Platform URL | https://[enterprise].cvtr.io/v2/forms | ||||||||
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API Endpoints | Add all related endpoint details: GET/PUT/POST/DELETEMuge Budak | ||||||||
Epic |
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Document status |
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Document owner | |||||||||
Technical writers | |||||||||
Related Content | Provide the link to related content, if any (E.g. Form creation page should be linked to Form input types page)
🏠 Feature Overview
A lead generation form is a web form meant for capturing emails and other information of potential customers. The most common types of lead generation forms include contact forms, registration forms, and simple newsletter signup forms.
With the Global Forms section, instead of creating individual forms for each campaign, users can create master templates and associate them to multiple campaigns. Users can view and manage forms across all campaigns using the Global Forms sections available on the left menu.
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The Global Forms section has centralised form management that offers the below:
Visibility into available forms and where they're used
Consistent field names
Implementing changes across multiple campaigns
Archiving old forms
Form interface
Archived Forms
All archived forms created on the platform are listed under the Archived Forms tab in Global Forms page.
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The table shows:
ID: unique ID for a form
Form: name of the form
Type: identifies if the form is a ‘Master’ form or ‘Translated’ form
Associated campaigns: provides a link to all campaigns using the form. Any changes made in a form will be reflected on all associated campaigns.
Checkbox: A checkbox column is provided for selecting the forms that need to be archived. The ‘Archive’ button will be enabled only when at least 1 form is selected. Archived forms move to the ‘Archived Forms’ tab.
Associated Forms
Clicking on the hyperlink opens the below modal showing all associated campaigns and option to associate new campaigns with the form.
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Users can search by campaign name or campaign ID in the ‘Campaigns’ search box to select and add a campaign to associate to the form. User is not permitted to associate a campaign that is already associated with the same form.
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A blue banner displays the number of campaigns associated with the form but users will only be able to see the campaigns that they have permission to access.
Clicking on the ‘Campaign Name’ hyperlink takes the user to the campaign overview page.
Clicking on the ‘Advertiser Name’ hyperlink takes the user to the advertiser’s campaign listing page.
A campaign association can be removed using the ‘Remove’ button if the form does not have any associations to:
Landing pages
Email assets
ConnectedApps
If the form is associated with any the above, the following error message will be shown which displays the ID of the landing page/email asset/connected app association.
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Landing Page associations
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Once the changes to form associations are made, the changes can be persisted by clicking on the Save button.
The forms listing page provides pagination option so users can select how many forms they want to view on a page.
\uD83D\uDDD2 Summary
Summarise the functionalities in a table
Functionality | User Story | |
|---|---|---|
| 1 | Add form | Allows the user to add forms via the interface |
| 2 | Add via CSV | Allows the user to add forms via CSV file |
| 3 | Archive | Allows the user to archive multiple forms |
| 4 | Active forms listing | Lists all active forms, their type and associations |
| 5 | Associated campaigns | Allows user to view all campaign association, add and remove campaign associations |
| 6 | Edit Forms | Allows the user to edit forms |
| 7 | Preview | Allows the user to preview forms and thanks page |
| 8 | Save As New | Allows the user to save a form as new form |
| 9 | Table Filtering | Allows the user to filer the table values Form Id and Form Name |
\uD83D\uDDD2 User Permissions
Admin, agency users and creative managers have access to global forms.
Agency users can perform edit actions only if access is enabled at enterprise level.