Top Content, Form Options, Bottom Content/Default Disclaimer
Top Content: Customize the header or introductory text.
With Plain Text included:
With HTML included:
Form Options: By default, every form comes pre-loaded with the following Contact Data Fields: First Name, Phone Number, and SMS Opt-In. When building a form you can keep these fields and add additional fields to the form, you can edit the existing fields, or you can delete them using the trach icon.
The ‘Contact Field’ Editor’ dialog will open. In the first dropdown under ‘Type’ you will choose from the list of available contact data fields on your account.
If you do not see a field for the data you wish to collect you can add custom fields to your account by going to Account Settings -> Fields. Then come back to or refresh your form to see the newly created field in your list.
Depending on the type of contact field you select there may be additional settings that need to be determined.
Input Field Label: The default label is included for every field, to adjust this enter your own copy.
Input Field Type: By default, this is selected for each field type. In most cases, you will use the default. Example scenarios where users change the type is for Birthday so they can set how the users enter this data usually choosing between MM/DD vs. MM/DD/YYYY.
Edit Contact Data Fields: To edit the settings of a Contact Field that has already been selected click the ‘pencil’ icon. The ‘Contact Field Editor’ dialog will then open. From here you can change the field itself or adjust options like whether the field is required on the form, to only show the field if the contact hasn’t provided that information previously, or set filters to determine other factors in which the field will show.
Required Fields: By default, all fields added to a form are set to be required. To change this and make the a field options uncheck the required setting within the Contact Field Editor dialog.
Hide Field: You can choose to hide fields on a form if the user has already provided the data. For example: A user during checkout provided their email and opted in to email marketing, on the form you want to collect a complete customer profile. You can choose to hide the email address and opt-in field on the form to create a more seamless user experience.
Read-only: If you want to make a field on the form not able to be changed by the end-user (immutable) use this setting.
Filter Rules: To add conditions that will determine if a specific field shows on a form use the filter rules available at the bottom of the Contact Field Editor dialog. Any data point within your account can be used to filter in/out certain fields. You can also use these filter rules to have certain fields appear based on a response within the form. Example: If you are inquiring information from users about the types of products they are interested in, you can have additional fields/questions show up based on their selection. The user selects t-shirts from the form, once they do another field/question will then show asking about color, size, and type but if the user does not select t-shirt these additional questions will not show.
Start by selecting the data field you want to filter against.
Then choose the operation from the middle column. Operation functions include 'Equal to/Not Equal to', 'Empty/Not Empty', 'Before/After', 'Greater/Less Than', and so on. The operations available are dependent upon the data field selected.
Once you have set the operation you will need to select or insert the value for the data field. This can be a value from a predetermined dropdown list or some will require you to insert the value such as Tags. When inserting the value manually please ensure that what you enter is case sensitive and matches EXACTLY how it appears in other areas of your account. For example, if I want to have a field show based on a Tag that I am already using in my account and the Tag in my account is 'Loyalty Members' I will need to insert this exactly. If I were to enter 'loyalty member' this would not return accurate results.
Insert Image: To include an image within the form click the ‘Add new element’ dropdown and select ‘Image Element’.
Select Image: A button will appear in the section for you to select the image, you can choose from an image already uploaded to your account or upload a new one.
Preview/Placement: The preview will update to show how the image displays within your form. To move the image in between other fields or to the top or bottom use the up and down arrows in the data table.
Insert Custom Content: You can include custom content within your form. To do so click ‘Add new element’ and select Custom Content.
You can override this information by pasting your disclaimer into the text editor. HTML is required for styling when overriding this information.
To delete the disclaimer altogether insert a space into the text editor box.