Changes for page Form Builder

Last modified by Sachin Patil on 2024/08/30 07:28
From version 21.2
edited by Sachin Patil
on 2024/08/30 06:23
Change comment: There is no comment for this version
To version 2.1
edited by rijo
on 2022/08/22 14:47
Change comment: There is no comment for this version

Summary

Details

Page properties
Title
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1 -Form Builder
1 +Copy of New Form Builder
Parent
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1 -ONEcount Customer Documentation
Author
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1 -XWiki.sachin
1 +XWiki.rijo
Content
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1 -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.
2 2  
3 -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.
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.
4 4  
5 -**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. **
4 +\\
6 6  
7 -**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.**
6 +\\
8 8  
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.
9 9  
10 +\\
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 +
10 10  Form-related tasks include:
11 11  
12 12  * 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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15 15  * creating source codes that are used to track the source of a name/transaction;
16 16  * and creating individually branded, designed forms.
17 17  
27 +\\
18 18  
19 -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
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.
20 20  
21 21  [[image:attach:Form-builder-nav.png||height="250"]]
22 22  
33 +\\
23 23  
24 -**STEP 1: Defining the Form**
35 +__PHASE A: Defining the Form__
25 25  
26 -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.
37 +__[[image:attach:FormDefinitionAug22.png||height="250"]]__
27 27  
28 -__[[image:attach:FormDefinitionAug22.png||width="800"]]__
39 +\\
29 29  
30 -//A Form landing page above.//
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 +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 +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. 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 +1. Select a submission option ~*~*~*~*~*~*~*~*~*~**
46 +1. Show only relevant products ~*~*~*~*~*~*~*~**
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.
31 31  
32 -__[[image:attach:form-builder-pop-up.png||width="800"]]__
63 +\\
33 33  
34 -//A pop-up landing page above.//
65 +\\
35 35  
67 +PHASE B: Adding Demographic Questions.
36 36  
37 -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.
69 +[[image:attach:AddingDemoQuesAuf22.png||height="250"]]
38 38  
39 -**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.
71 +\\
40 40  
41 -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:
42 -
43 -* **Width and Height:** choose dimensions that work well for desktop and mobile
44 -* **Horizontal Position:** where it appears horizontally on the user's screen
45 -* **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.
46 -* **Slide Positon:** This describes what part of the screen the pop-up will appear from (ie., enter stage-left)
47 -* **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.
48 -* **Pop-up Definition :**
49 -** (% style="line-height: 100%; font-family: Liberation Sans, sans-serif; font-size: 10pt" %)**Pop-up Shadow :**
50 -** (% style="line-height: 100%; font-family: Liberation Sans, sans-serif; font-size: 10pt" %)**Pop-up Radius :**
51 -** (% style="line-height: 100%; font-family: Liberation Sans, sans-serif; font-size: 10pt; font-variant: normal; color: rgb(51, 51, 51); font-style: normal" %)**Pop-up border width :**
52 -** (% style="line-height: 100%; font-family: Liberation Sans, sans-serif; font-size: 10pt; font-variant: normal; color: rgb(51, 51, 51); font-style: normal" %)**Pop-up border Color :**
53 -* (((
54 -**Pop-up Close Button Definition :*** (((
55 -(% class="western" style="text-align:left" %)
56 -(% style="line-height: 100%; font-family: Liberation Sans, sans-serif; font-size: 10pt; font-variant: normal; color: rgb(51, 51, 51); font-style: normal" %)**Close Button Color :**
57 -)))
58 -* (((
59 -(% class="western" style="text-align:left" %)
60 -(% style="line-height: 100%; font-family: Liberation Sans, sans-serif; font-size: 10pt; font-variant: normal; color: rgb(51, 51, 51); font-style: normal" %)**Close Button Text Color :**
61 -)))
62 -* (((
63 -(% class="western" style="text-align:left" %)
