To create a form:
Category: You can organize your forms based on their goals, campaigns, etc. For more information, see Global Categories.
Publish options: The Yes/No toggle is the fastest way to publish or unpublish a form. Unpublished forms are not visible on pages to which you add the form using JavaScript. If you used the manual copy and pasted the HTML code onto your page, the form is still visible but not submittable. Contacts see an error message if they try to submit the form.
Disable search indexing: Select Yes to prevent search engines from finding and displaying the form in search results for related topics.
Kiosk Mode: Select Yes to turn off tracking, and prevent Campaign Studio from generating new cookies or attaching the IP address to the contact record. This may also be referred to as data entry mode. Use this for instances where several contacts may enter their information using the same device, such as a conference. Kiosk mode prevents the activity on the device from being tied to one contact.
Render Style: When you select Yes, the form displays on your page or application with the styling from either the selected theme the Attributes tab of a field editor. When set to No, the form adopts the CSS of your page or application.
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.
Note
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:
CAPTCHA: A basic form of spam protection, requiring a human to submit an answer or identifying when spambots try to submit data in a hidden CAPTCHA field (honeypot). Acquia recommends using some form of CAPTCHA on every form. Campaign Studio also supports reCAPTCHA v2, which you see as a field type after setting up the reCAPTCHA plugin.
Checkbox Group: Enables a contact to select one or more options from a list, using check boxes. 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.
Note
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.
Note
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.
Date: Validates date fields in your default date format, and improves the end-user experience when completing the form. In a web browser on a laptop or desktop, the field shows selectors for month, day, and year. On mobile devices, a calendar displays.
Date/time: Like the date field, but a selector is displayed for time.
Description area: A basic header field, most commonly used to give the form a visible title on the page. The Header field acts as the field name or label. The description area (in the Properties tab) is a free text editor where you can add a description of the form. You can also do this by adding text around the form on your page. However, if you use the same form in several places, adding the description on the form enables an efficient single change.
Email: Requires a field containing an email address with the proper
syntax - name@domain.com. Acquia recommends having a required Email
field on your forms, as email addresses are the default unique identifier.
File: Enables contacts to upload files with the form.
Hidden: A field is not displayed with the form. Users may add default values to save with the form for reporting or internal tagging purposes.
HTML area: Enables marketers to add custom code into their forms.
List - Country: Populates Campaign Studio’s default, non-editable country list. To use a custom list, use a Select field type and manually enter the countries that you want to display in the list.
Number: Validates that the entered values are digits. This field allows decimals and negatives, but no other non-numerical values (including commas). On mobile devices, the keyboard changes to a number pad when a contact selects this field to complete.
Page break: Enables marketers to break up the form into multiple pages or field groupings.
Password: Enables contacts to create a password. Use the field if the form is used to create an account and the results post to another form/system. The entered field value should not save, because the field saves in plain text on the contact record.
Phone: Like the number field, but maps to the Phone field and validates numbers using international format. The validation requires a dialing code (for example, +1 for the United States or +44 for the United Kingdom).
Radio Group: Gives contacts a single-select list of options, with a radio button. This may also be called an option button group.
Select: Displays a menu where a contact may choose one option. This field also allows multiple selections, which changes the display to a box with the options listed. On mobile devices, a single selection displays as a dialog box with radio buttons, while a multi-select menu displays in a dialog box with check boxes.
Social Login: Connects a contact’s Twitter, Facebook, or LinkedIn profiles with the Campaign Studio contact record.
Text: A free-form text box with a limit of 255 characters. Common fields such as first name, last name, position/job title, city, etc. are often built as text fields.
Textarea: A longer-form text field with a character limit of 65,535 characters.
URL: Validates the entry must be a URL, including https:// or
http://.
Based on the selected field type, Campaign Studio displays various tabs in the fields editor. The available tabs are:
Label: The title of your field - telling the contact what you want them to enter in the field. The label displays before the form field by default.
Show label?: When set to No, the label does not display on the form.
Save result?: When set to No, Campaign Studio does not save the data entered in the list of form submission results. If you map the field to a contact field, Campaign Studio still saves the data to the contact record.
Default value: In case the contact does not submit data for the field, you may enter a default value to submit with the form. This is useful for hidden fields and reporting.
Help message: To add more detail on what you want a contact to enter, add a custom help message.
Input placeholder: Adds text within the form field, acting as a label or help message. When used as a basic text field, (styling is from a “Fresh” landing page theme), the options display like this:
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.
Empty Value: This serves the same purpose as an Input Placeholder, which is available on most other field types. The Empty Value is not a default value, and Campaign Studio does not save the value to the contact record.
