---
title: "Create a Form Tool"
slug: "create-a-form-tool"
updated: 2022-01-14T08:24:50Z
published: 2022-01-14T08:24:51Z
canonical: "docs.yawave.com/create-a-form-tool"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.yawave.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Create a Form Tool

Learn how to create a Form Tool below.

          **What is a Form Tool?**

          

A Form Tool is used for collecting information including contact details. Collect as much information as you need using a variety of fields such as Text, Number, Phone number, Calcuation, Dropdown, Checkbox, Date and more.

          **Did you know?**

          

When configuring a Form Tool, the default colors will use the colors you have configured in [Theme settings](/v1/docs/configure-theme). **Note:** You'll be able to override Theme settings when configuring a Form Tool. The colors you configure in a Form Tool will only apply to the Tool you are creating.

1. Click *Tools/Form Tools*.

![clickformtools](https://cdn.document360.io/87fc33e7-4f63-4085-a580-c5703615ab6f/Images/Documentation/clickformtools.png)

1. Click *Create Form Tool*.

![clickcreateformtool](https://cdn.document360.io/87fc33e7-4f63-4085-a580-c5703615ab6f/Images/Documentation/clickcreateformtool.png)

1. Enter a name of your choosing in the *Name* field. **Note:** This field has a 80 character limit.

![enterformtoolname](https://cdn.document360.io/87fc33e7-4f63-4085-a580-c5703615ab6f/Images/Documentation/enterformtoolname.png)

1. Here you have two choices: use one of the icons provided by yawave (A) or create your own icon and upload it (B) to use with the Form Tool you are creating. The icon you choose or create will be shown on the Form Tools button you place on the Tool(s) you connect.

![selectformtoolicon](https://cdn.document360.io/87fc33e7-4f63-4085-a580-c5703615ab6f/Images/Documentation/selectformtoolicon.png)

1. The *Touchpoint* and *Journey* settings are optional and require more advanced understanding of the yawave product. If you are already familiar with these settings and how they work, complete the following, otherwise continue to Step 6.

- Select *Add Touchpoint* from the drop-down menu.
- Select a *Journey* from the drop-down menu or select *Add Journey* to create a new one.

1. *Confirmed Rewarding* is an advanced setting. Documentation coming soon.
2. The *Auto. Email Response to Submitter* setting requires a "Thank you for submitting your information" email template that yawave sends to a user after they submit their information. **Note:** The template can be any name and have any content you want to use, but do note the template will be sent to the user *after* they submit the Form Tool form. If you have not done so already, [Create an Email Template](/v1/docs/create-an-email-template). Once you have created your email template, start typing the name in the *Auto. Email Response to Submitter* field. Continue typing the name until your template appears. When your email template appears, click the email template from the drop-down menu. The *Auto. Email Response to Submitter* setting should show your "Thank you for submitting your information" email template. Next, enter a subject you want to include with the email every time it's sent to the user.

          **If you don't see your email template**

          

If you have created an email template you want to use for the *Auto. Email Response to Submitter* email and it does not show up in the list, you'll need to refresh the page.

1. The *Auto. Email Notification to...* setting is similar to the *Auto. Email Response to Submitter* setting in Step 7 above. The difference is the *Auto. Email Notification to...* email is sent to the person responsible for managing the information collected from the user. For example, the email will be sent to your yawave administrator or anyone on your team who needs to have a record of who submitted their information. The *Auto. Email Notification to...* setting requires an email template that yawave sends to an administrator or someone keeping records after the user submits their information. **Note:** The template can be any name and have any content you want to use, but do note the template will be sent *after* the user submits the Form Tool form. If you have not done so already, [Create an Email Template](/v1/docs/create-an-email-template). Once you have created your email template, start typing the name in the *Auto. Email Notification to...* field. Continue typing the name until your template appears. When your email template appears, click the email template from the drop-down menu. The *Auto. Email Notification to...* setting should show your email template. Next, enter a subject you want to include with the email every time it's sent to the user.

          **If you don't see your email template**

          

If you have created an email template you want to use for the *Auto. Email Notification to...* email and it does not show up in the list, you'll need to refresh the page.

1. *Assign Contact To* is an advanced setting. Documentation coming soon.
2. For the *Completion Behavior* setting you have two options: restart the Form Tool from the beginning or redirect the user to a link you choose. *Completion Behavior* shows *Restart Form Tool* as default. This means the Form Tool will start over once the user has submitted their information. If you want to redirect the user to another page, link or URL, click *URL Redirect* from the drop-down menu, wait for the page to refresh and then add the link/URL to the page you want to redirect your user to in the text field.
3. Click *Next*.
4. Below you'll see two images. (A) shows the Form Tool *Motivation Part* output and (B) shows the Form Tool *Motivation Part* settings. The settings you change in (B) will reflect in the output (A). **Note:** The Form Tool *Motivation Part* output is an image and should entice your visitors to fill out the fields you configure in the Form Tool.

![formtoolmotivationoutput](https://cdn.document360.io/87fc33e7-4f63-4085-a580-c5703615ab6f/Images/Documentation/formtoolmotivationoutput.png)

![formtoolmotivationoutputsettings](https://cdn.document360.io/87fc33e7-4f63-4085-a580-c5703615ab6f/Images/Documentation/formtoolmotivationoutputsettings.png)

1. By default *Show Motivation part* is enabled. If disabled, the image and Form Tool *Motivation Part* output will not be shown. If you do not want the Form Tool *Motivation Part* output to be shown, click the toggle once to disable this feature.

![formtoolshowmotivationparttoggle](https://cdn.document360.io/87fc33e7-4f63-4085-a580-c5703615ab6f/Images/Documentation/formtoolshowmotivationparttoggle.png)

When *Show Motivation part* is disabled, the Form Tool *Motivation Part* output will look similar to the following image.

![formtoolshowmotivationpartdisabled](https://cdn.document360.io/87fc33e7-4f63-4085-a580-c5703615ab6f/Images/Documentation/formtoolshowmotivationpartdisabled.png)

1. By default *Dark background layer* is enabled. If disabled, the image background color (in this example, blue) will not be shown. Click the toggle once to disable this feature.

![formtooldarkbackgroundlayertoggle](https://cdn.document360.io/87fc33e7-4f63-4085-a580-c5703615ab6f/Images/Documentation/formtooldarkbackgroundlayertoggle.png)

When *Dark background layer* is disabled, the Form Tool *Motivation Part* output background will look similar to the following image.

![formtooldarkbackgroundlayerdisabled](https://cdn.document360.io/87fc33e7-4f63-4085-a580-c5703615ab6f/Images/Documentation/formtooldarkbackgroundlayerdisabled.png)

1. By default *Customize images* is disabled. To change the *Motivation Part* cover or image, click the toggle once to enable this feature. If enabled, follow the instructions below, otherwise continue to Step 16.

a. Here you'll need a Portrait Image (400x580) 200KB. Once you have the Portrait Image you want to use, drag and drop the image or click to upload. b. Here you'll need a Landscape Image (768x400) 200KB. The *Landscape Image* is used to represent the Form Tool in mobile screen sizes. Once you have the Landscape Image you want to use, drag and drop the image or click to upload.
2. By default *Company Logo* is enabled. If disabled, the logo (in this example, yawave) will not be shown. Click the toggle once to disable this feature. **Note:** The *Company Logo* is set when you [Configure Branding](/v1/docs/configure-branding).

![formtoolcompanylogotoggle](https://cdn.document360.io/87fc33e7-4f63-4085-a580-c5703615ab6f/Images/Documentation/formtoolcompanylogotoggle.png)

When *Company Logo* is disabled, the Form Tool *Motivation Part* company logo will be removed and look similar to the following image.

![formtoolcompanylogotoggleoff](https://cdn.document360.io/87fc33e7-4f63-4085-a580-c5703615ab6f/Images/Documentation/formtoolcompanylogotoggleoff.png)

1. By default *Dark logo* is disabled. If enabled, the white logo (in this example, yawave) will be shown as a dark logo. Click the toggle once to change the white logo to a dark logo. **Note:** This applies to the logo in Step 16 above.
2. Enter motivational text in the *Motivation Title* field. (**Note:** This field has a 100 character limit.) While entering the motivational text you will see it appear in the *Motivation Part*.
3. Enter motivational text, to be shown as a subtext, in the *Motivation Subtitle* field. (**Note:** This field has a 100 character limit.) While entering the motivational text you will see it appear in the *Motivation Part*.
4. By default *Powered by yawave* is enabled. If disabled, the image will not be shown. Click the toggle once to disable this feature.
5. By default *Link button* is disabled. When enabled a clickable button appears. Click the toggle once to enable this feature. If enabled, follow the instructions below, otherwise continue to Step 22.

a. Enter the URL or link you want the button to go to in the *Button URL* field. b. Enter the text you want to be shown on the button in the *Label* field. (**Note:** This field has a 23 character limit.)
6. Click *Next*.
7. Below you'll see two images. (A) shows the Form Tool *Form Part* output and (B) shows the Form Tool *Form Part* settings. The settings you change in (B) will reflect in the output (A). **Note:** The Form Tool *Form Part* output contains fields and steps your users can take when filling out your Form Tool form based on what you choose in the *Form Part* settings.

