Last modified by Admin on 2023/08/14 16:54
From version 19.1
edited by Admin
on 2020/01/23 13:14
Change comment: There is no comment for this version
To version 18.1
edited by steven@one-count_com
on 2018/07/10 16:45
Change comment: There is no comment for this version

Summary

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Title
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1 -Embedded Forms - How to Create an Embedded Form
1 +Forms - How to Create a Form
Author
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1 -XWiki.Admin
1 +XWiki.steven@one-count_com
Content
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4 4  
5 5  
6 6  {{id name="Start ScreenSteps Content"/}}
7 -The Embedded Forms tool allows you to create, edit, delete, and manage forms that are embedded within a brand, or within an iframe on a web page that you host on your site. The Embedded Form Builder is NOT designed to be a full-featured, WYSIWYG form builder. For that functionality, please see the [[Form Builder>>doc:New Form Builder]].
7 + The Forms tool allows you to create, edit, delete, and manage forms and questions. Creating a form is as simple as defining basic form information, setting the number of rows and columns in the form, dragging and dropping questions into defined layout, and setting optional vaidations for each question. When a user completes and submits a form, all of the demographic and transaction information from the form is saved in the ONEcount database.
8 8  
9 -Creating an embedded form is as simple as defining basic form information, setting the number of rows and columns in the form, dragging and dropping questions into defined layout, and setting optional vaidations for each question. When a user completes and submits a form, all of the demographic and transaction information from the form is saved in the ONEcount database.
10 -
11 11  Please refer to the [[Quick Start Guide~~-~~- Questions and Forms>>doc:Quick Start Guide - Questions and Forms]] for information on basic concepts and rules relating to forms.
12 12  
13 13  (% style="color: rgb(0,0,0);" %)When a user completes and submits a form, all of the information gathered from the form is entered into the ONEcount database. Plan forms carefully to ensure that you include questions and possible responses that will provide you with all the data you wish to collect from subscribers/purchasers.
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28 28  Note that there are two methods you can use for a form to display in your brand's look and feel.
29 29  
30 30  (% style="text-decoration: underline;" %)**Method 1**(%%)
31 -Use Brand tool in ONEcount. Using the Brand tool, you create a blank page in your CMS with only the header and footer for your brand, then create a code for that brand that will fetch that page when the form is called. The code you create using the Brand tool allows you to use that brand's look and feel for any form simply by appending &brand=[[CODE>>doc:CODE]] to the URL.
29 + Use Brand tool in ONEcount. Using the Brand tool, you create a blank page in your CMS with only the header and footer for your brand, then create a code for that brand that will fetch that page when the form is called. The code you create using the Brand tool allows you to use that brand's look and feel for any form simply by appending &brand=[[CODE>>doc:CODE]] to the URL.
32 32  
33 33  (% style="color: rgb(0,0,0);" %)You must include the following markers on the brand page you create in your CMS:
34 34  
35 35  (% style="color: rgb(37,81,115);" %)**<!-**(% style="color: rgb(37, 81, 115); text-decoration: line-through" %)**onecount_header**(% style="color: rgb(37,81,115);" %)**->**(%%) Place in the page where the header will END
36 -(% style="color: rgb(37,81,115);" %)** <!-**(% style="color: rgb(37, 81, 115); text-decoration: line-through" %)**onecount_footer**(% style="color: rgb(37,81,115);" %)**->**(%%) Place in the page where the footer will START
34 + (% style="color: rgb(37,81,115);" %)**<!-**(% style="color: rgb(37, 81, 115); text-decoration: line-through" %)**onecount_footer**(% style="color: rgb(37,81,115);" %)**->**(%%) Place in the page where the footer will START
37 37  
38 38  If you require a separate header/footer page for mobile, you must also create that page.
39 39  
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40 40  Because ONEcount uses SSL, there may be issues with non-SSL brand pages using this method, so you may choose to use method 2 described below. (See ONEcount SSL and non-SSL Client Brand Pages for more detail.)
41 41  
42 42  (% style="text-decoration: underline;" %)**Method 2**(%%)
43 -Create a custom header and/or footer when creating a form.
41 + Create a custom header and/or footer when creating a form.
44 44  
45 45  === OPEN THE MANAGE FORMS WINDOW ===
46 46  
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48 48  
49 49  [[image:attach:media_1430428383541.png||align="center"]]
50 50  
51 -\\
49 +
52 52  
53 53  **Select "Forms" from the sub-menu.**
54 54  
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56 56  
57 57  This will open the Manage Forms window where you can select to create a new form. (See below.)
58 58  
59 -\\
57 +
60 60  
61 61  **Click "Create Form"**.
