Changes for page Form Builder

Last modified by Sachin Patil on 2024/08/30 07:28
From version 2.1
edited by rijo
on 2022/08/22 13:47
Change comment: There is no comment for this version
To version 5.1
edited by rijo
on 2022/08/23 12:34
Change comment: There is no comment for this version

Summary

Details

Page properties
Content
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41 41  1. Required: 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"]]
42 42  1. 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.
43 43  1. 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.
44 +1. If choosing popup as the 'Form Type', for best viewing experiences, please ensure that the minimum width and height used are 350-400.
44 44  1. 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.
45 45  1. Select a submission option ~*~*~*~*~*~*~*~*~*~**
46 46  1. Show only relevant products ~*~*~*~*~*~*~*~**
47 47  1. Enter the text/message to be displayed if an email already exists.
48 -1. **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.
49 -11. **a.     Enter Acknowledgement Email Information. (See Items B-C below.)**
50 -11. 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.
51 -11. Enter the subject of the email in "New Thank You Email Subject" field.
52 -Enter the content of the email in "New Thank You Email" field. 
53 -Body markers that may be used in the text are as follows:
54 -%%USERNAME%% – will replace the body marker %%USERNAME%% with the subscriber's username.
55 -%%PASSWORD%% – will replace the body marker %%PASSWORD%% with the subscriber's password.
56 -%%ONECOUNTID%% – will replace the body marker %%ONECOUNTID%% with the subscribers account number/ONEcount ID.
57 -%%RECEIPTDISPLAY%% – will replace the body marker %%RECEIPTDISPLAY%% with a receipt for purchase amount, if any.
58 -%%%PASSWORDRESETLINK%%% – will replace the body marker %%%PASSWORDRESETLINK%%% with a unique link to reset the user's password.
59 -Enter the subject of the email in the "Update Thank You Email Subject" field.
60 -Enter the content of the email in the "Update Thank You Email" field.
61 -11. STATUS: Activate the Form for user access or disable the form.
49 +1. Body markers that may be used in the text are as follows:
50 +%%TEXT%% – will link to Sign in page%%
51 +~#~#TEXT - will be linked to Password Reset page~#~#
52 +1. STATUS: Activate the Form for user access or disable the form.
62 62  
63 63  \\
64 64  
... ... @@ -66,7 +66,7 @@
66 66  
67 67  PHASE B: Adding Demographic Questions.
68 68  
69 -[[image:attach:AddingDemoQuesAuf22.png||height="250"]]
60 +[[image:attach:AddingDemoQuesAuf22.png||height="400"]]
70 70  
71 71  \\
72 72  
... ... @@ -80,7 +80,7 @@
80 80  
81 81  PHASE C: Add Products and Packages.
82 82  
83 -[[image:attach:form-builder-products-Aug22.png||thumbnail="true" height="250"]]
74 +[[image:attach:form-builder-products-Aug22.png||height="400"]]
84 84  
85 85  In this phase, you can add a single product or package, or a combination of multiple products and packages.
86 86  
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155 155  
156 156  TEMPLATES MENU
157 157  
149 +The Templates menu contains a set of four pre-designed set of templates you can choose from. Clicking on the Templates option, (found on the right-hand panel) displays the template set.
150 +
151 +[[image:attach:TEMPLATES menu Aug22.png||thumbnail="true" height="250"]]
152 +
158 158  \\
159 159  
155 +To use a template, drag-n-drop the preferred template from the right-hand panel to the canvas.  The various types of templates include:
156 +
157 +1. Three-column with graphic
158 +1. Two-column with graphic
159 +1. One column/graphic on top
160 +1. One-column graphic click-through
161 +
162 +The Demographic components and other features can be added to the forms per the designated space provided in the chosen template.
163 +
164 +The templates are designed to be responsive, that is moldable to the various screen-sizes.  These can be used for either 'Forms' or 'popups.'
