Apply Contacts to Hubs
Follow the steps below to create a contact form for users to fill out and to activate ‘Contacts’ in your hub.
| Only Admin users with the ability to edit Contact stencils can perform the following steps. Otherwise, please reach out to your Account manager regarding this setup. |
Instructions
- 1
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Select 'Admin' from the top menu
- 2
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Select the 'Content' from its dropdown
- 3
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Select 'Contact Stencils' from the submenu
- 4
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Click 'Create new stencil +'
- 5
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Name the stencil and select 'Add field.'
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Add a field name accordingly or to the client’s request. Leave field type as 'Text'. You may add instructions for users about the filed if necessary
- 7
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You may add more fields as needed
- 8
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Once all required fields are added, click 'Create contact stencil'.
IMPORTANT - Do not name your added fields Contact Name or Email Address as these fields are pre-set to be the first two items in the contact form.
| When a contact stencil has been created, the Contacts menu item will appear in the top menu. Users who have an access level to ‘Modify contacts’ will be able to view and add contacts to the list(s). |
| If you wish to have more than one contact stencil, follow steps 4 - 8 again to create another. Adding multiple contact stencils allows for added contacts to be saved in a group if needed. The contact list will be selectable upon adding a contact. See Adding contacts for more details. |