64 -(% style="line-height: 100%; font-family: Liberation Sans, sans-serif; font-size: 10pt; font-variant: normal; color: rgb(51, 51, 51); font-style: normal" %)**Close Button Text :**
65 -)))
66 -* (((
67 -(% class="western" style="text-align:left" %)
68 -(% style="line-height: 100%; font-family: Liberation Sans, sans-serif; font-size: 10pt; font-variant: normal; color: rgb(51, 51, 51); font-style: normal" %)**Close Button Position :**
69 -)))
70 -* (((
71 -(% class="western" style="text-align:left" %)
72 -(% style="line-height: 100%; font-family: Liberation Sans, sans-serif; font-size: 10pt; font-variant: normal; color: rgb(51, 51, 51); font-style: normal" %)**Close Button Shape :**
73 -)))
74 -* (((
75 -(% class="western" style="text-align:left" %)
76 -(% style="line-height: 100%; font-family: Liberation Sans, sans-serif; font-size: 10pt; font-variant: normal; color: rgb(51, 51, 51); font-style: normal" %)**Close Button Font Size :**
77 -)))
78 -* (((
79 -(% class="western" style="text-align:left" %)
80 -(% style="line-height: 100%; font-family: Liberation Sans, sans-serif; font-size: 10pt; font-variant: normal; color: rgb(51, 51, 51); font-style: normal" %)**Close Button Height :**
81 -)))
82 -* (((
83 -(% class="western" style="text-align:left" %)
84 -(% style="line-height: 100%; font-family: Liberation Sans, sans-serif; font-size: 10pt; font-variant: normal; color: rgb(51, 51, 51); font-style: normal" %)**Close Button Width :**
85 -)))
86 -* (((
87 -(% class="western" style="text-align:left" %)
88 -(% style="line-height: 100%; font-family: Liberation Sans, sans-serif; font-size: 10pt; font-variant: normal; color: rgb(51, 51, 51); font-style: normal" %)**Vertical Position :**
89 -)))
90 -)))
91 -* (((
92 -(% class="western" style="text-align:left" %)
93 -**Pop-up Background Light-Box :**
94 -
95 -*
96 -
97 -(% class="western" style="text-align:left" %)
98 -(% style="line-height: 100%; font-family: Liberation Sans, sans-serif; font-size: 10pt; font-variant: normal; color: rgb(51, 51, 51); font-style: normal" %)**Pop-up Background Color :**
99 -
100 -*
101 -
102 -(% class="western" style="text-align:left" %)
103 -(% style="line-height: 100%; font-family: Liberation Sans, sans-serif; font-size: 10pt; font-variant: normal; color: rgb(51, 51, 51); font-style: normal" %)**Pop-up Background Opacity :**
104 -)))
105 -
106 -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.
107 -
108 -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.
109 -
110 -
111 -[[image:attach:selection-required.png||height="216"]]
112 -
113 -
114 -
115 -Step 2: Define your demographic questions.
116 -
117 -[[image:attach:AddingDemoQuesAuf22.png||height="400"]]
118 -
119 -
120 -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.
121 -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.
122 -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.
73 +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.
74 +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.
75 +1. AUTO POPULATE: You may choose to have fields auto populated for identified users by setting the auto populate switch to yes.
123 123  1. To add additional questions, click the “Add” button in the top right hand corner.
124 124  1. To remove a question click the “X” at the end of the respective row.
125 -1. You can not edit a row once it had been created; if you find an error, you must delete it
126 -1. The order of the questions on this page is not important.
127 127  
79 +\\
128 128  
129 129  PHASE C: Add Products and Packages.
130 130  
131 -[[image:attach:form-builder-products-Aug22.png||height="400"]]
83 +[[image:attach:form-builder-products-Aug22.png||thumbnail="true" height="250"]]
132 132  
133 133  In this phase, you can add a single product or package, or a combination of multiple products and packages.
134 134  
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142 142  1. To add additional products- click the add product button in the right hand corner.
143 143  1. To remove a product, click an X
144 144  
97 +\\
145 145  
146 146  **PACKAGES:** Add a group of products, like a digital and print subscription, multiple issue magazine subscription, a magazine subscription and e-newsletter, digital access or other bundled resources with a term duration (expiration date) or access limit. Optional: to have a package automatically selected, choose which option to have selected using the “Pre-Selection” dropdown.
