BoldDesk allows you to customize the Web Form. You can customize the Form height, Submit Button’s background, color, and other properties.

Checkout this video for more details.

Steps to Customize Web Form

To customize the Web Form, follow the given steps:

1. Go to Admin > Channels > Web Forms.

2. Select the web form which you want to customize or add a new web form.
   

   
   
   

3. Customize the web form by providing the following information:

   • Web Form Name
     This is the identifier for a specific web form within BoldDesk.

   • Brand
     Select the particular brand where the web form is applicable.

   • Auto Tag Ticket
     Tags entered here are automatically applied to tickets created from the web form.

   • Form Option
     This option allows you to select the type of form you wish to use. You can use either: Contact form or Contact form with ticket fields. Contact form is appropriate for collecting user feedback. Use Contact form with ticket fields if you want all of the fields configured for the selected brand ticket form in the customer portal to appear in the web form.

   • Form Title
     This is the title that appears above the form.

   • Form Description
     This is the description that appears below the form title.

   • Footer Message
     This is the message below the form just above the submit button.

   • Confirmation Message
     This is the acknowledgment message sent to the customer once the customer clicks the submit button. If you want to include the ticketId in the message, use a placeholder {{ticket.id}}.

   • Submit Button
     These settings affect the submit button and embedded form behavior.

     Setting	Description
     Name	Label displayed on the submit button (for example, “Submit” or “Send Request”).
     Background Color	Background color of the submit button.
     Text Color	Text color of the submit button label.
     Form Height	Web form height in pixels. Default: 400.
     Include GDPR consent in forms	Adds a GDPR consent checkbox to the form.
     Allow users to attach files	Enables file uploads (attachments) during form submission.
     Enable Google reCAPTCHA	Adds Google reCAPTCHA verification to help prevent spam/automated submissions.

   • Advanced Customization
     Use this setting to add styling to your web form by using custom CSS or Custom JS. Any custom code you add to the web form is your responsibility. Please take care when making these modifications because they could impact your customer experience. When incorporating CSS or JS, please use a proper syntax.

   • Enable Knowledge Base
     Use Enable Knowledge Base to show Knowledge Base content directly in the web form experience.

     • Header text: Customize the Knowledge Base header label.
     • Categories:
       • Leave empty to show all categories in the web form.
       • Select specific categories to restrict the Knowledge Base list to only those categories.

4. Review the preview panel on the right side of the page to confirm the web form appearance.

5. Once you are done, click on add or update.
   

   
   
   

Frequently Asked Questions

1. Where do I customize a BoldDesk Web Form?
Go to Admin → Channels → Web Forms, then select a web form to edit.

2. How do I change the embedded web form height?
Set Form Height (pixels) under the submit button/form settings. Default height is 400.

3. Can I change the submit button color and label?
Yes. Configure Name, Background Color, and Text Color in the submit button settings.

4. How do I include the ticket ID in the confirmation message?
Use {{ticket.id}} in the Confirmation Message field.

5. How do I add GDPR consent to a web form?
Enable Include GDPR consent in forms to add a consent checkbox.

6. Can users attach files when submitting a web form?
Yes, if Allow users to attach files is enabled.

7. How do I reduce spam submissions?
Enable Google reCAPTCHA using Enable Google reCAPTCHA.

8. Can I show Knowledge Base articles inside the web form?
Yes. Toggle Enable Knowledge Base, optionally set the Knowledge Base header text, and choose categories (or leave categories empty to show all).

Related Articles

1. BoldDesk Web Forms: Admin Guide for Creation, Embedding, and Tracking
2. How to Activate, Deactivate, or Delete a Web Form