Overview
Form Builder allows you to create custom forms for your site and add processes so that specific actions take place, either dependent upon which fields and values are selected when the form is filled in, or when the form is submitted.
| Testing & Monitoring Forms When adding or changing forms always make sure you run tests on the different field selections to ensure the form works as expected. For the most important forms, ask us to set up automated tests and monitoring to check forms are always functioning (small charge applies). |
Example Uses
| Contact page form to receive general enquiries | Use or extend the standard in-built contact form to capture enquiries on your site and receive an email each time the form is filled in. |
| Enquiry form on multiple pages | Add a common form onto multiple pages and then use some javascript with a hidden field to record which page the user was on when they submitted the form, to pinpoint where their interest originated from. |
| Exhibition show lead capture | Design a custom form that captures leads at shows with all the details you need to know. Use hidden private fields to make sales notes on each contact. Put leads into groups dependent upon their urgency or value and send personalised emails to these groups in Email Manager. |
| Registering to receive a download | Capture email addresses by offering useful downloadable white papers, guides etc. Ensure email validation by sending the download link via the email with which the user registered. |
| Trade membership enquiries | Create a trade membership form to capture all the necessary details for an application. Optionally, assign enquirers into a trade user group so they can automatically see trade prices once they complete registration. |
| Surveys (CES, NPS and others) | Create surveys using forms and use the rating field to capture scores for metrics such as Customer Ease Scores (CES) on checkout pages and Net Promoter Scores (NPS) on email surveys or the checkout (read more). View score trends on the Form Scores Report and in Report Builder. Setup instructions here |
| Personalised customer journeys | Use form flows and redirects to navigate users through different content pages which can be personalised dependent upon the answers given to questions on the previous page. |
| "Slippery Slope" sales qualification funnel | Similar to above, use form flows, redirects and custom page content to take a potential prospect through your selling qualification and assign them to groups so you can prioritise who to contact or email first. |
| Back in stock alerts | Allow visitors to your product pages to sign up for email alerts once an out of stock product is replenished. Uses a standard form applied on the product page which uses the "back in stock subscription" notification process. |
| Capturing custom data during the checkout process | Create custom forms that can be hooked into the checkout process by a developer to capture extra information in the checkout process and display it in Order Manager. For example, engraving information when a trophy is purchased. |
| Taking one-off payments for memberships or services | Take a payment via Paypal for a membership or service, with the ability to set up a pricing table to handle a number of selectable options, e.g. 1, 2 or 3 year membership for Adult, Student, OAP, Child member levels. |
| Selling Tickets For Events | Take a payment via Paypal for buying event tickets, then include the form ID as a booking reference in an email back to the buyer. Print all the form responses via the CSV download and then you can mark off the ticket at the Box Office entrance to stop multiple entrants. Alternatively, print off and send numbered tickets via an online service like this one. |
The Complete Guide To Building Forms & Processes
Access the detailed guide on building forms, adding processes and placing your form on web pages.
Combating Spam
Our Intelligent Spam Filter sniffs out likely spam responses and either automatically rejects them after they've been submitted by the spammer, or places them inside your form's spam folder in case you need to retrieve a genuine email that has been written in a 'spammy' way.
Admin Notifications
Business Intelligence alerts you to various notifications when users interact with the site including a count of unread form replies you have received. You can determine which forms are included in the count by editing the form and unticking the option: Show in header notifications?
Form Scores Report
Visually see how form scores change over time.
For example monitoring a 1-7 CES rating on your thanks page form to measure the ease-of-use of your website.
You can then check how this is affected when making any major site changes ( respondents can leave other useful feedback in the comments section as well).
Reporting available in Admin & Reports > Reports > Form Scores and Reports > Report Builder
View this article on how to set up form scores and reporting.