The Expert's Guide To The Forms Manager/Builder

Create and customize forms that are exactly what you want them to be! Our Forms Manager allows you to manage all your forms in one place. The Form Builder is self-explanatory and builds your form through a step-by-step wizard. Even if you do not use our Form Builder, here are 5 tips for effectively creating forms with or without boberdoo. Do you prefer video to text? We also have a webinar about the Form Builder/Manager that includes how to build CSS templates, explore back-end form options, use form field configuration and customize form layouts.

Forms Manager

Depending on what vertical subtab you have active on the left side of the screen, the Forms Manager tab will show you all the forms that were previously created. You can also edit, delete, configure, copy and view each form from here. You can use CSS Templates to tweak how the form appears visually. 

Form Builder/Wizard

Once the "Add Form" button is selected, our state-of-the-art Form Builder/Wizard will guide you through the creation of the form. On the left side, there are basic details such as name, source, landing page, and so on. On the right are more complicated options, so keep them disabled if you do not want a Submit loading icon or a Terms and Conditions checkbox. You can also add new text to the Submit button beside it. Next, the Thank You page is the bottom part of this wizard. From here you can specify what "thank you" text will appear once submitted or where the user will be redirected.

Finally, there are third party scripts. If extra "code" is needed for your form, the "Third Party Scripts" text box is where to enter that information. The most common usage of this is adding the Jornaya or Active Prospect/Trusted Form code. In both cases, each company would supply you with the "code". Once that information is pasted into the text box, those scripts will run when the Form page is loaded.


add a form

Configure Fields

This is where you edit how the fields appear in your form. All these fields will show unless you opt to "hide" them under "Form Visibility." The fields that have the "Hide" button are showing and those with "Show" are hidden. To hide fields, click the Hide button, and to show fields click the "Show" button. The fields can be edited to add different options, such as value or how the field should be presented (text box, radio button, checkbox, etc.).

Certain fields such as phone number can be split into multiple boxes by clicking the "Split" button. Merging fields, such as First Name and Last Name, is also an option by selecting both checkboxes under the Merge column. Then at the bottom, you can decide the name for the newly merged field, the delimiter and what to validate the field as. If you mess up with any of these fields, do not fret. You can always unmerge or reset fields to default. 

merge forms

Build Form

Now to make the form look pretty! Title your form at the top, and then add as many pages and sections as you would like your form to have. Toggle your label align to have the text above or to the left of the box/buttons/etc. You can rename, delete and move around different sections and fields. Once you have all the fields where you want them, hit the "Preview" button to see it in action!

form builder

Website Code

Great! You're done. The code will show on this page, and you can edit the size of the form code as well. To simply have the form show up on your web page, copy and paste the ''Website Code'' to your site. You can pass variables to the form that are on your website through the URL. To use this, let's assume your form is set up on To pass values for prefilling the form, use the field names from the system and append them as follows:


Manual Entry Form

The manual entry form is to test if leads match manually. To see how it works, check out this video, or this instructional PDF.