147 147  
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151 151  1. To add additional packages- click the add product button in the right hand corner.
152 152  1. To remove a package, click the X
153 153  
107 +\\
154 154  
155 155  **Pre-selection of Products and Packages with query string **
156 156  
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160 160  
161 161  &prods=10001,20001
162 162  
117 +\\
163 163  
119 +\\
164 164  
165 165  PHASE D: Designing the Form
166 166  
167 -This is an example of a form built using the form builder.
168 -
169 169  [[image:attach:Editori-main-menu copy.png||height="250"]]
170 170  
171 171  Use the editor to customize the look and feel of your form webpage. To add page and form elements, drag the element(s) from the menu on the right to where you want them to appear. Sections of the Elements menu can be collapsed for ease of use to drag in content blocks that are located lower in the menu.
172 172  
127 +\\
173 173  
174 174  To create additional content areas, start by adding a “Grid Template” from the Elements menu.
175 175  
176 176  [[image:attach:FB Grid Template.png||height="250"]]
177 177  
133 +\\
178 178  
179 -BUILD FORMS FROM SCRATCH
180 -
181 -Form Building is a multi-step process. 
182 -
183 -Form can be built from scratch.  It requires, at the very minimum, a Captcha and Submit button, if building from scratch.  If choosing to do so,
184 -
185 -1. Navigate to the 'Form Design' tab, after you have filled out the basic information as required by the 'Form Definition,' 'Add Demographics,' and 'Add Products/Packages' tabs.
186 -1. The canvas can be populated by dragging-and-dropping elements/components from the right-hand panel.  
187 -11. Simply select your choice of component from the options in the right-hand panel with your mouse
188 -11. Drag it over to the spot on the canvas, as you prefer
189 -
190 -
191 -Let's start with selecting a grid format from the 'Grid Templates' option in the right-hand panel. This helps with adding elements to the canvas, eventually your form, in an organized/disciplined manner.
192 -
193 -Below is a screen-shot where the 'Grid Templates' expands on beings selected, and the 'three column' grid is chosen
194 -
195 -[[image:attach:formbuilder-three-column-demosAug23.png||height="250"]]
196 -
197 -
198 -1. First, let's expand the 'Grid Templates' option by selecting it.
199 -1. From there, select the preferred column type, then drag it to the canvas, as shown below (three-column grid selected)
200 -
201 -(% style="margin-left: 40.0px;" %)
202 -[[image:attach:formbuilder-drag-a-grid-onto-canvas.png||height="250"]]
203 -
204 -
205 -(% style="margin-left: 40.0px;" %)
206 -3. To populate the columns, let's choose from the 'Demographics' option.
207 -
208 -1.
209 -11. Select First Name and drag it to the left-most cell, followed by Last Name to the middle cell, next email to the last one.
210 -
211 -(% style="margin-left: 40.0px;" %)
212 -[[image:attach:formbuilder-drag-fields-from-toolbar-onto-canvasAug23.png||height="250"]]
213 -
214 -
215 -(% style="margin-left: 40.0px;" %)
216 -4. The three-column grid will look as follows:
217 -
218 -(% style="margin-left: 40.0px;" %)
219 -[[image:attach:formbuilder-three-column-demosAug23.png||height="250"]]
220 -
221 -(% style="margin-left: 40.0px;" %)
222 -5. To add Captcha to the form:
223 -
224 -1.
225 -11. Select 'Form' from the right-hand panel[[image:attach:Screen Shot 2022-08-23 at 4.52.47 PM.png||thumbnail="true" width="150"]]
226 -11. Select Captcha and drag it over to the spot on the canvas.  In this case, we choose below the 3-column grid
227 -
228 -(% style="margin-left: 40.0px;" %)
229 -[[image:attach:formbuilder-add-captchaAug23.png||height="250"]]
230 -
231 -(% style="margin-left: 40.0px;" %)
232 -6. To add a 'Submit' button:
233 -
234 -1.