Allow Multiple: This option transforms the field from its default Select field type into a Select - Multiple field type.
Note
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.
Show when value exists: If the contact is known and tracked and a value for the field exists on the contact’s record, Campaign Studio can hide the field. Set this option to No to hide the field. Marketers may want to hide the field so they are not repeating the same question. Marketers may want to display the question to ensure the contact is entering the most current information. Acquia recommends always displaying the unique identifier (most commonly the email address).
Show after X submissions: This is the key to progressive profiling. If
you are using the same form in several places on your website, you can change
the fields the contact sees each time they see the form. Enter a value
between 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.
Important
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.
Note
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.
Add to company’s score: If the contact who submitted the form is associated with a Company record in Campaign Studio, you may add points to the company’s overall score. Company scoring in Campaign Studio does not aggregate points for all its associated contacts. Any actions that you want to contribute to a company’s score must be explicitly set. Negative numbers are valid if you want to subtract from a company’s score based on a contact submitting the form. If the contact is not tracked and the form does not include a field mapped to Company or Company Name (on the Company object), no points are awarded to the company.
Adjust contact’s points: More in depth than the company score action, this action allows you to multiply or divide a contact’s score. Select the operator and the amount you want to change the points by (for example: add 10, subtract 5, multiply by 3, divide by 2). If the form is collecting information which does not identify the contact, Campaign Studio saves the points to the anonymous contact record. If that anonymous contact record converts to or merges with a known contact record based on some identifying event (form submission with the unique identifier or link click in a message), the points will stay with the contact.
Modify contact’s segments: This action enables users to change a contact’s segment membership when they submit a form. Type in the name of the segment you want to add a contact to or remove a contact from. You may use both fields in one Action, and may include multiple segments in either or both fields. Dynamic segments based on filters update based on information on the contact record. That includes the data from the form submission, as long as the fields map to Contact or Company fields. Typically, you will want to use static segments here. An example of a time when you could remove someone from a dynamic segment is for an event registration. You may build a filter-based segment for your invitation campaign, but once a contact submits the registration form you want to remove them from the source segment so they are removed from the invitation campaign.
Modify contact’s tags: If you use tags for tracking, segmentation, and reporting, you may add or remove tags based on a form submission. To add or remove a tag that you have used before, select the tag from the list which displays when you click in the field. To find a tag, type the name to search and shorten the list. To adding a new tag, type the full tag name and press Enter on your keyboard to save the tag.
Record UTM Tags: If the page your form is on has UTM tags, whether it is a Campaign Studio landing page or not, Campaign Studio can record those UTM tags to the contact record. This is useful for reporting on where your new leads and form submissions are coming from.
Remove contact from do not contact list: If a contact has unsubscribed and this form gives you permission to send them emails again, use this action to remove the Do Not Contact designation.
Download an asset: Using this option triggers an asset download when the contact clicks the Submit button. If you use categories to organize your assets and want the contact to receive the most recent published asset from a certain category, choose that option, and then choose the category to download from. Or, choose a specific asset to download. For more information on assets, see Assets.
Post results to another form: Use this option to connect your Campaign Studio form with some other form. You may have forms in other tools which you use for tracking and reporting. Or, you may have back end forms triggering software instance creation. Enter the URL where the form should post to, and email address(es) for anyone who should receive error notifications. If the form you are posting to is behind a firewall, also enter the authorization header. If the field aliases (machine names) for any of the fields do not match, enter the alias the other form uses for any fields on the Campaign Studio form.
Push contact to integration: Once a contact submits the form, you may want to push them to another piece of software you are using for contact management (such as a CRM). Be sure the plugin you want to push contacts is configured and published, then select it here. The Salesforce plugin enables users to select a campaign and a campaign status, beyond a basic push to Salesforce.
Send email to contact: To directly email the contact after they have submitted a form, use this option. Select Template email from the list, or click +New Email to build a new one. After you have selected an email, you can also pop open a new window to make edits or to preview the email.
Send email to user: Select this option to email an internal user after a contact submits a form. This is limited to people who have been set up as Campaign Studio users. Similar to the Send email to contact option, select the Template email that you want to use or create a new one. Any tokens in the email will display the data from the contact, not the user.
Send form results: This is most commonly used to send an internal
notification when a contact has submitted a form. You may also use it to send
a confirmation of the submission to the contact, with the data the contact
entered. Make the subject line clear which form the submission is for,
particularly if you have several forms with the results going to the same
person or people. The Reply to contact option sets the 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.
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, contact Acquia support.
53 State Street, 10th Floor
Boston, MA 02109
United States
Phone: 888-922-7842