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Creating a form

To start a new form - start here

From the Create a sponsored action menu on the right hand side, choose Form

Start a new form

To edit a current form - start here

Click on Actions then either Manage for a published form OR Edit for a form still in draft. Follow the same instructions below, but obviously some things may have already been set up.

edit a current form



1. Title and description

Give your form a short and clear title (and optionally a more descriptive different title for internal use only) and also a description/instructions written clearly for the person you want to fill in the form.

Form title and description

2. More settings

You can let people know how many other people have taken the action of filling out the form by leaving the Progress Bar on, but usually this is turned off. Then you need a short Form Heading and at the is you can update the text that appears on the submit button depending on what kind of form this is. This could be e.g. 'Update', 'Submit Info' or 'Register'.

3. Edit Form

Then click Edit Form (as seen just above), which takes you to a drag and drop type page to add or remove questions from your form.

This part is hard to describe in words and images - so you need to just have a go. You can drag and drop any fields you don't want for your event (it's up to you). Just click on them and drag away from the left and let go.

In this example the surname and postcode have been removed and the GDPR field is being picked up and moved in to the form.

The fields can then be set to 'Required' if they are mandatory.

In the bottom right then 'SAVE AND PREVIEW' and 'SAVE AND GO TO NEXT STEP'.

4. Thank You page

To keep things simple - turn off the sharing options (you can investigate this later), and change the title to something that suits your form.

5. Write a short message

6. Click 'Save and Publish'

You form is now live, some last things to do are:

  • add a nice page wrapper

    • The page wrapper gives your Event the 'XR Style' of font and colours and also this gets rid of all the Action Network branding at the top and bottom of the page. Swap from the default to the 'no logo' one.

  • turn off or set up auto-reply emails (see below)

    • Click on 'Responses'
    • As usual for an email - you might pick an appropriate wrapper (contact data team if you don't have the XR Wrappers), set up your subject, from and reply-to email correctly.
    • Click SAVE RESPONSES

  • View your event and use the URL to get sign ups!

If you need help on this, please book time on our [Training Request Form](https://rebeltoolkit.extinctionrebellion.uk/books/action-network-for-xr/page/training-request), or [contact the Action Network Data Team](https://rebeltoolkit.extinctionrebellion.uk/link/634#bkmrk-page-title).
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