To create a form:
Categories: Group various resource types to different organizational classifications such as marketing strategies, topics, or departments. For more information, visit Categories.
Projects: Group and manage all related entities within a dedicated, centralized workspace. For more information, visit Projects.
Publish at: Set the date and time you want the form to publish. This helps to control relevance, and does not require you to manually publish a form at the right time.
To schedule a form to publish at a specified date and time:
Set Published to Yes.
Campaign Studio marks the form as Pending and publishes it at the scheduled date and time.
Unpublish at: Set the date and time you want a form to unpublish. This helps to control relevance, and does not require you to manually unpublish a form at the right time.
To schedule a published form to unpublish at a specified date and time:
Click the Unpublish at (date/time) box and select your preferred date and time from the Date and Time picker.
Campaign Studio unpublishes form at the scheduled date and time.
The Date and Time picker shows the date and time according to the default timezone set for your user’s profile in System Settings. Therefore, before scheduling a form to publish or unpublish, you must check the default timezone.
Theme: The selected theme dictates the styling of your form when it is added to an external page or application, if Render Style is set to Yes.
Not all themes include form styling. Check the Features column on your Themes page (in Settings) to see which available themes include CSS for forms.
Choosing the proper field type helps Campaign Studio users gather data appropriately on forms, and can optimize the end-user’s experience of completing the form. On some devices, certain form fields may display differently and the wrong field type may result in a more difficult submission, resulting in lost conversions.
To add a new field:
Checkbox Group: Enables a contact to select one or more options from a list, using checkboxes. Campaign Studio subscribers also use the Checkbox Group for a single option on opt-in forms to gain consent to use cookies and send marketing emails or other messages to the contact.
Checkbox Group works with Boolean and Select - Multiple field types but not Select fields.
Company Lookup: Displays all companies that exist in the instance as a Select field. Along with companies, it also displays the City and State data, if available.
To find a company, a person submitting the form must enter at least three characters. After one second with no additional characters entered in the search, the list displays the companies with names matching the characters entered in the field.
Campaign Studio[email protected]. Acquia recommends having a required Email field on your forms, as email addresses are the default unique identifier.https:// or http://.Based on the selected field type, Campaign Studio displays various tabs in the fields editor. The available tabs are:
The Mapped Field maps the form field to where you want the data to save on a contact or company record. Without a field mapped here, the data is not saved to the contact or company record. The data type you choose for the form field should match the data type for the Campaign Studio field. For example, a Date and time form field should map to a Date and time standard or custom field. Checkbox group form fields work well with Select - Multiple Campaign Studio fields. Radio Group or Select form fields work well with Boolean, Select, or Select - Multiple Campaign Studio fields.
*) to indicate that they are required.This is required. Enter your custom message in the box to change the display.The Properties tab does not display on all field types. Different field types have different properties options.
What is 2+2? or Enter "CAPTCHA", enter the expected response in the CAPTCHA answer box. In these cases, 4 or CAPTCHA would be the answers. The field’s Label should be your question, or you may label the field CAPTCHA and use the input placeholder, depending on your preference for the form’s appearance.The answer to "{label}" is incorrect. Please try again. You may enter a custom message here instead.Here, you enter the options a contact will select from.
Yes, I accept that I may receive email communications from this company.. Your Value could be a Yes or 1 as a positive boolean value.Use the Description Area field when there is any information you want to display with the form. Often, users add this kind of information on the webpage, landing page, or application instead of the form, but it is an option in the form builder.
Add the code that you want to include in an HTML field.
Allow Multiple: This option transforms the field from its default Select field type into a Select - Multiple field type.
Campaign Studio’s Country field is a predefined, non-editable list. To edit the list’s options, create a Select field and manually enter the options for your custom country list.
Attributes are CSS tags to change the styling of a particular form. If you set Render Style to No on the form, these attributes will be ignored.
style="attribute: descriptor" to change the style. For example, to change the label to red, use style="color: red" or style="color: #ff0000".The Behavior tab helps marketers improve the experience for the contact completing the form. It also helps marketers implement progressive profiling, to gather more data from the contact which helps in optimized personalization.
1 and 200. This field will hide the field until the contact submits the same form the stated number of times. When left undefined, the field will display every time the contact sees the form. The goal is to shorten the form. Use it with hiding fields when values exist.Auto fill data: If the contact is known and tracked and a value for the field exists on the contact’s record, Campaign Studio can pre-populate the data. Auto fill works with forms embedded in Campaign Studio landing pages, and data does not pre-populate when the form is placed anywhere else. Even if you are hiding this field, you may want to turn on auto fill to save the result with the form submission.
If multiple contacts share the same IP address, this field might prepopulate with incorrect details, including details of other contacts, due to the way Campaign Studio identifies contacts.
To change the order of the fields on your form:
You may want to have things happen after a contact submits a form. These may include communications with your contact, tracking, internal notification, or other lead management.
The form actions available on Campaign Forms are also available on Standalone Forms. However, Standalone Forms offer more form actions because they exist outside of campaigns, where you can build these same additional actions directly into the campaign events.
Send email to contact: After a contact submits the form, you can do the following to send an email to them:
When an email is selected, the status of Send to unsubscribed contacts is displayed based on the setting of Send to unsubscribed contacts on the Advanced tab on the Emails page. For more information, see Transactional and Marketing emails.
Send email to user: Select this option to email a Campaign Studio user after a contact submits a form.
When an email is selected, the status of Send to unsubscribed contacts is displayed based on the setting of Send to unsubscribed contacts on the Advanced tab on the Emails page. For more information, see Transactional and Marketing emails.
Tokens in the email display the data from the contact who submitted the form, not for the Campaign Studio user receiving the email.
reply-to address on a notification email to the contact’s address, so if you click reply on the email your recipient will be the contact. If you have contact owners assigned in Campaign Studio, you can send the notification directly to the submitter’s owner. You may also decide to send the email directly to the contact. You may style the message section as you want. The tokens for the fields populate for any fields which exist when you add this action. If you later make changes to the fields, come back to this action and re-enter the field tokens. To do that, click in the Message box where to place your cursor. Click the field name on the right side and Campaign Studio inserts the token where your cursor is. To use a Template email instead of the basic form results template, select one from the Import from an existing template box. Finally, add the addresses for the people you want to receive the form results. Unlike the Send email to user action, Send form results emails are not limited to Campaign Studio users. You may send these to internal employees who are not users, third parties, or to distribution lists.You can add form code to your application or webpage in several different ways.
Forms are not supported in emails. Form tokens in emails do not convert into forms. Therefore, you must add the form to a landing page and then add the landing page link to the email.
If you are adding a form to a Campaign Studio landing page or a Drupal, Joomla!, or WordPress page, you can use a shortcode. In each case, replace``ID#`` with the form’s ID number. You can find the ID in the forms list in the far right column, or if you are on the form, it is the number at the end of the URL. These options use JavaScript, and will keep the form up to date as you make changes.
Acquia recommends using the Automatic Copy option.
{form= ID#}{mauticform ID#}[mautic type="form" id=ID#]The Automatic option keeps your forms updated wherever you use this code. If you make changes to the form in your Campaign Studio instance, you do not need to worry about re-copying the code everywhere the form appears on your site. Features like autofill and progressive profiling will work only with the automatic copy options, not with manual copy. First, if you have a custom domain for your instance, be sure you are logged in using the custom domain rather than subdomain.mautic.net.
Via JavaScript: Other than shortcodes, this is the recommended way to add forms to pages. Copy the line of code in the box and paste it into your website where you want the form to display.
Via iframe: While there may be cases where using an iframe is preferred for page load time or styling, iframes can be more difficult to manage. Be sure to adjust the width and height for the space you want the form to be in. Depending on the size of the screen your contact is using, they may still need to scroll within the iframe on your page to see all the fields. You may enter a custom error message to display in place of the form, in case the contact’s browser does not support iframes. To do so, edit the text between the <p> and </p> tags before copying the code and pasting it on your website where the form should display.
The Manual copy option gives you a little bit more flexibility to extend forms with JavaScript snippets and custom styling. It is more manual, and any changes made to the form are not displayed on your page unless you re-copy and paste the HTML code. Ensure that you are logged into your instance using your custom domain, if you have one.
If you are a Campaign Studio Cloud subscriber and have more questions about forms, create a Support ticket.
The Forms page lists all the forms that you have created, and provides the following information about each form.
| Column | Description |
|---|---|
| NAME | The title of the form. |
| #CATEGORY | The category assigned to the form. |
| RESULTS | The number of contacts who submitted the form. |
| DATE CREATED | The date when the form was created. |
| MODIFIED DATE | The last date when the form was modified. |
| CREATED BY | The user who created the form. |
| ID | The ID of the form indicating the position at which the form is created in Campaign Studio. For example, an ID of 4 indicates that it is the fourth form that is created in Campaign Studio. |
Several operators and commands help you to find forms that meet a certain criteria. To see the list of options, click the question mark next to Filter.
With batch actions, you can delete or rebuild the cache for multiple forms simultaneously.
After selecting the checkboxes, click the green arrow at the top of the checkbox column and select Rebuild Cache or Delete Selected.
A form’s cache must be rebuilt if you make any changes to the fields of the form after publication.
If you create or change the customer domain for an instance that already contains existing forms, you must rebuild the cache for all forms in the instance. This can occur when creating a template instance in Campaign Factory.
For each form, you can view and do the following actions by selecting its checkbox and clicking its associate dropdown arrow:
If this content did not answer your questions, try searching or contacting our support team for further assistance.
To create a form:
Categories: Group various resource types to different organizational classifications such as marketing strategies, topics, or departments. For more information, visit Categories.
Projects: Group and manage all related entities within a dedicated, centralized workspace. For more information, visit Projects.
Publish at: Set the date and time you want the form to publish. This helps to control relevance, and does not require you to manually publish a form at the right time.
To schedule a form to publish at a specified date and time:
Set Published to Yes.
Campaign Studio marks the form as Pending and publishes it at the scheduled date and time.
Unpublish at: Set the date and time you want a form to unpublish. This helps to control relevance, and does not require you to manually unpublish a form at the right time.
To schedule a published form to unpublish at a specified date and time:
Click the Unpublish at (date/time) box and select your preferred date and time from the Date and Time picker.
Campaign Studio unpublishes form at the scheduled date and time.
The Date and Time picker shows the date and time according to the default timezone set for your user’s profile in System Settings. Therefore, before scheduling a form to publish or unpublish, you must check the default timezone.
Theme: The selected theme dictates the styling of your form when it is added to an external page or application, if Render Style is set to Yes.
Not all themes include form styling. Check the Features column on your Themes page (in Settings) to see which available themes include CSS for forms.
Choosing the proper field type helps Campaign Studio users gather data appropriately on forms, and can optimize the end-user’s experience of completing the form. On some devices, certain form fields may display differently and the wrong field type may result in a more difficult submission, resulting in lost conversions.
To add a new field:
Checkbox Group: Enables a contact to select one or more options from a list, using checkboxes. Campaign Studio subscribers also use the Checkbox Group for a single option on opt-in forms to gain consent to use cookies and send marketing emails or other messages to the contact.
Checkbox Group works with Boolean and Select - Multiple field types but not Select fields.
Company Lookup: Displays all companies that exist in the instance as a Select field. Along with companies, it also displays the City and State data, if available.
