Creating and tracking a form
All blocks that have rich text editing field, should now have an area immediately underneath to create a form when you go to 'All properties'. Underneath this again you find the area to create a xform, the old type of form. Please always use the new funcationality for all new content.
Disregard the area AutoFillMappingArea for now. This is used to connect the form to external databases.
Form Business Unit should always be filled out with the code for you business unit, used in the naming convention for Eloqua. This will make tracking in Google Analytics much easier.
Form Type will make it easier to track the type and value of a conversion in Goole Analytics:
- Blank - You don't want the conversion to be tracked (example: Support).
- Content - Downloading content or newsletter
- Lead - The customer wants to be contacted
- Sale - Buying training, services or products.
Form is where you create the framework for the form, in the a similar way as for other blocks.
Click on 'create a new block' in the Form area.
Name at the top will only be visible for the editor inside Episerver on the block.
Form title will be a headline above the form. Description will be an introductory text. Both of this could be blank if you have other content that explains the goal with the form.
I don't recommend to choose the 'show a summary confimration message after submission'. It give an unformatted pop-up window that lists the information in the form. The confirmation will be a part of this pop-up window.
'Display page after submission' is linking to another page on the site. You don't have to use this option any longer, since we are tracking conversions by other means.
'Display message after form submission' will display the content inside the page with the form.
'Allow anonymous submissions' makes sure that users that isn't logged into Episerver are able to send the form. To get information from customers this has to be checked off.
'Allow multiple submissions from the same IP/cookie' makes sure that users are able to resend the form. To test properly, this should be checked off.
I recommend that you always check off both these boxes.
'Show navigation bar if the form has multiple steps' is checked on default. I see no reason to not keep this. See the multiple step element later on to understand how this works.
'Allow access to form dat through the service API' should not be necessary to use in Visma.
Form Elements is where we will create fields and add other functionality to the form.
Category could be used to tag and then find a form.