Web forms in Hot Banana reside on their own pages and can contain any number of other content and containers like any other page on your Website.

Transcription

1 Section 1: Web Forms What is a Web Form? Marketing Automation User Guide A Web Form is simply a form located on a web page. Web forms can be created for many purposes, and are typically used to submit data to a database (i.e Signing Up for a Newsletter or Product Demo), sending an to an administrator (Contact Us Form) or submission to an external service (i.e. CRM, Marketing Application etc.). Web forms in Hot Banana reside on their own pages and can contain any number of other content and containers like any other page on your Website. Creating a Web Form Click the Add Page icon above the Navigation Panel as you would to add a regular web page. Give the Page a title, Choose a Location and Creative Web Design Template. For Page Type, select Module Page and then select Web Forms from the Module Dropdown list that appears and then click the Add button. Add content and containers as you would any other page on the site. Content and containers will show exactly the same as on other pages, s long as your Content Template allows for content to show on Form pages. To create a form to be used on a Web Form page, select the Web Form tab from the top of the Action Panel and then Click the Add Form button. Marketing Automation User Guide 3

2 In the Details tab, Provide a Form Title and then choose a simple Layout - Caption and Form item on one line or Caption above form item. Choose the Active checkbox if this form is going to be the form that is currently used on this page. You an add multiple forms to a page, but only one can be active at a time. If there isn t a form on the page that has the Active Checkbox checked then there will not be a form showing on the live page. The Include Reset Button Checkbox simply adds a button at the bottom of the form This button allows users to clear out the text they have added to the form fields and is recommended for large forms that ask for a great deal of personal information. Requirement Text and Submit Button Text allow you to indicate what text will show for both of these sections of the form. Requirement Text is the message that appears at the top of the form to indicate what fields are required in the form itself and Submit Button text is simply what text you would like to have on the Submit button at the bottom of the form. From Address for Auto Response is the sender address for any Auto Response delivered from this form. If there is an address in this field, there will be an Automatically sent to anyone filling out this form (providing there is an address field to capture the visitor s address). Subject for Auto Response is simply the text to appear in the Subject line for any Auto Response delivered from this form. Marketing Automation User Guide 4

3 Before Saving, you must fill out the remainder of the tabs for the Web Form. Form Footer Tab - This is any text that you would like to appear at the bottom of the form. This content is separate from the form iteself and is commonly used for disclaimers or additional information that might be required prior to submitting a form. Confirmation Tab - This is the content that will appear on the Confirmation or Thank-You page once a visitor has submitted the form. Notification Tab - This is the content that will appear in an that is sent to a Form Administrator (if applicable) when a form entry is submitted. This message is not sent to a user filling out the form. Data Capture Tab - This area provides a number of ways to capture or submit the data from a web form submission. (See Data Capture Types) below for more information. Auto Response Tab - This area is for any content that will be sent to the visitor filiing out the form (this is only applicable if there is an address indicated in the From Address for Auto Response text box under the details tab). You can also add some personalizatoin to the auto-responses by including Item Title (from Form Items - See below Form Item Options for more information). By adding a title, surrounded by percent (%) signs as tokens will allow that field to populate in the assigned area. Example: Dear %fifirstname% Once you have completed content for all tabs and selected your Data Capture type(s), you can save the form. In order to add Form elements (items) to this form, it must first be saved. Once the form is saved, select the form and click the Edit Form button. You will now have an additional tab called Form Items. This Tab is where you add all of the form elements and build your form (see Adding Form Items for details). Adding Form Items Form items or elements are the building blocks of your form and include text boxes, checkboxes and select boxes to name a few. Unfortunately, adding items can currently only be accomplished using Internet Explorer 6 or Internet Explorer 7. Marketing Automation User Guide 5

4 To add a new item click the Add Item button. This will trigger a pop-up menu for creating the item. There are three option sections that need to be addressed in this dialog (see Form Item Options, Item Options and Mappings Below for more information). Once you have added all the items you require for you form, you can either click save to save the form for editing later or click Publish to finalize the form and push make it active on the Web Form page (if it is checked as the Active form on the page).* If you would like to emulate this form layout, you can click the Clone button to make an exact copy that is fully editable. Cloning is great for reproducing similar large forms that require small changes. *Once a form is Published, new items can not be added and existing items can only be edited but their type can not be changed. To add new items or edit the type of existing items, you must Clone the form and edit the new Cloned version. Form Item Options Caption - This is the Label for the Form item as it should appear on the Web Form (Example: First Name). Type - This is a select list of the different form element or input types that are available for a form item. See Form Item / Input Types below for a list of Form Item Types. Marketing Automation User Guide 6

