š Feature Overview
Form Association allows users to select a Form that they wish to be linked to a Campaign in order to process leads that are submitted via a form.
Name | Required | Notes |
Campaign |
| Search input to select a Campaign to associate a form to. |
\uD83D\uDDD2 Summary
Summarise the functionalities in a table
Functionality | User Story | |
|---|---|---|
| 1 | Associate Form to Campaign | User can āAddā a form to a campaign so that leads can be submitted via the form and the submissions will be associated to the campaign. |
| 2 | Disassociate Form from Campaign | Users can āRemoveā a Form from a Campaign |
Associate A Form To A Campaign
Once your form has been created, either from scratch or via CSV, you will need to associate it to a campaign.
Within the Forms tab on the left navigation, select the link next to your form under the Associated Campaigns column:
a. If you are associating a new form, this column will display "0 Campaigns"
b. If associating a previous form this will say "X Campaigns", based on the number of campaigns that that form is currently associated with. You can Associate by clicking the campaign hyperlink or by clicking āEditā and selecting the āAssociateā button
Within the Campaigns field, select the campaign(s) from the dropdown list that you want to associate. This will make the form available to the campaign(s). You can add multiple campaigns to a form at once.Ā
Select the Campaign you want to Associate the Form with
Click Add
Select Save
Ā
How To Disassociate A Form From A Campaign
You can archive a form whilst it still has associated campaigns. Note if you want to delete the Form then you will have to disassociate all connections ie. Landing pages, Campaigns, Assets etc.Ā
Within the Forms tab on the left navigation, select the link within the Associated Campaigns column
Click Remove beside each campaign
Click Save
\uD83D\uDDD2Ā User Permissions
Mention if access needs to be enabled for any user roles and attach the user matrix.