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 can add a new form to a campaign |
| 2 | Delete a form | A user can delete a form as long as it is not associated with a campaign | A user 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 will be able to select a form field and an additional form field to the form (form types below) |
| 4 | Edit Thank you page | A user can edit the details on the thank you page | A user will be able to edit the html on the thank you page |
| 5 | Edit CSS | A user can edit the CSS on the form | A user will be able to edit the CSS to style the form as they would like |
| 6 | Edit Javascript | A user can edit the Javascript on the form | A user will be able to add any custom javascript to the form |
| 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 import a csv template to create a form using only 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 | user will be able to import a form from another 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 | Checkboxes | Allows a user to add a Multi-select checkbox on the form |
| 5 | Choice | Allows a user to add a Dropdown menu with a single select to the form |
| 6 | CountryList | Allows a user to add a populated drop-down list of all countries |
| 7 | Date | Allows a user to add a date picker to the form |
| 8 | 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. |
| 9 | DynamicContent | |
| 10 | Allows a user to add an email option to the form (default field name email) | |
| 11 | EmailLookup | Allows a user to add live email check and performs a live lookup via the Briteverify API (default field name email) |
| 12 | FacebookSignup | Allows a user to sign in with Facebook o populate the form details |
| 13 | First Name | Allows a user to add a First name option to the platform (default field name firstName) |
| 14 | HiddenInput | Allows a user to add an |
| 15 | HtmlInput | Allows a user to add an |
| 16 | Integer | Allows a user to add a field that will only accept a number value |
| 17 | InternationalCompanyAddressLookup | Allows a user to add a Company address lookup to the form (this is powered by D&B) |
| 18 | Last Name | Allows a user to add the Last name option to the platform (default field name lastName) |
| 19 | LinkedInSignin | Allows a user to sign in with Linkedin to populate the form details |
| 20 | MaropostLookup | Allows a user to autofill the form using the Maropost user lookup |
| 21 | Model | Allows a user to add the model option select this is FCA specific |
| 22 | MultiFcaDealerLookup | Allows a user to add the FCA dealer lookup by postcode this is FCA specific |
| 23 | Optin | Allows a user to add an optin option before submitting the form |
| 24 | Password | Allows a user to add a password field type (when the user types in this data it will be masked on the form) |
| 25 | RadioInputs | Allows a user to add radio inputs (this is a single select option) to the form |
| 26 | 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 |
| 27 | 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. |
| 28 | Reset | Allows a user to reset the form details |
| 29 | 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 |
| 30 | SelligentLookup | Allows a user to autofill the form using the Selligent user lookup |
| 31 | SilverpopLookup | Allows a user to autofill the form using the Silverpop user lookup |
| 32 | SingleCheckbox | Allows a user to add a single checkbox item to the form |
| 33 | Submit | Allows a user to add a submit button to the form |
| 34 | Telephone | Allows a user to add an telephone option to the form (default field name telephone) |
| 35 | TelephoneLookup | Allows a user to add live telephone check and performs a live lookup via the Informatica API (default field name telephone) |
| 36 | TelephoneLookupInternational | Allows a user to add live email check and performs a live lookup via the data8 API (default field name telephone) |
| 37 | Text | Allows a user to add a text field to the form (this is the most used form type option) |
| 38 | Textarea | Allows a user to add a text area to the form |
| 39 | Title | Allows a user to add a salutation dropdown (Mr, Mrs, Miss etc) |
| 40 | UsStateList | Allows a user to add a drop-down of US states to the form |
| 41 | WhitepaperDownload | Allows a user to add an option to trigger a whitepaper download (see whitepapers for more detail) |
| 42 | 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 campaing
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
- The live email and telephone lookups are performed on the form
- D&B company lookup
- Address lookup
- Whitepapers Download
- Autofill from (Adestra, Maropost, Selligent, Silverpop and Campaign Monitor)
- Customs styling using CSS and Javascript
- Embed the form on external sites using Iframe or javascript tag)
An example of how it would be implemented?