235 -11. Select it from the 'Form' option and,
236 -11. Drag it to the spot you prefer on the canvas,
237 -11. Eventually this position will impact how your final form is displayed)
238 -
239 -(% style="margin-left: 40.0px;" %)
240 -7. Below is what the final form/pop-up will look like after the additions/modifications described in steps 1-7.
241 -
242 -(% style="margin-left: 40.0px;" %)
243 -[[image:attach:formbuilder-completed-formAug23.png||height="250"]]
244 -
245 -
246 -
247 247  ELEMENTS MENU
248 248  
137 +\\
249 249  
250 250  To add elements, like titles, text blocks, images/logos, products/packages, or questions/fields use the Elements menu (image).
251 251  
... ... @@ -252,7 +252,6 @@
252 252  1. Begin creating a layout by first adding **Grid Templates. **First add One Column Grid Templates to define the basic layout. For multiple columns, add a one column Grid Template before dragging 2 or 3 column Grid Templates into the form.
253 253  1. To add a Title and Description, drag in the “Title” or “Description” content blocks from the “Form Info” section of the Elements menu. The “Title and Description” will be what you have entered during Phase 1, Form Definition.
254 254  11. To create a custom heading or text block, add a “Text” or “Text Section” from the list of products near the lower part of the Elements menu.
255 -11. Click [[here>>attach:formbuilder-R-YTVideo-Aug23.mp4]] to view how you can add a Youtube video to your form.
256 256  11. To add Products/Packages drag in the Product or Package from the Elements menu on the right. The layout of Products or Packages will be based on what Template Type you selected during Phase 3, Add Products & Packages.
257 257  11. Adding Images, first drag the image icon from the Elements Menu and place it where you want an image to be placed.
258 258  111. A pop-up window will open with a library of images already added.
... ... @@ -259,86 +259,16 @@
259 259  111. To add a new image, click the left-hand side of the image pop-up window. Using the folder browser, choose an image from your files that you would like to upload.
260 260  111. After uploading an image file, select the image from the image library list on the right hand side.
261 261  111. After selecting your image, click the “X” button to close the image library. Your image will be placed in the image content block.
262 -111. Here is a video showing how to select images to your canvas: [[How to upload image video>>attach:formbuilder-AddImage-R-Aug23.mp4]]
263 263  111. To add Questions/Fields drag the questions you have selected during Phase 2, “Add Demographics”, from the “Demographics” section of the Elements menu.
264 264  1111. It is recommended to place each Question in individual Grid Templates (single or multiple column).
265 -1111. To add additional questions, return to Phase 2 “Add Demographics”.
152 +1111. To add additional questions, return to Phase 2 “Add Demographics”.
266 266  
267 -Once created, we can edit the added elements to the canvas.  Let us see how URL links can be added and how to the 'paint brush' icon can be used.
154 +\\
268 268  
269 -1. URL links can be added to components that use the 'Link' feature. 
270 -11. To add or modify a URL link, use the 'Components Settings' option on the toolbar, denoted by a 'gear' icon [[image:attach:Screen Shot 2022-08-23 at 2.25.10 PM.png||thumbnail="true" width="20"]]on the above toolbar.
271 -11. You can add URL to the 'Href' field, which will then link the selected component to the URL specified in this field.
272 -11. Please [[click here>>attach:formbuilder-R-GearsURL-Aug23.mp4]] to view a video showing how to create a URL link.
273 -1. Components can be modified in terms of typography(text-related features such as fonts, alignment), dimensions (height, width, padding, etc.) or background decorations (color, radius, etc.). 
274 -11. To do so, select the component, then click on the 'paintbrush' icon on the above toolbar, denoted by[[image:attach:Screen Shot 2022-08-23 at 2.28.56 PM.png||thumbnail="true" width="20"]].  In the screen shot below, the image on the right is selected and edited.
156 +TEMPLATES MENU
275 275  
276 -(% style="margin-left: 80.0px;" %)
277 -[[image:attach:formbuilder-edit-object-propertiesAug23.png||height="400"]]
158 +\\
278 278  
279 -(% style="margin-left: 80.0px;" %)
280 -b. Please [[click here>>attach:formbuilder-R-PaintBrush-Aug23.mp4]] to view a video showing how a button's background color was changed.
