About the Forms & Pages Tool

Welcome to the Forms & Pages Tool!

Here you will find useful information on how to get the most out of the Forms & Pages Tool, and detailed descriptions on how to perform specific actions in each tab.

Scroll down in this article to read more, or refer to the left navigation to jump to a specific section.

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Search Bar

Looking for something?

Type in this bar to Search and find specific items within the tab you’re in. To read more about tabs, scroll down to the Activity Page Tabs.

To search in the entire platform, try global search at the top of the page.

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Create a New Activity

Want to start right away? Click Create a New Activity.

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Display Options

There's a couple of ways to view your activity page.

List View

In the list view, your activities are displayed in a list. It is the default view when you enter the tool.

Reorganise your activity list by clicking on the different columns, where you'll find all the essential information about your Forms and Pages.

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Name: This is the working name you chose for your activity.

Type: The type of Forms & Pages activity.

Status: Whether the activity is a draft, active or paused.

Created: The date the Forms & Pages activity was created.

Card View

Toggle the card view on or off by clicking on the card view button to the right of the list.

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This is how the card view looks:

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To return to the list view, click the list view button on the right.

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List Filters

Use list filters to decide which activities you wish to display.

To open the filters, click the filters button on the top left corner of the list in the activity page.

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Click on the filtering options to filter your list.

To display all the activities without any filters, click Clear Filters.

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Activity Page Tabs

As with other activity pages, you can quickly navigate to and from your DraftsActive & Paused, Templates, and Deleted items. Access each section by pressing its corresponding tab in the Activity Page.

Scroll down in this article to read about all the tabs, or click on a specific tab in the left side navigation to jump there.

 

Drafts Tab

This is the tab that opens by default when you enter the Forms & Pages tool. Under Drafts you'll find all the Forms & Pages activities you previously started but haven't activated yet. Easily get back on track by taking a look at this section and choosing an activity to continue.

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Click an item below to read more about what you can do in the Drafts tab:

Editing a Forms & Pages Draft

How to Edit a Forms & Pages Draft

1. Open a Forms & Pages activity by double clicking on it.

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2. The first step of the wizard will open up. Jump to the step you wish to make your changes in.

In order to move ahead, you must complete the latest step first.

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3. That's it! You can go back to your other tasks if you wish. All changes are saved automatically.

Cloning a Forms & Pages Draft

How to Clone a Forms & Pages Draft

1. Click on the Forms & Pages activity you wish to clone.

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2. On the Bottom bar, click Clone.

Your Forms & Pages activity will be cloned as a draft, and "(clone)" added to the name.

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Deleting a Forms & Pages Draft

How to to Delete a Forms & Pages Draft

1. Click on the activity you wish to delete. You can also select a group of activities to delete by clicking on one of them, holding the shift key, and clicking on the last Forms & Pages activity you wish to delete.

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2. On the Bottom bar, click Delete.

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3. Are you sure? If yes, click Delete. Otherwise, click Cancel.

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Active & Paused Tab

Review your Active and Paused Forms & Pages activities.

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Click an item below to learn more about what you can do in the Active & Paused tab.

Forms & Pages Status

What are the different Forms & Pages statuses?

Take a look at the status labels:

Active Forms & Pages activities are up on your website, collecting Profile data or being displayed.

Paused Forms & Pages activities are currently not being shown in your website.

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Editing a Forms & Pages Activity

How to Edit a Forms & Pages Activity

1. Open a Forms & Pages Activity by double clicking on it.

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2. The first step of the wizard will open up. Jump to the step you wish to make your changes in.

In order to move ahead, you must complete the latest step first.

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3. That's it! You can go back to your other tasks if you wish. All changes are saved automatically.

Cloning a Forms & Pages Activity

How to Clone a Forms & Pages Activity

1. Click on the Forms & Pages activity you wish to clone.

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2. On the Bottom bar, click Clone.

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Your Forms & Pages activity will be cloned and "(clone)" added to the name.

Deleting a Forms & Pages Activity

How to Delete a Forms & Pages Activity

1. Click on the Forms & Pages Activity you wish to delete. You can also select a group of activities to delete by clicking on one of them, holding the shift key, and clicking on the last Forms & Pages Activity you wish to delete.

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2. On the Bottom bar, click Delete.

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3. Are you sure? If yes, click Delete. Otherwise, click Cancel.

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Activity Reports

How to view an Activity Report

There are two ways to view a report.

1. Double click an active activity, or click on an activity then click Report on the Bottom bar.

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There you go!

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Templates Tab

Save Forms & Pages Activities as Templates so they have a consistent feel and maintain brand identity. You may create them for future use, whether you're in the middle of creating a Forms & Pages Activity or want to jump straight into making one.

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Click an item below to read more about what you can do in the Templates Tab.

Creating a Forms & Pages Template

How to create a Forms & Pages Template

1. Click Create a New Activity 

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2. In the conversation wizard, choose a working name for your activity and click Next. This will be for internal use only.

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3. Next, select the type of activity you wish to create by double clicking on it.

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4. Now select the type of Template you wish to work with by double clicking on it. You can choose between a selection of Contact Forms and Subscription Forms, or a Blank Template.

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5. You will be taken to the Forms Editor. For more details on how to use this, head over here. When you've finished creating your activity, click Finish in the Bottom bar.

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Editing a Template

How to Edit a Forms & Pages Template.

1. Open a Forms & Pages template by double clicking on it.

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2. The first step of the wizard will open up. In the side navigation, jump to the step you wish to make your changes in.

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3. That's it! You can go back to your other tasks if you wish. All changes are saved automatically.

Cloning a Forms & Pages Template

How Clone a Forms & Pages Template.

1. Click on the template you wish to clone.

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2. On the Bottom bar, click Clone.

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Your template will be cloned and "(clone)" added to the name.

Renaming a Forms & Pages Template

How to Rename a Forms & Pages Template

1. Click on the template you wish to rename.

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2. On the Bottom bar, click Rename.

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3. Modify the template's name or description.

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4. Done? Click Rename to save your changes, or Cancel to discard them.

Deleting a Forms & Pages Template

How to Delete a Forms & Pages Template

1. Click on the template you wish to delete. You can also select a group of activities to delete by clicking on one of them, holding the shift key, and clicking on the last activity you wish to delete.

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2. On the Bottom bar, click Delete.

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3. Are you sure? If yes, click Delete. Otherwise, click Cancel.

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Deleted Tab

Here's where your deleted Forms and Forms & Pages Activities go.

If you ever delete a Forms & Pages Activity or Template by accident, don't worry! Everything stays here unless you delete it from this tab.

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Click an item below to learn more about what you can do in the Deleted tab.

Deleting a Forms & Pages Activity Permanently

How to Delete a Forms & Pages Activity Permanently

1. Click on a Forms & Pages activity, or a group of them by clicking on the first activity, holding the shift key, and clicking on the last one you wish to delete permanently.

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2. On the Bottom bar, click Delete.If you are sure you want to delete, click Delete, otherwise click Cancel.

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The Bottom bar

Clicking on an activity will bring up the Bottom bar.

There you will see options like EditClone, and Delete. These will also depend on the tab you're in.

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