The article explains how to set-up, edit, and change an Entry Form in any experience where forms are available. An entry form allows you to capture valuable user data from when they submit their form.
Entry forms use a drag and drop system to place fields, placing one field (Aka module) on each row, these can be re-ordered by dragging the module up and down, cloned using the copy button or removed by using the X button.
All entry forms have the same structure, however the modules made available can vary slightly depending on the type of experience you are using (See Key points for more details).
Key points to remember
- You can only use one form per experience.
- Quiz activations have quiz related modules, these are not available in other experience types.
- Changing a module's label can change the column name in your campaign export, avoid changes to labels whenever possible.
- User sign in requires additional setup, instructions on using this can be found here.
- You also cannot have a form on a Confirmation Page
- Content Pages and Social Display Experiences do not allow for use of a form. You can of course add content and social display modules to any type of an experience to achieve your use case.
Field module overview
There are two types of entry form field: Validated and Unvalidated. This table covers which do and do not have this by default.
|Name||Accepts Title/First/Last Name, ordering can be changed||√|
|Address||Accepts UK, US or International Address types||√|
|Email field that accepts: firstname.lastname@example.org||√|
|Date||Accepts international date formats||√|
|Date of Birth||Accepts UK, US or International Address types||√|
|Time||Allows for 12 or 24 time formats||√|
|Phone||Accepts UK, US or International Phone number types||√|
|Website||Accepts an 'http://' formatted website url||√|
|Opt-in *||Brand - Permission to be contacted by a brand or business||-|
|Group - Permission to be contacted by a group of companies||-|
|3rd Party - Permission to be contacted by 3rd parties or clients of the brand/Group||-|
|Multi Opt-in||User configured multiple opt-in||-|
|HTML||User HTML module (Be sure to check all HTML is formatted correctly)||-|
|Info||Some fixed textual information to display||-|
|Rating||Rate an option, star or bar chart format||-|
|T's & C's||Required terms and conditions acceptance||-|
|Country||Full country list drop-down||-|
|Filter||Set a category filter||√|
|Challenge Question||Multiple choice question that must be answered correctly to enter, used for winner selection style campaigns.||√|
|Text||Enter text, rules on the size can be set||-|
|Paragraph||Enter paragraph sized text, rules on the size can be set||-|
|Number||Enter a number, rules on number range can be set||-|
|Checkbox||Checkbox options, for 'check all that apply' style interaction||-|
|Multiple Choice||Multiple choice selection||-|
|DropDown||Drop-down selector module||-|
|Hidden||A hidden field that is not displayed to a user||-|
|Break||A page break that splits the form over multiple pages||-|
|Data Dropdown||Data drop-down that has a label and an attributed data value with it||-|
|Poll||Select a poll option||-|
|User Comment **||Allows a user to enter some text with a user upload entry, this comment will appear when published as advocacy, used for feature content: 'Tell us your favourite holiday moment'||-|
|User Upload **||Allows a user to upload a file/image or video URL as part of their entry, 5mb limit applies to files/images||-|
|Single Question ***||This a single question with a number of optional answers|
|Text Question ***||This is a single question with space for a text response from a user|
|Question Group ***||This enables you to group questions together, which could be used for a rotating quiz where you ask a different group of questions per day/ week.|
* You can only have one of each type per campaign. These are hard coded into the platform and can be passed as attributes to a CRM, Email or Database System.
** The content from User Comment and User Upload can be published as User Generated Content. This means you can make a feature of this content. E.g. User Comment = Tell us your Favourite Holiday Memory. These stories can then be added to a wall of content.
*** These are only available to Quiz experience types. These three modules have varying settings dependant on what type of Quiz you are running. E.g. A Category Quiz allows you to assign a Category to each answer, whereas a Score Quiz allows you to assign a Score to each answer.
Form Component Settings
Each field module has various settings to customise its behaviour and style. Click on a module you would like to change and its available settings will appear on the right side of the form grid.
When a module is selected, three tabs become available:
- Settings You can change the main display settings and field format of the module.
- Rules This allows you to set validation parameters. It might be an age gate on Date of Birth, or to make a field a Required (Compulsory).
The Entry area has four distinct areas.
Allows you to set how many times a user can enter a campaign. It also allows you to a maximum number of entrants.
Allows you to decide if you want User Generated Content in forms (either User Comment or User Upload) to be moderated before it is published. Pre-moderation is recommended, UGC is not automatically published in this mode and would need to be reviewed first.
You can decide if you want to store all entries or do not store individual entries. Examples for a scenario when you might not want to store individual entries include simple polls, where the aggregate opinion of the audience is the goal (the poll result) or when running a fun quiz that does not collect personal data. In such cases, you can choose not to store the individual entries and only calculate the aggregate metrics (poll results and total entries, views and shares). When you switch off individual entry storage, we will not store the entries nor send this data to any integrations you have configured.