Platform URL | https://[enterprise].cvtr.io/v2/forms | ||||||||
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Related Content |
🏠 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.
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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.
Actions column provides options for ‘Edit’, ‘Preview’ and ‘Save as New’. These are detailed in the 'Add and Edit Form‘ topic available in 'Related Content’ section.
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.
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Functionality | User Story | |
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| 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 (see Related Content section - ‘Add and Edit Form’ for details) | Allows the user to edit forms |
| 7 | Preview (see Related Content section - ‘Add and Edit Form’ for details) | Allows the user to preview forms and thanks page |
| 8 | Save As New (see Related Content section - ‘Add and Edit Form’ for details) | 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 |
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