Platform URL | https://[enterprise].cvtr.io/v2/forms | ||||||||
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Related Content | Forms Add and Edit Form https://convertr.atlassian.net/wiki/spaces/PF/pages/edit-v2/3058434062 |
🏠 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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All active forms created on the platform are listed under the Active Forms tab in Global Forms page. The Active Forms listing page is as shown below.
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The table shows:
ID: unique ID for a formof the form. Users can search for forms using the ID.
Form: name of the form. Users can search for forms using the name.
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.
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 using the ‘Add’ button. User is not permitted to associate a campaign that is already associated with the same form.
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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 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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Below image shows the landing page associations the above form has.
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Once the changes to form associations are made in the modal, the changes can be persisted by clicking on the Save button.
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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 (see Related Content section - ‘Archived Forms > Listing’ for details) | 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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