Overview

What is it?

Key information from contacts themselves is collected through customized forms that are sent or presented to the contacts. The Resulticks form generator section facilitates this with:

• Creation and management of progressive profiling forms that:
  • Pre-populate existing contact information
  • Progressively prompt entry of only new information
• Generation of forms to embed within the web and mobile sites
• A library of forms that have been created by the organization

Types of resulticks forms

• Subscription / KYC form which is used to collect:
  • New contact details for subscription purposes (e.g. for a newsletter or notifications)
  • Additional contact information for existing contacts
• Tell a friend form which is used to capturing referral contact information.

Authorization and making changes

Superusers, Administrators and the Key Contact for the account can use this capability.

Accessing the form generator

1. Select the preferences module
2. Select Form Generator from the Setup category.

Using the forms library

This list of forms displays all the forms created for this Resulticks account and summary information. The status of form indicates if the form has been linked to a campaign. Forms not used in campaigns will display “NA”.

Actions that can be performed on this list :-

• Create a new form by clicking the plus icon
• Edit a form to open an existing form and change specifications
• Duplicate a form to create a new form. A new form is created just above the existing form. Enter the new name and edit.
• Download data captured through the form, in CSV format. A pop-up is displayed where the data to download is specified by:
  • Selecting the form fields to download from the drop-down
  • Entering the campaign for which the form was used
  • Selecting the time period for which data is required
  • Defining automated download schedules using the toggle switch
• Publish the form with the creation of a link that is copied to user’s clipboard and can be embedded in web or mobile sites
• Delete a form, that has not been published yet. Forms linked to in-progress campaigns must not be deleted, to avoid errors
• Sort the form list by clicking on the column headers, to toggle between ascending and descending sorts
• Browse the list using the scroll icons
• Adjust the list size per page using the drop-down

Creating a Form

1. Click the “+” icon to show the form selection screen.



2. Select a form type from the options available.
3. Select a layout type.
4. Customize form content using the form editor. Each form and layout has unique requirements. A default form is presented which can then be edited using the editor capabilities.