62 62  
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100 100  
101 101  (11) **Email Confirmation (Yes/No) **is where you select whether a confirmation email will be sent upon subscription to/registration for any products listed on the form.
102 102  
103 -\\
101 +
104 104  
105 105  (% style="text-align: center;" %)
106 106  **Front-End View Screenshots**
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107 107  
108 108  [[image:attach:Form Top.png||width="666" align="center"]]
109 109  
110 -\\
108 +
111 111  
112 112  [[image:attach:Form Bottom.png||width="666" align="center"]]
113 113  \\
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114 114  
115 115  [[image:attach:media_1430765149355.png||align="center"]]
116 116  
117 -\\
115 +
118 118  
119 -\\
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120 120  
121 -\\
119 +
122 122  
123 123  ==== Enter Acknowledgement Email Information. (See Items #7-10 below.) ====
124 124  
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127 127  (% style="color: rgb(255,0,0);" %)This is where you can create customized acknowledgement emails specific to the form/product attached to the form. Creating these customized emails is optional, as default acknowledgement emails not specific to any form and/or product are configured in the Configuration Manager.
128 128  
129 129  (7) Enter the subject of the email in "New Thank You Email Subject" field.
130 -(8) Enter the content of the email in "New Thank You Email" field.
128 + (8) Enter the content of the email in "New Thank You Email" field.
131 131  Body markers that may be used in the text are as follows:
132 -%%USERNAME%% – will replace the body marker %%USERNAME%% with the subscriber's username.
133 -%%PASSWORD%% – will replace the body marker %%PASSWORD%% with the subscriber's password.
134 -%%ONECOUNTID%% – will relace the body marker %%ONECOUNTID%% with the subscribers account number/ONEcount ID.
135 -%%RECEIPTDISPLAY%% – will replace the body marker %%RECEIPTDISPLAY%% with a receipt for purchase amount, if any.
136 -(9) Enter the subject of the email in the "Updae Thank You Email Subject" field.
137 -(10) Enter the content of the email in the "Update Thank You Email" field.
130 + %%USERNAME%% – will replace the body marker %%USERNAME%% with the subscriber's username.
131 + %%PASSWORD%% – will replace the body marker %%PASSWORD%% with the subscriber's password.
132 + %%ONECOUNTID%% – will relace the body marker %%ONECOUNTID%% with the subscribers account number/ONEcount ID.
133 + %%RECEIPTDISPLAY%% – will replace the body marker %%RECEIPTDISPLAY%% with a receipt for purchase amount, if any.
134 + (9) Enter the subject of the email in the "Updae Thank You Email Subject" field.
135 + (10) Enter the content of the email in the "Update Thank You Email" field.
138 138  
139 139  As with Form Description text, Email content may be styled using the pop-up styling toolbar that appears when you click in the Form Description field, including images, special characters, and links.
140 140  
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145 145  [[image:attach:media_1430938547197.png||align="center"]]
146 146  
147 147  (1) **Rows** and **Columns.** Determine the number of rows and how many columns in each of those rows. The number of columns may be set on a row-by-row basis, i.e. the number of columns does not necessarily have to be the same for each row, and rows may be added at any time during form construction.
148 -(2) Drag **Questions** into the **workspace (3).** You can quickly find questions by searching by name or question ID #.
146 + (2) Drag **Questions** into the **workspace (3).** You can quickly find questions by searching by name or question ID #.
149 149  (4) Set **Question Options** and validations for each question.
150 150  
151 151  More detail on each of the above steps is provided below.
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164 164  
165 165  First Name, Last Name, Email, Address1, Address2, City, and State have been dragged and dropped into the form.
166 166  Once a question is placed in a form, it is removed from the list of questions.
167 -Notice that the "Zip/Postal Code:" question was found by doing a quick search for "zip". This question can now be dragged and dropped into column 3 of row 6, as shown below.
168 -To return to the full list questions not yet placed on the form, delete "zip" from the search box.
165 + Notice that the "Zip/Postal Code:" question was found by doing a quick search for "zip". This question can now be dragged and dropped into column 3 of row 6, as shown below.
166 + To return to the full list questions not yet placed on the form, delete "zip" from the search box.
169 169  
170 170  Note that you can create a new question here by clicking on **+Create New Question**. This will bring up a pop-up where you can create a question on the fly.
171 -You can also edit questions here, but be careful! (% style="color: rgb(255,0,0);" %)**Any changes made to the Question Text, Response Type, Question Alias, Question Tage, and Lookup Question are universal and will change ALL forms in the system, not just the form you are working on.**
169 + You can also edit questions here, but be careful! (% style="color: rgb(255,0,0);" %)**Any changes made to the Question Text, Response Type, Question Alias, Question Tage, and Lookup Question are universal and will change ALL forms in the system, not just the form you are working on.**
172 172  
173 173  [[image:attach:media_1430939101634.png||align="center"]]
174 174  
175 175  Once all questions are placed on the form, set Question Options. Alternatively, question options may be completed as each question is placed on the form.
