Forms gather information from your viewers, like their email, name, phone, etc. Readz provides an easy-to-use form builder, where you can customize what type of information you want to gather from your viewers. This information is stored in the Readz Database, but you can also integrate your forms with Mailchimp and Infusionsoft. Readz Database All Readz forms are submitted to the database. Once you create a form in Readz, the database is ready to receive those submissions. You can access the database from the Dashboard or from within the Readz web design studio. Click the down icon in between the phone icon and the home icon to show the header. From the header, click on “Database”.
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Readz forms are made up of three basic ingredients:
  1. A form element
  2. Input fields
  3. A submit button

A form element contains the input fields and the submit button. There are two ways to put forms on your page. You can use pre-made forms we call “form modules” or you can create your own forms from our form building blocks. Form Modules Form Modules are pre-built forms that only require a minor amount of personalization. To add a form module to your page, click on the add elements icon > Forms category > Form Modules option > drag-and-drop one of the form modules onto the page from the list of options. Form Building Blocks Start by adding a form element to the page. Once you’ve added your form element, you can then add the various other input element into the form element. It’s important to add the inputs into the form element. Configuring Inputs Once you drag-and-drop the various form building blocks into your form, you’ll want to manage them. Selecting each input will allow you to manage things like its name. The name is how the input field will appear in the database, so we recommend you label it accurately. Example, if the input is looking for the full name of the view, best to label it “full name”. The type is what type of input are you expecting from the viewer. The default is text, which lets the user put anything they want. The other types are email, telephone number, and URL. If you label an input as “email”, then before the view submits, our form will check that the syntax of the email is correct. If it is not correct, an error message will warn the viewer to adjust that field before you can submit. Same is true for email and telephone number. Required fields force your viewers to input the information before they can submit the form. The placeholder text is a great way to suggest or request appropriate responses from your viewers. You can style the placeholder text but styling the input element via Text Style and/or Element Style. Adding text and media to your form You can drag-and-drop textbox element and media elements into your form element. These are very useful for providing context, branding, and style to your form. Our form modules show examples of textbox elements in forms. The textbox elements give the viewer some directions to what is expected. Form Properties Once you drag-and-drop your form onto the page, if you click anywhere on the form element (not on an input field element or submit button), the form properties menu will appear. It’s important to realize where you click on as clicking in the area of an input field element will only open the properties for that input element.
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  1. Form Name is the name that will appear in the database. Best practice is to name your form something that makes it stand out against other forms you might use. Example, “Contact Us” for forms titled as such.
  2. When form is submitted is a drop-down with 4 options. You may either choose to:
a. Display a thank you message* when a form is successfully submitted
b. Have the viewer taken to a new URL which will open in a new browser tab
c. Take the viewer to another page in your project.
d. Perform none of the above
*The thank you message can be customized. If you click on the radio button for the thank you message, you can see an example of it. You can change the text shown in the thank you message by inputting into the field to the right of the radio button. You can also select the textbox element on the page and style it to however you’d like. In the properties window, you can also choose to style the background of the thank you message by clicking on the Style Background button below the thank you message input field.
3. Configure Form Integrations is a drop-down where you can attach a Mailchimp or Infusionsoft account to your Readz URL, and have form submissions forwarded to those services. For Infusionsoft, you’ll need your account name and API key. Here’s how to find the Infusionsoft API key. For Mailchimp, you’ll need your API key. Here’s how to find the Mailchimp API key.
Once you’ve integrated with Mailchimp or Infusionsoft, the next task is to match the input fields in your Readz form to the input fields on Mailchimp/Infusionsoft.

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Custom Error Messages When users input the wrong email address format, or miss a required field, a red message appears letting them know this. These a default messages, but they can be customized via the “Custom Error Messages” dropdown. They can use all languages that are natively supported by Readz approved browsers. Goal A goal is where you can categorize your form. Very useful if you have many forms, but want to divide them up into related categories. It’s called “goal” because you should name these categories based on the goal of the form. You can manage form goals by clicking “manage form goals” below the goals drop-down. Here you can remove, rename, and create goals that your forms should be categorized into. How to set custom thank you message If the thank you message provided isn’t enough for your needs, you can create your own thank you message. This process requires you have an element on your page that’ll be the thank you message, and actions on the form that once submitted, will display the thank you message element(s). Start by creating the thank you message element(s).
  1. Add a box to the page and style it as your background for the thank you message content.
  2. Then, add elements into the box element.
  3. Style those elements for desktop, tablet and phone.
  4. We also recommend setting this box element to be a fixed position element so that it’s always shown on screen.
  5. Open the Index menu, select the box element, give it an appropriate name you’ll remember.
  6. Hide it by clicking the eye-icon in the Index menu until the eye-icon appears shut.
Next, create the actions on the form that will show this now hidden box element when the form is submitted. To create the action:
  1. Select the form element. The form properties panel should open automatically.
  2. Near the bottom of the form properties panel, there’s a call-to-action to “Manage Form Actions”. This will open the advanced actions UI.
  3. In the category of the On Submit, add a new action.
  4. Classify this new action as an animation, with the animation of “Fade In” (you can tailor this animation to be what you like).
  5. In the “Or Select From Element List” drop-down, find the box element that contains the thank you message.
  6. Save and preview your page.
  7. Test the thank you message by inputting examples into the form and submitting.
Contact support@readz.com if you have any questions about creating your own custom thank-you message.
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