You can manage and edit web forms for an Acoustic Campaign database on the Database summary page. Click the Web Forms tab to see the web forms available for the database. The web forms are displayed in preview format. The form element settings and appearance can be edited. Custom confirmation pages can be specified as well.
Editing a web form
Note: In multiple browser tabs, the system updates change to the web form only when you exit and return to the application.
- Click the web form name on Web Forms. A web form preview appears for editing.
- Click the yellow placeholder to open the form design editor.
- Select the field that you want to edit in the form editor section.
- Click Save and close.
- Verify that the form is correct.
- Click Save to commit the changes to the site/email.
Hide a field on a web form
To hide a field on a web form, take these steps.
- Click in the form area of your landing page to open the form settings.
- From the database objects area, select the field that you want to make hidden and then drag and drop it into the Hidden Fields
- Save and close to complete hiding a field on your web form.
Add a web form link to a web page
Each web form that you create has a unique URL, including the Campaign tracking information, to which you can link from your website. When a web form is created, you can click the web form's name to view the URL that is used to locate the form. Copy this URL and use it to create a link to the form from your site.
To add a web form link to a web page, take these steps.
- On the Web Forms tab, click the web form name. The Edit Site page opens.
- Copy the URL from the Domain.
- Create a link on your web page that uses the URL and tracking information.
Embed a web form in an email
You want to embed a web form in an email before sending it out to your subscribers. Is there any harm in doing this?
It is best to include a link to a web form in an email template rather than embed web forms within emails. Some forms of JavaScript can cause your email to be flagged as SPAM by email clients. Some ISP's strip out the JavaScript and make the submit button useless.
Disabled web form links in mailings
If a link to a disabled web form is clicked in a message, it will not process information and contacts receive a message that the form is disabled. For more uniform results, allow time for contacts to receive messages and click the web form link before changing to another default form.
Change the default value of a custom web form
Here's how you can change the default value of a custom web form.
- Remove the default value of the field in your database. Save your changes and make sure to check that the default value no longer exists for that field.
- In the custom web form, expand field mapping, locate the field that has the default value and choose a different field from your database to map. Click update, then save the web form.
- Locate your field (the one where you want to remove the default value) and choose the right field from your database to map.
- Click Preview after saving. When you make sure it is what you want, Click Publish.
Manage web form properties
Each web form has a properties page. Open your landing page and go to the Manage Site tab. Click the form name to open the properties page and configure the settings.
When done, click Save on your site page.
Web form settings
Find the form settings on the web form properties page. Form Settings has the following options:
- Include Lookup: Used as an extra layer of security. Adds a lookup page to the form. When a contact tries to access the form, the lookup page automatically loads and prompts the user to enter an email address. The user can access the form only if the email address that they entered is in the database that is associated with the form. Typically used with preference centers.
- Skip lookup if contact is known: Shows when Include Lookup is selected. If this option is selected, Campaign skips the lookup if the contact can be identified, via referrals from a Campaign email or web tracking cookies.
- Auto-populate if contact is known: Automatically adds contact data if the form is accessed through a link in a Campaign primarily used with preference centers and tpt-out forms. Can also be used with the standard opt-in form.
- Default Campaign Code and Campaign Status: Use with revenue tracking. Track lead sources by including information about the source of the conversion.
- Default Campaign Code: Associate a campaign or program with a web form so you can run revenue reports in Salesforce. You can also attach a campaign code to your form, so when it is submitted, you can track each campaign or program that is associated to the form. This code is stored in the database upon submission of the form.
- Campaign Status: Use to set a campaign status along with the campaign code. You must provide a code for a status to be accepted.
- Default Campaign Code: Associate a campaign or program with a web form so you can run revenue reports in Salesforce. You can also attach a campaign code to your form, so when it is submitted, you can track each campaign or program that is associated to the form. This code is stored in the database upon submission of the form.
Contact Matching
Select a maximum of 10 fields to automatically reconcile duplicates with existing contact records.
Web forms form code
The form code section provides you the code that is needed to access your forms on the web. The form code section has these options:
- URL - Use this address to access the form on the web.
- iframe code - Embed the web form on a page that is hosted by your site. This is beneficial because Campaign web forms are attached to your Campaign database, even though the form is hosted on your site. To use this code, copy the HTML code and paste it into the source code on the web page you would like it embedded.
- External Form Post - Develop a web form in Campaign and then insert the form into an external page, such as a page on your corporate site. After you publish your web form, Campaign generates the External Form Post Code. Then, copy the code and paste it into the external web page (where you want the form) between the body tags.
Web forms contact lists
Contact lists are used to determine which contact lists you want to include in the web form. Contact lists and subscription groups are not available on progressive web forms.
Contact List Name: Shows the contact lists that are associated with the database and that are enabled for web forms.
Show on Form: Select this option if you want the list available on the form. Contact lists that are not selected are not available on the form.
Subscribe on Opt-In: Select which contact lists are selected by default. If you select this option, when the form loads, the list is automatically selected. Customers can clear the list if they do not want to be opted-in to the list.
Note: Even though you can select Subscribe on Opt-In and Show on Form (contacts are subscribed to lists they did not opt in to), it goes against CAN-SPAM rules. Imported forms are unable to have contact lists associated with them.
You can find the Contact Lists settings at the bottom of the Web Form Properties page of your web form. If the Contact List section does not show in the Web Form Properties or a list is missing, go to each Contact List Settings area in your Campaign database and select the Enable for Web Forms option.
Use form post code from one page to another site
You can take the form post code to another page in your site by using the information in the source view of a published web form. You would then create a new page, paste the form post code within the body tag of the Source view. Right click the page, make the page the default page, save and republish.
This creates an HTML form that is hosted by Campaign, posts to Campaign, and is fully customizable without requiring field mappings.
Update a web form after updating database fields
If you recently updated any database fields, you might need to update your web form.
- Go to Landing Pages.
- After you verified your web form/landing page is correctly showing content, you can save and publish your web form.
- Save and republish the site to show the appropriate amendments.
Web Form hosted remotely that uses an iFrame?
If your web form is hosted remotely and uses an iFrame, the process is complete, and no further changes need to be applied after refreshing your web page.
Using an External Form Post?
If you are using an External Form Post to host your web form on an external site, you need to copy and replace the code in your site's HTML to be sure that the changes are shown.