Get started with forms

Learn to get started creating great-looking sign-up forms, multipage forms, and much more.

Overview

Use Pages and forms to create great-looking forms for your site. You can either publish your forms directly on Engagement Cloud or embed them on your own site. 

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Types of forms

You can create many different types of forms in Pages and forms. Here are a few examples of the types of forms our customers are not only making but getting great results from:

  • Simple signup forms

    Using a signup form from Pages and 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

Create a form

Forms are created using the Pages and forms. You can quickly build a form by dragging and editing form blocks on the EasyEditor canvas – EasyEditor is our tool to make building forms quick and easy.

To learn how to create a form, check out the article Create and publish a form.

Types of EasyEditor form blocks

You can add these form-based elements to your forms in EasyEditor.

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.
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.
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. For this option to appear in the Edit confirmation panel, you must use the Section block in your form.
  • 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.

Sharing your form

Once you've created your form, it's time to get some respondents to fill it in. To do this, you can either share it, embed it, or add it as a pop-over to your site.

To learn how, check out the articles Share a formEmbed a form on a site, and Add a form as a pop-over on a site.
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