Active Forms > Listing

🏠 Feature Overview

With the Global Forms section, instead of creating individual forms for each campaign, users can create master templates and associate them to multiple campaigns. Users can view and manage forms across all campaigns using the Global Forms sections available on the left menu.

Active Forms

All active forms created on the platform are listed under the Active Forms tab in Global Forms page. The Active Forms listing page is as shown below.

The table shows:

• ID: unique ID of the form. Users can search for forms using the ID.

• Form: name of the form. Users can search for forms using the name.

• Type: identifies if the form is a ‘Master’ form or ‘Translated’ form

• Associated campaigns: provides a link to all campaigns using the form. Any changes made in a form will be reflected on all associated campaigns.

• Actions column shows the various actions possible on forms.

• Checkbox: A checkbox column is provided for selecting the forms that need to be archived.

• The forms listing page provides pagination option so users can select how many forms they want to view on a page.

Apart from these, the following options are also available on the Active Forms listing page:

• ‘Add’ button to add new forms

• ‘Add via CSV’ to add import forms via CSV file

• ‘Archive’ button to archive forms

• ‘Edit’ form

• ‘Preview’ form

• ‘Save As New’ form

These are described in the page: 'Add and Edit Form‘, available in 'Related Content’ section.

Associated Campaigns

• Clicking on the hyperlink opens the below modal showing all associated campaigns and option to associate new campaigns with the form.

Users can search by campaign name or campaign ID in the ‘Campaigns’ search box to select and add a campaign to associate to the form using the ‘Add’ button. User is not permitted to associate a campaign that is already associated with the same form.

A blue banner displays the number of campaigns associated with the form but users will only be able to see the campaigns that they have permission to access.

Clicking on the ‘Campaign Name’ hyperlink takes the user to the campaign overview page.

Clicking on the ‘Advertiser Name’ hyperlink takes the user to the advertiser’s campaign listing page.

Once campaigns are added for association, clicking on ‘Save’ will associate the form with the selected campaigns. If the form has any translations, they will also be automatically associated with the campaign.

Removing Associations

A campaign association can be removed using the ‘Remove’ button if the form does not have any associations to:

• Landing pages

• Email assets

• ConnectedApps

If the form is associated with any the above, the following error message will be shown which displays the ID of the landing page/email asset/connected app association.

Below image shows the landing page associations the above form has.

Once the changes to form associations are made in the modal, the changes can be persisted by clicking on the Save button.

\uD83D\uDDD2 Summary

Summarise the functionalities in a table

\uD83D\uDDD2 User Permissions

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

Agency users can perform edit actions only if access is enabled at enterprise level.

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