176 -To set options, simply click on the question and select options.
174 + To set options, simply click on the question and select options.
177 177  
178 178  ==== Set Question Options ====
179 179  
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180 180  [[image:attach:media_1430939154859.png||align="center"]]
181 181  
182 182  Available **Question Options** are:
183 -**Auto Populate:** (% style="color: rgb(0,0,0);" %)This check box allows you to tell the form what fields to pre-populate from information already in the database when a user clicks a link to a form. If audited, per audit rules, you cannot pre-populate certain demographics, even if the information is in your database. Auto Populate works in conjunction with the "&renewal=true" string in form linkouts. (Find more about form linkouts in the Quick Start Guide-Questions and Forms or Links section of How to Mange Forms.) When the Auto Populate box is checked and the form linkout has "&renewal=true" appended to the end, the only information that will be pre-populated on the form is the information for the questions that have the Auto Populate box checked. If "&renewal=true" is not appended to the link to the form, then all questions on the form that have responses in the ONEcount database will be pre-populated, even if the Auto Populate box is not checked. If audited, use this feature carefully to be sure you are following audit bureau reporting rules on what fields can be pre-populated in a renewal (or any) form.
181 + **Auto Populate:** (% style="color: rgb(0,0,0);" %)This check box allows you to tell the form what fields to pre-populate from information already in the database when a user clicks a link to a form. If audited, per audit rules, you cannot pre-populate certain demographics, even if the information is in your database. Auto Populate works in conjunction with the "&renewal=true" string in form linkouts. (Find more about form linkouts in the Quick Start Guide-Questions and Forms or Links section of How to Mange Forms.) When the Auto Populate box is checked and the form linkout has "&renewal=true" appended to the end, the only information that will be pre-populated on the form is the information for the questions that have the Auto Populate box checked. If "&renewal=true" is not appended to the link to the form, then all questions on the form that have responses in the ONEcount database will be pre-populated, even if the Auto Populate box is not checked. If audited, use this feature carefully to be sure you are following audit bureau reporting rules on what fields can be pre-populated in a renewal (or any) form.
184 184  
185 185  (% style="text-decoration: underline; color: rgb(0, 0, 0)" %)**Validations**(% style="color: rgb(0,0,0);" %)**:~*~***(%%)
186 -(% style="color: rgb(0,0,0);" %)**Required **– Do you want this to be a required (not optional) question on the form. All required questions will be identified by a(% style="color: rgb(164,10,10);" %) ~*~** (% style="color: rgb(0,0,0);" %)on the form. If a user doesn't complete a required question, he/she will be prompted to do so.(%%)
187 -(% style="color: rgb(0,0,0);" %)**Email **– Requires that the information entered on the form be in email format, i.e. c.lechien@dogmail.com. It does not validate whether the email is a real email or not, only that it is in the correct email format. Validation looks to match following REGEX :  /^[A-Z0-9._%+-]+@[A-Z0-9.-]+\.[A-Z]{2,4}$/i (%%)
184 + (% style="color: rgb(0,0,0);" %)**Required **– Do you want this to be a required (not optional) question on the form. All required questions will be identified by a(% style="color: rgb(164,10,10);" %) ~*~** (% style="color: rgb(0,0,0);" %)on the form. If a user doesn't complete a required question, he/she will be prompted to do so.(%%)
185 + (% style="color: rgb(0,0,0);" %)**Email **– Requires that the information entered on the form be in email format, i.e. c.lechien@dogmail.com. It does not validate whether the email is a real email or not, only that it is in the correct email format. Validation looks to match following REGEX :  /^[A-Z0-9._%+-]+@[A-Z0-9.-]+\.[A-Z]{2,4}$/i (%%)
188 188  (% style="color: rgb(0,0,0);" %)**Number Only **– Only numbers can be entered, i.e. for a numbers-only code.(%%)
189 -(% style="color: rgb(0,0,0);" %)**Text Only **– Only text can be entered, i.e. for a text-only code.(%%)
190 -(% style="color: rgb(0,0,0);" %)**Number and Text** – Numbers and text can be entered.(%%)
191 -(% style="color: rgb(0,0,0);" %)**Match Email** – For an email field, this will add a "Confirm Email" entry on the form.
