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Global Forms Follow

Alice Jaeb
  • December 01, 2021 11:01
  • Updated

Introduction

Previously, Convertr forms were created and managed on a campaign level. While this worked well for a time, customers voiced their struggles with the overall management and consistency of forms. As the number of campaigns grew, so did the number of forms and the need to manage them all.

The new Global Forms section has centralised this management to help solve many issues related to:

- Visibility into available forms and where they're used
- Inconsistent fieldnames
- Implementing changes across multiple campaigns
- Archiving old forms
- Form interface

You will see a new Forms option in the left navigation. From this section, users can view and manage forms across all campaigns.

Global_Forms_button_-_left_navigation.png

 

Benefits of Global Forms

  • Centralized Form Management
  • Improving Field Consistency
  • Allowing Bulk Editing
  • Active vs Inactive Forms
  • Improving the Forms Interface
  • Thank you Page improvements

 

Video - An Introduction to Global Forms

 

How to Access Global forms

1. Within the left navigation bar, select the Forms tab

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2. Here you can see the full list of your forms.

Please note: All of your existing forms will be migrated into this area.

see_the_full_listing_of_your_forms.png

 

Creating a Form from Scratch

1. Select the Forms tab from within the left navigation bar:

Within_the_left_navigation_bar_scroll_to_the_tab__Forms_.png

2. Ensure you are within the Active Forms Tab and select Add

SAVE_FORM.png

3. Within the Setup tab, First enter a Form Name and your Slug

Note: A Slug is used in the URL to identify your form. In most cases this will be the same as your Form Name. The Slug field will automatically populate as you enter your form name, but you can update this as required.

Screen_Shot_2021-10-06_at_3.03.00_PM.png

4. If you are embedding your form into a landing page, select the relevant Embed type. Leave this option as the default 'Javascript' if you are not using landing pages. 

Screen_Shot_2021-10-18_at_12.00.17_PM.png

5. Enable Iframe sizing if required. If not required, leave as is.

Screen_Shot_2021-10-18_at_12.03.06_PM.png

6. Select the Fields Page tab. Within here you can create your form:

6a. To add a field to your form select Add Input and populate the following fields as required:

Type - This defines the type of input and contains various lookups and HTML types. The standard type is Text (Required) other types can be found here

For the fields FirstName, Lastname and Email their are specific form field types. Please ensure these are selected for those fieldnames.

Name - Enter the name of your field (Required)

Enable - If you would like the field to be active, select Enable (Required)

Required - If a field is required on a form, ensure Required is selected (Optional)

Required Message - If your field is required, enter a required message (Optional)

Label - Enter a caption for your field type which will show above your input field by default (Required)

Placeholder - Specifies a short hint to describe the expected value of an input field (Optional)

CSS Class - Add a custom CSS Class Name on the field HTML container (Optional)

Screen_Shot_2021-10-18_at_12.49.04_PM.png

6b. Use the arrows tool to rearrange your fields 

Screen_Shot_2021-10-18_at_12.51.58_PM.png

6c. Select the bin icon to remove the field

Screen_Shot_2021-10-18_at_12.52.02_PM.png

6d. If you need to remove all the fields, you can select the Remove All button at the bottom of the form

Screen_Shot_2021-10-18_at_12.54.30_PM.png

7. If you require a Thank You page select the Thanks Page tab. This section can be left blank if not required. For a step-by-step guide on how to set up this section, click here.

screenshot-convertr-mt1.cvtr.io-2021.10.18-12_55_09.png

8. If you want to add CSS to your form,  select the CSS tab and enter or update the CSS as required

css.png

9. Similar to CSS and the Thank You Page, if you require Javascript, select the Javascript tab and enter your script.

javascript.png

10. Scroll to the bottom and hit Save

save.png

11. During editing, and once your form is complete, the Form Preview will display a preview of what your finished form will look like. 

If you are importing leads via CSV, API or the Webhook, these will be the fields available to deliver to.

preview.png

 

Creating a Form Via CSV File

Importing a form via CSV allows you to easily and quickly import a large number of fields at one time.

