To create a new Web Form, follow these steps:
Step 1 Log into the Digital Communications platform
Step 2 Select the Product Suite product and the Web Forms module
Step 3 Click Begin to create a new web form
Step 4 Complete the Details page
Note: Anything in italics is an optional field as noted below. Some of the fields will auto populate from Account Settings.
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- Web Form name
- Response notification email address (optional)
- Browser title
- Description (optional)
- Folder
- Link web form to a Marketing Path OR Link web form to an email campaign
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Note: To setup an email, refer to the Getting Started with Emails guide located within the Overview tab under Help Resources.
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- Never expire web form
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4.1 If the Never expire web form option is not enabled, the following options will display:
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- Expire notification email address
- Expire on date
- Expire by response
- Expire type
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- Expire message
- Expire redirected URL
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- Expire message
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Step 5 Click Continue
Step 6 Complete the Greeting page
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- Greeting Type
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- Text
- Image
- Image and Text
- None
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- Greeting Text
- Analytics type (optional)
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- None
- Google Analytics
- Custom Javascript
- Custom HTML
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- Greeting Type
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Step 7 Click Continue
Step 8 Complete the Contact Info page
Step 9 Click the drop-down arrow and click on a field
Step 10 Click Add to select the field
Step 11 Click the Edit icon next to each added field to make desired changes
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- Field name
- Additional text – includes additional information which may be added to the field (for example: (Last, First, MI)
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Note: An example of Additional Text would be to provide additional instructions to the field being filled. So, if you wanted someone to enter their name in as Last, First; the additional text could be used to define that preference.
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- Additional text location
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- Below Answer
- Right of field name
- Below field name
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- Default – includes information that will be added to the form by default. (For example, in a web form email, this could be a default email address that would receive any information gathered in the web form).
- Additional text location
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Note: The default field is required to process a web form when the field is marked as hidden. If a field is not marked as hidden, the default field is optional.
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- Require – Yes or No
- Hidden – Yes or No (to hide the selected field)
- Read only – Yes or No
- Validation – Yes or No
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11.1 If Validation is set to Yes, the following settings will be enabled for updating:
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- Allow
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- Any character
- Alpha/numeric
- Alpha only
- Numeric only
- Exact value
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- Character limit
- Exact Value
- Allow
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11.2 Click Update
11.3 If a field was added in error, simply click the trash can icon next to it in the Contact Information box. Click Yes to the confirmation message
Step 12 Click Continue once all necessary fields are selected and their settings have been made
Step 13 Complete the Confirmation page
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- Confirmation type
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- Redirect to a web page
- Display on screen confirmation message
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- Confirmation email
- Analytics type (optional)
- Confirmation type
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Step 14 Click Continue
Step 15 Complete the Questions page
Select an icon that corresponds to the function desired by “Click, Drag, and Drop” the icon into the desired page of the web form being created
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Text
Memo
Date
Radio
Checkbox
Drop-down
Custom Text
Line
Image
Document
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Step 16 Click Continue
Step 17 Complete the Settings page
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- Show logo
- Web Form width
- Show page progress on web form
- Show page 1 questions with contact information
- Web form color options
- Save my current settings as default values
- Footer (optional)
- Choose Logo
- Logo alt text
- Logo alignment
- Next page button text
- Previous page button text
- Last page button text
- Submit button alignment
- Button background color
- Button text color
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Step 18 Click Finish
Step 19 Click on the Web Form and click Publish
Step 20 Click Yes
Step 21 A Web Form Link page will appear with all of the link information regarding the web form
If desired, there is an option to create a Scheduled Report for the Web Form. Move to the next step if that is something you would like to setup.
Step 22 Click Create Scheduled Report
Step 23 Complete Add Scheduled Report page
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- Report Type
- Web Forms
- Report name
- Email addresses
- Start date
- Expire date
- Frequency
- Days of the week
- Time of the day
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Step 24 Click Submit
Article Reference: DMX336