Forms

The Forms module allows you to create fully customizable forms to collect information from users interested in a specific unit. Forms can be embedded directly into your project flow, supporting advanced customization, logic rules, previews, and multi-language translations. This module is commonly used for:

• Lead capture
• Unit inquiries
• Reservation requests
• Contact and information collection

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Enabling the Form

To activate a form for a project:

1. In your dashboard, go to Sales & Marketing. From there, you will find the Form module.
2. Toggle Enable form to ON.

Once enabled, the form becomes available in the project flow and can be customized.

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Form Configuration

To customize your form, click Edit to open the Form builder. The builder is divided into four main sections:

• Designer
• Preview
• Logic
• Translations

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Designer

The Designer tab is where you build and configure the structure of your form.

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Form Title and Description

• Form title: Defines the main heading of the form. Example: Request info about unit unitName Dynamic variables like unitName are supported.
• Title visibility: You can choose whether the title and description are visible to end users.

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Form Language

• Select the default language for the form. Available default languages are English, Spanish, French, and German.

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Display Settings

• Form display mode
  • Editable: Users can fill in and submit the form.
  • Read-only: Form is visible but cannot be edited.
• Form width mode
  • Auto: Adjust automatically to layout.
  • Static: Fixed width.
  • Responsive: Adapts to different screen sizes.

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Fields and Questions

You can add and configure multiple field types, including:

• Single-line input
• Long text
• Radio button groups
• Checkboxes
• Dropdowns
• Multi-select dropdowns
• Yes / No questions

Each field supports:

• Required / optional settings
• Custom labels
• Validation rules

Example fields:

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Logo and Header

You can upload a logo to display in the form header, helping mantain brand consistency.

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Navigation and Pages

• Organize the form into multiple pages
• Control navigation between pages
• Define the overall flow of the form

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Validation

Set validation rules to ensure users provide correct and complete information (e.g. required fields, email format).

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Thank you page

After submission, users are shown a confirmation screen. You can customize:

• Thank you message
• HTML markup
• Button text

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Preview

The Preview tab allows you to see exactly how the form will appear to end users before publishing.

• View the full layout
• Test field behaviour
• Confirm images, text, and button placement

This is especially useful when testing different screen sizes and layouts.

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Logic

The logic tab lets you define conditional rules that control the form flow.

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Logic Rules

You can create rules based on user input to:

• Show or hide specific questions
• Control navigation between pages
• Customize the user journey dynamically

To create a rule:

1. Go to Logic
2. Click Add New Rule
3. Define the condition and resulting action

If no rules are created, the form follows a linear flow by default.

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Translations

The Translations tab aloows you to manage multi-language versions of the form.

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Supported Translations

You can translate:

• Form title
• Button text
• Than you page content
• Questions labels

Each language is managed side by side for easy comparison and editing.

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Language Management

• Add or remove languages
• Enable only selected languages
• Keep English as default fallback

This makes Forms ideal for international or multi-region projects.

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Form Image

You can upload a Form Image that will override the main project image and be displayed alongside the form in preview and live views.

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Email Settings

Forms support email language configuration, allowing notification or automated messages to match the selected form language.

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Custom Reservation Flow

For advanced use cases, you can define a Custom Reservation Flow, including a custom confirmation message after submission. If no custom message is set, the default confirmation behavior is applied.