Creating a form

Creating a form in Beagle is extremely easy. Log in to your Beagle account with administrator permissions and click in the menu entry “forms." You will be presented with a list of all existing forms. By pressing on the large button, "Create New Form,” you will be presented with a page with all the settings for that form.



Basic Settings

Here you can provide the basic settings of the form.

Name: Here you can provide a name for this form that will only be used inside the Beagle administration. We recommend that you use quite self-explanatory names and use a naming convention so you can retrieve the right form easily.

On submission notify: You can tell Beagle to send an email every time a visitor submits a form successfully. Just specify the email address of the person who will receive the notifications.

Labels: In this field, you can select existing labels or create new ones to describe what type of content or interest this form represents. For example, if you are offering an ebook about online marketing, you can create a label called "Online Marketing" here.

Just start writing in the field and the system will propose a dropdown list with similar terms. If the label does not yet exist, just select the option “Add…” and your term will be created in the pool of labels. You can read much more about labels on this support page.



Additional Fields and Labels

All Beagle forms have the email field activated by default. This is important because only leads with email addresses can be saved in the database. You also want visitors to fill their emails to make sure that they are who Beagle thinks they are, and avoid confusion in case someone borrows a computer in a public space and the like.

Right now we have the fields we consider more important, but we can add extra fields if we get requests from our users. In the near future, we will allow you to create your own fields.

To decide which fields are present in the form, just tick the checkboxes and the fields will appear in the editor with the default label. Besides each field, you can see a place where you can specify alternative labels that will be visible above each field. This is useful if you are going to use Beagle in different languages or just want to write other things.



Style and Text (Only for iframes)

With Ajax forms, web developers have full control of labels, design, errors and success messages, etc. When you use iframes, Beagle handles all these parameters and therefore you need to specify them here.

CSS file URL: Beagle iframe forms look great out of the box with a toned down, minimalistic approach that should suit most of the sites and color backgrounds. They also adapt their size to the number of fields presented, which is a problem in many other systems. Sometimes you will want to customize this look and feel to better suit the style of your site. Styling iframes cannot be done from the regular CSS of your website because it does not affect the content of an iframe. You need to load the CSS from within the iframe, and the easiest way is to just provide an url to a CSS file in your site. This way, your web developer can style the form easily with the usual development tools and without having to log in to Beagle.

Message on Successful Submission: When a visitor submits a form and everything works as it should, a confirmation message is displayed in the iframe. Write a short sentence with this thank you message and maybe a message explaining that they will receive an email with their content soon.