Overview
Forms are an essential part of running a campaign in Convertr. There are many scenarios in which forms are used and these can vary across one or multiple campaigns. When numerous individuals are working with forms within your instance there may be cases of each user creating the same field with different field names. This can be due to many factors such as personal preference, client requirements, different spellings, etc. These inconsistencies can make reporting very difficult.
Our data field consistency feature aids in having consistent field names and encourages efficient form creation. It includes the following items:
- Informational Banner
- Field Suggestions
- Additional Validations
More information on each can be found below.
Best practice information
When adding a new form, a banner message will display on the Fields Page tab to promote the best practices for form field naming.
If your form is already linked to campaigns, a warning message is shown, indicating the potential impact of changing the field name.
Field naming suggestion and prior usage
When adding a 'Name' to a new form field, suggestions based on existing fields will appear as you type.
If adding a new unique fieldname to the platform, a warning indicator will appear, highlighting the Name field is new. You can still add this field, just be aware that it's new.
Confirmation of field naming
Saving a new form
When saving the Form an additional validation box will appear confirming the new field names.
Saving a form with existing campaign associations
If your form is already associated with campaigns, a warning message is shown mentioning the impact of changing the field name along with the confirmation of newly added field names.