Using Form Builder

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Overview

Learn how to set up a web form using the native form builder in Sugar Market.  You will learn how to select a theme or template, fill in the form basics, build the structure of the form, style the form, and set up form actions.

Intended Audience:

  • New Sugar Market Users
  • Sugar Market Admin Users
  • Executives looking for a high level overview

This course includes the following lessons:

  • Part One: Navigation, Theme Selection, & Form Basics
  • Part Two: Form Build
  • Part Three: Adding & Editing Fields
  • Part Four: Form Style
  • Part Five: Form Actions, Publishing, & Form Responses

Duration:

About 30 minutes

Lessons

Part One: Navigation, Theme Selection, & Form Basics

In this video, you will learn how to navigate to form builder, select your forms theme or template, and fill in the form basics.

Part Two: Form Build

In this video, you will learn how to edit the Email and Submit field on your Sugar Market form.

Part Three: Adding & Editing Fields

In this video, you will learn how to add and edit fields to collect additional data on your Sugar Market form.

Part Four: Form Style

In this video, you will learn how to style your Sugar Market form to match your brand guidelines.

Part Five: Form Actions, Publishing, & Viewing Form Responses

In this video, you will learn about the action options available for users who submit your form, how to publish, and how to view form responses.

Price: FREE

Please email university@sugarcrm.com if you have course feedback or need assistance