Web Form Builder Overview

How to Use Ascent360 Form Builder

The Ascent360 Form Builder allows for the creation of forms to gather new subscribers and prospects into the CDP.

Accessing Form Builder

Form Builder can be found under the Integrate menu. If you don't see "Forms" as an option under the Integrate menu, please contact support@ascent360.com or your Client Success Manager to adjust your account permissions.

Hover over

The Form Library allows you to create new forms or update existing forms. 


Creating a New Form

  • Select Add New from the upper right corner.

  • Select Form and you will be brought to the Form Designer screen.
  • The editor at the top allows you to add a title, information about the form, and it can be designed to mirror your website or other pages.

  • Drag and drop fields from the left side below the editor. Each field corresponds to available fields in your CDP.

  • Click on a field within the editor to edit the properties of that field.

  • To configure global properties for the form, click the "Settings" on the left side.


Adding Email Address & Email Permission

Email Address is an important piece of information to add to a webform and a defined Email Permission is needed to be allowed to email a customer or prospect. For that reason, Email Address & Email Permission are both required on a form.

  • Once Email Address is added to a form, Email Permission becomes available to be added.
  • If you are creating a subscription form, you can default this field to YES.
  • If you are creating an unsubscribe form, you can default this field to NO.
  • In both cases, you can also hide the email permission field so the user does not see it and cannot change the status of the field.
  • If you hide the field, be sure your form indicates clearly to the user that they are either subscribing or unsubscribing.
  • If you try to publish a form that has email address but not a permission field, you will receive a warning.

Saving a Form & Form Properties

The first time you save a form, you will be prompted to complete the Form Properties.

  • Form Name is the name of the form that you will see in the Form Library. This can be changed after you save.
  • Form Description is an explanation of what this form is used for. This can be changed after you save.
  • Source Name is the specific name of the source such as ‘Email Subscription Webform’. This cannot be changed once you save.
  • Source Type is the general category of the source (multiple forms may have a Source Type = Webforms). This cannot be changed once you save the form.
  • Source Name & Source Type are fields in Audience Selector that can be used to identify users that submit the form.


Form Submission Settings

After you save a form, you have the ability to update the Submission Settings for the Form.

Thank You Page

There are two options for a Thank You page, the page that a user is directed two after submitting a form. One of these options is required in order to publish your form.

  1. Redirect to URL – you can input any URL for a user to be directed to. This can be your homepage or a Thank You page on your own website, for example.
  2. Show HTML – similar to the editor on the Form Designer, you can use Show HTML to custom create a page (hosted by Ascent360) that is shown after a form is submitted.

Notifications

There are two options for Notifications after submission of a form.

  1. Send a confirmation to users that submit a form. This allows you to select a draft design from the Email Design Library and will deliver an email to the user that submits the form within a few minutes of submission.
  2. Internal Submission Notification will allow you to send a notification email to internal users with form submission details each time a form is submitted. For example, if I create a form and add myself to the Recipient Email line, I will receive an email with the details of every form submission.

Form Link & Embed Details

There are two options to access your published form. Regardless of how the form is published or accessed all data will still flow into your CDP.

  1. Form Link – this is a direct link to the form hosted by Ascent360. Any published form can be accessed this way.
  2. Embed Code – this generates an iFrame to embed into your website HTML.

Publishing a Form & Form Statuses

Once you have set-up the necessary submission settings for your form, you can then publish your form. As soon as you publish your form, it can begin collecting data. The data will be available in your CDP the following day.

After publishing you will be directed back to the Form Library where you will see the status of your form as Published.

In Form Library, you can make changes to your existing forms.

  • Edit – this will take you to the Form Editor to update fields, styling, submission settings.
  • Go to Form – this will take you to the direct link to the Form.
  • Move – this allows you to move a Form into/out of a Folder.
  • Edit Properties – allows for changing the name or description of the Form.
  • Delete Form – this will permanently remove the form. It cannot be retrieved, but all of the Form data will still exist in your CDP.