- Why use Forms?
- Terms to Know for Keywords Management
- Using Common Form Fields
- Segmentation Fields for Data
- Using Ad-Hoc fields
- Insert Link in Checkbox Field Label
- Making Form Elements Mandatory
- Configuring the Form
- Editing an existing Form
- Adding Page Breaks for a Multi-Step form
- Copying a Form to Quickly Make a New Form
- Segmenting Your Contacts
- Grouping Your Contacts
- Using Hidden Communication Controls
- Products of Interest
- Change the Submit Button Label
- Preview Your Form
- Sending an Email When a User Submits
- Add Notifications for Team Members
- Editing Thank you Message
- Form Submission & Page Redirect
- Understanding Auto-Responder Setup
- Notification Email
- Ajax Submit
- User's Previous Data Pre-population
- Finalising the Form
- Managing Forms from the Grid
- How to add a Form to a Page in WebEd
- How to edit the curly bracket
- How to Embed a Form Script in HTML
- Submit Form and Send Email to User
- Inserting a Form via CurlyBracket
- Checking Form and Email Notifications
- Google reCaptcha Validation
- Reinitializing Form Components
- Setting Up Reply Emails
- Show Contact Details in Emails
- Vehicle Request More Info Form
Segmenting Your Contacts
When using forms you can segment contacts automatically or allow them to self-segment as part of the form. Segment methods are, by default, labelled as follows:
- Referred By - how did we come by this contact?
- Campaign Code - What campaign was used to encourage this person to register?
- Subscriber Type - What type of contact is this person
- Certifications - What degrees, achievements, badges or another type of recognition is linked to this contact
- Product of Interest - Which product or service are they interested in
- Interested in Owning - Yes/No, allows you to relate products to a contact without making them appear as a sales prospect. For example, you may want to link existing owners but not mark them as "Interested in Owning"
Imagine you have a form that prompts for first name, last name, email, mobile and then a drop-down list or radio buttons for "What area do you work in". The options are set as corporate, university, self-employed, small business.
The field we store the response is "Subscriber Type". Over time various people complete the form and you decide you want to have a fast way to find and email these people.