Continue reading this article for in-depth instructions on how to successfully create your first Form.
If you leave the wizard at any point, your activity will appear in the Drafts tab. All changes will be saved automatically.
If you're after a guide on how to use the Forms Editor, check out this article.
Create a New Form
1. Head over to the Forms & Pages tool. You can do so from the shortcut on the calendar page or from your Tools page.
2. Click Create a New Form.
3. The conversation wizard will open.
4. Follow all the steps to create, design and activate your Form.
Continue scrolling through this article to follow through every step, or click a step on the left side navigation to fast-forward.
1. Write a working name for your Form. It's for internal purposes only.
2. Click on the drop-down menu and choose a Section.
Choose a Section that corresponds with the desired audience of your Forms & Pages activity. To read more about Sections, head over to this article.
3. When you have selected your desired Section, click Next.
1. In the conversation wizard, while inside the Forms tab, click Form.
Choose Templates to start your new Form.
Creating a template allows you to maintain consistency in your website and save valuable time spent in the Editor. If you would like to learn more about templates, jump to About Templates.
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1. Choose a Template. Default or user-generated, a template will determine the initial structure of your Form.
You will have the opportunity to choose between Pre-defined templates and Your templates.
Our blank template includes four empty rows, with one column each, but you may also choose a pre-defined template that has a different structure:
- Contact Form: Create a Contact Form for your website's visitors to easily contact you in just a few clicks.
- Book a demo: Create a booking Form so potential customers are able to book a demo with your team.
- Whitepaper download: Allow your website's visitors to quickly download your Whitepaper.
- Newsletter Subscription: Create a Form so your website's visitors can subscribe to your newsletter.
- Opt-in permission: Create an Opt-in permission form and make sure you're up to date with customer consent.
If you choose Your Templates, select one from your existing selection.
Welcome to the Forms Editor! Here you can create your perfect Form.
Want to know more about the Forms Editor? Head over to this article.
Certain browser extensions may interfere with the Forms Editor. In this case, disable your browser extensions and refresh the page.
1. Create your activity by interacting with the Forms Editor. Drag and drop Elements from the Design Panel into the Canvas to build your activity.
Our blank Template includes four empty rows, with one column each, to get you started.
Need a rundown of all the elements and the Design Panel? Jump to this article.
The Forms & Pages Editor
The centre of the Editor is called the Canvas. It looks like a preview of your activity, which takes shape as you put elements together.
To design your Form, you will use Elements and Assets. There are in the Design Panel on the right, ready to be dragged and dropped into the Canvas!
As you build your activity, the structure is shown on the left in order to keep track of things, and edit the settings of the Rows and Columns created. This area is called the Structure Panel.
Don't forget about the Bottom Bar! There you can move back to the previous step, edit your settings, and move onto the Next Step when you're finished with the design.
2. Double check the Settings on the Bottom Bar. When everything is correct, click Done.
Now it's time to set up your Form Action. The Form's action is what will happen with those individuals that fill in and submit your form. Depending on your strategy, you might want to lead them to a specific landing page, URL or display a confirmation message.
1. Click the Select Action drop-down menu to choose what type of action your Submit Button will perform.
You can select either Display Message, Go to URL, or Go to Page:
Display Message: Enter the text for the headline and message to be displayed.
Go to URL: Enter the URL you wish to redirect the visitor to. This URL will be collected as part of the Form - Submit Event in the Profile.
Go to Page: Expand the Select activity drop-down menu and select an existing Page activity from the list.
2. If you choose Go to URL, you will see a dropdown with the Advanced Link Settings.
These settings allow you to add Attributes as parameters to the URL where your Forms & Pages activity takes Profiles after submitting. For example, if you have a specific landing page for visitors who live in Sweden, you can use their Country Attribute to direct them to the right place.
Expand the Attribute dropdown menu, select an Attribute and enter a parameter in the Parameter input field.
Now it's time to choose what happens when a Forms & Pages activity is submitted by a visitor that matches an existing Profile in APSIS One.
1. Expand the Profile Check drop-down to set up how your Form handles duplicate Profiles.
2. Choose between:
Block and show message: This will reject the Forms & Pages activity, show a message of your choice to the visitor, and send a Reject Event to the Profile.
Block, show message and trigger 'Edit my Preferences' flow: This will reject the Forms & Pages Activity, show a message of your choice to the visitor, and send a Reject and trigger communication Event to the Profile.
Block if Profile has CRM ID: This will reject the Forms & Pages activity, show a message of your choice to the visitor, and sent a Rejected because CRM ID was set Event to the Profile.
Allow Profile overwriting: This option will overwrite the existing Profile and previous consent given.
3. If you choose to block duplicate Profiles, enter the message that will be visible to Profiles who have already submitted this Forms & Pages activity in the Message text box:
1. Expand the Connect Section to connect your Submit Button to a Marketing Automation Flow.
Tick the Connect a flow box and select a Marketing Automation flow from the drop-down menu.
Click Show me the flow to go to Marketing Automation's Flow Canvas and preview your flow before continuing.
3. Click Next.
Overview & Share
Congratulations on creating your Form activity!
Finally, it's time to review, publish and share your Form.
Check that all the details are correct.
If you would like to change anything, head over to the menu on the left and choose the step you would like to return to.
Here's how you can share your Form:
To bring Profiles directly via a URL, copy the link and save for later. You may use this link, for example, in one of your Email tool activities.
Copy the snippet to embed the Form in a page on your website.
To create a fresh page on your website with the Form, simply download the Form as a HTML file.
Does everything look good?
You'll be taken back to the Activity Page where you can view all of your existing Forms & Pages activities.