Forms are created on landing pages. Your forms can then be published via Engagement Cloud or embedded on your own website. Supported form types include simple sign up forms, multi-page forms, and branching forms.
Getting started with Forms
- Drag a form block on to your page via the left side panel
- Drag the action buttons block onto your page; this will provide your submit button and paging buttons (if you create a multi-page form)
- With these form elements on a page, EasyEditor's form options menu will appear
- From the form options menu, you will find submit actions (such as confirmation pages) and email alerts are set up via this menu
A form must include at least one input and the 'Action buttons' block. Action buttons don't need to be added to every section.
Types of forms
- Simple signup forms
Using a sign up form from Pages and forms or Surveys & forms won’t trigger DOI emails, unless you choose Enforce double opt-in for all signups, including bulk uploads. This is because the process to import contacts from these kinds of forms is batched; it’s a bulk action.
- Marketing preference forms
- Feedback forms
- Multi-page forms
- Multi-page forms with logic-based question skipping/hiding
- Slide-based, single question forms
Types of form blocks
|Text||Allows text, contact email (maps to a contact record), number, phone number, and email (doesn't map to a contact but allows for format validation). Can be drag re-sized for use as a text area.|
|Dropdown||Select a single option. Allows for custom or pre-defined lists.|
|Multiple choice||Select a single option. A radio-button group where all options are visible on the page. Allows for custom or pre-defined lists.|
|Checkbox list||Select multiple options. All checkboxes are visible on the page. Allows for custom or pre-defined lists.|
|Opinion scale||Capture graded feedback (e.g. "On a scale of 1 - 10, how much did you like this?"). This replaces the Likert scale, offering more usable data and mobile-friendly inputs.|
|A matrix-style form input where multiple items are graded against a common scale, for example, "strongly disagree" to "strongly agree". Note: this input is now deprecated for new surveys in favour of the opinion scale.|
|Date & time||Input fields for collection date/time information, including a calendar for easy selection. Option: date only, date and time, time only.|
|Consent||Collect marketing permission data. Stored as ConsentInsight data.|
|Hidden value||Populated from a link's query string and not shown to the user.|
|Field group||A layout block for grouping related form inputs, for example, "about you" or "your preferences". Field groups are required for best-practice for accessibility and assisted technologies. The legend (title) can be hidden, making the field group hidden on screen, but still usable by screen-reading technology.|
|Sections||The sections block allows you to build and manage multi-page forms.|
|Progress||For multi-page forms, the progress block shows the respondent how much of the form remains to be completed.|
|Preferences||If you have set up marketing preferences, this block will show them on your form.|
|Action buttons||Submit, previous, and next buttons. The action buttons block automatically decides on which buttons are needed for the current page.|
The confirmation block is added to your page to show a custom message to your users. If you are using sections, add the confirmation block outside the section.
There are three possible confirmation types: