Form Builder

What does it do?

Fundamentally the form builder allows the user to specify which data fields the campaign needs to accept.

The form builder allows users to create forms on a campaign, when creating a form the user is able to select a specific form type per field

	Action	Description	Acceptance Criteria
1	Add/edit a form	A user can add/edit a new form	A user will be able to go into a campaign and click add form from there they will be able to save this form to the campaign.
2	Delete a form	A user can delete a form as long as it is not associated with a campaign	A user within a campaign will be able to delete a form, however, if the form is associated with a landing page that association will have to be removed to delete the form
3	Add/edit a field	A user can add a single/multiple fields to a form	A user on a campaign form will be able to add a form field and specify the field type they would like to use (form types below).
4	Edit Thank you page	A user can edit the details on the thank you page	A user on a campaign form will be able to edit the HTML on the thank you page and preview what it will look like.
5	Edit CSS	A user can edit the CSS on the form	A user on a campaign form twill be able to edit the CSS to style the form as they would like and preview it within the campaign
6	Edit Javascript	A user can edit the Javascript on the form	A user on a campaign form will be able to add custom Javascript to the form preview the functionality within the campaign
7	Import Via CSV	A user is able to import a CSV to create a form but only allowing the creation of text field type.	A user will be able to add a new form to a campaign by importing a CSV template however when using this option all fields will be in the text form type options.
8	Create Javascript form	A user can create a form as javascript instead of an iframe	A user will be able to create a form as javascript (this is used for different implementations when embedding a form on an external site)
9	Import from another campaign	A user can import a form from another campaign	A user will be able to select a specific form from another campaign within Convertr import into the campaign once imported they will be able to rename the form for that specific campaign.

	Form Types	Description
1	AddressLookup	Allows the user to perform a UK address lookup (T2A UK address lookup)
2	AddressLookupGlobal	Allows the user to perform a global address lookup using Google
3	AdestraLookup	Allows a user to autofill the form using the Adastra user lookup
4	CampaignMonitorLookup	Allows a user to autofill the form using the Campaign Monitor user lookup
5	Checkboxes	Allows a user to add a Multi-select checkbox on the form
6	Choice	Allows a user to add a Dropdown menu with a single select to the form
7	CountryList	Allows a user to add a populated drop-down list of all countries
8	Date	Allows a user to add a date picker to the form
9	DeviceCapture	When added as an option it will store the device on which the form was submitted. By default, this should be not enabled on the form so the field does not display.
10	DynamicContent
11	Email	Allows a user to add an email option to the form (default field name email)
12	EmailLookup	Allows a user to add live email check and performs a live lookup via the Briteverify API (default field name email)
13	FacebookSignup	Allows a user to sign in with Facebook o populate the form details
14	First Name	Allows a user to add a First name option to the platform (default field name firstName)
15	HiddenInput	Allows a user to add an
16	HtmlInput	Allows a user to add an
17	Integer	Allows a user to add a field that will only accept a number value
18	InternationalCompanyAddressLookup	Allows a user to add a Company address lookup to the form (this is powered by D&B)
19	Last Name	Allows a user to add the Last name option to the platform (default field name lastName)
20	LinkedInSignin	Allows a user to sign in with Linkedin to populate the form details
21	MaropostLookup	Allows a user to autofill the form using the Maropost user lookup
22	Model	Allows a user to add the model option select this is FCA specific
23	MultiFcaDealerLookup	Allows a user to add the FCA dealer lookup by postcode this is FCA specific
24	Optin	Allows a user to add an optin option before submitting the form
25	Password	Allows a user to add a password field type (when the user types in this data it will be masked on the form)
26	RadioInputs	Allows a user to add radio inputs (this is a single select option) to the form
27	ReCaptcha	Allows a user to add ReCaptcha uses an advanced risk analysis engine and adaptive challenges to keep malicious software from engaging in abusive activities on your form
28	RememberMe	Allows a user to add to store their details so when they fill in another form from the same enterprise the form will auto-populate with their details.
29	Reset	Allows a user to reset the form details
30	ScreenCapture	Allows a user to add the option to perform a screen capture when the form is submitted this will then be stored as lead data as a link to an image
31	SelligentLookup	Allows a user to autofill the form using the Selligent user lookup
32	SilverpopLookup	Allows a user to autofill the form using the Silverpop user lookup
33	SingleCheckbox	Allows a user to add a single checkbox item to the form
34	Submit	Allows a user to add a submit button to the form
35	Telephone	Allows a user to add an telephone option to the form (default field name telephone)
36	TelephoneLookup	Allows a user to add live telephone check and performs a live lookup via the Informatica API (default field name telephone)
37	TelephoneLookupInternational	Allows a user to add live email check and performs a live lookup via the data8 API (default field name telephone)
38	Text	Allows a user to add a text field to the form (this is the most used form type option)
39	Textarea	Allows a user to add a text area to the form
40	Title	Allows a user to add a salutation dropdown (Mr, Mrs, Miss etc)
41	UsStateList	Allows a user to add a drop-down of US states to the form
42	WhitepaperDownload	Allows a user to add an option to trigger a whitepaper download (see whitepapers for more detail)
43	WyvernLookup	Allows a user to autofill the form using the wyvern user lookup

What Uses cases does this apply to?

CONTENT SYNDICATION

Why would they use this feature?

This feature sits in two areas:

Customers who use our forms & landing pages:

When they utilise this functionality the main advantages are:

The live email and telephone lookups are performed on the form
We can perform a live Company Lookup
We can perform an address lookup
Optin (all data must be opted in before submit)
Content Distribution allows users to download content on submit (includes PDF, MP3 and MP4)
Recommended Whitepapers - We can display other whitepapers that are linked to the whitepaper they downloaded
Remember Me - when this option is used it allows the Convertr platform to automatically fill in their previous data submitted (as long as the same data fields are used)
Autofill Forms from ESP (Adestra, Maropost, Selligent, Silverpop and Campaign Monitor)
Allows users to specify the allowed fields on a campaign

Customers who do not use our forms & landing pages

When they utilise this functionality the main advantages are:

Allows users to specify the allowed fields on a campaign

Key Talking Points

On form lookups
- live email and telephone lookups
- D&B company lookup
- Address lookup
Whitepapers Download - When a potential customer submits a form they will be able to download content locally for example PDF, MP3 or MP4
When using our landing pages and forms they will have the option to utilise our autofill from ESP (Adestra, Maropost, Selligent, Silverpop and Campaign Monitor) feature.
Customs can customise the form to their needs using our CSS and Javascript editor.
Customers can Embed the form on external sites using Iframe or javascript tag

An example of how it would be implemented?

Knowledge Base

Form Builder

Analytics

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