Harnessing the Power of Sitefinity Forms

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What Are Sitefinity Web Forms?

In this day and age of communication and technology, information is currency. The collection of information makes up the base of eCommerce. Whether it is to create an email list, personalize clients’ experience, maintain customer loyalty, or customer service, businesses and organizations need forms for data collection. Forms can be essential for driving customers down a sales funnel. Therefore, every marketing and sales strategy involves the creation and management of virtual forms. Ecommerce software solutions like Sitefinity website forms act as communication intermediaries. They are necessary to interact with customers on the internet. Forms can be used to:

  • Collect information from website visitors
  • Prompt and collect contact details on websites
  • Gather responses for questionnaires and surveys
  • Offer an avenue to make requests
  • Allow website visitors to get in touch with organizations or departments
  • Give customers a chance to leave feedback and receive customer support
Providing great accessibility and functionality

Sitefinity CMS for Forms

Content management systems like Progress Sitefinity have redefined accessibility. They’ve opened up the world of content creation, management, and marketing to organizations. Now, developers don’t need to be involved in the form creation process from start to end. Anyone can use Sitefinity web form design to create and manage top-quality interactive web forms due to the easy drag-and-drop Sitefinity interface. Additionally, administrators can decide individual permissions for forms. This has streamlined operational efficiency to take productivity to the next level.

Moreover, it has given content creators and marketers more creative control and access to many new features. They can manage notifications and a large number of responses on the frontend and backend. Sitefinity is a one-stop-shop for all the web design and content management needs of businesses. All the features and widgets available on the platform make form creation as seamless as ever. Two of the most critical requirements for enterprises are agility and ease of use. Sitefinity CMS promises all that and so much more.

Administrators and marketers can create, design, edit, and manage web forms from the Sitefinity app. They can either build a web form from scratch or duplicate an existing form to save time, maintain consistency, use already proven Sitefinity web form designs. No existing data from the template form will be imported, and users can add fields and values as they see fit.

Managing and Configuring your Forms

Features of Sitefinity Website Forms

Collecting valid information is one of the biggest challenges of using website forms. Businesses want to get the maximum amount of real data, such as location, email address, and phone number, from website visitors to create their email list and personalize customer’s experience. Quality information is necessary to generate and convert leads. Sitefinity web form builders are equipped to validate input data and send customized error messages as well.

Sitefinity CMS also makes creating user-friendly forms straightforward. Users can take advantage of many features to make filling forms as easy as possible for website visitors. Content creators can build multipage forms with content divided with page breaks to make it more digestible.

Additionally, website visitors can navigate the pages in the form if the ‘Next’ and ‘Previous’ buttons are enabled to fill it out quickly. Another feature is the option to create rule-based forms. These forms hide or display specific fields depending on the information inputted. This is beneficial since it allows users to collect more or less information depending on the information being filled in. Moreover, this goes a long way in personalizing the user experience. Rule-based forms are used frequently in eCommerce, such as on checkout pages to calculate shipping charges depending on location.

Sitefinity CMS also records all data submitted in the forms and can display it online or export it for viewing in Excel. This allows businesses to keep track of and utilize forms accordingly. Administrators can limit access to this data using special permissions for privacy. Furthermore, Sitefinity’s latest versions also include a visual email template editor for Sitefinity website forms. This editor can personalize notifications and communication for increased engagement.

How to Manage a Sitefinity Web Form (In Order)

  • Click on the “Pages” button from the toolbar and click on “Create a page.”
  • Add a title for the page and then click “Create and go to add content.” Save.
  • Click on the “Create a Form” option on the dashboard. Alternatively, you can open the Forms page by clicking on “Forms” in the dropdown menu of content from the toolbar.
  • Add a Title in the relevant field. Then, click on the “Advanced” button to select a web framework (either MVC only or Web Form only).
  • Click on the “Create and go to add fields” button.
  • There will be a list of widgets on the right-hand side of the page you are directed to. You can drag and drop any widget from this list onto the Body of the draft. This will help you structure your form.
  • Click on the “Edit” button on the widget added to add information about the field. Fill in the “Name” and “Placeholder” fields.
  • You can also set rules by clicking on the “Limitations” button. This forces website visitors to enter a particular type of data (e.g., email) or a limited number of text characters. You can also set an error message that will be displayed if invalid information is entered. Save.
  • Do the same for all the widgets that you’ve added.
  • You can edit and check the “Required Field” box in all the required content boxes. You can also set an error message to be displayed if this field is left empty.
  • Publish.
  • Go back to the page you created and open it. Add the form (either Form or MVC Form) widget onto the Body of the page. Click “Edit” and select the form you just created. You can also select a custom confirmation by checking the “Use custom confirmation” from the Settings option. You also have the option of redirecting website visitors to a different page after form completion.
  • Publish the page after you are done.
How can we help

Clarity Sitefinity Experts

Forms are an excellent way to spruce up any website. Sitefinity web form design is a must-have asset for all businesses interested in creating forms online. The process is easy and straightforward, and there is no limit to what developers and content creators can do with the platform. People don’t need HTML knowledge to design forms for their website and gain all the benefits anymore. Progress Sitefinity has changed the game for businesses, and content management has never been easier.

At Clarity, for nearly a decade we have been providing world class custom web development for businesses of all sizes. As a Sitefinity partner, we have worked with clients who use Sitefinity as their CMS and have employed its customization abilities. Our team of expert developers has helped them customize their site through modules, workflows, and widgets to best serve their business needs and the needs of their customers. To learn more about customizing your Sitefinity site or to speak with a developer about your Sitefinity project, call or click to contact us today!

Clarity Sitefinity CMS Experts

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