281 -
282 -
283 -
284 -=== ===
285 -
286 -=== ===
287 -
288 -{{id name="click-thru-button"/}}
289 -
290 -=== ===
291 -
292 -=== ===
293 -
294 -{{id name="click-thru-button"/}}
295 -
296 -=== Click-Thru Button ===
297 -
298 -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.
299 -
300 -To create a click-thru button, click in the cell or grid where you want the button to appear, and from the tool-bar on the right, select Form Options, and then Submit. ONEcount will place a button on your form.
301 -
302 -[[image:attach:submit-button-tool.png||thumbnail="true" height="250"]]
303 -
304 -
305 -Now click on the button, and click on the gear icon above the tool bar.
306 -
307 -[[image:attach:click-thru-button.png||height="250"]]
308 -
309 -Click on the Action Pull-down and select Clickthrough. In the box for Label, add whatever text you would like to appear on the button. In the URL box, put the full URL where you would like the user to be sent when they click on the button. Please note that this URL will open in a new window, leaving the pop-up on the screen. The user will need to close the pop-up.
310 -
311 -A future version of ONEcount will track these click-throughs as "completions" in both the form and segment analytics, giving you insights into how many people are clicking through to the URL.
312 -
313 -
314 -=== TEMPLATES MENU ===
315 -
316 -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.
317 -
318 -[[image:attach:TEMPLATES menu Aug22.png||thumbnail="true" height="250"]]
319 -
320 -
321 -To use a template, drag-n-drop the preferred template from the right-hand panel to the canvas.
322 -
323 -To drag-n-drop a template, first click on the 'Templates' option in the right-hand panel.  This will display the templates.  Now, choose a template and drag it to the canvas to the left, as shown below.
324 -
325 -[[image:attach:Drag-n-DropTemplate.png||height="250"]]
326 -
327 -
328 -The various types of templates include:
329 -
330 -1. Three-column with graphic
331 -1. Two-column with graphic
332 -1. One column/graphic on top
333 -1. One-column graphic click-through
334 -
335 -The Demographic components and other features can be added to the forms per the designated space provided in the chosen template.
336 -
337 -The templates are designed to be responsive, that is moldable to the various screen-sizes.  These can be used for either 'Forms' or 'popups.'
338 -
339 -Please Note: For ease of use, please ensure the canvas is empty before the drag-n-drop.
340 -
341 -
342 342  STYLE MENU
343 343  
344 344  To customize the design or CSS styles like dimensions, typography and colors use the CSS editor ().
... ... @@ -353,11 +353,13 @@
353 353  11. DECORATIONS: Edit background colors, borders of content blocks or individual elements.
354 354  111. Make sure the Opacity Slider is set above 10% for color edits to be visible. It is recommended to move the Opacity Slider all the way to the right.
355 355  
174 +\\
356 356  
357 357  To alter the text of a button (like a submit, etc) select the button and click on the gear icon on the upper-right:
358 358  
359 359  [[image:attach:editor-object-settings.png||height="250"]]
360 360  
180 +\\
361 361  
362 362  To preview, click the Preview link at the top.
363 363  
... ... @@ -371,79 +371,15 @@
371 371  1. Open the component settings by clicking the gear icon at the top. ()
372 372  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.
373 373  
374 -
375 -PHASE E: EMAIL CONFIRMATION
376 -
377 -The Email Confirmation tab is used to fill out details of the confirmation email.
378 -
379 -[[image:attach:form-builder-EmailConfirmationTabAug23.png||height="250"]]
380 -
381 -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.
382 -11. **a.     Enter Acknowledgement Email Information. (See Items b-c below.)**
383 -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.
384 -11. Enter the subject of the email in "New Thank You Email Subject" field.
385 -Enter the content of the email in "New Thank You Email" field. 
386 -Body markers that may be used in the text are as follows:
387 -%%USERNAME%% – will replace the body marker %%USERNAME%% with the subscriber's username.
388 -%%PASSWORD%% – will replace the body marker %%PASSWORD%% with the subscriber's password.