187 + (% style="color: rgb(0,0,0);" %)**Text Only **– Only text can be entered, i.e. for a text-only code.(%%)
188 + (% style="color: rgb(0,0,0);" %)**Number and Text** – Numbers and text can be entered.(%%)
189 + (% style="color: rgb(0,0,0);" %)**Match Email** – For an email field, this will add a "Confirm Email" entry on the form.
192 192  
193 193  (% style="color: rgb(0,0,0);" %)~*~* Note that for checkbox- and radio button-type questions, an extra option to set the number of columns for responses appears. For example, if you have a checkbox-type question with 9 possible responses, you can set those checkbox responses to appear within two columns rather than one long list. (See second screenshot below for a front-end view.)
194 194  
195 195  (% style="color: rgb(0,0,0);" %)You can add multiple validations to a question, e.g. for an Email question you can set validations to required, email, and match email.(%%)
196 -(% style="color: rgb(0,0,0);" %)To remove a validation, place the cursor to the right of the validation and press your "backspace" or "delete" key.
194 + (% style="color: rgb(0,0,0);" %)To remove a validation, place the cursor to the right of the validation and press your "backspace" or "delete" key.
197 197  
198 198  (% style="color: rgb(255,0,0);" %)**Options and validations will NOT universally change forms – these changes will be applied only to the form you are working on.**(%%)
199 -\\(% style="color: rgb(0,0,0);" %)In the example below, the Email question has been set to Auto Populate with multiple validations (Email, Match Email, Required).
197 +
198 +(% style="color: rgb(0,0,0);" %)In the example below, the Email question has been set to Auto Populate with multiple validations (Email, Match Email, Required).
200 200  
201 201  [[image:attach:media_1430939226453.png||align="center"]]
202 202  
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216 216  [[image:attach:media_1430939444248.png||align="center"]]
217 217  
218 218  To delete a row, click the trash can icon at the far right of the row.
219 -**Note: You must remove the question(s) before deleting a row.** If you try to delete a row with a question(s), you'll get a pop-up message asking you to "Please remove questions to remove the row."
218 + **Note: You must remove the question(s) before deleting a row.** If you try to delete a row with a question(s), you'll get a pop-up message asking you to "Please remove questions to remove the row."
220 220  
221 221  **Once all questions have been placed on the form and options and validations set, click the red "Next" button to move on to Part 3 - Review and Save.**
222 222  
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232 232  [[image:attach:media_1431545519730.png||align="center"]]
233 233  
234 234  The Review and Save window provides a basic preview of the form and allows you to adjust question response field lengths.
235 -To see a full preview of the form in your site's look and feel, click "Save".
234 + To see a full preview of the form in your site's look and feel, click "Save".
236 236  
237 -\\
236 +
238 238  
239 239  (% style="text-align: center;" %)
240 240  **Example of what a form might look like on your web site.**
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242 242  [[image:attach:media_1431550698440.png||align="center"]]
243 243  
244 244  **1 ~-~-** Form Name
245 -**2 ~-~-** Form Description
246 -**3 ~-~-** Questions in custom layout
247 -**4 ~-~-** Product Prompt Text
248 -**5 ~-~-** Products attached to the form (notice products subscribed to are identified with "You are currenty receiving:" highlighted in green.
244 + **2 ~-~-** Form Description
245 + **3 ~-~-** Questions in custom layout
246 + **4 ~-~-** Product Prompt Text
247 + **5 ~-~-** Products attached to the form (notice products subscribed to are identified with "You are currenty receiving:" highlighted in green.
249 249  
250 250  (% style="text-align: center;" %)
251 251  ==== Example of the customized acknowledgement email with receipt confirmation sent to a NEW subscriber/purchaser. ====
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252 252  
253 253  [[image:attach:media_1352398034919.png||align="center"]]
254 254  
255 -\\
254 +
256 256  
257 257  
258 258  
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333 333  {{/expand}}
334 334  {{/panel}}
335 335  
336 -\\
335 +
337 337  
338 -\\
337 +
339 339  
340 340  **
341 341  **
342 342  
343 -\\
342 +
344 344  
345 -\\
344 +
346 346  
347 -\\
346 +
348 348  
349 -\\
348 +
350 350  
351 351  **
352 352  **
353 353  
354 -\\
353 +
355 355  
356 -\\
355 +
357 357  {{/layout-cell}}
358 358  {{/layout-section}}
359 359  {{/layout}}
Confluence.Code.ConfluencePageClass[0]
id
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1 -54198302
1 +23331796
url
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1 -https://info.onecount.net//wiki/spaces/OD/pages/54198302/Embedded Forms - How to Create an Embedded Form
1 +https://info.onecount.net//wiki/spaces/OD/pages/23331796/Forms - How to Create a Form