Changes for page Form Builder

Last modified by Sachin Patil on 2024/08/30 07:28
From version 21.3
edited by Sachin Patil
on 2024/08/30 06:32
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. **
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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  
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11 +
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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.
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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 : **This will add the shadow to the pop-up box .
50 -** (% style="line-height: 100%; font-family: Liberation Sans, sans-serif; font-size: 10pt" %)**Pop-up Radius : This will change the shape of your pop-up and we can make pop-up round or ellipse.**
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 & Pop-up border Color : This will add the extra border width to the popup also you can change the width color.**
52 -* (((
53 -**Pop-up Close Button Definition :*** (((
54 -(% class="western" style="text-align:left" %)
55 -(% 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 & Close Button Text Color: This will change the close button color also the text used in the close button :**
56 -)))
57 -* (((
58 -(% class="western" style="text-align:left" %)
59 -(% 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 : This can change the text of close button like X, close , end whatever you want**
60 -)))
61 -* (((
62 -(% class="western" style="text-align:left" %)
63 -(% 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 : This can align the close button left or right. you can change the position of close button**
64 -)))
65 -* (((
66 -(% class="western" style="text-align:left" %)
67 -(% 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 : **(% style="line-height: 100%; font-family: Liberation Sans, sans-serif; font-size: 10pt" %)**This will change the shape of your close button and we can make pop-up round,ellipse or rectangle  **
68 -)))
69 -* (((
70 -(% class="western" style="text-align:left" %)
71 -(% 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 : This will change help to change the text size of close button**
72 -)))
73 -* (((
74 -(% class="western" style="text-align:left" %)
75 -(% 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  & Close Button Width : This will help to change the height and width of the close button**
76 -)))
77 -* (((
78 -(% class="western" style="text-align:left" %)
79 -(% 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 : This will help to move the close button vertical if you want to move the close button outside the popup**
80 -)))
81 -)))
82 -* (((
83 -(% class="western" style="text-align:left" %)
84 -**Pop-up Background Light-Box :**
85 -
86 -*
87 -
88 -(% class="western" style="text-align:left" %)
89 -(% 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 & Pop-up Background Opacity : This will change the pop-up background you can change the color and the opacity of the color.**
90 -)))
91 -
92 -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.
93 -
94 -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.
95 -
96 -
97 -[[image:attach:selection-required.png||height="216"]]
98 -
99 -
100 -
101 -Step 2: Define your demographic questions.
102 -
103 -[[image:attach:AddingDemoQuesAuf22.png||height="400"]]
104 -
105 -
106 -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.
107 -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.
108 -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.
109 109  1. To add additional questions, click the “Add” button in the top right hand corner.
110 110  1. To remove a question click the “X” at the end of the respective row.
111 -1. You can not edit a row once it had been created; if you find an error, you must delete it
112 -1. The order of the questions on this page is not important.
113 113  
79 +\\
114 114  
115 115  PHASE C: Add Products and Packages.
116 116  
117 -[[image:attach:form-builder-products-Aug22.png||height="400"]]
83 +[[image:attach:form-builder-products-Aug22.png||thumbnail="true" height="250"]]
118 118  
119 119  In this phase, you can add a single product or package, or a combination of multiple products and packages.
120 120  
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128 128  1. To add additional products- click the add product button in the right hand corner.
129 129  1. To remove a product, click an X
130 130  
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131 131  
132 132  **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.
133 133  
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137 137  1. To add additional packages- click the add product button in the right hand corner.
138 138  1. To remove a package, click the X
139 139  
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140 140  
141 141  **Pre-selection of Products and Packages with query string **
142 142  
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146 146  
147 147  &prods=10001,20001
148 148  
117 +\\
149 149  
119 +\\
150 150  
151 151  PHASE D: Designing the Form
152 152  
153 -This is an example of a form built using the form builder.
154 -
155 155  [[image:attach:Editori-main-menu copy.png||height="250"]]
156 156  
157 157  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.
158 158  
127 +\\
159 159  
160 160  To create additional content areas, start by adding a “Grid Template” from the Elements menu.
161 161  
162 162  [[image:attach:FB Grid Template.png||height="250"]]
163 163  
133 +\\
164 164  
165 -BUILD FORMS FROM SCRATCH
166 -
167 -Form Building is a multi-step process. 
