Step 1: Open the Websites Section
Go to the Marketing menu and select Websites.
Step 2: Select the Website
Choose the website you want to edit.
Step 3: Open the Form Editor
Click the Pencil Icon next to the form.
This will open the list of forms available on your website.
Step 4: Select or Create a Form
Choose one of the following:
Edit an existing form
Create a new form
Step 5: Update Required Fields
Select which fields should be required.
Example:
Address = Required
Phone Number = Required
Email = Optional
Step 6: Keep the Privacy Policy Checkbox
Make sure the Privacy Policy Checkbox remains enabled.
This is required for A2P compliance.
Step 7: Add New Fields
Click or drag a field type into the form.
Available Field Types:
Single-Line Text
Paragraph Text
Dropdown
Phone Number
Number Field
Checkboxes
Radio Buttons
Custom HTML
Step 8: Customize the Field
Edit the field label and settings.
Example:
“What has you thinking about selling?”
You can also mark the field as required if needed.
Step 9: Add Dropdown Choices
For dropdown fields, enter the available options.
Example:
Light Rehab
Medium Rehab
Heavy Rehab
Step 10: Preview the Form
Click Preview to review how the form will appear.
Step 11: Save the Form
Once all changes are complete, click Save Form.
Result
The updated form will be saved and available on your website.