After you have clicked the yellow button New form, you can start a step-by-step plan for creating a form.
Getting started
Once you have clicked on New form, you will see the following step-by-step plan:
The step-by-step plan consists of the following four steps:
Step 1 - Properties
Once you have reached the submenu New form, you can indicate the properties of your form:
- Give your form a name which describes its intent. For instance: Profile Enrichment Form January 2019. The name of your form is for internal use only.
- For Description, write down an additional description for your form. This additional description is for internal use only as well.
- For Type, indicate which type of form this will be. You can choose from three types of forms:
- Normal: Information from the respondent is stored in the form and not in Spotler.
- Subscribe: Through this type of form, respondents will actually end up in Spotler as a contact.
- Profile: Information of contacts in the database of Spotler is supplemented or amended.
- For Completing allowed for, indicate who is allowed to complete the form:
- Everyone: You want everyone to be able to complete the form, even those who are not in your database yet. Set this option for registration and application forms.
- Only invitees: Only contacts who are in the database and who have received a message for completing a form.
- Only invitees (1x): Only existing contacts who have received an invitation are allowed to complete the form once.
- The Anti-bot protection option is set to yes by default. Spotler secures all standard forms and surveys with anti-bot protection. You can use anti-bot protection for dynamic forms. This option does not work for static forms.
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What is anti-bot protection? A common grievance of using online forms is spam. If your form is completed by a spam bot, this will lead to unnecessary mails and fake contacts in your database. That's annoying, since the emails impact your stats and you will have unnecessary contacts in your database. That is why Spotler has added anti-bot protection to its software. |
Step 2 - Form
Once you have completed step 1, you will be directed to step 2 of creating your form. In step 2, you are able to view and edit your form. The screen looks like this:
From this screen, you can:
- View the form.
- Edit the form.
View the form
Click the white button View. You will now see a preview of your form. On the left side of the screen, you can see the properties of the form and the web pages in which the form is used.
Edit the form
Click the blue button Edit and the editor will appear. The screen looks like this:
In this screen, you will see:
- An editing menu in the header with grey icons, two drop-down menus and one grey one.
- Editor options on the left side of the screen.
- The canvas with question fields in the middle of the screen.
- The footer with i.a. a plus icon and the number of pages in your form.
Is it your first time working with the editor or do you need help? Then please continue to Form editor.
Step 3 - Processing
Once you have completed step 2, you will be directed to step 3 of creating your form. In step 3, you can indicate how Spotler should process your form. The screen looks like this:
From this screen, you can:
- Indicate how you wish to save the completed form data.
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Add a tag and score or remove a tag. You can read more about this in the article: Assign tagging and scoring in forms and surveys.
- Indicate whether you wish to forward your form to an external system.
Data storage
If you only want to save the completed form data, choose Save form data. If you also want to save all completed personal data (name, email address, Spotler ID), choose Save form data and personal data.
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When should you choose Save form data and personal data? This option is useful when exporting data to Excel. Suppose you only ask for an email address on your form, then the Save form data and personal data option allows you to also export all stored data for this email address. Did you forget to tick the box for this option? No worries. It is possible to activate this function retroactively. |
Forwarding to an external system
If you want to forward completed forms to an external system, you can enter the URL to which the form should be forwarded to here.
On the right side of the URL entry field, you can see the link Post request settings. If you click on this, you can indicate the variables of your post request. Select the question fields in your form for which you want a post request and enter the names per question field.
Step 4 - Follow-up (optional)
Once you have completed step 3, you will be directed to step 4 of creating your form. In step 4, you can indicate whether you want to send a notification of your form. The screen looks like this:
From this screen, you can:
- Indicate whether or not you want to send a notification, and to whom.
- Indicate whether or not you want to send a confirmation email to the respondent.
Send notification
Tick the box to set up the notification option. Complete your own email address or that of another if you want to receive a notification when a respondent has completed a form. Next, select the message you want to send as a notification.
Confirmation email to the respondent
Check the box to set up a confirmation email and indicate whether you want to send respondents a confirmation email when they have completed a form as well. Next, select the message you want to send as a confirmation.
You can create notification messages and confirmation emails in the Messages module.
| Step 4 not visible? Please note! If you are using the Campaigns module, a different method applies. Step 4 will not be visible. Confirmations and notifications must be set as automatic campaigns in the Campaigns module. |