Overview
Forms are a way of capturing lead data into the platform.Forms can created at a global level and associated to multiple campaigns. This means you can make updates to a single form and have the changes cascade down to all campaigns that have that same form associated to them. With this method, field naming is kept consistent which can aid with reporting.
Setup
Navigate to Forms on the left menu bar. Select 'Add Via CSV' to import your form. This page also shows the form listing table which allows the viewing, editing and removing of all previously-created forms.
Download the form field CSV template from the blue banner. The template will contain two lines already pre-populated. Complete the rest of the template with the fields you would like to add to your form. Please follow the same format as shown in line 2.
- Line 1 – These are the entities that need to be filled out in order to create a form.
- Line 2 – This is an example of how the form fields should be added to the template.
This form creation method will create all your desired fields as 'text' type.
Please note: The field_name column will only accept plain text and underscores, symbols will not be accepted, e.g. if one of your fields is a question, the question mark will have to be removed from the field_name column in order for the form to import correctly.
Save your CSV file, then add a 'Form Name' and 'Form URL' and upload your completed CSV file for your required form fields.
Once uploaded, click 'Save'. You will be taken to the form builder where the 'Fields' step will contain all the fields included in your CSV file upload. Continue to edit and complete your form as required.