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 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 experiences have quiz related fields, which are not available in other experience types.
- Changing a field’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 support forms. You can of course add content and social display modules to any type of experience to achieve your use case.
Types of forms
When you add an experience from the Experience Library, it will come with a starter form. You can navigate to the Experience > Entry area to edit it or select an alternative from the library.
When you edit a form in the Experience workspace, any changes will only impact the current experience. If you want to create a form that is reusable across experiences, you can do so by navigating to the library area in the top navigation (with a folder icon) and selecting "Forms". Changes you make in the library area affect all experiences that are currently using this form.
Editing an entry form
When you edit a form, you will be taken to the Form Designer. You can select your fields from the side panel and drag & drop them into the preview pane. From there, you can reposition, clone, remove or edit any field.
Each field has various settings to customise its behaviour and style. Hover over the field you would like to change and click to edit its available settings.
For most fields, you can edit the following:
- Settings: You can change the main display settings and field format of the module.
- Design: This allows you to set the field size and add customisable CSS class name.
- Advanced: Here you can configure remote id as well as set progressive profiling and remember me settings. You can also define the invalid and required input error messages as well as add custom Javascript validation.
Field module overview
The following table outlines the fields available and which do and do not have default validation.
| Module | Description | Validation |
|---|---|---|
| Name | Accepts Title/First/Last Name, ordering can be changed | √ |
| Address | Accepts UK, US or International Address types | √ |
| Email field that accepts: x@y.zzzz | √ | |
| Date of Birth | Accepts UK, US or International Address types | √ |
| 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 | - |
| 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 | - |
| Classic Poll | Ask the audience for their opinion (results can be displayed using the Classic Poll Results page module) | - |
| 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 an image (We support jpg, jpeg, png, gif) or video URL as part of their entry, 5mb limit applies to images | √ |
| User Profile ** | Allows a user to upload an image that will be displayed as a profile photo for all directly uploaded user-generated content. | √ |
| Single Answer Question *** | This a single question with a number of optional answers to select one answer from. Answers have a score assigned. | - |
| Text Answer Question *** | This is a single question with space for a text response from a user. Answer has a score assigned. | - |
| Multiple Answer Question *** | This is a single question with multiple answer options to select. Answer has a score assigned. | - |
| Question Group *** | This enables you to group questions together, which could be used for introducing lives, a timer or a daily rotating quiz. | - |
| Category Question *** | This is a single question where each answer corresponds to a specific category. |
* 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.
Entry Settings
The Entry area has four distinct areas.
Entry Details
Allows you to set how many times a user can enter a campaign. It also allows you to a maximum number of entrants.
Moderation
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.
User sign-in
Allows you to introduce Social Sign - In to a form which can pre fill some basic user data. This requires additional setup to make use of, see this article.
Data collection
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.