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Within the ‘Archived’ tab you can either ‘Activate’ an existing form or ‘Delete’ a form. By clicking the ‘Activate’ button you will re-instate the selected form to the ‘Active Forms’ tab in the Global forms listing page. An ‘Archived’ form will remain active if the campaign it is associated is active.
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Before you can ‘Activate’ a form you need to confirm this action via a dialog modal. This ensures that forms are less likely to be re-activated by accident.
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Before you can ‘Delete’ a form you need to confirm this action via a dialog modal. This ensures that forms are less likely to be deleted by accident. It’s important to note that ‘Deleting’ a form is a final action and that the form will no longer be available in any listing
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‘Dynamic Content’ Form Field Type:
Introduction & Use Case
On a Convertr enterprise, Advertisers may have the exact same form capture requirements, therefore each of their forms would contain the same data capture fields. However, different or unique terms and conditions copy may be required depending on the advertiser.
‘Dynamic Content’ is a new field type that can be added to a form to allow the display of unique content based on ‘Advertiser’ or ‘Advertiser and Category’.
This would mean that the same single form can be used across numerous advertisers where the data capture fields are exactly the same, and unique terms and conditions copy is shown per Advertiser.
The examples below shows the same form utilising the new ‘Dynamic Content’ field to show different terms and conditions copy across different advertisers.
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Setup
When adding/editing a form within the form builder, navigate to the ‘Fields’ tab, then add a new field with the type of ‘Dynamic Content’.
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Click the ‘Settings’ icon to view the options for this field.
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If required, add any ‘Default Content’. This content will can be written in HTML and will be shown to all Advertisers that are not specified within the custom content rules. This content can be empty if no content is required to be shown for advertisers that are not defined within custom content rules.
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To add a custom rule select either the ‘Advertiser’ radio button or ‘Advertiser and Category’ radio button, then click ‘Add’. Then include any unique content that should be displayed for the defined advertisers/categories.
The below example shows the setup to show unique content for 2 difference advertisers. For even more specific requirements, advertiser and category rules can be used.
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If the ‘Hooli’ advertiser has any campaigns that have an association with this global form, then content displayed on the form will be ‘Some content for Hooli advertiser', e.g.
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If the ‘Alicimo’ advertiser has any campaigns that have an association with this global form, then content displayed on the form will be ‘Different content for Alicimo advertiser', e.g.
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For any advertisers that are not defined within the ‘Custom Content Rules’ but still have any campaigns that have an association with this global form, then content displayed on the form will be ‘My default content', e.g.
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Dynamic ‘Thanks Page’ Content:
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Dynamic Thank you page:
Thank you pages can be created from either a Default content or from Custom Content Rules.
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Intro & Use Case
Similar to the new ‘Dynamic Content’ form field, custom content rules are also available for the ‘Thanks Page’ on any form. These custom content rules (for Advertisers, Campaigns or Whitepapers) allow specific content to be shown after a form has been submitted, or for a URL redirect to take place, or a combination of both custom content and a URL redirect.
Therefore, a single form can accomodate specific requirements for Advertisers or Campaigns or Whitepapers, which would negate the need to have duplicate forms in scenarios where forms are identical apart from the contents of the ‘Thanks Page’.
For example, a user may want to direct users to a specific websites depending on the specific whitepaper they have downloaded. In this case, custom content rules would be required to specify which whitepapers should have specific redirect URLs and if required, any additional custom HTML content.
Setup
When adding/editing a form within the form builder, navigate to the ‘Thanks Page’ tab, add any content within the ‘Default Content’ section that would show for any scenarios that are not specified within any custom content rules.
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Select an radio option for custom content rules based on Advertisers, Campaigns or Whitepapers, then click the ‘Add’ button to setup the first rule.
In the below example, the ‘Whitepaper’ radio button has been selected. Multiple whitepapers have been added to a custom content rule (by searching and selecting whitepapers from the ‘Whitepapers’ input) which will show custom content (by selecting the ‘Use Custom Content’ radio button under ‘Content’) and perform a URL redirect (by selecting the ‘Redirect’ option under ‘Action') after a 10 second delay (by inputting ‘10’ in the ‘Redirect Delay’ input) once the form has been submitted.
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In the above example, if the form completed by the user is associated with either the ‘Data Cleansing’ or ‘Data Routing' whitepaper, the custom content will be shown and after 10 seconds of the form being completed, the form would redirect the user to the specified website:
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For any forms completed that do not have any associations to whitepapers specified in custom content rules, the content from the ‘Default Content’ section will be shown:
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