You can create many different types of forms in Pages and forms. Here are a few examples of the types of forms our customers are not only making but getting great results from:
- Simple signup forms
Using a signup form from Pages and forms won’t trigger DOI emails, unless you choose Enforce double opt-in for all signups, including bulk uploads. This is because the process to import contacts from these kinds of forms is batched; it’s a bulk action.
- Marketing preference forms
- Feedback forms
- Multi-page forms
- Multi-page forms with logic-based question skipping/hiding
- Slide-based, single question forms
Forms are created using the Pages and forms. You can quickly build a form by dragging and editing form blocks on the Drag & Drop Editor canvas – Drag & Drop Editor is our tool to make building forms quick and easy.
You can add these form-based elements to your forms in Drag & Drop Editor.
|Text||Allows text, contact email (maps to a contact record), number, phone number, and email (doesn't map to a contact but allows for format validation). Can be drag re-sized for use as a text area.|
|Dropdown||Select a single option. Allows for custom or pre-defined lists.|
|Multiple choice||Select a single option. A radio-button group where all options are visible on the page. Allows for custom or pre-defined lists.|
|Checkbox list||Select multiple options. All checkboxes are visible on the page. Allows for custom or pre-defined lists.|
|Opinion scale||Capture graded feedback (e.g. "On a scale of 1 - 10, how much did you like this?"). This replaces the Likert scale, offering more usable data and mobile-friendly inputs.|
|Date & time||Input fields for collection date/time information, including a calendar for easy selection. Option: date only, date and time, time only.|
|Consent||Collect marketing permission data. Stored as ConsentInsight data.|
|Hidden value||Populated from a link's query string and not shown to the user.|
|Field group||A layout block for grouping related form inputs, for example, "about you" or "your preferences". Field groups are required for best-practice for accessibility and assisted technologies. The legend (title) can be hidden, making the field group hidden on screen, but still usable by screen-reading technology.|
|Sections||The sections block allows you to build and manage multi-page forms.|
|Progress||For multi-page forms, the progress block shows the respondent how much of the form remains to be completed.|
|Preferences||If you have set up marketing preferences, this block will show them on your form.|
|Action buttons||Submit, previous, and next buttons. The action buttons block automatically decides on which buttons are needed for the current page.|
The confirmation block is added to your page to show a custom message to your users. If you are using sections, add the confirmation block outside the section.
There are three possible confirmation types:
Once you've created your form, it's time to get some respondents to fill it in. To do this, you can either share it, embed it, or add it as a pop-over to your site.