Move current form functionality from campaign level to global level.

https://www.figma.com/proto/AyI7AgjMBJzzSMt9S9NfQ7/FORMS---Listing?node-id=2%3A41&scaling=scale-down-width&page-id=0%3A1&starting-point-node-id=2%3A41

https://drive.google.com/drive/folders/1HW8DIZ5P6llBtmb-ZVmNWLuWd2Eg02be?usp=sharing

https://analytics.google.com/analytics/web/#/report/content-pages/a37857225w110444145p170608517/_u.date00=20201116&_u.date01=20201122&explorer-table.filter=~2Fform~2F&explorer-table.plotKeys=[]

16/11/2020
to
22/11/2020
(7 Days)

form/edit

Average time on page

• 00:01:27

• Time should decrease

• Users spend less time creating/editing forms as previously created forms will be more often used, whereas currently each campaign needs a single form

• However, more form management added within form editor (associate, duplicate, translate, archive) which could increase time spent on page

https://analytics.google.com/analytics/web/#/report/content-pages/a37857225w110444145p170608517/_u.date00=20201116&_u.date01=20201122&explorer-table.filter=~2Fform~2F&explorer-table.plotKeys=[]

16/11/2020 to 22/11/2020
(7 Days)

form/edit

Page views

• 752

• Views should decrease

• Each campaign no longer requires their own forms, when less forms are used across the same amount of campaigns, this will decrease views

https://analytics.google.com/analytics/web/#/report/content-pages/a37857225w110444145p170608517/_u.date00=20201116&_u.date01=20201122&explorer-table.filter=~2Fform~2F&explorer-table.plotKeys=[]

16/11/2020 to 22/11/2020
(7 Days)

form/list

Average time on page

• 00:00:32

• Time should increase

• More global form management should take place on form listing, where previously there was only importing and translating, now there is associating and archiving

• Items that were previously separate pages will now become dialogs, so there should be a much bigger jump in average time (e.g. duplicating)

https://analytics.google.com/analytics/web/#/report/content-pages/a37857225w110444145p170608517/_u.date00=20201116&_u.date01=20201122&explorer-table.filter=~2Fform~2F&explorer-table.plotKeys=[]

16/11/2020 to 22/11/2020
(7 Days)

form/list

Page views

• 653

• Views should increase

• More global form management taking place in this area

• However, may be skewed if some users are still used to managing from within campaign, where associating is still possible

Navigation Structure

Hubspot

• Navigation is under a subsection of ‘marketing’ but still its own entity

Marketo

• ‘Forms’ have their own section under main navigation

Mailchimp

• Dedicated navigation item for forms

Eloqua

• Global forms under subsection of ‘assets’

• ‘Forms’ navigation to be a prominent section of platform function, implies global management and functions and moves away from one-to-one campaign and form relationships

Forms Listing Page

Hubspot

• Form listing includes unique column ‘appears on’ which is useful to show relationships between forms and their containers.

• ‘Create’ folder functionality to organise forms

• Actions to manage form on form hover such as ‘delete’ and ‘duplicate’

Marketo

• ‘Used by pages' gives indication of links/relationships

• ‘Archive’ folder included for organisation

• Ability to create custom folder to further organise forms

• Actions to manage form such as ‘clone’ and 'delete'

Eloqua

• Various filters to show forms that are ‘recently accessed/modified'

• Additional folders for extra organisation

• Include indication to show the linked forms/campaigns

• Include usual management tasks such as ‘delete’ and ‘duplicate’

• No custom folders or ‘favourites’ section, as this would be inconsistent with rest of the platform and maybe cause too much confusion for non power-users as a v1 release

• No extra filters for ‘recently accessed/modified' as all platform tables show default ordering as chronological from newest to oldest or alphabetical, including these would be inconsistent

Form Reporting

Hubspot

• The main click-through from form listing goes to for performance/reporting page

• None

• We don’t require any sort of form reporting at the moment, but may be useful in the future if this is something we want to include for A/B testing purposes?

Form Editing

Hubspot

• Form editor actions dropdown containers various items, most notably ‘delete’ and ‘clone' and ‘create translation’

Marketo

• Form editor opens up in new window

Eloqua

• Various actions shown within form builder so users don’t have to go back to form listing to perform management tasks

• Allow form management control from within form builder for easier access without having to go to form listing to manage form, e.g. archiving, duplicating, etc.

