Form Builder

Sometimes you need to hear from your users. Whether it’s requesting an appointment, giving some vital feedback, or inquiring about interest rates, Banno’s form builder gives you the tools to make custom form entry pages for your website. Whether you want to take a sample template or make your own form from scratch, we’ve got you covered.

The form builder landing

  • Banno CMS
  • Form builder

The form builder menu provides a list of all created forms, including the time they were last edited. Selecting an existing form allows you to edit that form, while the Create a form button allows you to create a new form. Both methods will bring you into the form builder.

The form builder

The form builder utilizes a simple drag-and-drop interface to order elements, such as text entry and section divisions. A delete icon can be used to remove fields. When creating a new form, a prompt will ask for a name and allow you to select a template. The form’s name will appear in the list of mailbox filters.

While selecting to start from scratch will provide an empty form to add to, selecting a template will pre-populate a number of fields tailored to one of several common form types:

  • Contact us
  • Give feedback
  • Was this helpful?
  • Newsletter sign-up
  • SBA Debt Relief

Whether using a template or creating from scratch, forms are fully editable and utilize the same components. These are broken into three sections:

  • Smart fields
  • Basic fields
  • Presentation

Smart fields

Smart fields provide entry fields intended to collect specific pieces of information commonly used in forms. These fields have some additional configuration options, but by default use the most common standards and can be used as-is. All smart fields include a CSS classname value to allow for custom styling.

The following smart fields are available:

Name

The Name field provides text fields for names.

Description
This text is used to define or provide instructions for filling out this field.
Required?
This checkbox defines if the field must be completed to submit the form.
Name fields
These entries define the name entries displayed and include toggles that control which fields are required. By default, only First name and Last name are required. Each entry can be renamed as needed.
Describes primary form applicant?
This checkbox defines if the provided information should reflect the user filling out the form.

Email

The Email field provides a text field for email entry and requires a valid email format.

Label
This text shows the user the name for this field.
Description
This text is used to define or provide instructions for filling out this field.
Required?
This checkbox defines if the field must be completed to submit the form.
Placeholder text
This text provides an example value for the entry to show the user valid text. This will be displayed in a lighter color than user-provided text.
Describes primary form applicant?
This checkbox defines if the provided information should reflect the user filling out the form.

Address

The Address field provides text fields for addresses.

Description
This text is used to define or provide instructions for filling out this field.
Required?
This checkbox defines if the field must be completed to submit the form.
Address fields
These entries define the address entries displayed and include toggles that control which fields are required. By default, Street address, City, State, and Zip are required. Each entry can be renamed as needed.
Describes primary form applicant?
This checkbox defines if the provided information should reflect the user filling out the form.

Phone

Label
This text shows the user the name for this field.
Description
This text is used to define or provide instructions for filling out this field.
Required?
This checkbox defines if the field must be completed to submit the form.
Describes primary form applicant?
This checkbox defines if the provided information should reflect the user filling out the form.

View our How-to guide