Surveys, pages, and forms with unified contacts

Capture leads and promote products, services or upcoming events.

Gareth Burroughes avatar
Written by Gareth Burroughes
Updated this week

With Surveys, pages, and forms, you can create custom landing pages or forms for your website or campaigns.

With unified contacts, most of the process for creating a page or form remains the same, but there are some small differences that it's helpful to be aware of:

  • Form blocks: Adding a question with a text box

  • Adding submit actions

  • Assigning data fields to your form blocks

  • Form reports

Form: Add a question with a text box

What’s changed
You now have two new options for question types: Contact email and Contact mobile number.

  • Contact email: Use this to request and collect a valid email address from your respondent. The email address is then added to your account as a contact.

  • Contact mobile number: Use this to request and collect a valid mobile number from your respondent. The mobile number is then added to your account as a contact.

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Submit actions

What's changed
Submit actions now automatically add contacts to lists and enroll onto programs using whichever channel data they entered; Contact email, Contact mobile number, or both.

Assign data fields to your form blocks

What’s changed
You can now choose to assign to what were previously your SMS-only fields (@FIELD1@, and so on).

Form reports

What’s changed
The Channel data updates section of the report now shows metrics for both Email and SMS.

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