Feathr Forms allow you to simply create custom forms to embed on your webpages in order to add to your contacts and gather self-reported information from your audience. They are great for capturing email addresses and other personal information about your community, and the form submission data is filterable and available for you to build groups from submissions. Continue reading to learn how to create a Form in Feathr.
Navigate to Forms
Forms are located in the Content menu within any Project. To begin creating a Form, log in to your Feathr account, choose a Project, then use the left side menu to navigate to Content > Forms.
Forms Manager
This will bring you to the Forms Manager. In the Forms Manager, you can view and manage your existing Forms. To start a new Form, choose + Create form and give your form a name.
Creating Your Form
Every Form contains email address as a required field. Email is the field your Feathr database uses to differentiate between person records. To add other fields to your Form, scroll through the options in the left menu of the Form builder, select the fields you want, and drag and drop them into the form draft on the right side of the Form builder.
Once you have dropped a field into your draft form, you will be able to edit how it displays. You can mark it as a required field (meaning the user will not be able to submit the form until they fill out that field), and edit the label of the field, any help text that you want to appear alongside the label, and any placeholder text you want to appear within the field to use as an example. You can also delete it from here.
To create custom fields within the Forms editor, read this article.
Different fields may contain different options depending on if they are text fields, number fields, dropdown fields, or boolean fields.
Don't forget to save changes as you work.
Once you have added the fields you want on your form, click publish.
Form Design
The Forms wizard allows you control over the look and feel of your form, including a variety of typefaces, a text color, field label color and size, help text color and size, button color, button text color and size, and button shape. View the design tab to select from and preview these options.
Form Settings
When editing any form, click the Form Settings tab to reveal options for what to do when the published form is submitted.
Forms gives you the option to directly notify up to 5 people by email when a published form has been submitted. This allows immediate knowledge of relevant members of your team.
Forms also allows you to choose between a custom inline thank you message or a page redirect upon form submission. To choose a redirect, simply enter another URL on your domain-connected website.
Form options
The three dot menu at the top right of the Forms editor allows you to duplicate, rename, or delete your form within the editor.
Adding a Form to a Feathr Landing Page
Feathr landing pages have a simple integration with your Feathr forms. When editing a landing page, to add a Feathr Form, drag the Feathr Form icon where you want it placed on the page.
This will prompt you to select a form. You may only select forms that are 1) already published and 2) belong to the Project where you are creating your landing page. Forms do not preview in the landing page previewer, but you will see them on the published page.
Adding a Form to an external web page
Once your form is published, you may want to add it to a page on your website. This is done by embedding the form using iframe code Feathr supplies.
To retrieve the code, select Share on the form builder.
That will display the code needed in order to embed the form. Select Copy to Clipboard. Once the code is copied, you will need to paste it into the body code of your webpage. If you are unsure how or where to do this, refer to help documentation provided by your website service provider. Adding code to a webpage is a common use of a website service provider and yours will likely offer guidance as to how.
Content Serving Domain
Important note: Feathr Forms cannot be embedded on webpages before that webpage's content serving domain is authenticated in Feathr. Domain authentication is what allows Feathr and your website to communicate with each other, and is a required step before Forms can appear on your page.
Note also that domain authentication can take 48+ hours to connect. Please refer to this help desk article for more information about authenticating your domain.
Viewing Form Activity
Once your form is published, embedded, and submissions are coming in, you can view your form activity in a variety of ways. Like Feathr Ad and Email campaigns, your form will have a report once it is published. After a form is published, navigate to and click on it to view the report. Learn more about reading form reports here.
Another place to view form activity is in the Community database. To do this, navigate to your Community database and click + Add filter set. To view submissions of any given form, create a filter with two rules, as seen below:
- Form is: name of your form
- Activity Type is: Submitted form
This can then be saved as a group and used as the target group for a Single Send email. These same filters can also be used as the trigger activity of an Auto Send or Email Drip campaign.
To generate a list of anyone who has submitted any form, use only the filter "Activity Type is: Submitted form." To generate a list of both submissions and views of any given form, use only the filter "Form is: name of your form."
You can also access a form someone in your Community database has interacted with by viewing the activity feed of their person record, and clicking on the linked form there.