Changes for page Form Builder

Last modified by Sachin Patil on 2024/08/30 07:28
From version 19.1
edited by Admin
on 2023/04/04 17:51
Change comment: There is no comment for this version
To version 21.1
edited by Admin
on 2023/08/14 16:46
Change comment: There is no comment for this version

Summary

Details

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Title
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1 -Copy of New Form Builder
1 +Form Builder
Parent
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1 +ONEcount Customer Documentation
Content
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1 1  
2 -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, choosing which questions/fields will be included on the form, selecting which products and/or packages, designing the look and feel, and dragging in questions and other elements onto the Form’s webpage using an easy to use WYSIWYG editor. When a user completes and submits a form, all of the demographic and transaction information from the form is saved in the ONEcount database.
2 +The Form Builder tool allows you to create, edit, delete, and manage forms and pop-ups in a WYSIWYG way. Creating a form is as simple as defining basic form information, choosing which questions/fields will be included on the form, selecting which products and/or packages you want included in the form, and then designing the look and feel. You can also add a thank-you e-mail and message to your form.  When a user completes and submits a form, all of the demographic and transaction information from the form is saved in the ONEcount database, and any transactions that are captured by the form are immediately stored in the ONEcount database.
3 3  
4 -\\
4 +What is unique about the ONEcount Form Builder is that questions, products and packages are not defined in the form, but elsewhere in the ONEcount system. This allows your organization to have some level of control over the information and data collected by the forms, while allowing any qualified user to build and edit forms. The presentation layer–the form–is separated from the data layer, meaning your web designer can't change field options or the business logic behind your products and packages.
5 5  
6 -\\
6 +**Questions are shared among ALL forms, so any changes made to question type, text, responses, alias, report header (See Question Builder - Create and Manage Questions for more detail) will change ALL forms, not just the form you are working on. Deleting a question will remove that question from ALL forms as well. **
7 7  
8 -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.
8 +**Changes made to form information, form layout, order of questions, and optional validations are form-specific and will NOT universally change forms; these changes will be applied only to the form you are working on.**
9 9  
10 10  \\
11 11  
12 -\\
13 -
14 -**Questions are shared among ALL forms, so any changes made to question type, text, responses, alias, report header (See Question Builder - Create and Manage Questions for more detail) will change ALL forms, not just the form you are working on. Deleting a question will remove that question from ALL forms as well. **
15 -**Changes made to form information, form layout, order of questions, and optional validations will NOT universally change forms – these changes will be applied only to the form you are working on.**
16 -
17 -\\
18 -
19 19  Form-related tasks include:
20 20  
21 21  * creating database fields/questions available for placement in online forms; (See __[[Questions - Create and Manage Questions>>url:http://docs.onecount.net:8090/display/OD/Questions+-+Create+and+Manage+Questions||shape="rect"]]__ for more detail.)
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26 26  
27 27  \\
28 28  
29 -The first task listed above – creating questions is accomplished using the Question Builder tool. The next two tasks – creating new forms and managing existing forms – are carried out using the Form Builder tool under INVENTORY. Creating source codes is handled under __[[Source Codes>>url:http://docs.onecount.net:8090/display/OD/Source+Codes+-+How+to+Create+and+Manage+Source+Codes||shape="rect"]]__ and creating branded forms is handled under __[[Brands>>url:http://docs.onecount.net:8090/display/OD/Brand+-+How+to+Create+and+Manage+Brands||shape="rect"]]__. All of these tools are found under INVENTORY.
22 +The first task listed above – creating questions is accomplished by clicking the Demographics tab under SETUP on the left-hand men. The next two tasks – creating new forms and managing existing forms – are carried out using the Form Builder tool under SETUP Creating source codes is handled under __[[Source Codes>>url:http://docs.onecount.net:8090/display/OD/Source+Codes+-+How+to+Create+and+Manage+Source+Codes||shape="rect"]]__ and creating branded forms is handled under __[[Brands>>url:http://docs.onecount.net:8090/display/OD/Brand+-+How+to+Create+and+Manage+Brands||shape="rect"]]__. All of these tools are found under SETUP
30 30  
31 31  [[image:attach:Form-builder-nav.png||height="250"]]
32 32  
33 33  \\
34 34  
35 -__PHASE A: Defining the Form__
28 +**STEP 1: Defining the Form**
36 36  
37 -__[[image:attach:FormDefinitionAug22.png||height="250"]]__
30 +The first screen you'll see in the Form Builder is where you define the basics of the form. For this panel, the only required options are a Title and a Source Code. You will then get to pick between two different presentations: a "Form" presentation, which is a web-page, and a pop-up, which appears over the page that the user is looking at. The Form format is typically used for landing pages, gating, data collection and subscriptions since it can not be closed. A pop-up can be used for data collection and subscriptions, but since it can be closed by clicking the X in the upper right corner, it's not effective for gating.
38 38  
39 -\\
32 +__[[image:attach:FormDefinitionAug22.png||width="800"]]__
40 40  
41 -**Required:** First, give your Form a title. You will have an option to use this title when designing the form in Phase D. If you want to use a different title when designing the form you may do so by using a custom “text section” content block when designing the form.[[image:attach:FB Title.png||height="250"]]
34 +//A Form landing page above.//
42 42  
43 -Give your Form a description. You will have an option to use this title when designing the form in Phase D. If you want to use a different title when designing the form you may do so by using a custom “text” content block when designing the form.
36 +__[[image:attach:form-builder-pop-up.png||width="800"]]__
44 44  
45 -**Required: **Assign a source code to a Form. To add or change existing source codes, go to the source code manager in the inventory tab of the navigation bar at the top. If you do not have a source code for this form then use a generic source code.
38 +//A pop-up landing page above.//