389 -%%ONECOUNTID%% – will replace the body marker %%ONECOUNTID%% with the subscribers account number/ONEcount ID.
390 -%%RECEIPTDISPLAY%% – will replace the body marker %%RECEIPTDISPLAY%% with a receipt for purchase amount, if any.
391 -11. Enter the content of the email in the "Update Thank You Email" field.
392 -Enter the subject of the email in the "Update Thank You Email Subject" field.
393 -Enter the email address for BCC in the "Email Confirmation BCC" field.
394 -
395 -
396 -PHASE F: DESIGNING THANK YOU PAGE
397 -
398 -The 'ThankYou Page Design' tab helps in designing a thank you page after form has been submitted.
399 -
400 -Below is a screen-shot of the default Thank you page template, that is automatically populated in the 'Thank you Page Design' tab.
401 -
402 -[[image:attach:TYPageDesign-Aug22.png||height="400"]]
403 -
404 -Up to four templates, that are drag-n-droppable, are provided in the right-hand panel.  To view them, please click on the 'Thank you Templates' option in the right-hand panel.
405 -
406 -[[image:attach:TYClosePanelAug23.png||height="250"]]
407 -
408 -These templates can be further customized using the components from the form builder, such as the Submit button, Captcha, Demographics components, and such.
409 -
410 -So, we now have three ways for designating a Thank you page:
411 -
412 -~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.)
413 -
414 - [[image:attach:FormDefn-TYURLAug23.png||height="250"]]
415 -
416 -
417 -2. Choose a preferred template from the 'Thank you Page Design' tab.  If step 1. is not provided, step 2. takes priority, if provided.
418 -
419 -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).
420 -
421 -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
422 -
423 -The templates provided in the 'Thank you page Design' tab are responsive.
424 -
425 -The default Thank you page looks as shown below:
426 -
427 -[[image:attach:DefaultTY-Aug22.png||height="250"]]
428 -
429 -The default values in the Thank you page are populated from the Config Manager.
430 -
431 -To delete a template from the canvas, click on the 'trash can' icon found on the above toolbar.
432 -
433 -[[image:attach:TYDeleteIconAug23.png||height="250"]]
434 -
435 -
436 -Please [[click here>>attach:formBuilder-TYSelectDelete-Rayaan-OC2201.mp4]] to view video showing how to select and delete a 'Thankyou Page Design.'
437 -
438 -
439 -
440 440  TO DUPLICATE A FORM
441 441  
442 442  1. From the “Manage Forms” page click the copy icon at the end of the row for the form you wish to copy. ()
443 443  
198 +\\
444 444  
445 445  TO EDIT A FORM
446 446  
202 +\\
447 447  
448 448  1. Click the Pencil Icon () towards the end of the row of the Form that you wish to edit. ()
449 449  
... ... @@ -451,6 +451,7 @@
451 451  
452 452  1. Click on the Trash Icon () towards the end of the row of the Form that you wish to delete. ()
453 453  
210 +\\
454 454  
455 455  **~ **
456 456  
... ... @@ -458,7 +458,7 @@
458 458  (((
459 459  (% class="pagetitle with-breadcrumbs" %)
460 460  (((
461 -(% id="HNewFormBuilderNotes:" class="with-breadcrumbs" %)
218 +(% class="with-breadcrumbs" %)
462 462  = New Form Builder Notes: =
463 463  )))
464 464  )))
... ... @@ -485,16 +485,19 @@
485 485  
486 486  [[image:attach:image2020-10-9_14-8-52.png||height="250"]]
487 487  
245 +\\
488 488  
489 489  After selecting template type as landing page select redirect form from the drop down. Drag and Drop the package or product from blocks to the canvas from design tab. Below is the image of landing page design.
490 490  
491 491  [[image:attach:image2020-10-9_14-9-30.png||height="250"]]
492 492  
251 +\\
493 493  
494 494  The images on the design is from the URL present to that package or product as shown in image below.