• Don’t open in new tab, as we don’t do this anywhere else on platform, keep consistent and open in same page, and this way would still allow users to right click and open in new tab

Form Actions from Container

Hubspot

• Option to ‘edit’ form from landing page editor, clicking ‘edit’ links through to the form editor.

• Option to ‘create new’ from this area also, which automatically links this new form to the landing page and updates the form listing ‘appears on’ column automatically

Marketo

• Option to click through to form from landing page listing

Eloqua

• Dependencies/links modal included to show links between form and containers

• Include shortcuts/quick actions from within campaign to allow quicker navigation from platform sections

Product Team

17/06/2020

• Remove form selection from campaign section

  • Done

• Add search filters added on all relevant table columns

• Translation buttons added to form listing page

• Added 'Create via CSV' button on form listing

• Remove all instances of 'form status'

• Add 'active/archive' form tabs

• On 'associate' modal, add column for form URL

  • This doesn’t make sense to include on the global level, as full form urls will be generated once associated to campaigns and would make sense to surface on campaign level, but form urls (without the campaign id in the url) can still be viewed by clicking ‘view’ on the form listing

Client - Twogether

26/08/2020

• Validation - guidance - knock-off effects to changes

  • Various validation and warning messages and confirmations added throughout process

• Campaign specific form - Form Listings

  • Campaign side of mocks done

• 1 form set up

  • Client thought there would only be 1 form per enterprise, so we need to make sure to include relevant tooltips and information and validation where necessary

• Forget where I need to make a change notification

  • From campaign level, there will be a link to go to edit your form directly in form editor so you do not need to go to forms listing and search for the form you’re wanting to edit

• Alias/form label

  • This should be done with form naming as is currently done, we won’t be including a separate label column as this can already be achieved in the form name as it is not tied to the form slug

Client - Spiceworks

26/08/2020

• Find things by campaign, add more search filters

  • Added ‘advertiser’ column in associate modal and added filters for searching

• table filtering and searching

  • Already in place

• And if it is active/not all campaigns start and end

  • Done

Client - Dennis

26/08/2020

• Keep form listing

  • Included in new mocks

• editing terms - a bigger text area

  • Not related to this feature

• advertiser tcs section - dynamic

  • Not related to this feature

Client - Intensify

26/08/2020

• advertiser listing

  • Included within associate campaign modal

• list of all campaigns - to show available then add the filter

  • Done, associate modal now includes columns for campaign and relevant filters

• active/inactive view

  • Done through active form and archive sections

    • Changed from ‘subnavigation’ to ‘tabs’

• Alias/form label

  • This should be done with form naming as is currently done, we won’t be including a separate label column as this can already be achieved in the form name as it is not tied to the form slug

Product Team

28/09/2020

• ‘Associated campaigns’ banner added to top of form builder page

  • Done

• Various confirmations/validation through modals and snackbars added throughout when changing aspects of the forms (saving/editing)

  • Done

• It seems weird to me that you have to option to save as an isolated form within the form builder, because I would class this task as ‘form management’ and not ‘form editing’, and I think the management of forms should be done through the form listing with all the other form management tasks and not the editor

• If you’re intention from the very beginning was to have an isolated form from within a campaign, you first have to associate a form, click to edit that form, then save as an isolated form, then associate the form to the campaign you were just on, then when you go back to the campaign you end up having 2 forms in the campaign, and if you wanted to be clean and tidy then you’d remove the original form = a lot of steps. The second way (images 14 to 17) is through the ‘isolate selected form’ checkbox on the ‘associate’ dialog. I prefer this journey because:

  • This particular form management task of creating your isolated form is completed through the form listings where all the other form management happens

  • The association of your unique form is automatically achieved through this journey, you don’t have to manually associate the form after you’ve created the unique version, as this can be automatically done if you select the ‘isolate selected form’ checkbox = less steps, as the checkbox does a lot of things automatically

Product Team

22/10/2020

• Association and removing association should be same as Agency / Advertiser management (search and add style)

  • Done for campaign association

• I still find the Campaign level “edit” a very confusing process. It might be a terminology thing but I think we need to work on making that process clearer or removing it.

  • I’ll change terminology to ‘manage’ for now, but then if we decide to remove it in the future then we can

• I think Translations should also only be on global level - leaving just implementation info and view on the table.

