Forms - An overview

Overview

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.

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Getting started

  1. Drag a form block on to your page via the left side panel
  2. Drag the action buttons block onto your page; this will provide your submit button and paging buttons (if you create a multi-page form)
  3. With these form elements on a page, EasyEditor's form options menu will appear
  4. From the form options menu, you will find submit actions (such as confirmation pages) and email alerts are setup via this menu

Information

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
  • 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

Type Description
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.
Likert scale
(deprecated)
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 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 competed.
Preferences If you have setup 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.
Confirmation

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:

  • Display content
    Add EasyEditor content blocks and text into the confirmation block. This content will be displayed when the respondent completes the survey.
  • Go to a page
    Redirect the respondent to another page created inside Engagement Cloud.
  • Redirect to a URL
    Redirect the respondent to a specific URL, for example, a page on your website.

 

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