Inquiry Form DIY: Remove an option from the Call to Action section

Overview 

In the quick, interactive tutorial attached to this article, you will practice removing an option from the call to action section of your Inquiry form.

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In this Article

• Why Remove a Call to Action Option?
• Removing a CTA option involves three key steps
• Try it yourself
• Additional Tips

Why Remove a Call to Action Option?

The CTA section of your inquiry form offers families various ways to engage with your school, such as asking questions or scheduling a tour. As your needs evolve, you might need to remove outdated options or streamline the form.

Removing a CTA option involves three key steps

Please note that these steps are only a high-level overview of what's required. Check out the tutorial at the bottom of the article to walk through the process step-by-step.

1. Remove Dependent Sections

In the call to action section, selecting an option reveals additional form sections. For instance, choosing "Schedule a Tour" will display the tour invite fields. 

• To remove these fields, create a draft of your form and delete the dependent sections.
• After that, publish the form and remove the option from the fields page.

2. Remove the CTA Option

After updating the form, you'll still need to remove the field option from the field itself.

• To remove the field option, go to your Fields page (Settings > Fields & Data > Fields), find the field, and edit it.
• Delete the option you want to remove from the call to action section and save your changes.

Once you've removed the option, you're almost finished! You just need to check your work to be sure that everything looks good.

3. Verify Changes

Finally, you want to be sure to preview your form to confirm that the CTA option and its associated sections are no longer displayed.

• Within the form edit page (Settings > Forms > Inquiry Forms), open the Select menu in the Actions column and select Preview to open a preview of the Inquiry form.

Try it yourself

36 STEPS

1. In this tutorial, we'll remove the "Schedule a Tour" option from the Call to Action section on the Inquiry form.

Click Next to proceed.

2. Part 1
In the first part of this tutorial, you'll remove the sections attached to the Schedule a Tour option from the backend of the form. Then, you'll publish the edit. Click Next to proceed.

3. We'll start by navigating to the Inquiry form edit page.

To get there from the Dashboard page, click Settings to open the Settings menu.

4. Now select Forms to open the Forms menu.

5. Within the Forms menu, click on the Inquiry Forms option.

6. You need to make a copy of the Inquiry form in order to edit it.

In the Actions column, click Select to open the menu.

7. Within the menu, click Clone. This will make a Draft copy of the form.

8. Now, there is a Draft of the Inquiry form.

Open the Select menu on the Draft you created.

9. In the menu, select the Go to Advanced Form Editor option.

10. Now you are in the Advanced Editor.

Click on Edit to enter the backend of the form.

11. In the backend, scroll to the call to action field. Make a note of the Display Name and set it aside for later. In this example, the field is called "Inquiry Events."

Click Next to continue.

12. Next, you'll locate and delete every section in the form attached to the Schedule a Tour option.

Click Next to continue.

13. Here's the first form section attached to the Schedule a Tour option.

Select the Delete checkbox.

14. Here is another section of the form attached to the Schedule a Tour option.

Select the Delete checkbox for this one as well.

15. Here's the last section that's attached to the Schedule a Tour option.

Select the Delete checkbox here as well.

16. Now, you have marked to delete the parts of the form attached to the Schedule a Tour option.

At the bottom of the form, click Save.

17. Note the confirmation banner letting us know the edit was successful. We'll be publishing the edits next.

Click back to form history.

18. In this page, click to open the Select menu on the Draft form.

19. In the Select menu, select the Publish (Make Active) option.

20. Notice the confirmation banner letting us know the form was successfully published. Click Next to continue.

21. Part 2
In the next part, we will remove the "Schedule a Tour" option from the Inquiry Events field. Remember the field name that we noted earlier? We need that now. Click Next to continue.

22. Start by navigating to the Fields page. Click Fields & Data to open the menu.

23. Within the menu, click Fields.

24. You are now in the Fields page. Click Filter options to open the filters. We will search for the Inquiry Events field.

25. In the Search box, type Inquiry Events.

26. Click Apply Filter in the bottom of the Filter Options.

27. Here is the Inquiry Events field. Select Edit to open the edit pop up window.

28. In the Options section of the edit pop up, you will delete the option that is no longer available on the Inquiry. In this example, the Schedule a Tour option will be deleted from the options list. Click Next to continue.

29. Click Submit to save the change.

30. Part 3
Now you have taken all of the steps to fully remove an option from the Call to Action section of your Inquiry form. The last thing to do is check your work.

31. Click Forms to open the Forms menu.

32. Click Inquiry Forms to navigate back to the Inquiry forms page.

33. Click Select in the Actions column.

34. Click Preview to open a preview of your Inquiry form.

35. Notice the Call to Action section at the top. The Schedule a Tour option has been removed successfully and the corresponding options in the form itself have also been removed correctly. Click Next to continue.

36. That's all folks! Congratulations on finishing this tutorial!

Here's an interactive tutorial

** Best experienced in Full Screen (click the icon in the top right corner before you begin) **

https://www.iorad.com/player/2511600/Inquiry-Form--Removing-an-option-from-the-call-to-action-section-

Additional Tips

• Consider Alternatives: Before removing a CTA option, consider whether an alternative action would be more suitable. For example, instead of removing "Schedule a Tour," you might update it to "Request Tour Information" if tours are temporarily unavailable.
• Communicate Changes: If removing a CTA option significantly impacts how families interact with your school, communicate these changes clearly on your website or through other channels.
• Test Thoroughly: After removing a CTA option, test the form thoroughly to ensure it functions as expected and provides a seamless user experience.

If you have any questions or require assistance, please contact our support team.

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Additional Resources

• Office Hours & Past Session Recordings
• Designing a Great Inquiry Form
• Introduction to Inquiries
• Inquiry Collection & Communication Workflows