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Form Association allows users to select a Form that form they wish to be linked assign to a Campaign campaigns in order to process leads that are submitted via a said form.
Name | Required | Notes |
Campaign |
| Search input to select a Campaign to associate a form with. |
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Within the Forms tab on the left navigation, select the link next to your form under the Associated Campaigns column:
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If you are associating a new form, this column will display "0 Campaigns"
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If associating a
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form which has existing campaign assiciations, the form will say "X Campaigns", based on the number of campaigns that that form is currently associated with.
You can Associate by clicking the
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"X Campaigns" hyperlink
Or by clicking ‘Edit’ in the ‘Actions’ column, and
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clicking the ‘Associate’ button
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Within the Campaigns field, select the campaign(s) from the dropdown list that you want to associatedropdown.
Select the Campaign you want to Associate the Form with.
Click “Add”. The selected campaign is then displayed in a table. This will make the form available to the campaign(s). You can add multiple campaigns to a form at once.
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2. Select the Campaign you want to Associate the Form with
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3. Click Add
The associated campaign is displayed in a table as shown below.
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Click ‘Save’ to persist the changes. The form will now be associated to the
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chosen campaigns.
How How To Disassociate A Form From A Campaign
Note: You can archive a form whilst it still has associated campaigns. Note if If you want to delete the Form then you will have to disassociate all connections iei.e. Landing pages, Campaigns, Assets etc. and then it will be available to archive it.
Within the Forms tab on the left navigation, select the link within the Associated Campaigns column
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Click Remove beside each campaign
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Click 'Save' to remove the associated campaigns.
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Save As New
The ‘Save As New’ button option is available in 2 places in Global Forms.i.
Under ‘Actions’ column on the Active Forms listing page
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Or in the ‘Build’ panel when clicking the ‘Edit’ button
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of a
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form
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The ‘Save As New’ option allows users to save an existing form with a new name, slug and different campaign associations.
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Click on the ‘Save As New’ button available beside the form or in the ‘Edit Form’ interface. It opens up the ‘Save As New' modal shown below.
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On step 1 (Setup), provide a name for the new form. If the original form has associated translated forms, they can be included using the ‘Include Translated Forms’ toggle. If enabled, new (saved as new) version of the translated forms will also be created. If disabled, translated forms will be ignored.
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On Step 2 (Associate), the campaigns that need to be associated with the new form can be selected from the dropdown as shown below. User can associate multiple campaigns to the form.
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Similar to ‘Associate A Form To A Campaign’ section, associated campaigns will be displayed in a table as shown below.
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Clicking on the ‘Advertiser Name’ hyperlink will redirect the user to the Advertiser’s campaign listing.
Clicking on the ‘Campaign Name’ hyperlink will redirect the user to the Campaign’s overview page.
Associated Campaigns may be removed using the ‘Remove’ button. When all changes are made, user can save the changes by clicking on the ‘Save’ button.
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A new form is now created using ‘Save As New’ option, and associated translated forms are available on the Active Forms listing page.
‘Save As New’, ‘Edit’ and ‘Preview’ options are available beside the ‘Master’ form created.
‘Edit’ and ‘Preview’ options are available beside the ‘Translated’ forms created.
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\uD83D\uDDD2 Summary
Functionality | User Story | |
|---|---|---|
| 1 | Associate Form to Campaign | User can ‘Add’ a form to a campaign so that leads can be submitted via the form and the submissions will be associated to the campaign. |
| 2 | Disassociate Form from Campaign | Users can ‘Remove’ a Form from a Campaign |
| 3 | Save As New | Users can use the ‘Save As New’ button to save an existing form with a new name, slug and campaign associations. |
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