168 -
169 -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,
170 -
171 -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.
172 -1. The canvas can be populated by dragging-and-dropping elements/components from the right-hand panel.  
173 -11. Simply select your choice of component from the options in the right-hand panel with your mouse
174 -11. Drag it over to the spot on the canvas, as you prefer
175 -
176 -
177 -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.
178 -
179 -Below is a screen-shot where the 'Grid Templates' expands on beings selected, and the 'three column' grid is chosen
180 -
181 -[[image:attach:formbuilder-three-column-demosAug23.png||height="250"]]
182 -
183 -
184 -1. First, let's expand the 'Grid Templates' option by selecting it.
185 -1. From there, select the preferred column type, then drag it to the canvas, as shown below (three-column grid selected)
186 -
187 -(% style="margin-left: 40.0px;" %)
188 -[[image:attach:formbuilder-drag-a-grid-onto-canvas.png||height="250"]]
189 -
190 -
191 -(% style="margin-left: 40.0px;" %)
192 -3. To populate the columns, let's choose from the 'Demographics' option.
193 -
194 -1.
195 -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.
196 -
197 -(% style="margin-left: 40.0px;" %)
198 -[[image:attach:formbuilder-drag-fields-from-toolbar-onto-canvasAug23.png||height="250"]]
199 -
200 -
201 -(% style="margin-left: 40.0px;" %)
202 -4. The three-column grid will look as follows:
203 -
204 -(% style="margin-left: 40.0px;" %)
205 -[[image:attach:formbuilder-three-column-demosAug23.png||height="250"]]
206 -
207 -(% style="margin-left: 40.0px;" %)
208 -5. To add Captcha to the form:
209 -
210 -1.
211 -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"]]
212 -11. Select Captcha and drag it over to the spot on the canvas.  In this case, we choose below the 3-column grid
213 -
214 -(% style="margin-left: 40.0px;" %)
215 -[[image:attach:formbuilder-add-captchaAug23.png||height="250"]]
216 -
217 -(% style="margin-left: 40.0px;" %)
218 -6. To add a 'Submit' button:
219 -
220 -1.
221 -11. Select it from the 'Form' option and,
222 -11. Drag it to the spot you prefer on the canvas,
223 -11. Eventually this position will impact how your final form is displayed)
224 -
225 -(% style="margin-left: 40.0px;" %)
226 -7. Below is what the final form/pop-up will look like after the additions/modifications described in steps 1-7.
227 -
228 -(% style="margin-left: 40.0px;" %)
229 -[[image:attach:formbuilder-completed-formAug23.png||height="250"]]
230 -
231 -
232 -
233 233  ELEMENTS MENU
234 234  
137 +\\
235 235  
236 236  To add elements, like titles, text blocks, images/logos, products/packages, or questions/fields use the Elements menu (image).
237 237  
... ... @@ -238,7 +238,6 @@
238 238  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.
239 239  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.
240 240  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.
241 -11. Click [[here>>attach:formbuilder-R-YTVideo-Aug23.mp4]] to view how you can add a Youtube video to your form.
242 242  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.
243 243  11. Adding Images, first drag the image icon from the Elements Menu and place it where you want an image to be placed.
244 244  111. A pop-up window will open with a library of images already added.
... ... @@ -245,86 +245,16 @@
245 245  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.
246 246  111. After uploading an image file, select the image from the image library list on the right hand side.
247 247  111. After selecting your image, click the “X” button to close the image library. Your image will be placed in the image content block.
248 -111. Here is a video showing how to select images to your canvas: [[How to upload image video>>attach:formbuilder-AddImage-R-Aug23.mp4]]
249 249  111. To add Questions/Fields drag the questions you have selected during Phase 2, “Add Demographics”, from the “Demographics” section of the Elements menu.
250 250  1111. It is recommended to place each Question in individual Grid Templates (single or multiple column).
251 -1111. To add additional questions, return to Phase 2 “Add Demographics”.
152 +1111. To add additional questions, return to Phase 2 “Add Demographics”.
252 252  
253 -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 +\\
254 254  
255 -1. URL links can be added to components that use the 'Link' feature. 
256 -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.
257 -11. You can add URL to the 'Href' field, which will then link the selected component to the URL specified in this field.
