- Evoq Engage
Go to Persona Bar > Content > Forms.
Click Create Form.
Enter a title for the form.
Manage the fields of the form.
The Submit button is automatically added when the form has one or more fields.
To add a new field, drag and drop a field type to the canvas, then configure its settings.
To edit a field, click on the field in the canvas, then configure its settings.
To duplicate a field, hover over the field in the canvas, click the Duplicate icon, then configure the settings of the new copy.
To delete a field, hover over the field in the canvas, and click the Delete (trash) icon.
Configure the properties of the form.
Click the Configuration tab.
Fill in the fields in the General Settings section.
Field Description Form Name This value appears at the top of the page. Tags A comma-separated list of tags to associate with the form. You can also press Enter after typing each tag. Campaigns Choose or create a marketing campaign that you want this form to be part of. Form Description This contains information about the form.
Configure the settings in the Data Collection section.
Field Description Evoq Content Type
If configured, the data in form submissions are converted into content items of the specified content type for use as structured content.
- Choose the content type for the new content items that will be populated with data from the form submissions.
- Map the form fields to the content type fields.
Custom URL If connected, the data in form submissions are sent to the specified Custom Endpoint URL for processing and storage. Google Analytics If connected, the form submissions are tracked using Google Analytics. To connect, click Connect, then fill in the information required by Google Analytics.
- Tracking ID: Provided by Google Analytics
- Event Category: Leave as Form
- Event Action: Leave as Submit if you want the event to be logged only when the user submits the form.
- Event Label: The name of the event
Default: <name of the form>
- Event Value: A value associated with the event (Default:
Hidden Fields If configured, the specified Field Identifier - Value pairs (max 10) are returned with the user's completed form. See Hidden Fields in Forms.
Configure the settings in the Form Submission section.
Field Description Confirmation Message If enabled (On), displays the specified message after the user submits the form. Respondent Email Notification If enabled (On), an email is sent to the user after submitting the form. If the form includes an email address field, the addressee (To:) would be pre-populated with the email address entered in that field. Provide a Download If enabled (On), allows the user to download the specified file(s) after the user submits the form. Redirect URL If enabled (On), the user is redirected to the specified URL after the user submits the form. You can optionally specify a delay.
- Set up the Notifications section.
Field Description Receive Self Notifications If enabled (On), you can configure a custom email to be sent to the specified address(es) whenever a completed form is submitted.
Click Save Configurations.
- Click Save.
- Content Fields versus Form Fields
- Hidden Fields in Forms
- Saving Form Responses to Structured Content
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