To find a company, a person submitting the form must enter at least three characters. After one second with no additional characters entered in the search, the list displays the companies with names matching the characters entered in the field.
[email protected]. Acquia recommends having a required Email field on your forms, as email addresses are the default unique identifier.https:// or http://.Based on the selected field type, Campaign Studio displays various tabs in the fields editor. The available tabs are:
The Mapped Field maps the form field to where you want the data to save on a contact or company record. Without a field mapped here, the data is not saved to the contact or company record. The data type you choose for the form field should match the data type for the Campaign Studio field. For example, a Date and time form field should map to a Date and time standard or custom field. Checkbox group form fields work well with Select - Multiple Campaign Studio fields. Radio Group or Select form fields work well with Boolean, Select, or Select - Multiple Campaign Studio fields.
*) to indicate that they are required.This is required. Enter your custom message in the box to change the display.The Properties tab does not display on all field types. Different field types have different properties options.
What is 2+2? or Enter "CAPTCHA", enter the expected response in the CAPTCHA answer box. In these cases, 4 or CAPTCHA would be the answers. The field’s Label should be your question, or you may label the field CAPTCHA and use the input placeholder, depending on your preference for the form’s appearance.The answer to "{label}" is incorrect. Please try again. You may enter a custom message here instead.Here, you enter the options a contact will select from.
Yes, I accept that I may receive email communications from this company.. Your Value could be a Yes or 1 as a positive boolean value.Use the Description Area field when there is any information you want to display with the form. Often, users add this kind of information on the webpage, landing page, or application instead of the form, but it is an option in the form builder.
Add the code that you want to include in an HTML field.
Allow Multiple: This option transforms the field from its default Select field type into a Select - Multiple field type.
Campaign Studio’s Country field is a predefined, non-editable list. To edit the list’s options, create a Select field and manually enter the options for your custom country list.
Attributes are CSS tags to change the styling of a particular form. If you set Render Style to No on the form, these attributes will be ignored.
style="attribute: descriptor" to change the style. For example, to change the label to red, use style="color: red" or style="color: #ff0000".The Behavior tab helps marketers improve the experience for the contact completing the form. It also helps marketers implement progressive profiling, to gather more data from the contact which helps in optimized personalization.
1 and 200. This field will hide the field until the contact submits the same form the stated number of times. When left undefined, the field will display every time the contact sees the form. The goal is to shorten the form. Use it with hiding fields when values exist.Auto fill data: If the contact is known and tracked and a value for the field exists on the contact’s record, Campaign Studio can pre-populate the data. Auto fill works with forms embedded in Campaign Studio landing pages, and data does not pre-populate when the form is placed anywhere else. Even if you are hiding this field, you may want to turn on auto fill to save the result with the form submission.
If multiple contacts share the same IP address, this field might prepopulate with incorrect details, including details of other contacts, due to the way Campaign Studio identifies contacts.
To change the order of the fields on your form:
You may want to have things happen after a contact submits a form. These may include communications with your contact, tracking, internal notification, or other lead management.
The form actions available on Campaign Forms are also available on Standalone Forms. However, Standalone Forms offer more form actions because they exist outside of campaigns, where you can build these same additional actions directly into the campaign events.
Send email to contact: After a contact submits the form, you can do the following to send an email to them:
When an email is selected, the status of Send to unsubscribed contacts is displayed based on the setting of Send to unsubscribed contacts on the Advanced tab on the Emails page. For more information, see Transactional and Marketing emails.
Send email to user: Select this option to email a Campaign Studio user after a contact submits a form.
When an email is selected, the status of Send to unsubscribed contacts is displayed based on the setting of Send to unsubscribed contacts on the Advanced tab on the Emails page. For more information, see Transactional and Marketing emails.
