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How do I use Design in Online Actions forms?

  • January 21, 2025
  • 0 replies
  • 37 views

Happie Pingol
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The Design step in Online Actions forms allows you to create forms consistent with your organization's branding without needing technical skills. 

 

Step 1: Access the Design step 

  1. Create a new form or edit an existing one in Online Actions 

  1. Complete the Basics and Build Page steps 

  1. Click "Next" or select "Design" from the progress bar at the top 

  1. You'll now be in the Design interface where you can customize your form's appearance 

 

Step 2: Prepare your branding elements 

  1. Before making changes, have your organization's brand assets ready: 

  • Hex color codes for your brand colors 

  • Font preferences (from the available options) 

  • Logo and other image files 

This ensures consistency with your other communications 

 

Step 3: Customize your form's appearance 

  1. Select your preferred font from the dropdown menu 

  1. Choose colors for form elements: 

  • Header background color 

  • Body background color 

  • Button color 

  • Text colors 

  1. Upload your logo or other images as needed 

  1. Preview changes in real-time on the right side of the screen 

 

Step 4: Adjust mobile display settings 

  1. Click the mobile device icon in the preview pane 

  1. Review how your form will appear on mobile devices 

  1. Adjust to ensure good mobile experience 

  1. Toggle back to desktop view to continue editing 

 

Step 5: Save and apply your design 

  1. Click "Save" to store your design changes 

  1. Click "Next" to proceed to the Confirmation step 

  1. Complete the form setup and publish to make your designed form live 

  1. Your custom design will now be applied to your published form 

 

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