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101 Guide: How To Build, Edit, And Utilize Forms

This guide explains how to create, edit, style, configure, and integrate Kyrios forms, including payments, conditional logic, and submissions management.

Updated over 2 months ago

Who This Is For / When to Use

Use this guide if you want to build a new form, customize its layout and styling, collect payments, apply conditional logic, or manage form submissions inside Kyrios.


Overview of the Forms Feature

Kyrios Forms allow you to collect lead information, payments, and responses without coding.

You will see three tabs when navigating to Forms:

  • Builder: Create and edit forms.

  • Analyze: View submission volume and performance over time.

  • Submissions: Review, search, and export form responses.


Step 1: Create a Form

  1. Navigate to Sites > Forms.

  2. Open the Builder tab.

  3. Click + Add Form.

  4. Choose Start from Scratch or From Templates.

  5. Click Create.

You can rename the form at any time by clicking the pencil icon next to the form name.


Step 2: Add and Manage Form Elements

Open the Elements Panel

Click the + icon on the left to open the Form Element panel.

Available Elements (Quick Add)

  • Full Name

  • First Name

  • Last Name

  • Date of Birth

  • Phone

  • Email

  • Button

  • Address

  • City

  • State

  • Country

  • Postal Code

  • Website

  • Organization

  • Text

  • HTML

  • Image

  • Captcha

  • Source

  • Terms & Conditions

Drag and Drop Elements

Click an element and drag it into position on the form canvas.

Edit or Remove Elements

  • Click an element to open its settings.

  • Use the X icon to delete it.

Short Labels

Each field supports a Short Label, which provides helper text under the input field.


Add Custom Object Fields

You can add custom object fields directly into forms.

  1. Open the Form Element panel.

  2. Switch to Add Object Fields.

  3. Drag the desired object field into the form.


Address Auto-Complete

The Address field supports auto-complete to speed up data entry and improve accuracy.

To enable it:

  1. Add the Address field.

  2. Toggle Auto-Complete Address in field settings.


Step 3: Add Conditional Logic (Optional)

Click the Logic icon next to the + button to configure conditions.

Supported Logic Types

Redirect to URL

Redirects users to a specific URL based on their input.

Display Custom Message

Shows a message dynamically based on user responses.

Disqualify Lead

Marks a lead as disqualified and optionally redirects or shows a message.

Disqualified leads are not counted as submissions.

Show / Hide Fields

Dynamically control field visibility based on selections.


Step 4: Style and Design Your Form

Open the right-side panel and select Styles.

Layout Settings

  • Single Column

  • Two Column

  • Single Line

You can also adjust:

  • Width

  • Field spacing

  • Label alignment

  • Padding

Background and Header Images

  • Background Image: Covers the entire page.

  • Header Image: Displays at the top of the form.

Themes

Choose from professionally designed themes under the Themes tab.


Step 5: Form Settings

Open the Settings tab at the top of the form editor.

On Submit Actions

Choose what happens after submission:

  • Open URL

  • Show Message

  • Show Order Confirmation (for payments)

Additional Settings

  • Facebook Pixel ID

  • Facebook Pixel Events

  • Timezone tracking

  • Sticky Contact toggle


Step 6: Payments and Order Confirmation

Add the Payments Element

Drag Collect Payment into your form.

Configure Payment Settings

  • Select currency

  • Set suggested amounts

  • Allow custom amounts

  • Connect payment provider

Order Confirmation

Enable Order Confirmation in form settings to display a confirmation page after successful payment.


Step 7: Version History

Use Version History to restore previous versions of a form.

Each version includes a timestamp.


Step 8: Integrate the Form

Click Integrate to generate share links or embed code.

Integration Options

  • Inline embed

  • Popup

  • Slide-in

  • Sticky sidebar

  • Funnels and Websites

  • Calendars


Step 9: Save Your Form

Click Save to preserve all changes.


Noteworthy Features

Inline Editing

Edit text directly inside the form preview.

Device-Specific Styling

Apply different styles for desktop and mobile views.

Zero Vertical Padding

Forms support true zero padding for precise layouts.

Button Icons

Enable icons on form buttons and choose placement.


Common Issues and Fixes

  • Changes not visible: Click Save and Preview.

  • No notifications received: Set up an Automation with the trigger Form Submitted.

  • Payments not processing: Confirm payment provider is connected and not in test mode.


FAQ

How do I add a Payments element to my form?

Add it from the Form Element panel by dragging Collect Payment into the form.

What happens after a payment is submitted?

An order confirmation page is shown automatically after successful payment.

Can I customize the order confirmation page?

Customization is currently limited. The page inherits the form’s theme.

Can I restore an older version of my form?

Yes. Use Version History to restore earlier saved versions.

How do I get notified of form submissions?

Create an Automation using the Form Submitted trigger and an internal notification action.

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