Customizing Your Contact Form

Your ‘Contact Form’ allows you to collect and enter pertinent data related to any contact saved within Glue Up. Glue Up provides a basic contact form template, which you can update with additional fields.

On the Contact Forms page, you can select to customize the Company and Contact forms by clicking Edit, and you can also preview the current form.

Customizing the Form

On this page, you can customize your form. Select any of the fields from the Existing Fields list to add to the form, drag and drop to change the order of the fields, click the trash can icon to remove any unnecessary fields, use the Separators to organize the layout, and add additional descriptions, and you can use translation icon to have multi-language form. Please make sure to click “Save” when you complete building your form.

Adding Custom Fields

You can add new fields in the Organization Settings > Field Settings page. Or, you can directly add the new field from the Contact Form page by clicking “Add Custom Fields” button on the left side.

When adding custom fields, you can:

• Select the field type.
• Input title and a placeholder.
  • Internal Key is automatically filled up by the system, but you can edit it if needed.
• Select the option to directly add this field to the Contact form.
• Select the mandatory option.
• Select the non-editable option.

The existing field types are as below:

• Short Text: For single-line, short text entries.
• Comment Box: For longer, descriptive entries.
• Email: For adding email addresses beyond their primary email address. Therefore, these additional emails are not the primary email identifier for the contact.
• Phone: For phone numbers, including the country code.
• Social media accounts: For custom Social media accounts displaying the logo.
• Link: For URL links (website addresses).
• Date: For Calendar format selection.
• Time: For Hour and Minute selection.
• Single Choice: This option adds a question that can only be answered with a single-choice selection. You can choose a drop-down or radio button design.
• Multiple Choice: Adds a question that the multiple options can be selected. Choose a drop-down or check-box design.
• Cascading Choice: Check this article for more information on Cascading multiple choice.
• Single File Upload: Upload a single file.
• Multiple File Upload: Upload 1 or more files.

Once new fields are saved, you can find them from the Existing Fields list. The new fields will be available in Contact, Memberships Application, and Event Registration.

Tips & Tricks

TIP 1: If you create a ‘Custom Field’ directly from the ‘Event Registration Form’, you are creating a one-time, single-use ‘Custom Field’ and it is not saved with your existing ‘Custom Fields’ for future use. Therefore, if you want to reuse the field on other forms, follow the steps above under ‘Contact Settings’. Creating a field directly in the event page are recommended for the information you collect for that event, such as the dietary requirements, seat preference, and more.

TIP 2: Click on the gear shape icon in each row of the field in the Contact, Membership Applications, or Event Registration forms, you have the option to make it:

• Private: This field is only visible and editable by the admin users, who are listed as a Team Member in your Glue Up account.
• Mandatory: This field must be filled. When the member applies for the membership, the attendee registers for an event, and when you add a contact profile manually from the Contacts module.
• Non-Editable: This field is not available to be edited by your members or the event attendees.