In Connectif, you can create form templates in your Web Content to standardize and reuse forms.
In this article, you will learn how to create a form with the Web Content Editor and how to save it as a template for use in other content.
Implementation time: 15 min.
Difficulty: Medium.
When to use it: When you need custom and reusable forms for your eCommerce.
STEP 1: Form creation
1. Log into your Connectif account.
2. Go to "Content > Web Content" and click on Create new content. Choose the type of content to access the editor.
3. In the Content Editor, click on the Components tab and go to the Forms and Surveys section.
4. Add the form elements you want and edit them to give them the desired text and design. Following the steps of this example:
- Add a text field to collect the contact's name.
- Add an email field to collect the contact's email address.
- Add a "submit" button to send the form.
STEP 2: Form configuration
5. Click on the Form tab and, in the Form Type section, look for the dropdown menu and choose the type of form your template should contain.
6. (Optional). In URL for redirection upon form submission, set the URL to which contacts who submit the form will be redirected.
7. Check or uncheck the Close content upon form submission box, depending on whether you want this action to take place when a contact submits the completed form.
8. Configure the rest of the submission actions, which will vary depending on the type of form selected.
STEP 3: Save the template
9. Once your form is designed and configured, go to the Components tab and, in the Custom Components section, click on Create new.
10. Check the boxes (Select) of the blocks that your form contains.
11. Click Save.
12. In the pop-up window, assign a name to your form and, optionally, add tags. Once ready, click Save.
This way, the form you just saved will be available to use as a template in new web and email content you create in your Store.
13. Save the content as usual.
STEP 4: Use the template in other content
Once the previous steps are completed, you can use your new template by dragging or double-clicking on the custom component you just created.
14. Click on the content where you want to add the form template.
15. In the Components tab, go to Custom Components and locate the template you just created.
16. To add it to your content, simply click the form and drag it to the content editor, to the place where you want to position it, like any other block.
17. Save the content as usual once you have added your template and, if desired, made any changes to it.
Success!
You have created and published your form in Connectif.
Keep learning!
To make the most of your Connectif account, we recommend continuing with the following articles:
- Insert a subscription form on your website, to learn how to register contacts in your database.
- Web content editor, to delve deeper into how to create your web content.
- Detect and respond to web links created outside of Connectif, to identify and respond to clicks on any link on your website.
-
Embedded forms, to detect and collect in Connectif existing forms on your website.