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Classic Platform



  1. Select Content on the left hand menu

  2. Select Forms

  3. Select New Webform (If not present please email support@advisorwebsites.com)

  4. Enter the Name of the form in title. Enter the event information in the Body section

  5. Press the Save as Draft button to save your progress

  6. Select the Webform tab

  7. To add each Form Field enter its Name in New component name, Select the field type in the drop down menu under Type, Select the checkbox under Mandatory to make the field required and then press the Add Button

  8. In Form Components you can change the default settings of the field. To save each component press the Save Component button at the bottom. The default settings work for most people

  9. Repeat steps 7 and 8 for each field you want to add to the form

  10. Navigate to emails tab while still under webform (Important!)

  11. Add the email address that will receive notifications when the form is filled out. You can add multiple emails

  12. Next go to Form Settings to change the default form settings (eg. Link to a custom thank you page. limit number of submissions that can be made on the form). The default setting work for most people

  13. Press the Save configuration button at the bottom of the page

  14. Then click the Edit tab

  15. Press the Publish button to make the form live on your website





Force Platform



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