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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
  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 ("Form Fields"), showing all added sections and fields in order
  • Right panel -- The field builder, with two tabs: Default Sections and Custom Questions

Adding Fields​

To add a new custom field to your form:

  1. In the right panel, switch to the Custom Questions tab
  2. Enter the field label (the question text)
  3. Select the field type from the dropdown
  4. Configure any additional options (such as checking Make field required)
  5. 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​

The Default Sections tab provides four pre-built sections that you can add to your form with a single click:

  • Family Information -- A role-adaptive section that asks the respondent "I am a" (Student or Parent or Guardian) and then shows the appropriate name, email, phone, birthdate, and address fields. This section satisfies the required Email mapping automatically.
  • Additional Contact 1 Information -- Name, Relationship, Phone, and Email for a secondary contact person
  • Additional Contact 2 Information -- The same fields for a third contact person
  • Communication Preferences -- A single required question, "Would you like to receive text messages?", with yes/no options

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.

The Email Mapping Requirement​

Every form must collect an email address that Conductly can map to a record. If your form does not include the Family Information section and no field is mapped to Email, the designer shows an "Email field is not mapped." warning and the form cannot be saved:

This form cannot be saved yet. At least one field must be mapped to Email. Add a "Family Information" component from Default Sections, or edit a field's CRM mapping and set it to Email.

To satisfy the requirement, either add the Family Information default section, or map one of your custom fields to Email using CRM field mapping. The Save Form button stays disabled until the requirement is met.

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. Drag and drop fields in the form layout to move them into the desired position.

Removing Fields​

To remove a field from your form, click the trash icon on the field in the form layout.

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. Layout changes (adding default sections, reordering, deleting fields) are saved with the Save Form button. Make sure to save each field before moving on to the next one.

warning

The form cannot be saved without an Email mapping. If Save Form is disabled or you see the "Email field is not mapped." warning, add the Family Information section or map a field to Email first. See The Email Mapping Requirement.

Previewing Your Form​

To see your form exactly as families will, click the Live Form button on the form detail page. It opens the public form in a new tab. The form must be published for the public link to work, so publish it before previewing (you can unpublish afterward if you are not ready to share it).

note

The View tab on the form detail page shows the form's submitted responses -- it is not a preview of the form itself.

Next Steps​