How to add a Form to your Website (Drag-and-Drop Editor)

Adding a form to your Webpage in the Drag-and-Drop editor is fairly easy, just follow the steps below:

1) Log in to PatientSites Web Editor at client.patientsites.com

2)  Click on Content in the main menu and navigate to the Pages submenu. 

3) On the Left-most side under “Company Content” you’ll see your website’s pages listed. Click on the one you’d like to edit. 

4) On the left side of the Page Editor click the + icon that opens up the Elements list.

5) Click Forms, then click and drag the “Inline Form” element into the Page Editor, and place it where you’d like to add the form.
Note 1: a green line will appear to signal where you’d dropping the new element.
Note 2: There is a version for light and dark backgrounds.

6) As soon as you drop the Form in the page a pop-up window will open where you will need to name the form, and add the contact email address you want to receive the submissions. Then hit Submit.

7) Then, in the Form Fields tab select the fields you would like applicants to fill out - we recommend having name and email address be mandatory requirements, but the rest is up to you. 

8) In the Form Settings tab you can adjust additional settings: captcha requirement, how to display field names, link a “Thank You page”, choose the follow-up action after submitting a form (single Email, Email Campaign, Client Event, or none), as well as the Opt-in settings for further communication with applicants.