258 -11. Please [[click here>>attach:formbuilder-R-GearsURL-Aug23.mp4]] to view a video showing how to create a URL link.
259 -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.). 
260 -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
261 261  
262 -(% style="margin-left: 80.0px;" %)
263 -[[image:attach:formbuilder-edit-object-propertiesAug23.png||height="400"]]
158 +\\
264 264  
265 -(% style="margin-left: 80.0px;" %)
266 -b. Please [[click here>>attach:formbuilder-R-PaintBrush-Aug23.mp4]] to view a video showing how a button's background color was changed.
267 -
268 -
269 -
270 -=== ===
271 -
272 -=== ===
273 -
274 -{{id name="click-thru-button"/}}
275 -
276 -=== ===
277 -
278 -=== ===
279 -
280 -{{id name="click-thru-button"/}}
281 -
282 -=== Click-Thru Button ===
283 -
284 -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.
285 -
286 -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.
287 -
288 -[[image:attach:submit-button-tool.png||thumbnail="true" height="250"]]
289 -
290 -
291 -Now click on the button, and click on the gear icon above the tool bar.
292 -
293 -[[image:attach:click-thru-button.png||height="250"]]
294 -
295 -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.
296 -
297 -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.
298 -
299 -
300 -=== TEMPLATES MENU ===
301 -
302 -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.
303 -
304 -[[image:attach:TEMPLATES menu Aug22.png||thumbnail="true" height="250"]]
305 -
306 -
307 -To use a template, drag-n-drop the preferred template from the right-hand panel to the canvas.
308 -
309 -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.
310 -
311 -[[image:attach:Drag-n-DropTemplate.png||height="250"]]
312 -
313 -
314 -The various types of templates include:
315 -
316 -1. Three-column with graphic
317 -1. Two-column with graphic
318 -1. One column/graphic on top
319 -1. One-column graphic click-through
320 -
321 -The Demographic components and other features can be added to the forms per the designated space provided in the chosen template.
322 -
323 -The templates are designed to be responsive, that is moldable to the various screen-sizes.  These can be used for either 'Forms' or 'popups.'
324 -
325 -Please Note: For ease of use, please ensure the canvas is empty before the drag-n-drop.
326 -
327 -
328 328  STYLE MENU
329 329  
330 330  To customize the design or CSS styles like dimensions, typography and colors use the CSS editor ().
... ... @@ -339,11 +339,13 @@
339 339  11. DECORATIONS: Edit background colors, borders of content blocks or individual elements.
340 340  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.
341 341  
174 +\\
342 342  
343 343  To alter the text of a button (like a submit, etc) select the button and click on the gear icon on the upper-right:
344 344  
345 345  [[image:attach:editor-object-settings.png||height="250"]]
346 346  
180 +\\
347 347  
348 348  To preview, click the Preview link at the top.
349 349  
... ... @@ -357,79 +357,15 @@
357 357  1. Open the component settings by clicking the gear icon at the top. ()
358 358  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.
359 359  
360 -
361 -PHASE E: EMAIL CONFIRMATION
362 -
363 -The Email Confirmation tab is used to fill out details of the confirmation email.
364 -
365 -[[image:attach:form-builder-EmailConfirmationTabAug23.png||height="250"]]
366 -
367 -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.
368 -11. **a.     Enter Acknowledgement Email Information. (See Items b-c below.)**
369 -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.
370 -11. Enter the subject of the email in "New Thank You Email Subject" field.
371 -Enter the content of the email in "New Thank You Email" field. 
372 -Body markers that may be used in the text are as follows:
373 -%%USERNAME%% – will replace the body marker %%USERNAME%% with the subscriber's username.
374 -%%PASSWORD%% – will replace the body marker %%PASSWORD%% with the subscriber's password.
375 -%%ONECOUNTID%% – will replace the body marker %%ONECOUNTID%% with the subscribers account number/ONEcount ID.
376 -%%RECEIPTDISPLAY%% – will replace the body marker %%RECEIPTDISPLAY%% with a receipt for purchase amount, if any.
377 -11. Enter the content of the email in the "Update Thank You Email" field.
378 -Enter the subject of the email in the "Update Thank You Email Subject" field.
379 -Enter the email address for BCC in the "Email Confirmation BCC" field.
