Surveys, pages, and forms with unified contacts

Capture leads and promote products, services or upcoming events.

Gareth Burroughes avatar
Written by Gareth Burroughes
Updated over a week ago

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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