495 495  
496 496  [[image:attach:image2020-10-9_14-9-51.png||height="250"]]
497 497  
257 +\\
498 498  
499 499  = ADDING BRAND HEADER AND FOOTER TO FORMS: =
500 500  
... ... @@ -506,9 +506,11 @@
506 506  
507 507  * By selecting a brand from the dropdown present in tab definition tab.
508 508  
269 +\\
509 509  
510 510  Once brand is selected you can drag brand header and footer from design tab and edit them. Editing brand header and footer gives flexibility to remove or change design or text for the particular form.
511 511  
273 +\\
512 512  
513 513  = CREATING POPUPS USING FORM BUILDER: =
514 514  
... ... @@ -529,32 +529,32 @@
529 529  
530 530  ===== You can use this to ensure CNAME set up is done correctly. This box will be auto filled with <client>-[[reg.onecount.net>>url:http://reg.onecount.net||shape="rect"]] but If you need to gate a page or section on site [[abc.com>>url:http://abc.com||shape="rect"]] then enter oc.[[abc.com>>url:http://abc.com||shape="rect"]] in text box (because popup will appear on [[abc.com>>url:http://abc.com||shape="rect"]], This step is just for CNAME setup validation). If CNAME setup is not done, then it will throw warning while saving Product/Package. Also, the pop-up won't work on your site. =====
531 531  
532 -===== ·      Popup setup for targeting: Once popup is created you need to create the action in action manager. While creating the action manager select popup form created. If popup should appear on site [[abc.com>>url:http://abc.com||shape="rect"]] then enter oc.[[abc.com>>url:http://abc.com||shape="rect"]] in Target Domain. We will check if CNAME set up is done correctly, if not error will be warning. =====
294 +===== ·      Popup setup for targeting: Once popup is created you need to create the action in action manager. While creating the action manager select popup form created. If popup should appear on site [[abc.com>>url:http://abc.com||shape="rect"]] then enter oc.[[abc.com>>url:http://abc.com||shape="rect"]] in Target Domain. We will check if CNAME set up is done correctly, if not error will be warning. =====
533 533  
534 -**Extra Scripts/Extra Styles:**
535 -These boxes allow you to add additional Javascript code or CSS to your forms to alter the appearance or function of the form.
296 +**Extra Scripts/Extra Styles:
297 +**These boxes allow you to add additional Javascript code or CSS to your forms to alter the appearance or function of the form.
536 536  
537 537  [[image:attach:image2020-10-9_14-10-26.png||height="250"]]
538 538  
301 +\\
539 539  
540 540  One use for these boxes is to add Javascript code to your form that will change the questions and/or question responses based on a user’s response to a question on the form.
541 541  
542 -= ADVANCED FORM TECHNIQUES: =
305 +**Code for altering responses based on select type demographics:**
543 543  
544 -With Extra Scripts/Extra Styles, you can add features to your form or popup to enhance its look-and-feel as well as operations.  Following are examples of how this can be achieved.
307 +\\
545 545  
546 -
547 -**Example 1: Code for altering responses based on select type demographics:**
548 -
549 -
550 550  **Example:** If a form contains a question which ask whether the user is a doctor or a patient. If the user selects doctor the demographic fields which are related to doctor will appear (type of specialty, NPI #, medical degree achieved, etc.). Otherwise, demographic fields for a patient will appear on the form. This modifications helps to show user only those demographic fields which are related to their previous answers.
551 551  
311 +\\
552 552  
553 553  **Example Sample Code:**
554 554  
315 +\\
555 555  
556 556  removeInitial = [1043,859,659,683,699,707,723,731,747,771,779,787,795,867,915,739,763,1059,1075,1083,1091,755];
557 557  
319 +\\
558 558  
559 559  var hcpObj = {
560 560  
... ... @@ -574,6 +574,7 @@
574 574  
575 575  document.getElementById("q_id_1051").onchange = function(){autoDropDown(hcpObj)};
576 576  
339 +\\
577 577  
578 578  var hcpNoObj = {
579 579  
... ... @@ -591,7 +591,9 @@
591 591  
592 592  document.getElementById("q_id_683").onchange = function(){autoDropDown(hcpNoObj)};
593 593  
357 +\\
594 594  
359 +\\
595 595  
596 596  **Steps:**
597 597  
... ... @@ -605,6 +605,7 @@
605 605  * getElementById("q_id_1051") – 1051 will be the demographics id which will be same as dropDownId.
