A Guide to Content Types
A Drupal CMS Guide for Marketers
Each content type on your website serves a specific purpose and has pre-defined rules for how it will be formatted and where it will be displayed within your website. In this blog post, we’ll walk you through each of the content types on your website and the options unique to each one.
Basic Pages are the main pages of your website. They contain public-facing information about your mission, your products and services, your staff, your contact information, etc. They’re often linked from the main navigation menus and are static pages–new content is never added to them automatically.
If you’ve ever created forms before (with Adobe Acrobat or other form software), the webform content type will seem familiar. Any time you want to collect information from your website visitors—like contact forms, registration pages, or surveys—you can use a Webform to do that. Adding and configuring webforms is a little bit more involved than most other content types. After you create a new webform page (which works much the same as any other content type) you’ll have the chance to add form fields to your Webform.
Left Column Image–This image will appear in the left-hand column of the webform page, next to the Body content.
NOTE: The fields on the Create webform page control the content that will appear above the form itself. Once you’ve made all your edits to the page content, click the save button. You’ll be prompted to add and configure the form fields. See below for instructions on configuring a Webform.
- Create a new Webform as you would any other type of content, and click the save button when you’re done making changes.
- You will be taken to the webform components page, where you will add form fields for your website visitors to fill out:
- Click inside the text box that says ‘New Component Name’ and type the name of the first field you’d like to add to the form.
- From the Type dropdown, select what type of form field you’re adding. There are quite a number of options available here, but these are probably the types you’ll use most often:
Date – In a Date field, users will only be able to insert valid dates. This field type has options for displaying a pop-up calendar or for limiting the field to a particular date range.
E-mail – E-mail fields are specialized text fields designed for email addresses. You’ll have options for preventing the same address from being entered twice and automatically supplying the address of a logged-in user.
File – File fields allow users to upload files. This field type will have options for specifying a directory for uploaded files and for limiting the file size and types allowed.
Number – In a Number field, users will only be allowed to enter numbers. You’ll have many options for specifying the number format and range for this field type.
Textarea – For fields where users need to be able to add large chunks of text, you’ll use a Textarea fields. They are multi-line text fields that allow for large amounts of text. You’ll have options to specify the size of the Textarea field.
Textfield – Textfields are standard, single-line text boxes. You’ll probably use this field type most often. Textfields have options for setting their width as well as limiting user input to a maximum number of characters.
Time – Similar to Date fields, Time fields will only allow users to enter a time value. This field type has options for setting the time format and minute increments (1, 5, 30, etc.).
- Once you’ve selected a field type, specify whether the field will be required or not by checking the Mandatory checkbox.
- To create and configure your form field, click the Add button on the right side of the row.
- You’ll be taken to the Edit Component window, where you’ll configure your form field. Different field types have different configuration options, which are outlined above. But regardless of the field type, the basics of this window are the same:
Label – Type a name for your form field here. It will be displayed as a label above or below the field itself.
Field Key – The Field Key, a machine-readable name for the field, will be automatically generated when you create a form field. If you’d like to supply a different field key you can, but it’s optional.
Default Value – If you want to add a default value to the field, which will be automatically selected when a visitor first lands on the page, you can enter it here.
Description – Add instructions here, detailing what you expect users to enter in the form field. The description will be displayed on the form beneath the field.
- Once you’ve configured your form field, click the Save Component button at the bottom of the page to save your new field.
- Repeat the previous steps to add as many more fields to your form as you like. When you’re done adding fields, click the Save button at the bottom of the page.
- Then click the View tab in the upper-right-hand corner to view your form.
NOTE: If you want to edit the title or body text of your Webform, click the Edit tab.
Sending Email Notifications Within Webform
Now that you’ve created your Webform, it’s useful to set up email messages that will be automatically sent upon a form submission. You can use these emails to send out notifications when you’ve received a form submission. You can also set up an automatic email to be sent to users after they’ve submitted something via the form.
To set up notification emails:
- Click the Webform tab, and then click the E-mails button in the upper right-hand corner.
- To create an email that will be sent to a specific email address, make sure the Address radio button is selected, and type the email address the message should go to.
- To create an email that will be sent to the visitor who submitted the form, select the Component Value radio button, and select the field where the visitor would have entered his or her email address. NOTE: In order to use the option, your form must include an Email field.
- With your email value entered, click the Add button to configure your email(s).
- On the Edit Email Settings page, you’ll be able to fill out the subject, from name and address, and the body of the email.
- When you’re done editing your email, click the Save Email Settings button at the bottom of the page.
Configuring Webform Responses
You’ll also want to configure what happens on the website after a user submits something via your form. You can set up a confirmation message to display, or automatically redirect them to a confirmation page.
To Set Up a Confirmation Message or Redirect:
- Still on the Webform tab, click on the Form Settings button in the upper right-hand corner.
- In the Confirmation Message area, type the message you’d like to display to visitors when they submit the form.
- For Redirection Location select where you would like the user to be directed, upon submission. NOTE: If you select a ‘Custom URL’ or ‘No Redirect’, your confirmation message will be shown in a pop-up window.
- You can also set some additional options for your form on this page. When you’re done editing, click the Save Configuration button at the bottom of the page.
Reviewing Webform Submissions
Finally, when your form starts collecting information, you’ll want to review the submissions. Form submissions are automatically collected and stored for easy access. You’ll also be able to view statistics on your responses, as well as download submissions to your computer.
To Review Form Submissions:
- Click the Results tab, in the upper right-hand corner.
- You’ll see a list of submissions, which you can view, edit, or delete, by clicking the View, Edit, or Delete button on the right.
- Up on the toolbar to the right are some other useful options for reviewing your form submissions:
To view statistics about all of your form submissions so far, click the Analysis button.
To see all of the form results in a table layout, click the Table button.
To download a .csv or Excel version of your form submissions, click the Download button.
Finally, to delete all of your form submissions, click the Clear button.
To see the full submission, click the View button.
If you would like to review other helpful Drupal guides, check out our other blog posts in the Drupal CMS guide series:
- Configuring Images
- Configuring Advanced Hyperlinks
- Configuring In-Line Videos
- Configuring Body Text
- Adding & Editing User Accounts
- Configuring Advanced Content Properties
If you have any additional questions, feel free to contact us directly or connect with us on social.