Assign data fields to your form blocks

Assign data fields to your form blocks

Learn how to assign data fields to your form blocks.

Overview

Assigning data fields to your form blocks allows you to add respondents that reply to your questions as new contacts, or it can also update and improve data for your existing contacts. You can do this for the following form blocks:

  • Text box
  • Dropdown
  • Multiple choice
  • Opinion scale
  • Date & time
  • Hidden value

Important

You must have an email address data field on the page or form, so the data collected can be matched to the respondent.

Assign a question to a contact data field

To assign a data field to a question:

  1. Drag an applicable form block onto the canvas.
  2. Expand the Data field menu in the side panel.
  3. Assign a data field from the drop-down menu, or select Create new data field.
  4. Select either from the drop-down menu:
    • Update (updates an existing respondent's data)
    • Hide this question (hides the question when there's already data on the respondent)
  5. Select Save.

Assign an email address data field

It’s important that you create an email address data field when your page or form contains assigned data fields. If you don’t do this, the data field information has nowhere to go because there’s no contact assigned to it. To add an email address field:

  1. Select the Build tab.
  2. Drag the Text box form block onto the canvas.
  3. Select Contact email from the Question type drop-down menu in the side panel.
  4. Expand the Data field menu in the side panel.
  5. Select either from the drop-down menu:
    • Update (updates an existing respondent's data)
    • Hide this question (hides the question when there's already data on the respondent)
  6. Edit the text box on the canvas.
    textboxemail.png
  7. Select Save.

You can choose which address book or program your contacts are added or enrolled to by going to Form options > Submit actions.