Creating a new Form you will be guided through six steps: Name, Type, Template, Design, Action and Overview. Once you have completed the steps you can go back to adjust by using the side menu.
In this Article
Create new Form
To create a Form, follow the six steps of the menu on the left side in the Forms tool.
1. Create New Activity
On the Forms &Pages start page, click the Create New Activity button, top right corner.
2. Give the Form a working name. This is internal only.
3. Select Section you want to work with. You can not change Section after proceeding with the Next button. Read more about Sections here.
Remember Subscriptions are Section-specific. This, however, will only show if you have permissions for more than one Section.
4. Select Standalone Form
The Template will determine the initial structure of your Form. It allows you to maintain consistency in your website and save valuable time spent in the Editor.
You will have the opportunity to choose between Pre-defined templates, Your templates and Themed.
Pre-defined Forms 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:
Add a form to your website and allow visitors to register to your service, product or program.
Create a Form so your website's visitors can subscribe to your newsletter.
Allow your visitors to download digital resources!
These are special, seasonal templates that we've made especially for you! Check back every now and then for fresh templates that match the current season.
This is the Form editor!
The Form editor is structured the same way as Email editor. To design the Form, use Elements in the Design panel, by dragging them into the Canvas. The Structure panel on the left reflects the Rows and Columns of the Form.
There are two types of Elements to work with when building a Form:
Collect elements and Design elements.
Use the Collect elements to collect data from your Profiles. The value the Profile types into the field populates the Profile data and becomes the Profile's Attribute value. Therefor, each field needs to be mapped to an Attribute, (or as Form response only).
Have a look at the many opportunities of enriching your Profile data, and read about Collect elements here!
The Collect elements are also used to collect consent, see next chapter in this article.
Use the Design elements to create a beautiful and professional. The interactive editor makes it simple and inspiring to play with the design. The Design elements are the same as in the Email tool.
Read about Design elements here!
How to collect Consent
Whenever asking for consent for email or SMS communications, it's essential that you include the following Collect elements in the Form:
Input Field Element
A Terms and Conditions Element or a Consent Element
Input Field element
The Input field element is where visitors will type in their email address or mobile number. Add as many as necessary to build a complete Profile: first name, last name, country and just about anything that allows visitors to get personalised communications.
You can request consent for email or SMS communications with the Consent Element and the Terms and Conditions Element. The Consent Element is useful for providing your visitors with different choices regarding their consent: which Subscription do they want to opt-in to? How often do they wish to receive your communications?
Bring your Subscription to the next level by giving visitors a clear picture of what you provide!
Terms and Conditions element
While Consent element subscribes Profiles to Subscriptions of their choice, the Terms and Conditions element subscribes Profiles to designated Subscriptions. In turn, the Terms and Conditions element allows you to collect consent from your visitors as they agree with the purpose of your communications and data collection.
Remember the Submit button, so that visitors to submit the form!
When having designed your Form, it's time to set up the actions: scenarios for when visitors have submitted the Form. Continue to Form: Actions.