Integration of web forms into Connectif

 

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Integrated forms work by collecting information in Connectif that is generated by any pre-existing form on your website that was created outside the platform. This allows you to easily send all the data that is already being collected in your ecommerce site to Connectif.

 

How to access it

You can access the integrated forms via the "Content > Forms" path.

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Interface

The main interface of the forms is made up of seven blocks:

1. Creation: to create new integrated forms.

2. Search: to search for forms by name.

3.Views: to toggle the way the list of forms is displayed, such as cards or in rows.

4. Display filters: to filter the forms displayed based on their status and type.

  

This screen displays all forms, both those created in Connectif using web content and forms created natively on your website and integrated into the platform. The filters give you an agile way to distinguish them from each other.

If you want to learn more about forms in web content, click here.

5. List of forms: to display the forms that meet the selected filters, if any.

6. Form information: to review a form’s details, such as its type or whether it is enabled.

  

It is possible to visually distinguish between In use and Unusedforms. In addition, you can differentiate the integrated forms from those created in Connectif by the preview image that accompanies them and by the additional field "Integrated from" that they include in their card.

7. Integrated form options: to manage and perform other actions with a specific form.

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How it works

There are two types of integrated forms:

  • Add: Add forms automatically store contacts’ email addresses. Its settings also allow the contact to subscribe to the newsletter and the registered URLs responsible for notifying the subscription to your ecommerce to be informed.
  • Event: Event forms allow you to collect any data you want to store in Connectif, except the contact's email as an identifier in Connectif.

 

1. Create an integrated form

In the main interface of the forms, click   Add integrated form (1) and configure the steps in the wizard.

En el paso 1. Basic Configuration, change the name of the form, select the type and the URL where it is hosted on your website.

Formularios_integrados_-_3.png

In step 2. Select a form, s if there are several in the selected URL, choose the appropriate form.

In step 3. Mappings, identifies the email collected by the form with the "Email" field of the contact.

  

Step 3. Mappings, is only configured in the integrated sign-up forms for the purpose of subscribing the contact.

In step 4. Configure the Event Payload, select which form fields you want to be imported and edit them, if necessary.

 

2. Edit an integrated form

  

When an integrated form is created, it is not possible to modify its typology or the URL where it is located.

In the integrated form options (7), click Edit form and configure the steps in the wizard.

In step 1. Basic Configuration, modify the form name, select the type and valid source URLs.

Formularios_integrados_-_4.png

  

In Add forms, you can also modify the behavior after submission when the contact subscribes to the newsletter and inform the registered URLs responsible for notifying the subscription.

In step 4. Configure the Event Payload, change the fields you want to be available when the form is submitted.

 

3. See strategies that use an integrated form

In the integrated form options (7), click More   , from the drop-down menu select View usages.

In the pop-up dialog, if the form is being used in any workflow, a list will be displayed with the name of the strategies and the nodes where it is being used.

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4. View the statistics of an integrated form

In the integrated form options (7), click More   and in the drop-down menu select Stats.

See the summary of the statistics generated by the form and the most frequent results collected.

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If you want to learn more about statistics and data in Connectif, click here.

 

5. Deactivate an integrated form

  

Submissions from a deactivated integrated form are not detected by Connectif.

In the integrated form options (7), click More   and in the drop-down menu select Deactivate.

Formularios_integrados_-_7.png

 

6. Reactivate an integrated form

In the integrated form options (7), click More   and in the drop-down menu select Activate.

Formularios_integrados_-_8.png

 

7. Archive an integrated form

  

An archived form is not available in the initial view of the form list (5) and cannot be used in workflows..
Click the Show archived (4) slider (4) to make the archived forms appear in the list (5).

In the integrated form options (7), click More   and in the drop-down menu select Archive.

Formularios_integrados_-_9.png

  

An archived form cannot be used in new workflows, however it is not deactivated when it is archived.

 

8. Unarchive an integrated form

In the display filters (4), click Show archived slider. In the integrated form options (7) click More   and in the drop-down menu select Unarchive.

The unarchived form will appear in the default view of the form list.

Formularios_integrados_-_10.png

 

9. Delete an integrated form

In the integrated form options (7), click More   and in the drop-down menu select Delete.

In the pop-up message, confirm deletion of the integrated form by clicking  Delete, or click  Cancel.

Formularios_integrados_-_11.png

 

It is not possible to delete a form that is being used by a workflow.

 

10. Limitations of integrated forms

It is not possible to integrate forms that are not submitted via a native POST request by the browser. As there is no page reload, the information submitted cannot be collected in Connectif.

In these cases submitting a form to Connectif via AJAX is recommended.

 

 

 Success!
You’ve reached the end of the tutorial.

  

Do you have questions?
Don’t forget, our Connectif specialists are here to help you. To contact them, just open a Support ticket by clicking the blue “Help” button on your dashboard.


Keep learning!

To make the most of your Connectif account, we recommend reading these articles next:

 

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