46 46  
47 -If choosing popup as the 'Form Type', for best viewing experiences, please ensure that the minimum width and height used are 350-400.
40 +\\
48 48  
49 -OPTIONAL: If you want to direct users to a specific page after submitting the form, then place the url into the "Thank you page URL" field.
42 +You may give your Form a description. You will have an option to use this title when designing the form in Phase D. If you want to use a different title when designing the form you may do so by using a custom “text” content block when designing the form.
50 50  
51 -Select a submission option. Submission Option is a feature that allows ONEcount to require a user to subscribe to a product or package in order to submit the form. There are three settings:
44 +**Required: **Assign a source code to a Form. To add or change existing source codes, go to the source code manager in the inventory tab of the navigation bar at the top. If you do not have a source code for this form then use a generic source code.
52 52  
53 -[[image:attach:selection-required.png||height="216"]]
46 +If choosing popup as the 'Form Type', for best viewing experiences, please ensure that the minimum width and height used are 350-400. You have several options for a pop-up, including:
54 54  
55 -The first option allows the user to submit the form without subscribing to a product, but a message is displayed telling the user that they did not subscribe to a product before hitting submit. The second option allows the user to submit the form without any warning. The third option is effective in cases where the forms are pre-populated, and users might be tempted to hit "Submit" without subscribing to anything. This option issues a warning and forces the user to return to the form and subscribe to a product.
48 +* **Width and Height:** choose dimensions that work well for desktop and mobile
49 +* **Horizontal Position:** where it appears horizontally on the user's screen
50 +* **Vertical Position:** Where the pop-up appears vertically on the page. This is relative to the entire web page. Be careful if your site has long pages or uses infinite scroll, because the pop-up may render "below" the user's screen causing some confusion.
51 +* **Slide Positon:** This describes what part of the screen the pop-up will appear from (ie., enter stage-left)
52 +* **Pop-Up Delay:** This allows you to program a slight delay into the pop-up so that it doesn't appear immediately on the screen.
56 56  
57 -Show only relevant products ~*~*~*~*~*~*~*~**
54 +If you want to direct users to a specific page after the form is submitted, you can place the url into the "Thank you page URL" field.
58 58  
59 -Enter the text/message to be displayed if an email already exists.
56 +Select a submission option. Submission Option is a feature that allows ONEcount to require a user to subscribe to a product or package in order to submit the form. An example of where this might be used is when you e-mail a link to a subscription form for requalification of a controlled circulation product. Very often users will see their information pre-populated in the form, but won't check the box subscribing (or renewing) them to the product. This option allows you to either force the user to to subscribe to a product in order to submit the form, remind the user that he or she has not subscribed but allow them to continue anyway, or just accept the day with no warning and no subscription requirement.
60 60  
61 -Body markers that may be used in the text are as follows:
62 -%%TEXT%% – will link to Sign in page%%
63 -~#~#TEXT - will be linked to Password Reset page~#~#
58 +\\
64 64  
65 -STATUS: Activate the Form for user access or disable the form.
60 +[[image:attach:selection-required.png||height="216"]]
66 66  
67 67  \\
68 68  
69 69  \\
70 70  
71 -PHASE B: Adding Demographic Questions.
66 +Step 2: Define your demographic questions.
72 72  
73 73  [[image:attach:AddingDemoQuesAuf22.png||height="400"]]
74 74  
75 75  \\
76 76  
77 -1. Start by adding your first demographic question. In the first dropdown box all ONEcount questions that are in your question inventory will appear in the dropdown menu list.  You may also type the question name or number into the dropdown box to find a question to add.
78 -1. VALIDATIONS: If needed, select validation(s) to require a specific format for responses to this question. Validations include alphanumeric, date, email, or is a required field. In email match (email address matches the email in the “email” question/field), or is a number. Multiple validations can be added to each question.
79 -1. AUTO POPULATE: You may choose to have fields auto populated for identified users by setting the auto populate switch to yes.
72 +1. Start by adding your first demographic questionin the Demo column. All ONEcount questions that are in your question inventory will appear in the dropdown menu list.  You may also type the question name or number into the dropdown box to find a question to add.
73 +1. VALIDATIONS: If needed, select validation(s) to require a specific format for responses to this question. Allowed validations are: alphanumeric, date, email, email-match, or required field. Be careful with alphanumeric because it does not include any punctuation, meaning you could not enter (305) 555-1212. For the email validation, ONEcount only checks that the e-mail address matches an appropriate format; it does not validate that the e-mail address really exists. Email match presents two e-mail boxes to the user and requires that both entries match. This is a way to reduce data entry errors from people entering the wrong e-mail addresses in your forms. Multiple validations can be added to each question.
74 +1. AUTO POPULATE: You may choose to have fields auto populated for identified users by setting the auto populate switch to yes. This is the default. If your publication is audited and the rules of your audit require the user to enter a field manually, you can turn Auto Populate off for that specific field.
80 80  1. To add additional questions, click the “Add” button in the top right hand corner.
81 81  1. To remove a question click the “X” at the end of the respective row.
77 +1. You can not edit a row once it had been created; if you find an error, you must delete it
78 +1. The order of the questions on this page is not important.
82 82  
83 83  \\
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261 261  
262 262  {{id name="click-thru-button"/}}
263 263  
261 +===
262 + ===
263 +
264 +{{id name="click-thru-button"/}}
265 +
264 264  === Click-Thru Button ===
265 265  
266 266  Often users will want to create a pop-up or landing page that has a button that clicks through to another site or page. The specific use-case could be clicking to a partner site to download a digital edition, clicking to a non-ONEcount form, or clicking off-site to a thid-party application.
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