Platform URL | https://[enterprise].cvtr.io/v2/forms | ||||||||
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API Endpoints | Not Applicable | ||||||||
Epic |
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Document status |
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Document owner | |||||||||
Technical writers | |||||||||
Related Content | https://convertr.atlassian.net/wiki/spaces/PF/pages/edit-v2/3058532652 |
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Title
First Name
Last Name
Password
Email
Telephone
HiddenInput
Optin
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1. Title
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This input type can be used on the form to accept the 'Title' of the lead. When selecting the Type as ‘Title’, the ‘Name’ and ‘Label’ fields are automatically populated and user can overwrite the same if required.
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‘terms’ is the Key that has an associated Value, which is the terms and conditions that will be displayed to the user, such as: ‘I accept that the data provided on this form will be processed, stored, and used in accordance with the terms set out in our privacy policy.' (link to the privacy policy can be provided within the 'Value’ field using html code.)
‘contact_choice’ is the Key that has an associated Value, ‘Preferred contact method:', below which the choices added/imported in the 'Choices’ tab will be displayed, such as: SMS, email, etc.
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\uD83D\uDDD2 Summary
Functionality | User Story | |
|---|---|---|
| 1 | Title | Allow users to add and edit the title of the lead, default values available are:
|
| 2 | First Name | Allow users to enter and edit the first name of the lead |
| 3 | Last Name | Allow users to enter and edit the last name of the lead |
| 4 | Password | Allow users to enter the password information |
| 5 | Allow users to enter and edit the email address of the lead | |
| 6 | Telephone | Allow users to enter and edit the telephone number of the lead |
| 7 | HiddenInput | Can be used to have fields, that should not be visible to the end user, on the form |
| 8 | Optin | Allow users to agree to the terms and conditions and to Opt in to receive emails, messages etc. |
\uD83D\uDDD2 User Permissions
Admin, agency users, and creative managers have access to global forms.
Agency users can perform edit actions only if access is enabled at the enterprise level.