380 -
381 -
382 -PHASE F: DESIGNING THANK YOU PAGE
383 -
384 -The 'ThankYou Page Design' tab helps in designing a thank you page after form has been submitted.
385 -
386 -Below is a screen-shot of the default Thank you page template, that is automatically populated in the 'Thank you Page Design' tab.
387 -
388 -[[image:attach:TYPageDesign-Aug22.png||height="400"]]
389 -
390 -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.
391 -
392 -[[image:attach:TYClosePanelAug23.png||height="250"]]
393 -
394 -These templates can be further customized using the components from the form builder, such as the Submit button, Captcha, Demographics components, and such.
395 -
396 -So, we now have three ways for designating a Thank you page:
397 -
398 -~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.)
399 -
400 - [[image:attach:FormDefn-TYURLAug23.png||height="250"]]
401 -
402 -
403 -2. Choose a preferred template from the 'Thank you Page Design' tab.  If step 1. is not provided, step 2. takes priority, if provided.
404 -
405 -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).
406 -
407 -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
408 -
409 -The templates provided in the 'Thank you page Design' tab are responsive.
410 -
411 -The default Thank you page looks as shown below:
412 -
413 -[[image:attach:DefaultTY-Aug22.png||height="250"]]
414 -
415 -The default values in the Thank you page are populated from the Config Manager.
416 -
417 -To delete a template from the canvas, click on the 'trash can' icon found on the above toolbar.
418 -
419 -[[image:attach:TYDeleteIconAug23.png||height="250"]]
420 -
421 -
422 -Please [[click here>>attach:formBuilder-TYSelectDelete-Rayaan-OC2201.mp4]] to view video showing how to select and delete a 'Thankyou Page Design.'
423 -
424 -
425 -
426 426  TO DUPLICATE A FORM
427 427  
428 428  1. From the “Manage Forms” page click the copy icon at the end of the row for the form you wish to copy. ()
429 429  
198 +\\
430 430  
431 431  TO EDIT A FORM
432 432  
202 +\\
433 433  
434 434  1. Click the Pencil Icon () towards the end of the row of the Form that you wish to edit. ()
435 435  
... ... @@ -437,6 +437,7 @@
437 437  
438 438  1. Click on the Trash Icon () towards the end of the row of the Form that you wish to delete. ()
439 439  
210 +\\
440 440  
441 441  **~ **
442 442  
... ... @@ -444,7 +444,7 @@
444 444  (((
445 445  (% class="pagetitle with-breadcrumbs" %)
446 446  (((
447 -(% id="HNewFormBuilderNotes:" class="with-breadcrumbs" %)
218 +(% class="with-breadcrumbs" %)
448 448  = New Form Builder Notes: =
449 449  )))
450 450  )))
... ... @@ -471,16 +471,19 @@
471 471  
472 472  [[image:attach:image2020-10-9_14-8-52.png||height="250"]]
473 473  
245 +\\
474 474  
475 475  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.
476 476  
477 477  [[image:attach:image2020-10-9_14-9-30.png||height="250"]]
478 478  
251 +\\
479 479  
480 480  The images on the design is from the URL present to that package or product as shown in image below.
481 481  
482 482  [[image:attach:image2020-10-9_14-9-51.png||height="250"]]
483 483  
257 +\\
484 484  
485 485  = ADDING BRAND HEADER AND FOOTER TO FORMS: =
486 486  
... ... @@ -492,9 +492,11 @@
492 492  
493 493  * By selecting a brand from the dropdown present in tab definition tab.
494 494  
269 +\\
495 495  
496 496  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.
497 497  
273 +\\
498 498  
499 499  = CREATING POPUPS USING FORM BUILDER: =
500 500  
... ... @@ -515,32 +515,32 @@
515 515  
516 516  ===== 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. =====
517 517  
518 -===== ·      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. =====
519 519  
520 -**Extra Scripts/Extra Styles:**
521 -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.
522 522  
523 523  [[image:attach:image2020-10-9_14-10-26.png||height="250"]]
524 524  
301 +\\
525 525  
526 526  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.
527 527  
528 -= ADVANCED FORM TECHNIQUES: =
305 +**Code for altering responses based on select type demographics:**
529 529  
530 -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 +\\
531 531  
532 -
533 -**Example 1: Code for altering responses based on select type demographics:**
534 -
535 -
536 536  **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.
