Overview:

Description	Move current form functionality from campaign level to global level.
Type	Roadmap Feature
Story	Global Forms
Mockup	https://projects.invisionapp.com/share/E9SGBSZUX35
Ticket
Assets	https://drive.google.com/drive/folders/1HW8DIZ5P6llBtmb-ZVmNWLuWd2Eg02be?usp=sharing

Quantitative Data:

Data driven justification for ux/ui changes, especially necessary for organic changes that do not originate from client requests or roadmap features.

Link	Date Range	Item	Metric & Value	Assumption
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	HYPOTHESES Time should decrease REASONING 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	HYPOTHESES Views should decrease REASONING 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	HYPOTHESES Time should increase REASONING 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	HYPOTHESES Views should increase REASONING 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

Competitor Research:

Function	Findings	Takeaways
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’	EMBRACE ‘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 REJECT TO DISCUSS
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	EMBRACE Include indication to show the linked forms/campaigns Include usual management tasks such as ‘delete’ and ‘duplicate’ REJECT 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 TO DISCUSS
Form Reporting	Hubspot The main click-through from form listing goes to for performance/reporting page	EMBRACE None REJECT 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? TO DISCUSS
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	EMBRACE 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. REJECT 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 TO DISCUSS
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	EMBRACE Include shortcuts/quick actions from within campaign to allow quicker navigation from platform sections REJECT TO DISCUSS

Proposal Feedback:

Stakeholder	Date	Changes
Product Team	17/06/2019	DONE Remove form selection from campaign section 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 REJECTED 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 NEED MORE INFO TO DISCUSS
Client - Twogether	26/08/2020	DONE 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 REJECTED 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 NEED MORE INFO TO DISCUSS
Client - Spiceworks	26/08/2020	DONE 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 REJECTED NEED MORE INFO TO DISCUSS
Client - Dennis	26/08/2020	DONE keep form listing Included in new mocks REJECTED editing terms - a bigger text area Not related to this feature advertiser tcs section - dynamic Not related to this feature NEED MORE INFO TO DISCUSS
Client - Intensify	26/08/2020	DONE 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’ REJECTED 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 NEED MORE INFO TO DISCUSS
Product Team	28/09/2020	DONE ‘Associated campaigns’ banner added to top of form builder page Various confirmations/validation through modals and snackbars added throughout when changing aspects of the forms (saving/editing) REJECTED 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 NEED MORE INFO TO DISCUSS
Product Team	22/10/2020	DONE 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 REJECTED NEED MORE INFO TO DISCUSS
CS/Sales Team	27/10/2020	DONE 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. REJECTED NEED MORE INFO TO DISCUSS
Client - Dennis	04/11/2020	TO DISCUSS Form dynamic terms and conditions field Solution where this will be handled on advertiser level/campaign level override via new input type
Product Team	09/11/2020	DONE 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 REJECTED NEED MORE INFO TO DISCUSS
Client - Acquisition Inc	09/11/2020	DONE And if it is active/not all campaigns start and end Done REJECTED NEED MORE INFO TO DISCUSS Thank you page dynamic field? They have identical forms, apart from a HTML link that they add in the thank you page which links to different whitepapers/youtube videos/websites So this will mean that they have to have different forms even though the form fields are identical (as thank you page is unique to each campaign) Danny to get stats on how many clients this will effect (incisive, hoburne would also benefit from this)
Client - Hoburne	11/11/2020	NO FEEDBACK
Client - Intensify	12/11/2020	DONE REJECTED 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 NEED MORE INFO TO DISCUSS
Client - Incisive	20/11/2020	NO FEEDBACK
Product Team	09/12/2020	DONE REJECTED NEED MORE INFO TO DISCUSS Default value for ‘per campaign’ thank you page, where if one of these aren’t filled in then it falls back to default? 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: Whitepaper ID based redirects Page redirects (e.g. links to websites, youtube videos, etc) For migration helpfulness, add HTML section and JS section TO DO: ask CS to ask clients about the crazy JS they do on thank you pages, then come up with mocks, then have meetings with clients to discuss proposal For new ‘scenario based t&cs’ input thing, options would allow choosing of ID or advertiser, and then depending on selection you can choose contents TO DO: mocks for above

Retrospective:

To be completed after this features release. The retrospective should allow a basis for further improvements to this feature.

User Feedback

Stakeholder	Date	Description

Quantitative Data

Source	Link	Description	Findings

Global Forms