Tokens in the email display the data from the contact who submitted the form, not for the Campaign Studio user receiving the email.
reply-to address on a notification email to the contact’s address, so if you click reply on the email your recipient will be the contact. If you have contact owners assigned in Campaign Studio, you can send the notification directly to the submitter’s owner. You may also decide to send the email directly to the contact. You may style the message section as you want. The tokens for the fields populate for any fields which exist when you add this action. If you later make changes to the fields, come back to this action and re-enter the field tokens. To do that, click in the Message box where to place your cursor. Click the field name on the right side and Campaign Studio inserts the token where your cursor is. To use a Template email instead of the basic form results template, select one from the Import from an existing template box. Finally, add the addresses for the people you want to receive the form results. Unlike the Send email to user action, Send form results emails are not limited to Campaign Studio users. You may send these to internal employees who are not users, third parties, or to distribution lists.You can add form code to your application or webpage in several different ways.
Forms are not supported in emails. Form tokens in emails do not convert into forms. Therefore, you must add the form to a landing page and then add the landing page link to the email.
If you are adding a form to a Campaign Studio landing page or a Drupal, Joomla!, or WordPress page, you can use a shortcode. In each case, replace``ID#`` with the form’s ID number. You can find the ID in the forms list in the far right column, or if you are on the form, it is the number at the end of the URL. These options use JavaScript, and will keep the form up to date as you make changes.
Acquia recommends using the Automatic Copy option.
{form= ID#}{mauticform ID#}[mautic type="form" id=ID#]The Automatic option keeps your forms updated wherever you use this code. If you make changes to the form in your Campaign Studio instance, you do not need to worry about re-copying the code everywhere the form appears on your site. Features like autofill and progressive profiling will work only with the automatic copy options, not with manual copy. First, if you have a custom domain for your instance, be sure you are logged in using the custom domain rather than subdomain.mautic.net.
Via JavaScript: Other than shortcodes, this is the recommended way to add forms to pages. Copy the line of code in the box and paste it into your website where you want the form to display.
Via iframe: While there may be cases where using an iframe is preferred for page load time or styling, iframes can be more difficult to manage. Be sure to adjust the width and height for the space you want the form to be in. Depending on the size of the screen your contact is using, they may still need to scroll within the iframe on your page to see all the fields. You may enter a custom error message to display in place of the form, in case the contact’s browser does not support iframes. To do so, edit the text between the <p> and </p> tags before copying the code and pasting it on your website where the form should display.
The Manual copy option gives you a little bit more flexibility to extend forms with JavaScript snippets and custom styling. It is more manual, and any changes made to the form are not displayed on your page unless you re-copy and paste the HTML code. Ensure that you are logged into your instance using your custom domain, if you have one.
If you are a Campaign Studio Cloud subscriber and have more questions about forms, create a Support ticket.
The Forms page lists all the forms that you have created, and provides the following information about each form.
| Column | Description |
|---|---|
| NAME | The title of the form. |
| #CATEGORY | The category assigned to the form. |
| RESULTS | The number of contacts who submitted the form. |
| DATE CREATED | The date when the form was created. |
| MODIFIED DATE | The last date when the form was modified. |
| CREATED BY | The user who created the form. |
| ID | The ID of the form indicating the position at which the form is created in Campaign Studio. For example, an ID of 4 indicates that it is the fourth form that is created in Campaign Studio. |
Several operators and commands help you to find forms that meet a certain criteria. To see the list of options, click the question mark next to Filter.
With batch actions, you can delete or rebuild the cache for multiple forms simultaneously.
After selecting the checkboxes, click the green arrow at the top of the checkbox column and select Rebuild Cache or Delete Selected.
A form’s cache must be rebuilt if you make any changes to the fields of the form after publication.
If you create or change the customer domain for an instance that already contains existing forms, you must rebuild the cache for all forms in the instance. This can occur when creating a template instance in Campaign Factory.
For each form, you can view and do the following actions by selecting its checkbox and clicking its associate dropdown arrow:
If this content did not answer your questions, try searching or contacting our support team for further assistance.