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How do I create and manage My Forms?

Learn how to create, configure, and publish Forms in the UENI Editor — embedded or full-page — including field types, data-synced dropdowns, consent text, and file uploads.

Forms give you far more flexibility than the single message box you're used to — capture membership requests, detailed enquiry information, or dedicated leads, exactly the way your business needs. You can add a form as an embedded section on any page, or launch it as its own full-page, standalone form.

Creating a Form

Step 1: Open Settings → Forms

Create and manage forms entirely from Settings → Forms in the UENI Editor. There's no inline creation from the page editor — you always start here.

The Forms button inside Settings in the UENI Editor

Note: Deleting a form also deletes all of its submissions, and how many live forms you can have depends on your plan (see below) — that's why creation and deletion live in Settings rather than your page editor's Add Section option.

Step 2: Choose a form type

  • Embedded in a page — placed inline on a page, just like your existing content-block sections.

  • Single-page (standalone) form — its own dedicated page, activated on your site and with its own URL.

Step 3: Select a premade form or create a blank form

We have created a set of premade forms which you can choose to use as is or as a base to build something different. The premade forms can be modified by adding or removing different fields. If you prefer, you can use the blank form and start from scratch.

Create a Form menu including four premade forms (Contact Form, Lead Capture, Membership application, Quote Request) and a Blank Form

The premade types of forms are:

  • Contact Form - First & Last name, email, phone, message and consent check.

  • Lead Capture - Name, email, phone and a Qualifying question

  • Membership Application - Contact details, membership type and a short statement

  • Quote Request - Name, email, phone and a product/service selection.

Step 4: Name your form

The last step is naming your form; enter the name in the field and then click Create Form. Your form will be added to the list, and it will be ready to use or modify.

Name your form menu with a green Create form button.

Note: This will also be the name of the form on your website; this can be changed later on.

Managing your Forms

Adding a Form to your site

If you created a new form, adding it is very easy by following the steps below:

  1. Head to your Editor and then Pages

  2. Select the Page you want to add the Form

  3. Click Add Section and then select Forms

  4. Select the Form you want to add

  5. The form you selected will be added to your page

Pro Tip: You can add Embedded or Single page forms directly on any page of your website this way, regardless of whether you created them as Single Page or Embedded forms.

Editing your Forms

Once you create a new form, you can edit it from Settings → Forms. Make all major changes to your forms in Settings; for minor or aesthetic changes, you can do them directly on the Page where your Form is.

Simple form editor inside a page, a red arrow points to the option Edit form in Settings

Changing the Form Title

If you added an Embedded form, you can change the form title after adding it to a page by modifying the Section Title field.

You can change the title of single-page forms both directly on the page where you add the form and in Settings. Go to Settings → Forms, select your single-page Form, and change the Section Title field.

Save your changes, and the title will reflect on your live website.

Page Options

These 3 toggles allow you to transform an existing Form into a single-page form or an embedded form. You can also toggle whether or not you'd like to show the Header and Footer from your standalone page.

Page options menu with three toggles, Standalone page, Show site header and Show site footer, all three are active

More Editing options

Aside from changing the name of your forms, you can control options such as HTML Tags for the title, Font Size and Color, add a subtitle, customize the fields of your form, personalize the submit button, change the alignment of the text on the form, and control the space between fields or the padding at the top and bottom of the form.

Submit Button

  • Change the button text by entering it in the field; it will default to Send Message.

  • Change the button alignment on the page; you can choose from 3 different options: Align to Left or Right, and Align to Center.

  • Change the button to a full-width button (so it spans fully from left to right of your form)

  • Change the Button colour by using the slider or entering a specific Hex code for the color.

Submit button editing menu, includes Button text field, Button alignment with three alignment options (Left, Center, Right), Full-width button checkbox currently unchecked and button colour selector

Form Layout & Formatting

You can tweak the Formatting and Layout of your form by using the controls in this section:

  • Text Alignment allows you to change your form from Left to Right or Center

  • Space Between Fields controls the distance between each of the fields on your form.

  • Padding Top adds space to the top of your form.

  • Padding Bottom adds space to the bottom of your form.

  • Max Width controls how narrow or wide your form is on the page.

Layout and formatting menu showing a text alignment option with three options (Left, Center, Right) and 4 sliders labeled "Space between fields", "Padding Top", "Padding bottom" and "Max Width"

Fields

Premade forms come with different fields, but these can be edited as you see fit. You can add, edit, or delete fields from your form directly on the Fields menu under your selected form.

