Forms and Surveys: Quick Add Fields & Edit Custom Fields

Overview

The Quick Add Fields & Edit Custom Fields feature makes it faster and easier to build customized forms and surveys in PXME. Instead of navigating through multiple menus, you can drag, drop, and configure fields directly in the builder. This streamlines your workflow, improves flexibility, and helps you create more personalized experiences for your leads.

How to Use

1. Access the Form/Survey Builder

• Navigate to Sites > Forms/Surveys > Builder

• Select an existing form/survey or create a new one

2. Quick Add Custom Fields

• Choose the field type you need: Radio Select, Single Line, Multi Line, Checkbox, Dropdown, File Upload

• Drag and drop it into your form or survey

3. Customize the Field

• Edit the field name and unique key

• Configure options (e.g., dropdown choices, checkbox values, or file upload settings)

4. Save the Form/Survey

• Once saved, custom fields become available across all areas of PXME

• Remember: field name and unique key are locked after saving

5. Conditional Logic with Address Fields

You can use address fields (Street, City, State, Country, Postal Code) to trigger conditional logic actions, such as:

• Redirecting to a URL

• Showing or hiding fields

• Displaying custom messages

Example: If someone enters New York in the City field, you can reveal additional fields or show a custom message.

6. Edit Custom Fields

• Manage existing or new custom fields in the Custom Fields section

• Reorder, adjust options, or delete fields

• Field name & unique key can only be changed in this section

7. Math Calculations in Forms/Surveys

The Math Calculations feature lets you create calculators for scoring, budgeting, or quizzes.

Supported field types:

• Numeric fields

• Monetary fields

• Radio Select

• Checkbox

• Single/Multiple Dropdown

How to Use:

1. Add a Score field

2. Assign values to supported fields

3. Define formulas for calculations

4. Preview to test real-time updates

Notes

• Field Locking – Field name & unique key cannot be changed in the builder after saving

• Simplified Workflow – Drag-and-drop speeds up building and editing

• Preview First – Always test before publishing

Pro Tips

• Use clear, descriptive names for custom fields for easy identification later

• Combine conditional logic with custom fields to personalize user experiences

• Mix field types (radio, dropdown, date pickers) to capture more precise info

FAQs

Q: Can I edit a custom field after saving?
A: Yes, but only through the Custom Fields section. Field name and unique key are locked once saved.

Q: What types of custom fields are available?
A: Radio Select, Single Line, Multi Line, Checkbox, Dropdown, File Upload, Numeric, Monetary, and more.

Q: How does Math Calculation work?
A: Assign point values to supported fields and use the Score field to display results in real-time.

Q: Can I preview before going live?
A: Yes — and it’s strongly recommended.