Platform URL | https://[enterprise].cvtr.io/v2/forms | ||||||||
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🏠 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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Archived Forms
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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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Forms can be archived by selecting the associated checkbox(es) and clicking on the ‘Archive’ button on the Active Forms listing page. The ‘Archive’ button will be enabled only when at least 1 form is selected.
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By clicking on ‘Yes’ in the ‘Archive Forms’ modal, the form will be archived and will move to the ‘Archived Forms’ tab. ‘Translated’ forms created from the form being archived, will also move to the Archived Forms listing. If required, translated forms may be re-activated.
Listing Page
All forms that are archived are listed under the ‘Archived Forms’ tab in Global Forms page. Archived forms associated with campaigns will continue to work with linked email assets, landing pages and connected apps.
Archived forms are not shown when creating landing pages, creating email assets, creating connected apps and importing leads.
The listing page for archived forms is shown below.
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The table shows:
ID: unique ID of the form. Users can search for a form using the ID.
Form: name of the formType: identifies if the form is a ‘Master’ form or ‘Translated’ form. Users can search for a form using the form name.
Associated campaigns: provides a link to all campaigns using the form. Any changes made in a form will be reflected on all associated campaigns.
Actions column provides the option to view the ‘Preview’ of archived forms
Checkbox: A checkbox column is provided for selecting the forms that need to be archivedactivated or deleted. The ‘Archive’ ‘Activate’ button and ‘Delete’ button will be enabled only when at least 1 form is selected. Archived forms move to the ‘Archived Forms’ tab
The forms listing page provides pagination option so users can select how many forms they want to view on a page.
Associated FormsCampaigns
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.
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Clicking on the ‘Advertiser Name’ hyperlink takes the user to the advertiser’s campaign listing page.
Removing associations
A campaign association with a form can be removed using the ‘Remove’ button if the form does not have any associations to:
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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 maderemoved, the changes campaign association with the form can be persisted by removed by clicking on ‘Remove’ and ‘Save’.
Preview
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
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Functionality
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User Story
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Add form
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Allows the user to add forms via the interface
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Add via CSV
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Allows the user to add forms via CSV file
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Archive
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Allows the user to archive multiple forms
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Active forms listing
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Lists all active forms, their type and associations
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‘Preview’ button available in the Actions column, the user can see a preview of the ‘Fields Page’ of the archived form, and the ‘Thanks Page’ of the archived form.
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Activate Form
An archived form will need to be re-activated for it to be associated with campaigns. Forms can be re-activated by selecting the associated checkbox(es) and clicking on the ‘Activate’ button on the Archived Forms listing page. The ‘Activate’ button will be enabled only when at least 1 form is selected.
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By clicking ‘Yes’ on the above confirmation dialog box, selected archived forms will be activated and will move back to ‘Active Forms’ listing page.
Delete Form
Only archived forms can be deleted. Forms can be deleted by selecting the associated checkbox(es) and clicking on the ‘Delete’ button on the Archived Forms listing page. The ‘Delete’ button will be enabled only when at least 1 form is selected.
Upon clicking Delete, a confirmation dialog will be shown to the user to confirm the action.
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By typing in the confirmation message and clicking on Yes, the form will be deleted from the platform. Any translated forms created from the form being deleted, will also be automatically deleted.
Forms having any campaign associations cannot be deleted, the following error message will be shown.
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The user has to remove campaign associations with forms in order to delete forms.
\uD83D\uDDD2 Summary
Functionality | User Story | |
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| 1 | Archived forms listing | Lists all archived forms, their type and associations |
| 2 | Activate form | Allows the user to reactivate archived forms |
| 3 | Associated campaigns | Allows user to view all campaign association, add and remove campaign associations |
| 64 | Edit Delete Forms | Allows the user to edit delete archived forms |
| 75 | Preview | Allows the user to preview forms form fields page and thanks page |
| 8 | Save As New | Allows the user to save a form as new form |
| 96 | Table Filtering | Allows the user to filer the table values Form Id and Form Name |
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