How to Setup a Dropdown Field in Your Form


Overview: This guide will explain how dropdown properties function.



What is Required for a Dropdown:


Note: Red Fields below are mandatory for successfully saving your new fields.


A. Label* - (First field) sometimes already filled out as "Select." This is the title of the field that will display on the users end.


B. Sub Label - This is a secondary piece of text that provides additional context, instructions, or clarification for a specific form field.


C. Hover Over - The enables you to include insight into a field once the user moves their mouse over a that specific field. Used to help users better understand a request.


D. Options* - The options field is where you can input all your checkbox options.


Add Fields - You can add additional field options, but selecting the plus sign.


Remove Fields - You can remove fields by selecting the trash icon.


Very Important: When you apply your options, you will need to copy the same text for option 1, 2, etc. into all three of the blue button fields for Label Field and Value Field.





E. Top - This field is where you can select the positioning of your title vs he dropdown box.


G. Validation Type - This dropdown option allows you to convert a standard text field into multiple options as displayed below.


Note: This field is not necessary for a dropdown field as this function is only used for text based fields.


  • Email - This will only allow the user to apply an email address

  • Telephone - This will only allow the user to apply a phone number.

  • URL - This will only allow the user to apply a URL/web link.

  • Date Number - This will only allow the user to submit a date from a calendar pop up.

  • Password - This feature will allow a user to input a password which will appears in dot format for privacy.

  • Time - This will configure the text field to allow the user to select and specify a time.


H. Name* - This field is VERY IMPORTANT. This field will be what is displayed on your email notification/form submission internally. This gives you the ability to have an outward and inward facing field title for a field. 


Important Note:  If this field is not filled out, you will receive an ERROR when saving the form. 


Example: 


  • What you may want the guest to see (Label/Outward Title): What time of date is best to reach you?

  • What you may want to see (Name/Inward Title): Call Time


I. Select Name - This filed is used o map the users response to a field in their CRM profile.


J. Field/ID - this field is for advanced users.


Once you have applied your properties to your element, you can select the "Save" button to save the form to the system. This is located at the top right hand side of the window.


Note: This is only saving the form, but does not post to your website until you add it in the visual builder portion of your back end.