Move current form functionality from campaign level to global level.

Roadmap Feature

https://projects.invisionapp.com/share/E9SGBSZUX35

https://drive.google.com/drive/folders/1HW8DIZ5P6llBtmb-ZVmNWLuWd2Eg02be?usp=sharing

Navigation Structure

Hubspot

• Navigation is under a subsection of ‘marketing’ but still its own entity

Marketo

• ‘Forms’ have their own section under main navigation

Mailchimp

• Dedicated navigation item for forms

Eloqua

• Global forms under subsection of ‘assets’

• ‘Forms’ navigation to be a prominent section of platform function, implies global management and functions and moves away from one-to-one campaign and form relationships

Forms Listing Page

Hubspot

• Form listing includes unique column ‘appears on’ which is useful to show relationships between forms and their containers.

• ‘Create’ folder functionality to organise forms

• Actions to manage form on form hover such as ‘delete’ and ‘duplicate’

Marketo

• ‘Used by pages' gives indication of links/relationships

• ‘Archive’ folder included for organisation

• Ability to create custom folder to further organise forms

• Actions to manage form such as ‘clone’ and 'delete'

Eloqua

• Various filters to show forms that are ‘recently accessed/modified'

• Additional folders for extra organisation

• Include indication to show the linked forms/campaigns

• Include usual management tasks such as ‘delete’ and ‘duplicate’

• Don’t open in new tabNo custom folders or ‘favourites’ section, as we don’t do this anywhere else on platform, keep consistent and open in same page, and this way would still allow users to right click and open in new tab

• Add more control within form builder? Ability to archive from within form if we already have associate functionality?

Form Actions from Container

Hubspot

• Option to ‘edit’ form from landing page editor, clicking ‘edit’ links through to the form editor.

• Option to ‘create new’ from this area also, which automatically links this new form to the landing page and updates the form listing ‘appears on’ column automatically

Marketo

• Option to click through to form from landing page listing

Eloqua

• Dependencies/links modal included to show links between form and containers

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• this would be inconsistent with rest of the platform and maybe cause too much confusion for non power-users as a v1 release

• No extra filters for ‘recently accessed/modified' as all platform tables show default ordering as chronological from newest to oldest or alphabetical, including these would be inconsistent

Form Reporting

Hubspot

• The main click-through from form listing goes to for performance/reporting page

• Include shortcuts/quick actions from within campaign to allow quicker navigation from platform sectionsNone

• We don’t require any sort of form reporting at the moment, but may be useful in the future if this is something we want to include for A/B testing purposes?

Form Editing

Hubspot

• Form editor actions dropdown containers various items, most notably ‘delete’ and ‘clone' and ‘create translation’

Marketo

• Form editor opens up in new window

Eloqua

• Various actions shown within form builder so users don’t have to go back to form listing to perform management tasks

• Allow form

• management control from within form builder for easier access without having to go to form listing to manage form, e.g. archiving, duplicating, etc.

• Don’t open in new tab, as we don’t do this anywhere else on platform, keep consistent and open in same page, and this way would still allow users to right click and open in new tab

Form Actions from Container

Hubspot

• Option to ‘edit’ form from landing page editor, clicking ‘edit’ links through to the form editor.

• Option to ‘create new’ from this area also, which automatically links this new form to the landing page and updates the form listing ‘appears on’ column automatically

Marketo

• Option to click through to form from landing page listing

Eloqua

• Dependencies/links modal included to show links between form and containers

• Include shortcuts/quick actions from within campaign to allow quicker navigation from platform sections

Product Team

17/06/2019

• Remove form selection from campaign section

• Add search filters added on all relevant table columns

• Translation buttons added to form listing page

• Added 'Create via CSV' button on form listing

• Remove all instances of 'form status'

• Add 'active/archive' form tabs

• On 'associate' modal, add column for form URL

  • This doesn’t make sense to include on the global level, as full form urls will be generated once associated to campaigns and would make sense to surface on campaign level, but form urls (without the campaign id in the url) can still be viewed by clicking ‘view’ on the form listing

Client - Twogether

26/08/2020

• Validation - guidance - knock-off effects to changes

  • Various validation and warning messages and confirmations added throughout process

• Campaign specific form - Form Listings

  • Campaign side of mocks done

• 1 form set up

  • Client thought there would only be 1 form per enterprise, so we need to make sure to include relevant tooltips and information and validation where necessary

• Forget where I need to make a change notification

  • From campaign level, there will be a link to go to edit your form directly in form editor so you do not need to go to forms listing and search for the form you’re wanting to edit

• Alias/form label

  • This should be done with form naming as is currently done, we won’t be including a separate label column as this can already be achieved in the form name as it is not tied to the form slug

Client - IntensifySpiceworks

26/08/2020

• advertiser listing

  • Included within associate campaign modal

• list of all campaigns - to show available then add the filter

  • Done, associate modal now includes columns for campaign and relevant filters

• active/inactive view

  • Done through active form and archive form tabs

    • Change from ‘subnavigation’ to ‘tabs’

• Alias/form label

  This should be done with form naming as is currently done, we won’t be including a separate label column as this can already be achieved in the form name as it is not tied to the form slug

  Find things by campaign, add more search filters

  • Added ‘advertiser’ column in associate modal and added filters for searching

• table filtering and searching

  • Already in place

Product Team

28/09/2020

• ‘Associated campaigns’ banner added to top of form builder page

• Various confirmations/validation through modals and snackbars added throughout when changing aspects of the forms (saving/editing)And if it is active/not all campaigns start and end

  • Add another column onto associate campaign modal to show campaign status?