537 537  
311 +\\
538 538  
539 539  **Example Sample Code:**
540 540  
315 +\\
541 541  
542 542  removeInitial = [1043,859,659,683,699,707,723,731,747,771,779,787,795,867,915,739,763,1059,1075,1083,1091,755];
543 543  
319 +\\
544 544  
545 545  var hcpObj = {
546 546  
... ... @@ -560,6 +560,7 @@
560 560  
561 561  document.getElementById("q_id_1051").onchange = function(){autoDropDown(hcpObj)};
562 562  
339 +\\
563 563  
564 564  var hcpNoObj = {
565 565  
... ... @@ -577,7 +577,9 @@
577 577  
578 578  document.getElementById("q_id_683").onchange = function(){autoDropDown(hcpNoObj)};
579 579  
357 +\\
580 580  
359 +\\
581 581  
582 582  **Steps:**
583 583  
... ... @@ -591,6 +591,7 @@
591 591  * getElementById("q_id_1051") – 1051 will be the demographics id which will be same as dropDownId.
592 592  * 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.
593 593  
373 +\\
594 594  
595 595  **Note:**
596 596  
... ... @@ -597,75 +597,4 @@
597 597  * removeInitial is assigned only once at the beginning of the script.
598 598  * All the code must be included in form extra script area.
599 599  
600 -**Example 2: Code for removing an option from the form**
601 -
602 -
603 -**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.  
604 -
605 -
606 -**Example Sample Code:**
607 -
608 -(% class="p1" %)
609 -var removeId = document.getElementsByClassName("labelId");
610 -
611 -(% class="p1" %)
612 -for(var i = 0; i < removeId.length; i++){
613 -
614 -(% class="p1" %)
615 -if(removeId[i].innerText(% class="apple-converted-space" %)  (%%)== "RemoveMePlaceHolder"){
616 -
617 -(% class="p1" %)
618 -removeId[i].parentNode.style.display="none";
619 -
620 -(% class="p1" %)
621 -}
622 -
623 -(% class="p1" %)
624 -}~/~/end of for loop
625 -
626 -
627 -**Steps:**
628 -
629 -* Initialize a variable to grab all the instances of the id from the form you want hidden. 
630 -** var removeId = document.getElementsByClassName("labelId"); //(notice the semi-color)//
631 -** removeId: name of variable (//you can choose a name of your choice, but remember to be consistent with the use through the code//)
632 -** labelId: replace this with the id of the field you want checked/removed
633 -** getElementsByClassName: property of javascript that allows you to get elements by the class name property
634 -* Traverse through the array of the gathered instances (of removeId), and check for the corresponding text by comparing the innerText property to  "RemoveMePlaceHolder"
635 -** removeId[i].innerText(% class="apple-converted-space" %)  (%%)== "RemoveMePlaceHolder" (//check for matches//)
636 -** RemoveMePlaceHolder: replace this with the text you want hidden
637 -* If a match is found, then grab its parentNode
638 -** removeId[i].parentNode
639 -** [i] is the index of the array where the match was found, during traversal
640 -* Change the style of the parentNode to display it as none.  This keeps the field hidden in your forms.
641 -** removeId[i].parentNode.style.display="none"; (//notice the semi-color//)
642 -
643 -
644 -**Note:**
645 -
646 -* All the code must be included in the form Extra Script field.
647 -* The code is to be inserted in the forms in which the value need not been shown or hidden
648 -
649 -= DYNAMIC/PROGRESSIVE LOOK-UP: =
650 -
651 -This is a feature provided by ONECount.
652 -
653 -A check is performed after two pieces of data is entered in the form.
654 -
655 -This check looks-up the database till a match is found.  Once it does, the user is asked to confirm.
656 -
657 -The user can choose to log in by clicking on the 'Lookup' link.
658 -
659 -[[image:attach:VerifyBox-LookupOption1.png||height="150"]]
660 -
661 -If the Lookup is clicked, the user is taken to the Lookup/Sign-in page, that may appear as shown below:
662 -
663 -[[image:attach:Sign in:Lookup page.png||height="150"]]
664 -
665 -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:
666 -
667 -[[image:attach:VerifyEmailExists-2.png||height="150"]]
668 -
669 -The Lookup link takes you to the login/sign-in page.
670 -
671 -
380 +\\
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