changes to the form design are saved when you click Create Field or Update Field for individual fields, and when you submit reordering changes. Make sure to save each field before moving on to the next one.

Previewing Your Form​

Use the View tab on the form detail page to see how your form will look to families when they fill it out. This helps you verify the layout, field order, and overall experience before publishing.

Next Steps​