Client - Dennis

26/08/2020

• keep form listing

  • Included in new mocks

• Shows 2 ways to create an ‘isolated form’. The first way (images 5 to 11) is done within the form builder page through the ‘save as isolated form’ button. I’m not a fan of the first journey for a few reasons:

  • It seems weird to me that you have to option to save as an isolated form within the form builder, because I would class this task as ‘form management’ and not ‘form editing’, and I think the management of forms should be done through the form listing with all the other form management tasks and not the editor

  • After you’ve created your isolated form, you still have to manually associate it to the campaign you were just on (as we’ve decided that we’d click out to the global form builder when we want to edit a form from a campaign, so I don’t think there would be a simple way to automatically associate the form to the campaign you were just on - especially on scenarios where for example a user opens the form ‘edit’ button in a new tab rather than on the same tab)

    • Don’t allow duplicate form from campaign form listing

• If you’re intention from the very beginning was to have an isolated form from within a campaign, you first have to associate a form, click to edit that form, then save as an isolated form, then associate the form to the campaign you were just on, then when you go back to the campaign you end up having 2 forms in the campaign, and if you wanted to be clean and tidy then you’d remove the original form = a lot of steps. The second way (images 14 to 17) is through the ‘isolate selected form’ checkbox on the ‘associate’ dialog. I prefer this journey because:

  • This particular form management task of creating your isolated form is completed through the form listings where all the other form management happens

  • The association of your unique form is automatically achieved through this journey, you don’t have to manually associate the form after you’ve created the unique version, as this can be automatically done if you select the ‘isolate selected form’ checkbox = less steps, as the checkbox does a lot of things automatically

Product Team

22/10/2020

• Association and removing association should be same as Agency / Advertiser management (search and add style)

  • Done for campaign association

• I still find the Campaign level “edit” a very confusing process. It might be a terminology thing but I think we need to work on making that process clearer or removing it.

  • I’ll change terminology to ‘manage’ for now, but then if we decide to remove it in the future then we can

• I think Translations should also only be on global level - leaving just implementation info and view on the table.

  • Done for global form listing

• Add the ‘active’ and ‘archived’ forms in the mocks

  • Done and included in mocks

• editing terms - a bigger text area

  • Not related to this feature

• advertiser tcs section - dynamic

  • Not related to this feature

Client - Intensify

26/08/2020

• advertiser listing

  • Included within associate campaign modal

• list of all campaigns - to show available then add the filter

  • Done, associate modal now includes columns for campaign and relevant filters

• active/inactive view

  • Done through active form and archive sections

    • Change from ‘subnavigation’ to ‘tabs’

• Alias/form label

  • This should be done with form naming as is currently done, we won’t be including a separate label column as this can already be achieved in the form name as it is not tied to the form slug

Product Team

28/09/2020

• ‘Associated campaigns’ banner added to top of form builder page

• Various confirmations/validation through modals and snackbars added throughout when changing aspects of the forms (saving/editing)

• It seems weird to me that you have to option to save as an isolated form within the form builder, because I would class this task as ‘form management’ and not ‘form editing’, and I think the management of forms should be done through the form listing with all the other form management tasks and not the editor

• If you’re intention from the very beginning was to have an isolated form from within a campaign, you first have to associate a form, click to edit that form, then save as an isolated form, then associate the form to the campaign you were just on, then when you go back to the campaign you end up having 2 forms in the campaign, and if you wanted to be clean and tidy then you’d remove the original form = a lot of steps. The second way (images 14 to 17) is through the ‘isolate selected form’ checkbox on the ‘associate’ dialog. I prefer this journey because:

  • This particular form management task of creating your isolated form is completed through the form listings where all the other form management happens

  • The association of your unique form is automatically achieved through this journey, you don’t have to manually associate the form after you’ve created the unique version, as this can be automatically done if you select the ‘isolate selected form’ checkbox = less steps, as the checkbox does a lot of things automatically

• The other big issue is the save as new / cloning process - I think we need more information from clients on this. Should we have both the “Save as New” button in the form builder and the checkbox in the associate (?) modal on a campaign?

