To create a new form from scratch, hover on the Content tab and select Forms. Click the Create New Form button.
Step 1: Create Form
Select the type of field you want to add to the form: Text, TextArea, Select, Radio, Checkbox, Hidden, Section Divider.
- Text: provides a text box for data entry
- Text Area: provides a text area for entry of multi-line text
- Select: provides a drop down list of the available options, only one of which can be selected at any time
- Radio: provides a radio buttons representing one of a set of options, only one of which can be selected at any time
- Checkbox: provides multi-select checkboxes
- Hidden: provides a hidden field that is not displayed to the visitor of the form. It allows you to set a default value for saving a form field whose value cannot be altered directly. For example, you can set a default value of Signup form and map that value to the already existing Lead Source field on the Contacts Table. Every time the form is submitted it will include Signup form in the Lead Source field. This is very useful for segmentation purposes.
- Section Divider: provides a section divider for adding a paragraph of text that divides sections
Once a field type is selected you must determine the field details:
- Label: field name
- Default Value: value that will submit if the submission is blank
- Instructions: field submission instructions (e.g. Birthday mm/dd/yyyy)
- Mapped Field: determine which table field the data will be stored (e.g. Contacts.EmailAddress, Company.Phone, etc.). You can create a single form but map those form fields to many different ROI table such as the Contacts Table, Company Table, etc.
- Required Field: determine whether or not you want the field to be required
- Apply Email Domain Filter: See Applying Email Domain Filters
- Use as a Progressive Profile Field: See Progressive Profiling
Below is an example of each field type. You can edit, add, remove and reorder fields:
"Drag and drop" capabilities allow you to reorder your fields as desired – simply click on the arrows to the left of the form field and move the content by holding down your mouse button and moving your cursor.
Step 2: Enter Form Information
- Status: Forms can either be in Draft or Published Status. Once you are ready to send the email change the Status from Draft to Published. The Draft status is for you to keep track of where the form stands--complete or incomplete.
- Deduplication Fields: ROI Contact ID is the deduplication key by default, but you can update this information to a different field such as Contacts.Email. By selecting a deduplication key ROI will match data from a form submission to the existing data on the table, should it exist. If no existing data exists, a new record will be created on the ROI table.
- Submit Button Text: Customize the submit button text
- Success Message: Customize the successful submission message
- Error Message: Customize the unsuccessful submission message
- Advance Settings: See Advance Settings.
Adding a ROI form to a ROI LP
To add a ROI form to a ROI LP click the Form icon in the LP, search the form and click Insert, click Save, and then click the View Landing Page button.
A new LP window will open in your browser with the form inserted. Copy the LP URL and hyperlink in an ROI email, if needed.
All information submitted through ROI forms will be stored in the table that was determined when the "Mapped Field" was chosen. Always choose the "Mapped Field" from the drop down.
With ROI’s ability to uniquely identify website visitors who fill out a form, the system will be able to track all subsequent activity completed by an individual.
Learn more about ROI Forms.