Forms
- Arunima Kurup Prasad
Platform URL | |
|---|---|
API Endpoints | Endpoints are available in respective child pages |
Epic | |
Document status | DRAFT |
Document owner | @Danny Hannah @Adam Carter |
Technical writers | @Arunima Kurup Prasad |
Related Contents | Active Forms > Listing Archived Forms > Listing Add and Edit Form Thanks Page Associate Form and 'Save As New' Translate Form |
Feature Overview
A lead generation form is a web form meant for capturing emails and other information of potential customers. The most common types of lead generation forms include contact forms, registration forms, and simple newsletter signup forms.
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.
The Global Forms section has centralised form management that offers the below:
Visibility into available forms and where they're used
Consistent field names
Implementing changes across multiple campaigns
Archiving old forms
Form interface
This section has been divided into several pages, and links are available in 'Related Content'.
Summary
Functionality | User Story | |
|---|---|---|
| 1 | Active Forms listing | User can see the active forms listing and can view the associated campaigns |
| 2 | Active Forms listing > Associate Campaigns | Clicking on the associated campaigns link, the user can navigate to the campaigns and to the advertisers page |
| 3 | Archived Forms listing | User can see the archived forms listing and can view the associated campaigns |
| 4 | Archived Forms listing > Associate Campaigns | Clicking on the associated campaigns link, the user can navigate to the campaigns and to the advertisers page |
| 5 | Input Types | User can select from 52 different input types available |
| 6 | Add Form | User can add new active forms using the Add modal and via CSV file |
| 7 | Edit Form | User can edit the details of existing active forms |
| 8 | Save as New | User can edit an active form and save it as a new form |
| 9 | Archive | User can archive forms and they will be available under Archived forms listing |
| 10 | Activate | User can activate archived forms by clicking the Activate button |
| 11 | Delete | User can delete archived forms if no campaigns are associated to them |
| 12 | Translate | User can translate a form to a language configured in Enterprise > Content Languages |
| 13 | Associate | User can associate forms to campaigns |
| 14 | Preview | User can see a preview of active and archived forms |
| 15 | Table Filtering | Allows the user to filer the table values using Advertiser Id, Advertiser Name, Campaign Id, Campaign Name and Label |
User Permissions
Admin users, agency users and creative managers have access to global forms.