606 606  * autoDropDown(hcpNoObj) – autoDropDown() function is called and object which is created above will be passed as a parameter this function implements the response base altering the demographics.
607 607  
373 +\\
608 608  
609 609  **Note:**
610 610  
... ... @@ -611,75 +611,4 @@
611 611  * removeInitial is assigned only once at the beginning of the script.
612 612  * All the code must be included in form extra script area.
613 613  
614 -**Example 2: Code for removing an option from the form**
615 -
616 -
617 -**Example:** A form contains a collection of questions.  The client decides that a question/option needs to be done away with, but without disturbing the rest of the form. You want to have it removed or hidden.  You can make this field invisible without changing anything else about the form, using the Extra Script option.  Without re-designing the form, we are able to remove the unwanted option by using the sample code below.  
618 -
619 -
620 -**Example Sample Code:**
621 -
622 -(% class="p1" %)
623 -var removeId = document.getElementsByClassName("labelId");
624 -
625 -(% class="p1" %)
626 -for(var i = 0; i < removeId.length; i++){
627 -
628 -(% class="p1" %)
629 -if(removeId[i].innerText(% class="apple-converted-space" %)  (%%)== "RemoveMePlaceHolder"){
630 -
631 -(% class="p1" %)
632 -removeId[i].parentNode.style.display="none";
633 -
634 -(% class="p1" %)
635 -}
636 -
637 -(% class="p1" %)
638 -}~/~/end of for loop
639 -
640 -
641 -**Steps:**
642 -
643 -* Initialize a variable to grab all the instances of the id from the form you want hidden. 
644 -** var removeId = document.getElementsByClassName("labelId"); //(notice the semi-color)//
645 -** removeId: name of variable (//you can choose a name of your choice, but remember to be consistent with the use through the code//)
646 -** labelId: replace this with the id of the field you want checked/removed
647 -** getElementsByClassName: property of javascript that allows you to get elements by the class name property
648 -* Traverse through the array of the gathered instances (of removeId), and check for the corresponding text by comparing the innerText property to  "RemoveMePlaceHolder"
649 -** removeId[i].innerText(% class="apple-converted-space" %)  (%%)== "RemoveMePlaceHolder" (//check for matches//)
650 -** RemoveMePlaceHolder: replace this with the text you want hidden
651 -* If a match is found, then grab its parentNode
652 -** removeId[i].parentNode
653 -** [i] is the index of the array where the match was found, during traversal
654 -* Change the style of the parentNode to display it as none.  This keeps the field hidden in your forms.
655 -** removeId[i].parentNode.style.display="none"; (//notice the semi-color//)
656 -
657 -
658 -**Note:**
659 -
660 -* All the code must be included in the form Extra Script field.
661 -* The code is to be inserted in the forms in which the value need not been shown or hidden
662 -
663 -= DYNAMIC/PROGRESSIVE LOOK-UP: =
664 -
665 -This is a feature provided by ONECount.
666 -
667 -A check is performed after two pieces of data is entered in the form.
668 -
669 -This check looks-up the database till a match is found.  Once it does, the user is asked to confirm.
670 -
671 -The user can choose to log in by clicking on the 'Lookup' link.
672 -
673 -[[image:attach:VerifyBox-LookupOption1.png||height="150"]]
674 -
675 -If the Lookup is clicked, the user is taken to the Lookup/Sign-in page, that may appear as shown below:
676 -
677 -[[image:attach:Sign in:Lookup page.png||height="150"]]
678 -
679 -This is similar to the Verification Box that pops up if the 'Email Exists' tag is selected when adding Demographic 'Email'.  A similar pop-up as shown below appears:
680 -
681 -[[image:attach:VerifyEmailExists-2.png||height="150"]]
682 -
683 -The Lookup link takes you to the login/sign-in page.
684 -
685 -
380 +\\
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