165 +
166 +Please Note: For ease of use, please ensure the canvas is empty before the drag-n-drop.
167 +
168 +\\
169 +
160 160  STYLE MENU
161 161  
162 162  To customize the design or CSS styles like dimensions, typography and colors use the CSS editor ().
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191 191  1. Open the component settings by clicking the gear icon at the top. ()
192 192  1. Paste or type the url destination for the link into the “Href” field. You may also add a title and specify a target for the link.
193 193  
204 +\\
205 +
206 +PHASE E: EMAIL CONFIRMATION
207 +
208 +The Email Confirmation tab is used to fill out details of the confirmation email.
209 +
210 +[[image:attach:form-builder-EmailConfirmationTabAug23.png||height="250"]]
211 +
212 +1. **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.
213 +11. **a.     Enter Acknowledgement Email Information. (See Items b-c below.)**
214 +11. 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.
215 +11. Enter the subject of the email in "New Thank You Email Subject" field.
216 +Enter the content of the email in "New Thank You Email" field. 
217 +Body markers that may be used in the text are as follows:
218 +%%USERNAME%% – will replace the body marker %%USERNAME%% with the subscriber's username.
219 +%%PASSWORD%% – will replace the body marker %%PASSWORD%% with the subscriber's password.
220 +%%ONECOUNTID%% – will replace the body marker %%ONECOUNTID%% with the subscribers account number/ONEcount ID.
221 +%%RECEIPTDISPLAY%% – will replace the body marker %%RECEIPTDISPLAY%% with a receipt for purchase amount, if any.
222 +11. Enter the content of the email in the "Update Thank You Email" field.
223 +Enter the subject of the email in the "Update Thank You Email Subject" field.
224 +Enter the email address for BCC in the "Email Confirmation BCC" field.
225 +
226 +\\
227 +
228 +PHASE F: DESIGNING THANK YOU PAGE
229 +
230 +The 'ThankYou Page Design' tab helps in designing a thank you page after form has been submitted.
231 +
232 +[[image:attach:TYPageDesign-Aug22.png||height="400"]]
233 +
234 +Up to four templates, that are drag-n-droppable, are provided in the right-hand panel.  These can be further customized using the components from the form builder, such as the Submit button, Captcha, Demographics components, and such.
235 +
236 +So, we now have three ways for designating a Thank you page:
237 +
238 +~1. Provide a URL in the 'Thank you Page URL' field found in the 'Form Definition' tab.  This has priority over the following two steps (2. and 3.)
239 +
240 + [[image:attach:FormDefn-TYURLAug23.png||height="250"]]
241 +
242 +\\
243 +
244 +2. Choose a preferred template from the 'Thank you Page Design' tab.  If step 1. is not provided, step 2. takes priority, if provided.
245 +
246 +3. Using the default Thank you page.  This comes into play if steps 1. and 2. are left blank.  This is also what will be used for the older forms (that did not have the Thank You Page Design feature).
247 +
248 +The older forms that did not have the 'Thank you Page Design' feature, will now include this feature so that the 'Thank you' pages are now customizable
249 +
250 +The templates provided in the 'Thank you page Design' tab are responsive.
251 +
252 +The default Thank you page looks as shown below:
253 +
254 +[[image:attach:DefaultTY-Aug22.png||height="250"]]
255 +
256 +The default values in the Thank you page are populated from the Config Manager.
257 +
258 +\\
259 +
260 +\\
261 +
194 194  TO DUPLICATE A FORM
195 195  
196 196  1. From the “Manage Forms” page click the copy icon at the end of the row for the form you wish to copy. ()
Confluence.Code.ConfluencePageClass[0]
id
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1 -77496365
1 +77496381
url
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1 -https://info.onecount.net//wiki/spaces/OD/pages/77496365/Copy of New Form Builder
1 +https://info.onecount.net//wiki/spaces/OD/pages/77496381/Copy of New Form Builder