Platform URL | https://[enterprise].cvtr.io/v2/forms | ||||||||
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API Endpoints | Add form via Add button/CSV file and Edit form
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Epic |
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Related Content |
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Forms provide a centralised management area allowing users to Add and Edit forms which can then be associated to campaigns to allow capturing of lead information.
Adding a new form:
Navigate to ‘Forms’ in the sidebar
On the ‘Active forms' tab, click the ‘Add’ button
Adding a new form via CSV:
DO THIS
Editing forms:
Navigate to ‘Forms’ in the sidebar
On the ‘Active Forms’ tab, in the ‘Actions’ column, click the ‘Edit’ button on the form that requires changes
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Form steps and navigation:
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There are 5 sections when editing a form. Once the ‘setup’ step is complete, all other still will then be accessible.
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Navigating between the steps can be done by clicking the tab names, or by clicking the ‘Back’ and ‘Next’ buttons in the panel footer. The ‘save’ button will become enabled once the ‘setup’ step is completed.
Form ‘Setup’ step:
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On the setup tab, complete the required fields:
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Name: The form name
Slug: The URL for your form which will format as:
https://ENTERPRISENAME.cvtr.io/forms/CAMPAIGNID/FORMSLUG
The slug field will be automatically populated based on the entered form name, however this can be changed. It must be lowercase, without any capital letters and without symbols, apart from dash which will replace any spaces.Language: This is a whitepaper feature where forms with different languages can be created. More details here.
Embed Type: Forms can be embeded via a Javascript tag or iframe tag. If convertr ‘landing page’ functionality is being used then iframe is the correct ‘type’ to use. If embeding a form manually on your own website (likely in conjunction with whitepaper functionality) then the ‘javascript’ option is the tag type to use.
Auto iframe resizing: If the ‘iframe’ embed type is chosen and iframe resizing is enabled, the height of the iframe will automatically adjust itself depending on the content of the iframe, preventing scrollbars on the iframe. If disabled, the height of the iframe will have to be manually declared vis custom CSS declarations to avoid scrollbars when embeding the form.
Add/Edit form Form ‘Fields’ step:
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Default fields:
By default, various fields will be included with a new form:
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First Name
Last Name
Email Lookup
Telephone Lookup
Optin
Submit
Field settings:
Each field has various settings:
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Type
The type of input. This includes standard HTML field types, ESP lookups, multiple choice fields, prepopulated lists, stanard lookups (e.g. email, telephone, address, etc.), whitepaper related fields and other miscellaneous fields.
Name
The name of your field (which is used as the field label once the lead is captured against this form)
Enable
This allows field types to be added to the form, and upon disabling, it can be hidden from view when viewing the form.
Required
Dictates if the form is a required field when being completed.
Required Message
Works in conjunction with the ‘required’ toggle where a tooltip appears containing the text entered in this setting item if the user clicks ‘Submit’ on the form without competing the field specified.
Label
Caption for your field type which will show above your input field.
Placeholder
A short hint to describe the expected value of an input field.
CSS Class
Add a custom CSS classon the field HTML container.
Settings
Each field may have additional settings which can be accessed via this button.
Not all fields allow editing of all of the above settings, where any settings that are not available for setup will be disabled and greyed out.
Field Actions:
Each field has various actions:
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Move
Click and drag the button to move the field into the desired position on the form. This position will be reflected when viewing the live form.
Delete
This will remove the field from the form.
Add Input
This buttons allows adding of more fields to your form.
Form ‘Thanks Page’ step:
Form ‘CSS’ step:
Form ‘Javascript’ step:
Form preview:
Provide an overview of the feature and describe:
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