Open forms from buttons, cards, and hotspots

Follow these steps

1. 1

   Choose the trigger

   PropertiesAction

   Choose Form for a button, Order Form as a product-card CTA, or Form popup as a hotspot content type. Edit the form settings in that object’s panel.

2. 2

   Configure fields

   PropertiesForm

   Enter a title and description. Add fields and set type, label, options, and requirement. Reorder with up/down controls and remove unnecessary fields. Specify input purpose for personal information.

3. 3

   Set response messages

   PropertiesForm

   Set the submit text and success message. An order-request form should acknowledge a request rather than imply completed payment. For a product-card trigger, verify the product context in preview.

4. 4

   Test the popup flow

   EditorPreview

   Activate the trigger, check the correct form opens, navigate fields by keyboard, and test required errors and closing. The compact popup editor does not necessarily include every style or notification setting from a page form.

Related lessons

• Add a form to a page
• Add buttons and links
• Add and position hotspots
• Form notifications and responses