Form Input Types

Feature Overview

Form Types are the different input fields available on global forms. Form Input Types can be divided as below:

1. Standard Fields

2. Lookups

3. ESP Lookups

4. Pre populated Lists

5. Sign Ins

6. Whitepaper related

7. Miscellaneous

8. Reserved Words

The different form types are described in the corresponding sections. There are also some reserved words that may not be used as input types.

Once form name and slug have been added via Setup page, user can select the input types to show on the form by going to the ‘Fields Page’ and clicking on ‘Add Input’.

Open

This opens the below sections where you can select the input type from the ‘Type’ dropdown.

Open

The ‘Preview’ section on the right side displays a preview of the Fields Page and Thanks Page.

When on the Fields Page tab, after adding new input fields, click on the ‘Refresh’ button to refresh the preview of the form fields.

When on the Thanks Page tab, after updating the Thanks Page, click on the ‘Refresh’ button to refresh the preview of the Thanks Page.

Saving the input fields

Once the necessary fields have been added, settings updated, repositioned and the user has confirmed what the form looks like in the Preview, they can click on ‘Save’ to persist the changes.

Clicking on ‘Back’ will take the user to the ‘Setup’ page.

Clicking on ‘Next’ will take the user to the ‘Thanks Page’

Summary

 User Permissions

Admin users, agency users and creative managers have access to global forms.

https://docs.google.com/spreadsheets/d/1i4qTTKkC3rF3EyEOh2585ktDDGge0L0IMVDNCwriFR0/edit#gid=687611748