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Platform URL

https://[enterprise].cvtr.io/v2/Forms

API Endpoints

GET - https://{enterprise}.cvtr.io/api/v4/forms/{id}

POST - https://{enterprise}.cvtr.io/api/v4/form-preview

Epic

Jira Legacy
serverSystem JIRA
serverId47839f05-61cf-355f-8da7-a069f30ee70e
keyGFR-50

Document status

Status
colourGreen
titleDRAFTREVIEWED

Document owner

Danny Hannah Adam Carter

Technical writers

Barnaby Murtagh (Unlicensed)

Related Content

Provide the link to related content, if any (E.g. Form creation page should be linked to Form input types page)Forms

Feature Overview

The Thank You Page is displayed after a lead has submitted a form, where various actions can take place such as displaying a message, images, showing video or additional content. The Thank You tab within the form builder allows customisation for this form step.

Additionally, the Thank You Page can be used to serve content if used in conjunction with our Whitepaper solution.

Summary

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Functionality

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User Story

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Add Thank you page

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This is a default option

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Select Custom Content Rules (None)

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All associated campaigns will have content shown from the Default Content

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Select Custom Content Rules (Advertiser)

Any associated campaigns with the defined advertiser rules will display the content defined within this specific advertiser rule.

Any undefined advertisers within Custom Content rules will show content from Default Content.

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Select Custom Content Rules (Campaign)

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Any associated campaigns with the defined campaign rules will display the content defined within this specific campaign rule.

Any undefined campaigns within Custom Content rules will show content from Default Content.

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Select Custom Content Rules (White-paper)

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Any associated campaigns with the defined white-paper rules will display the content defined within this specific white-paper rule.

Any undefined white-papers within Custom Content rules will show content from Default Content.

For any Advertiser, Campaign and White-paper custom content rules, a website redirect with a specified delay period can also be configured.

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Preview

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Default Content Rules

The Default Content is what will appear on your Thank You page if there are no custom content rules.

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You can also configure your custom rules to show this content alongside another action such as a redirect if you wish.

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Custom Content Rules

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Custom Content Rules are available within the Thank You Page.

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Area

Field Name

Required

Notes

Custom Content Rules > Advertiser

Advertiser

(tick)

Select multiple Advertisers

Custom Content Rules > Advertiser

Action

(tick)

Select between Redirect or HTML

Custom Content Rules > Advertiser > Action > Redirect

Redirect Url

(tick)

Select to Redirect user to a URL

Custom Content Rules > Advertiser > Action > Redirect

Redirect Delay (Seconds)

(tick)

Select how many seconds the redirect should be delayed before redirecting user.

Custom Content Rules > Advertiser > Action > Redirect / HTML

Content

(tick)

Select if Default Content will be displayed in Thank you page or if Custom Content needed.

Custom Content Rules > Campaign

Campaign

(tick)

Select multiple Campaigns

Custom Content Rules > Campaign

Action

(tick)

Select between Redirect or HTML

Custom Content Rules > Campaign > Action > Redirect

Redirect Url

(tick)

Select to Redirect user to a URL

Custom Content Rules > Campaign > Action > Redirect

Redirect Delay (Seconds)

(tick)

Select how many seconds the redirect should be delayed before redirecting user.

Custom Content Rules > Campaign > Action > Redirect / HTML

Content

(tick)

Select if Default Content will be displayed in Thank you page or if Custom Content needed.

Custom Content Rules > Whitepaper

Whitepaper

(tick)

Select multiple Whitepapers

Custom Content Rules > Whitepaper

Action

(tick)

Select between Redirect or HTML

Custom Content Rules > Whitepaper > Action > Redirect

Redirect Url

(tick)

Select to Redirect user to a URL

Custom Content Rules > Whitepaper > Action > Redirect

Redirect Delay (Seconds)

(tick)

Select how many seconds the redirect should be delayed before redirecting user.

Custom Content Rules > Whitepaper > Action > Redirect / HTML

Content

(tick)

Select if Default Content will be displayed in Thank you page or if Custom Content needed.

🗒️ Summary

Functionality

User

...

Story

1

Add Thank you page

This is a default option

2

Select Custom Content Rules (None)

All associated campaigns will have content shown from the Default Content

3

Select Custom Content Rules (Advertiser)

Any associated campaigns with the defined advertiser rules will display the content defined within this specific advertiser rule.

Any undefined advertisers within Custom Content rules will show content from Default Content.

4

Select Custom Content Rules (Campaign)

Any associated campaigns with the defined campaign rules will display the content defined within this specific campaign rule.

Any undefined campaigns within Custom Content rules will show content from Default Content.

5

Select Custom Content Rules (White-paper)

Any associated campaigns with the defined white-paper rules will display the content defined within this specific white-paper rule.

Any undefined white-papers within Custom Content rules will show content from Default Content.

For any Advertiser, Campaign and White-paper custom content rules, a website redirect with a specified delay period can also be configured.

6

Preview

Users can preview their “thanks” page

🗒️ User Permissions

Admin, agency users and creative managers have access to Global Forms.

https://docs.google.com/spreadsheets/d/1i4qTTKkC3rF3EyEOh2585ktDDGge0L0IMVDNCwriFR0/edit#gid=415459484

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