Add a form:
As a platform user you can Add a Form via the ‘Forms’ sidebar.
To add a Global form you need to click ‘Add’ button when in the ‘Active Forms’ tab.
From here users should be able to view the ‘Setup’ page of the form creation section.
You will be able to ‘Name’ your form and Add/ Edit the url slug for the form. You will also be able to select the ‘Language’ of the form.
It’s important to note that you will have the option to select the Embed Type of your form (the use case for this is predominantly used in B2C use cases). On this tab you can also select if Auto Iframe resizing is enabled. Auto resizing will allow the form iFrame to be resized automatically without having to add custom javascript to resize the iframe.
Form builder:
Fields page tab is where you can build the fields needed for your form.
You can select the ‘Type’ of field you want to use for the form. All the available fields types are displayed in a scrollable dropdown list.
The Name of the field can be edited to your pleasing.
Other useful elements that can be configured include the ability to ‘Enable’ the feild for the form, Select if the form is to be a ‘Require’ field, The ‘Label' for the field can be edited (this label will be what is displayed to the form users when they view the form field input), ‘Placeholder’ can also be edited (This will display to the form user inside the form field input and is ofter used to suggest the format of inputs needed for the form field) and finally you can edit the 'CSS Class' field (This will be the name of the CSS Class.
The 3 icons in each form field box allow you to ‘Delete’ the form field from the form, ‘Move' the form field up and down the ordering hierarchy. The cog wheel opens the ‘Field settings’ modal within this modal you can add and remove ‘Key’ / 'Value’ pairs.
Options allow advanced manipulation of input fields.
To add a new option click the 'Add Item' button, where a row of 2 inputs will appear. Populate the 'Key' with a unique value (passed as a lead value property name) then populate the 'Value' input (will be the visible label on the form for that particular option). Remove an item by clicking the 'Remove Item' button.
Change the order of each item by pressing and holding the 'Move Item' button and dragging the row up or down, or place a row within an existing row to nest the item. Once items are nested, collapse or expand each item tree by pressing the 'Expand/Collapse Item' button, or add an individual item to a parent row using the 'Add Item' button.
Some form fields have been configured to include default ‘Options’ which include key / value fields.
There are particular fields that have default ‘Choices' settings, one example of this is the ‘Optin’ field. These default ‘Choice’ setting can be rearranged, deleted and further values can be added.
Associate a form to a campaign - global level:
When ‘Associating’ a form at a global level to a campaign. You need to first ‘Edit’ the form from the Global Form listings. From the ‘Edit Form’ screen you can select ‘Associate’.
Within the Campaigns drop-down you’ll be able to select from available campaigns. By selecting a campaign and clicking ‘Add’ the Campaign will be associated to
Associate a form to a campaign - campaign level:
Remove association - global level:
Remove association - campaign level:
Save as New:
Archive:
Form Translations:
Archive a Form:
Delete a Form:
Dynamic Content:
Dynamic Thank you page:
Thank you pages can be created from either a Default content or from Custom Content Rules.