![formtoolformpartoutput](https://cdn.document360.io/87fc33e7-4f63-4085-a580-c5703615ab6f/Images/Documentation/formtoolformpartoutput.png)

![formtoolformpartsettings](https://cdn.document360.io/87fc33e7-4f63-4085-a580-c5703615ab6f/Images/Documentation/formtoolformpartsettings.png)

The Form Tool comes with one predefined step (B) that you can customize at any time. The one default step (Step 1) contains Contact Details such as First Name, Last Name and Email address.

Click and drag the double arrow to the left of the field to move the field up or down.

![formtoolformpartmovefieldarrow](https://cdn.document360.io/87fc33e7-4f63-4085-a580-c5703615ab6f/Images/Documentation/formtoolformpartmovefieldarrow.png)

Click *Add Field* to add an additional field.

![formtoolformpartclickaddfield](https://cdn.document360.io/87fc33e7-4f63-4085-a580-c5703615ab6f/Images/Documentation/formtoolformpartclickaddfield.png)

Select the field you want to use from the *Field* list.

![formtoolformpartclickfield](https://cdn.document360.io/87fc33e7-4f63-4085-a580-c5703615ab6f/Images/Documentation/formtoolformpartclickfield.png)

Click the three dot menu to the right of the field you want to edit, then click *Edit*. Or click *Delete* to remove the field.

![formtoolformpartfieldclickedit](https://cdn.document360.io/87fc33e7-4f63-4085-a580-c5703615ab6f/Images/Documentation/formtoolformpartfieldclickedit.png)

Click the Step 1 arrow. **Note:** You can click any step arrow at anytime to open the step's settings. In this example, the arrow is pointing down, which means the settings will be shown. When the arrow is pointing up, the settings for that step will not be shown.

![formtoolformpartarrow](https://cdn.document360.io/87fc33e7-4f63-4085-a580-c5703615ab6f/Images/Documentation/formtoolformpartarrow.png)

When you click the Step 1 arrow you should see the one default step. **Note:** If you don't see the one default step, you may have the step's settings expanded. Click the step's arrow to the right until the step is shown similar to the image below.

![formtoolformpartonestep](https://cdn.document360.io/87fc33e7-4f63-4085-a580-c5703615ab6f/Images/Documentation/formtoolformpartonestep.png)

Click *Add Step* to add an additional step. **Note:** When creating additional steps in the Form Tool, yawave automatically adds another screen to the form.

![formtoolformpartclickaddstep](https://cdn.document360.io/87fc33e7-4f63-4085-a580-c5703615ab6f/Images/Documentation/formtoolformpartclickaddstep.png)

Using what you learned above, make adjustments to your form (add, edit or delete steps and fields).

1. Next you'll need to configure the *Save* button settings. The *Save* button is shown in the image below.

![formtoolformpartsavebutton](https://cdn.document360.io/87fc33e7-4f63-4085-a580-c5703615ab6f/Images/Documentation/formtoolformpartsavebutton.png)

Select the color you want to use for the *Save* button from the *Submit Button Settings* drop-down menu. Here you can enter a Hex value, RGB value or use the color picker.

![formtoolformpartsavebuttoncolor](https://cdn.document360.io/87fc33e7-4f63-4085-a580-c5703615ab6f/Images/Documentation/formtoolformpartsavebuttoncolor.png)

Enter the name you want to use for the *Form Tool* label in the *Label* field. **Note:** This field has a 23 character limit.

![formtoolformpartsavebuttonlabel](https://cdn.document360.io/87fc33e7-4f63-4085-a580-c5703615ab6f/Images/Documentation/formtoolformpartsavebuttonlabel.png)

The *Label Uppercase* setting changes the *Save* button label to lowercase or uppercase. When the *Label Uppercase* toggle is enabled (the default setting), the *Save* button label will be shown as uppercase. When the *Label Uppercase* toggle is disabled, the *Save* button label will be shown as lowercase. To show the *Save* button label as lowercase, click the *Label Uppercase* toggle once.

![clickformtoolformpartsavebuttonlabeluppercase](https://cdn.document360.io/87fc33e7-4f63-4085-a580-c5703615ab6f/Images/Documentation/clickformtoolformpartsavebuttonlabeluppercase.png)

1. Click *Save*.

          **Next Steps**

          

[Create and configure Categories](/v1/docs/create-a-category) or review [Onboarding Steps](/v1/docs/start-here).