1. Click on "Form Wizard" on the Content & Design menu to display the Coaching page
2. Click on "Create a New Form Using Templates" to display the form templates page.
3. Click on the Preview icon for any form template to view what this form would look like on your website. Close the Preview window.
4. Click on the template name for the form you would like to create.
5. Click "Create Form" on the Create New Form confirmation screen.
6. Your form has been created and you will see your new form listed on "My Forms". See the instructions below for editing your new form.

1. Click on "Form Wizard" on the Content & Design menu to display the Coaching page
2. Click on "Create a New Form Using Form Wizard" to display the form wizard page.

3. The "Create New Form" screen will be displayed asking you to specify some basic information about your new form. Follow the instructions for each field to enter your form settings.
4. After completing the Form Settings, click the "Create New Form" button to continue.
5. Next you will be presented with some common fields used on most forms. You can optionally unselect any fields you do not wish to be included on your form. We strongly recommend that you leave the email address field on your form! You will learn how to add more fields in the next section. Click the "Add Selected Fields" button to continue.
6. The list of form fields selected for this form is now shown on the screen. From here you can change the order of your form fields, add new fields and delete fields (this is covered in the "Editing Forms" section).

Editing a Form

1. Select "Form Wizard" on the Content & Design menu to display the Coaching page
2. Click "My Website Forms" to display your listing of existing forms.
3. Click on your form name for editing options
4. Select "Edit Form Settings" to edit your basic form settings or "Edit Form Fields" to add, change, or delete fields on your form.

1. Select "Form Wizard" on the Content & Design menu to display the Coaching page
2. Click "My Website Forms" to display your listing of existing forms.
3. Click on your form name for editing options
4. Select "Edit Form Fields" to display the field editing screen.
5. Click on Add New Field at the top of the Field List
6. Follow the instructions for each field and enter your information for the new form field.
7. Click "Add Field" to add the field to the list
8. Use the Up/Down arrows or the order selector to position the field where you would like it to be display on your form.

• To edit any field settings, click the field name and make your desired changes.
• To change the order of the fields, use the Up/Down arrows or the order selector to move the fields on the form (the order in which the fields are displayed on this screen is the order in which they will display on your form)
• To delete a field, click on the field name for editing options and then click the "Delete Field" button at the bottom of the page and confirm the delete action.
  

To Add a Form to Your Menu Links (review from Day 4)

1. Click on "My Website Design" on the Content & Design menu to display the Coaching page
2. Click on "Edit Active Menu Links" to display the Menu Links page

3. Click "Add New Menu Link" to display the Add Menu Link page
4. Type your Link Text in the Link Text field (this is the link your website visitor will see)
5. Select your Link Page (or Form) from the "Select Custom Page" drop down menu (under General Link Settings)
6. Feel free to experiment with the other link options (for example font color and size) at your leisure
7. Click the "Add Menu Item" button to create your new menu link
8. Click the Up/Down arrows on the Menu Links page to move the new menu link to your desired location
9. Click "Close Window" on the Menu Links Page
10. Click "Close Window" on the Customize Template Page
11. Click "View My Website" from your intranet menu to view your new website navigation

Creating a Link to Your Form from a Custom Page (review from Day 4)

1. Select "My Website Pages" from the Content & Design Menu to display the Coaching page.
2. Select "View/Change Website Pages" on the Coaching page to display your list of pages.
3. Click on the page on which you want to add a link.
4. Select the option to "Edit Your Page with the Page Editor"
5. Type your link text in the page content (this is the text that your website visitor will click on - for example: "Click Here")


6. Highlight the link text by dragging your mouse over the text
7. Click on the Link Tool on the Editor Toolbar
8. Select the Website Page (or Form) you wish to create a link to from the drop down menu of custom pages.
9. You will see the page URL automatically fill in the URL field (note: you can also type directly in the URL link field to create links to external websites)
10. Link Options: Check the "Open link in a New Browser Window" option only if you want this link to create a popup window over your website.
11. Click OK to Create the Link
12. Save your Website Page

1. Click on "Form Wizard" on the Content & Design menu to display the Coaching page
2. Click on "Form Data Submission Reports" to display the form templates page.
3. Select a report date range (optional)
4. Select your report criteria (optional, for example: you might want to display all data submitted from visitors who live in FL or all visitors whose last name is Smith)
5. Select a report display option (Grouped by Record will display one entire form record at a time, Grouped by Field will display a "spreadsheet style" report)