Fields menu with 6 fields, the fields are: First name, Last name, Email, Phone, Message and Consent. The Add a Field and Edit options sit at the top and are highlighted by a red rectangle.

Deleting a Field

Deleting a field is as simple as clicking the Edit button in the top right corner of the Fields menu. From here, click the trash can icon next to the field you want to delete, and the field will be removed from your form. Click Save if you want to save your changes.

Fields menu with the option to delete a field enabled, the delete options are highlighted by a red rectangle.

Moving a Field

With the Edit button, you are able to move the fields of your form around depending on your needs. Click Edit, then drag and drop the Field to where you want it and save your work.

Field menu with the move options highlighted by a red rectangle

Adding a new Field

Click Add a field to add a new field to your form, choose the field you want to add to your form, set the Label, Placeholder text, and Helper text, select whether the new field will be Full Width or Half Width, and check whether your new field will be required and if you want to show the Label you set for your field to be public or only internal.

View of a live edited field with custom labels

On your form, it looks like this:

Types of Fields

Input Fields

  • Short text

  • Email

  • Phone

  • Long text

  • Dropdown

  • Multiple choice

  • Date picker

  • File upload (Max 5 uploads per form, one file per field, 10MB max size, supported file types: png, jpeg, jpg, pdf, docx, txt)

  • Consent Toggle

  • Checkbox Toggle

Layout Blocks

  • Heading - used to split a form into sections

  • Static text - a short paragraph of helper copy

Every input field lets you set:

  • Required toggle

  • Show label toggle

  • Editable label and placeholder text

  • An optional helper hint shown under the input

  • Width — full or half

Modifying a Field

If you have added a Field, you can modify the Labels, toggles, width, and placeholder text by clicking on the Field inside your form menu:

Fields menu a red arrow points to a field labeled First Name

Once inside the Field you want to edit, modify the Labels and options to what you need and save your changes afterward.

Field modification options

After Submission options

This feature allows you to control what happens after a user submits a form to your website.

After submission button

You can control:

  • Confirmation message shown after form submission

  • Show a button that can keep your customer in this form, open a page URL or open a page on your site

  • Show a second button that can keep your customer in this form, open a page URL or open a page on your site

Sharing your Form

Single page forms are hosted individually on your website, so they can be shared directly via a Direct Link, WhatsApp, Facebook, or X (formerly Twitter). The share button can be found inside your form in Settings → Forms.

Share your form options including Copy Link, Share to Whatsapp, Facebook or X

Checking Form Submissions

After your form is live and you start getting your first responses, you'll want to check what your customers submitted. To do this, head to the My Customers option in the main navigation menu of your UENI Hub.

My Customers button on the UENI Hub main navigation bar

Alternatively, you can also click on the "View My Leads" tile in your UENI Hub:

Once you click here, select Forms, and you will be redirected!

In this menu, click on Forms and you will see all of the submissions to your forms:

Received forms menu including forms received and which form was filled in

Click on the Form Submission you want to review, and you will see the inputs from your customer on the right side of the screen, from here you can take some actions besides reviewing the inputs:

  • Phone button will open your default calling app and will call the number your customer provided.

  • Reply to button will open your default mailing app and draft a message to the email address your customer provided.

  • Request a Review will send a premade email to your customer inviting them to leave a review on your Google Business Profile (no email will be sent if you don't have a verified Google Business Profile connected to your account)

  • Delete Form Submission will delete the form along with all of its contents.

Form submission menu including all inputs from the user a button to call the phone number provided, a button to message the email address provided, request a review button and delete form submission button

Checking your remaining forms and storage space

Your website can handle limited space and forms depending on your plan. Consult the table below to see your plan and the number of forms and storage space it has.

Plan

Live forms

Upload storage

Launch

1

500 MB

Plus

3

1 GB

Growth

Unlimited

10 GB

Head to your profile and click on Subscription to check your current form usage:

UENI Hub customer menu a red arrow points to the Subscription option

Under your plan information, you will find your usage details:

Form usage menu showing 3 out of 3 available forms are used and a storage of 0MB out of 1GB is being used

Deleting a Form

If you run out of storage or forms, you can delete a form to make space for a new one.

WARNING: Deleting a form will delete all of its submissions and file uploads; this action is irreversible.

After you have made sure that you won't need any of the submissions or files from the form you are looking to delete:

  1. Head to Settings → Forms

  2. Select the form you want to delete

  3. Scroll down until you see the Delete option, and click it

  4. Confirm, and your Form, along with all submissions and files, will be deleted

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