1. Within the left navigation bar, select the Forms tab

Within_the_left_navigation_bar_scroll_to_the_tab__Forms_.png

2. Ensure you are within the Active Tab and select Add Via CSV

Screen_Shot_2021-10-18_at_1.07.07_PM.png

3. Download and populate the template from the blue banner

here.png

4. Use the drag and drop, or browse for your file and upload

screenshot-convertr-mt1.cvtr.io-2021.10.18-13_07_44.png

5. Enter a form name and a slug

Screen_Shot_2021-10-18_at_1.10.52_PM.png

6. Select Save

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7. Once imported, you will be taken to the Form Builder. From here you can continue with the same steps from Step 4 onwards in the How to Create a Form section above.

8. Fields will automatically be uploaded as Text fields. If you require other field types you will need to reselect the Field Type for each relevant field

9. Click Save

 

Associate a Form to a Campaign

Once your form has been created, either from scratch or via CSV, you will need to associate it to a campaign.

1. Within the Forms tab on the left navigation, select the link next to your form under the Associated Campaigns column:

a. If you are associating a new form, this column will display "0 Campaigns"

demo.png

b. If associating a previous form this will say "X Campaigns", based on the number of campaigns that that form is currently associated with.

campaigns.png

2. Within the Campaigns field, select the campaign(s) from the dropdown list that you want to associate. This will make the form available to the campaign(s). You can add multiple campaigns to a form at once. 

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3. Select Save

Screen_Shot_2021-10-18_at_1.12.35_PM.png

 

How to Disassociate a Form from a Campaign

You can archive a form whilst it still has associated campaigns. Note if you want to delete the Form then you will have to disassociate all connections ie. Landing pages, Campaigns, Assets etc. 

1. Within the Forms tab on the left navigation, select the link within the Associated Campaigns column

campaigns.png

3. Click Remove beside each campaign

mceclip1.png

4. Click Save

Screen_Shot_2021-10-18_at_1.12.35_PM.png

 

Archiving a form

1. Within the Forms tab on the left navigation, select the tick-box next to your form(s)

mceclip3.png

2. Select the Archive button at the top of the page

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3. Confirm you would like to Archive the form

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5. Your campaigns will now be within the Archived tabs. These will be held here and can be reactivated if you wish to reuse them or you can completely delete the form. Once you delete a form from the 'Archived' section it can't be restored.

Note: If you get an error to say the form is linked to 1 or more campaigns, assets, landing pages, you will need to disassociate your form from those connections. 

a. Reactivate a form - Select the tickbox next to your form and click Activate

mceclip6.png

b. Delete a form - Select the tickbox next to your form and click Delete (This will Delete the form completely and is irreversible)

mceclip7.png

 

Importing a Form to A Campaign

You are still able to view and edit your form within a campaign.

1. Within your campaign, go to Creatives > Forms

mceclip8.png

2. If you would like to pull in a form created at the Global Level, select Associate

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3. Use the dropdown to select the form to associate

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4. Click Save

Screen_Shot_2021-10-18_at_1.12.35_PM.png

 

Updating a Form Within a Campaign

If you need to update your form once it's been added to a campaign, you can make this update within the campaign. You can either create a whole new form or update the existing form.

1. Within the campaign, go to Creatives > Forms

mceclip8.png

2. Update your form as needed

2a. Select the Save button at the bottom - This will update ALL campaigns which have this form within it 

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b. Select Save As New - This will create a brand new form: 

i. Once this button is selected, enter a new Form Name

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ii. You can then decided to disassociate the previous form that was on the campaign and associate your new form

mceclip15.png

iii. Click Save

Screen_Shot_2021-10-18_at_1.12.35_PM.png

 

Translating a Form

To change the language of a form, click Edit beside a form and click Translate. You can then add the name of the translated form, and select the language from the dropdown within the modal.

 

mceclip0.png

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Related articles

  • Global Forms FAQ
  • Returned Leads in The Convertr Platform
  • Importing a Form - Global Forms
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