  • In form builder, move ‘save as new' button, and add ‘archive’ button and also campaign association link into panel header so all form management tasks within the form builder are in the same area, and ‘save’ button stays in bottom right as the main form action

  • Change ‘preview’ to ‘view’

    • I’m going to make the change where clicking ‘manage’ from the campaign > form listing takes you to the global forms listing page with the single form filtered, but again if we decide to remove the ‘manage’ button all together from the campaign > form listing then i’ll remove this part from the mocks as well.

      • Go directly for form builder

    • If we don’t remove this functionality then we need to finalise terminology

      • Change ‘manage’ to ‘edit’

• I still have my reservations about having the ‘save as new’ button in the form builder. Especially if we’re taking users from the campaign forms page (when they click the manage button) to the global forms listing page (with the campaigns associated form automatically filtered - e.g. image #41), then the ‘duplicate’ button serves the purpose of the ‘save as new’ button within the form builder. I also don’t think that people would go in to edit a new form with the mindset that they want to create a duplicate version (because we don’t current have this functionality and it’s not what our users are used to - they’re used to duplicating a form (currently via the ‘import’ button) and this mimics the functionality in the mocks).

• If we’re having the ability to archive forms, do we need the ‘enabled’ toggle anymore?

  • Remove this

CS/Sales Team

27/10/2020

advertiser column on campaigns association

Product Team

22/10/2020

• Association and removing association should be same as Agency / Advertiser management (search and add style)

  • Done for campaign association

• I still find the Campaign level “edit” a very confusing process. It might be a terminology thing but I think we need to work on making that process clearer or removing it.

  • I’ll change terminology to ‘manage’ for now, but then if we decide to remove it in the future then we can

• I think Translations should also only be on global level - leaving just implementation info and view on the table.

  • Done for global form listing

• Add the ‘active’ and ‘archived’ forms in the mocks

  • Done and included in mocks

CS/Sales Team

27/10/2020

• select all on campaign association

  • Done, added a ‘remove all’ button, again for the scenario where users might want to remove all associations to a form

• advertiser column on campaigns association

  • For the ‘associate form to campaign’ modal (e.g. image #6), advertiser column and column filters added which would make it easier to find associated campaigns for the scenario where a form has hundreds of campaigns associated to it

• When deleting signing off on deletion

  • We already show in the mocks that if you want to delete a form you have to first remove any campaign associations (and if you don’t you’ll get a warning), then you can delete a form (and yet again you get a confirmation modal before you can finally delete). But CS/Sales mentioned that it would be good to have even more validation around deleting forms which I think is fair, it’ll only help reduce mistakes. A suggestion from Sophie was to add the ‘signed by’ input thing that we have when creating forms, but instead use it for confirmation when deleting forms, this is a good idea.

  • An alternative would be to only allow deleting of forms only from the ‘archive’ tab and not the ‘active’ forms tab, so you first have to archive the form then once on the archive tab you can fully delete the form. Would be good to discuss which solution people prefer.

• When deleting signing off on deletion

  • We already show in the mocks that if you want to delete a form you have to first remove any campaign associations (and if you don’t you’ll get a warning), then you can delete a form (and yet again you get a confirmation modal before you can finally delete). But CS/Sales mentioned that it would be good to have even more validation around deleting forms which I think is fair, it’ll only help reduce mistakes. A suggestion from Sophie was to add the ‘signed by’ input thing that we have when creating forms, but instead use it for confirmation when deleting forms, this is a good idea. An alternative would be to only allow deleting of forms only from the ‘archive’ tab and not the ‘active’ forms tab, so you first have to archive the form then once on the archive tab you can fully delete the form. Would be good to discuss which solution people prefer.

    • Archive form to then delete

• Terminology discussion

  • Already agree that ‘associations’ is new terminology we will be introducing but need to decide on final terminology for ‘save as new’/duplicate/clone button form?

    • Terminology to this button to change to ‘save as new’ for form editor and form listing

    • Within ‘save as new’ button within form builder, when you click this you get the confirmation modal and it gives options to copy across associations

      • Have 2 step process

        • 1 - Name new form, form slug, etc

        • 2 - Campaign associations

Client - Dennis

04/11/2020

Client - Dennis

04/11/2020

Product Team

09/11/2020

• Active/inactive view

  • Changed from subnavigation to tabs

• Form builder ui changes

  • Associate, save as new, translate, archive button added within panel header - now serves as form management panel

  • Associations banner added within ‘setup’ tab

  • ‘Preview’ form button changed to ‘view’ for consistency

  • ‘Enabled’ toggle removed

• Delete confirmation

  • Have to archive form first, then you can delete form from there

• Form listing

  • Save as new button now opens 2 step process

    • Step 1 - choose new form name and slug

    • Step 2 - existing campaign associations from original form shown, which can then be edited

  • ‘Enabled’ column removed as we now have archive functionality

• Terminology

  • All instances of clone/duplicate form changed to ‘save as new’ for consistency

  • All instances of manage form changed to ‘edit’ for consistency

• Campaign form listing

  • Associations to campaign can be done here, but no shortcuts/extra functionality included to automatically duplicate and assign form to current campaign, this has to be managed through the form listing