  • Done for global form listing

• Add the ‘active’ and ‘archived’ forms in the mocks

  • Done and included in mocks

CS/Sales Team

27/10/2020

• Select all on campaign association

  • Done, added a ‘remove all’ button, again for the scenario where users might want to remove all associations to a form

• advertiser column on campaigns association

  • For the ‘associate form to campaign’ modal (e.g. image #6), advertiser column and column filters added which would make it easier to find associated campaigns for the scenario where a form has hundreds of campaigns associated to it

• When deleting signing off on deletion

  • We already show in the mocks that if you want to delete a form you have to first remove any campaign associations (and if you don’t you’ll get a warning), then you can delete a form (and yet again you get a confirmation modal before you can finally delete). But CS/Sales mentioned that it would be good to have even more validation around deleting forms which I think is fair, it’ll only help reduce mistakes. A suggestion from Sophie was to add the ‘signed by’ input thing that we have when creating forms, but instead use it for confirmation when deleting forms, this is a good idea.

  • An alternative would be to only allow deleting of forms only from the ‘archive’ tab and not the ‘active’ forms tab, so you first have to archive the form then once on the archive tab you can fully delete the form. Would be good to discuss which solution people prefer.

Client - Dennis

04/11/2020

• Would be nice if form has dynamic terms and conditions field so a single form can be used for all advertiser forms

  • Achieved via dynamic content form field type field

Product Team

09/11/2020

• Active/inactive view

  • Changed from subnavigation to tabs

• Form builder ui changes

  • Associate, save as new, translate, archive button added within panel header - now serves as form management panel

  • Associations banner added within ‘setup’ tab

  • ‘Preview’ form button changed to ‘view’ for consistency

  • ‘Enabled’ toggle removed

• Delete confirmation

  • Have to archive form first, then you can delete form from there

• Form listing

  • Save as new button now opens 2 step process

    • Step 1 - choose new form name and slug

    • Step 2 - existing campaign associations from original form shown, which can then be edited

  • ‘Enabled’ column removed as we now have archive functionality

• Terminology

  • All instances of clone/duplicate form changed to ‘save as new’ for consistency

  • All instances of manage form changed to ‘edit’ for consistency

• Campaign form listing

  • Associations to campaign can be done here, but no shortcuts/extra functionality included to automatically duplicate and assign form to current campaign, this has to be managed through the form listing

Client - Acquisition Inc

09/11/2020

• And if it is active/not all campaigns start and end

  • Done

Client - Hoburne

11/11/2020

Client - Intensify

12/11/2020

• More ‘locked down’ user permissions so mistakes aren’t made? Or a way to ‘lock form’ to prevent changes so certain users can edit?

  • They said they have lots of people joining every month and are worried about cowboy pew pew users slapping in new fields and making form changes which will effect various campaigns without them realising what they’re actually doing

    • We already have various confirmations and warning in place so user permissions will not be changed in any way

Client - Incisive

20/11/2020

Product Team

09/12/2020

• Dynamic thank you page concept research, get more use cases for thank you page to see if we can create ‘official’ functionality for thank you page, e.g. have official setups for:

  • Aquisition inc: Links to various whitepapers, videos, websites depending on the campaign

  • Hoburne: Links to hoburne park pages depending on campaign

  • Incisive: Redirects to various whitepapers depending on whitepaper IDs

  • FCA: Sometimes they include unique tracking scripts based on campaign and car models

  • R&I: Different asset download (e.g. externally hosted PDFs) links per campaign

    • Achieved via dynamic thank you page rules, options allow choosing of campaign, advertiser, whitepaper, and then depending on selection you can choose contents and actions

• Thanks page

  • For migration helpfulness add HTML section and JS section?

Product Team

06/01/2021

• Mocks for new ‘scenario based t&cs’ input thing, options would allow choosing of campaign or advertiser, and then depending on selection you can choose contents, discuss and finalise how we want to achieve dynamic t&cs

  • Achieved through dynamic form field

Product Team

13/01/2021

GLOBAL FORMS (MAIN) MOCKS APPROVED

Product Team

20/01/2021

• Global thanks page mocks - add recommended whitepapers options at the top

  • Information added on first slide of mockups

• For v2 dynamic thanks page, potential for pagination/lazy loading for groups of rules to help performance.

Product Team

20/01/2021

GLOBAL FORMS (DYNAMIC THANKS PAGE) MOCKS APPROVED

Product Team

03/02/2021

GLOBAL FORMS (DYNAMIC FORM FIELD) MOCKS APPROVED

Product Team

08/06/2021

• On campaign > form level the ‘associate’ dialog doesn’t need to include the table listing as this is replicated on the page itself, so remove the table listing within the dialog and just have simple interface to add form. Also add checkbox column to table listing and new ‘remove’ button to allow bulk removal of associated forms

  • Done