Using the Form Builder

Forms, such as a newsletter sign-up form, preference centre, competition entry, etc. are a way of capturing and managing your data.

Use forms to:

• Bring in new contacts.

• Send personalised campaigns.

• Ensure recipients are happy with what they receive.

• Notify customers, etc.

For some example forms and how they may be built, refer to the examples section.

Form builder interface

Access the form builder from your workspace by:

1. Opening the Workspace menu in the main nav bar.

2. Selecting Forms.

The form builder has two tabs: Forms and Form Templates.

Forms

The forms tab displays a table of your existing forms.

• Press the + Create Form button to add a new form to the table.

• Select an existing form from the table to view its details.

The form details page has four tabs:

• Overview - includes:

  • The general form information, such as Form ID, a Form URL or a Form Link,

  • The Form Elements used in the form, and

  • The form administration options (Create From Table Fields, Copy Form, and Delete Form).

  Note: event statistics are not deleted if you delete a form.

• Settings - view or change the settings you provide in the initial form creation.

  Note: once a form is saved, the Core Table cannot be changed.

• Actions - lists the actions associated to the form and their element (at a form or element level).

  Note: any actions created in the Form Actions tab, will be form-level actions.

• Preview - displays the rendered version of your form.

Form templates

The form templates tab displays a table of your existing form templates.

• Press the + Create Template button to add a new form template to the table.

• Select an existing template from the table to view its details.

The form template details page has two tabs:

• Overview - includes the general information, such as the template ID, and a list of associated forms.

• Preview - displays a rendered version of the template as a form.