Field Logic for Custom Forms

With CallRail's form builder, you can create rules for your form that show or hide specific fields based on a person's response to a previous field. This allows your customers to automatically skip to another question in your form depending on their answer to a previous question.

For example, a dental practice could add field logic to a specific question on a form that asks, “Are you an existing patient?” If the customer says "yes," then we’d direct them to a different question on your form as opposed to if they indicated they weren’t a new patient.

Before getting started, be sure your form has all the fields on it that you'll need before setting rules for your fields. Here's how: Build a custom form

Adding field logic to your custom form

  1. Click the Settings icon on the left navigation bar.

  2. Choose the company where you'd like to create or edit a custom form.

  3. Choose Custom Forms from the  Forms & Chats header on the left.

  4. Click Create Form to build and style a new form, or click the Edit (pencil) icon if you'd like to make changes to an existing form.

  5. Create or update the fields on your form that you'll need before setting up your field logic. When you reach the editing step, select the Field Logic tab.

  6. In the first “If” field, choose the field you’d like to target, and set the field choice.

  7. Choose the next field that should be shown or hidden depending on their answer.

  8. Add styling to your form by clicking the Edit Styles before you save it. 

  9. Click Create Form to save your styling options on a new form, or click Save Form if you're changing an existing form.