Learn how to work with different types - Regular, Opt-Out, and Facebook forms - depending on what you need to do: gather data and communication opt-ins, get feedback when users opt-out of subscriptions, or collect data from social network ad forms.
Moreover, check out the available statuses and actions inside forms, and discover what you can do with different features and possibilities in the form editor.
The editor tool will help you build a form of your choice and activate it. Read the quick guides in the below sections to understand how to create different types of forms.
Create Regular Form
- Go to Content > Forms. Click Create Form and select the form type Regular Form
- Drag and drop the Contact Information—email, phone number, or both—that you want to include in the form. This is a required step because contact information is one of the person identifiers that lets you automatically create and update profiles in People.
- Set up Person Attributes such as first name and last name, or any other standard or custom attribute available in this block. Note that the custom attributes need to be configured in People > Configuration if you want to be able to select them here.
Once you start adding fields to your form, the Submit component will appear. Click on it if you wish to change the name of the button.
- Although not mandatory, you can define other Components as well. Such fields will help gather some additional data from visitors. They are not connected to People and will be available only in Raw Data.
You could, for instance, add the Text Area so that the visitors can leave a message, or let them rate your service with the radio button.
Components are not mapped to a person attribute by default. To store the collected data in person profiles, you can manually connect the field to a standard or custom attribute.
- When you click on any of the fields, you will be able to use their properties in the editor. These will allow for a flexible form set up. The table below includes all fields and their descriptions.
|Connect field to people attribute
||Use this option to connect a field to an attribute - a standard or custom one. This means that you can customize the storing logic of data against the attributes in this form.
||The name of the field.
||Used to identify the field and submit correctly over API.
||The placeholder text that appears inside the field before the user starts entering their information.
||Turn on the toggle if the field is required. Users will not be able to submit a form without populating or defining this field.
||Turn off the toggle if you would like to keep the field in the form but hide it in a live environment
||This value will be statically applied for each form submit with no option to change it. Field with static value will not be visible over API. Use the static value for profile attribution.
||This information is used to connect the form`s input type to the data type stored in People.
- The next step involves data processing rules: enable it if you want to save profile information on the People platform for future use in automated communication and funnel analytics.
- Click Activate. The code that will appear in the pop-up window should be added to your web page.
Create Opt-Out Form
- Select Opt-out Form when creating a new form on the main Forms page.
- Inside the editor, you can use the Component block, available in the side panel. For example, add the Radio button component and type in the form`s name.
You don`t need to add any contact information as this form will automatically collect unsubscribed users' emails.
Moreover, Components are not connected to People profiles, and no processing rules have to be specified for them.
- Next, add options to the component. They are available in the side panel.
- Activate the form.
- Remember to go to Landing Pages and embed the opt-out form into the landing page.
Connect Facebook Forms
A Facebook business account must be connected in order to collect form data automatically from Facebook forms. This can be done by enabling the Facebook Leads App in the Apps area of the portal.
- Go to Apps > Integrations. Select Facebook Leads and click Connect Account.
- Follow the on screen instructions to login to your Facebook account, select the pages you want to add and accept permissions. Click Connect with Facebook
- Go to Content > Forms. Click Create New and select Facebook form. If the connection to Facebook has been successful, you will see Lead Ads Facebook forms listed in the Forms template area of the web interface. Both active or archived forms may be visible depending on the forms you have configured in Facebook.
Select an active form by clicking the the three-dot menu on the form card to see the possible actions.
Click Use Form to open the form editor to see the fields of the form rendered in the same way they have been configured in Facebook. Archived forms can not be selected.
Once connection has been established it is then possible set field mappings to each field in order to save data directly in People and define the processing rules so new Leads will be created in People as soon as the Facebook form is submitted.
Statuses and Actions
Forms have different statuses that describe them and can be managed using actions such as activate, edit, duplicate, delete, or disable.
These are the available statuses:
- Draft – Form has not been activated yet. Drafts will be deleted 90 days after the last update.
- Active – Forms are live and will be seen across the web. API submissions are also active. This status is triggered when the form has been activated in the form editor.
- Disabled – Forms are disabled and cannot receive any data. Disabling a live form will take immediate effect. If it is embedded on any of your web pages, it will no longer be available and may show an error.
- Deleted – Form is removed from the web page and raw data will be deleted. However, events will remain stored for audience segmentation. Note that the opt-out form can`t be disabled or deleted while it is being used on an active landing page.
To manage form statuses, go to Content > Forms. Click the three-dot menu on the form card of your choice to see possible actions.
All forms that appear on the homepage can be duplicated, except Facebook forms. Use their existing setup and layout, or modify them as you wish. The duplicate version will have the draft status.
Facebook Forms Statuses
Facebook forms statuses may have different meaning to statuses in Forms because configuration is handled on Facebook side. The status mapping between Facebook forms and Moments are handled in the following way:
|STATUS IN FACEBOOK
||STATUS IN MOMENTS
||Draft Facebook forms cannot be added to Moments. They are not visible in the web interface.
||Active Facebook forms have been connected to Moments but the form has not been activated in Moments. When the form is in this status, the user can setup the field mapping for the form. Remember to ensure that Facebook forms are not left in draft in Moments for too long as leads will not be transferred into the system.
||Facebook forms displaying as active in Moments shows that mapping is complete, the form is live and receiving leads. Leads will only start appearing in Moments once the Facebook form is active in the web interface.
||Facebook forms that have been archived in Facebook will continue to show as active in Moments. If your form is active and not receiving leads from Facebook, please check the form status in Facebook to ensure it is not archived.
||Facebook forms will show as disabled in Moments if the user disconnects his Facebook account.
||A user can delete any connected Facebook forms at anytime. By doing this the form will not receive any leads in Moments. If a user adds the deleted form again from Facebook it will be treated as a new form by Moments.
Think of components as building blocks, and use them to create a form that will best serve your purpose. What you need to do is drag a component to the editor, name it, and, where possible, add options.
When selecting a component, you will either see a field that allows free input, such as the Text component, or you can set up predefined options. These predefined options are available for the Checkboxes, Dropdown, and Radio button components, and they are visible in the right side panel.
To store the data that the user will input there, connect Components to People by matching it with the corresponding data type in People. For instance, the Date component would be connected to the data type Date. If you are going for the form with multiple answers - use the Checkboxes component, and connect it to the List attribute in People.
Create a Component Option
Click on the field to type in the name and value for each option. Give the check box a name that will be visible on the form and assign the value that will be stored in People. If you want your website visitors to see a 2-year subscription, you can do that and save 2 as a value in People.
Connecting Profile Attributes and Components
To save information on the data platform, you need to establish a link between the profile attributes and the form`s components.
The Checkboxes, for example, can be connected to the Lists attribute in People. Each check box value that the form`s user has chosen will be saved as a new item in the list. This is what you will need to do:
- Create a custom List attribute in People > Configuration and save it.
- Go back to the Forms module: Content > Forms. Link the Component (Checkboxes) to the List attribute that you have just created.
- After selecting the matching attribute, click the component field and use the pop-up window to enter options that will be recorded in People.
- Continue to the next step: Processing Rules. To rewrite the existing data when the user submits the same form or another form that contains the same attributes, select Override. If you select Add new, the new items will be appended to the list enriching your existing data.