There are two steps to use a form in a scenario:
Create a form
Set up a "Form" widget in a scenario
Like for the advanced appearances, you can create a form thanks to different components.
Create a form
Go to the "Forms" section in the Dashboard menu and click on
to access to the form builder.
Name your form
Enter the name of your form in the field at the top.
This is the name you will find in the list of forms to be added to your scenario.
You then have the choice between using a template or starting from scratch.
Using a template
We provide you with a form template, available by clicking on [Use a template].
It is a classic account creation form.
In the preview on the right, you can select an appearance.
To use the template, click on [Apply]
💡If you had previously started a form in the builder space, this action will overwrite all elements.
This will return you to the builder space where you can fully customize this template by adding, modifying or deleting any component/field.
Starting from scratch
If the template provided does not suit you or if you feel creative, you can start from 0 by clicking on the ⨁ button in the builder space.
The components and fields panel will allow you to add the elements of your choice.
All components and fields come with settings that allow you to customize them.
To access the component or field settings, click on [✏️].
Basic components
We provide you with 8 basic components:
Form fields
We provide you with 12 types of fields:
Find all the information about form fields and their settings in our article 👉 What form fields are available?
In the "Settings" tab of each field, you can set the label, placeholder and variable name.
💡A variable name is automatically created for each field, you can change it in the "Settings" tab.
Form Settings
In a second step, you can choose some options for your form.
The opt-in display in your form
Reader view "Explicitly ask for user consent":
Reader view "Do not ask for user consent":
💡 Depending on the data you are collecting and the purpose, the opt-in may be implicit as the action of submitting the form may be considered as consent to collect data.
The date format
If you use a "Date" type field, this will be the expected format to validate what will be filled in by the reader.
Once your form is finished, click on the [Create] button.
Add your form to a scenario
Now that your form is created, you should activate it. Go to the "Scenarios" section and access the scenario where you want to integrate the form.
If you haven't already, add a block with a Form widget.
Click [⠇] on the Form widget to access the edit screen.
Choose in the list the form you want to display. Here, "Creation de compte".
You can also choose here the appearance to apply. Here, "Articles-English".
Click [Continue] to keep these changes and return to the scenario.
Don't forget to save your scenario changes by clicking [Create] or [Update] at the bottom of the page.
Your Form widget is now created and inserted in your scenario 🎉
To set up data retrieval, feel free to check out our dedicated article on the subject!
About data collection
Don't forget to fill in your GDPR texts for the Form widget. To do this, two possibilities:
"Messages" section:
When you select "Form" in the widget texts, be sure to scroll down to expand the "Data processing information settings".
But you can also configure specific texts for each Form widget, according to the uses of the collected data, in the advanced text settings.
If you have any questions, don't hesitate to contact us via the Intercom chat!