5 Step - This indicates how many pages (or steps ) the form should contain. A multi-page form is useful in many situations including long form-types and Multi-step sign-ups. Width - Width determines the size of the input field in the form. These areas are usually defined and styled in your CSS files and this field should be left blank unless you are certain of the appropriate width to fit your design. Title - This is the ID of the Input Field and will create itself automatically when you create a Caption or Label for the item. Although this ID can be edited, it is highly recommended that it stays to the default value assigned by Hot Banana. Any ID values changed manually might result in validation or form submissions not working correctly. Required Field - This checkbox marks the item as a Required item that must be filled out by the visitor prior to submitting. Required Message - This is a message that will pop-up if this required field is left blank. Color - This a color-picker for a small line that highlights input fields for required items. You can paste (ctrl-v) a hexadecimal color in the space provided or click on the area to choose a color from the picker dialogue. Caption Formatting - This is simply where you choose the alignment of the elements and if the label is bold. As with the Width selection area, these should be styled in your CSS andl should stay as they are by default unless you have specific design requirements otherwise. Form Item / Input Types: Category - This is a field that is generally used as a Title or Heading for a section of fields or group of like items (Checkboxes, Radio Buttons etc.). Checkbox - This produces a single Checkbox field. Add multiple Checkboxes in succession preceded by a category field (used as a title). Empty Row - This is as simple as it sounds, providing a free row without content for an empty row. Radio Button - This produces a list of Radio Buttons with a title for each button. Only one radio button would be Marketing Automation User Guide 7

6 available for selection by a user. Select Box - This produces a list of of items appearing in a dropdown list or text box. These items can either be single or multiselect. Text Box - This is the most common type and can be used for any text input requirement (i.e. Name, Address, etc.) Text Area (Memo) - This provides a larger multi-line text box for users to provide text content. Hidden Field - This provides the ability to add a hidden field that does not show on the form but might contain information specific to the form or data capture type. Marketing Automation User Guide Captcha Image - This provides a random Captcha image for preventing Spammers from submitting your forms with Junk data. The image contains alphanumberic combinations for users to reproduce in a text box to confirm that they are a live user of the form. Upload Area - This provides an upload dialog for users to upload items with their form submissions. This dialog is useful for allowing users to upload resumes on a job posting form for example. Item Options The item options section will change according to what Form Item Type you select. Maximum Number of Characters Permitted in Text Box - This is an affective way to limit spamming and extra characters for form items such as phone numbers or zip/postal codes. Validate Input as - The standard view of this area (for Text Areas) allows you to indicate what type of content is being requested in the input box and as such will trigger specific checks when this element is selected (For Example, is there symbol in the address?). There are different options that add to the Validate Input as section when you select different form types: Radio Button Options - Provides an area to add Options (Labels) and then a dialogue for arranging and editing these options after they are added (An example of Radio Button Options would be adding one Option for Yes and another for No on a Form Item Marketing Automation User Guide 8

7 with the Caption labelled Are we having fun yet? ). Preselected - select which Option is selected by default. Select Box Provides an area you to add a custom message to the standard Please Select text and then provides the same options as with Radio Buttons. There is also the ability to allow a multiple select feature to the select box so that visitors can choose as many options as they would like by ctrl-clicking multiples. Mappings: Link Form Item to an External Vendor Mappings allow you to map Form Items to 3rd Party Vendors such as labs, Salesforce or Netsuite.* Select the Company that you are mapping the item field to. Select the corresponding field from the dropdown. The fields that are available for mapping from each vendor Marketing Automation User Guide 9

8 will populate independantly here. Current mappings can be viewed in the list below the field selection box. Please note that if you select any of the Current Mappings and select add, the mapping will be deleted and replaced with the newly selected mapping. *These vendors must first be set up in the Data Capture Tab to recieve this functionality. Data Capture types There are several ways to capture or submit the data acquired from your form submissions in Hot Banana. You must choose at least one Data Capture Type prior to saving a form but you can choose to utilize any combination of these capture types (including the Transfer services providing you have an account and access to the vendors). Collect Web Form Data This is used to simply save the data from a form to your Hot Banana database (MS SQL Server). This is recommended for any form as a defaut but should not be used for capturing sensitive data (such as Credit Card numbers). One advantage with using this Data Capture type is that your form data will be available in the Form Report and CSV Data tabs (which is not the case if this option is not checked). See Form Data Reporting for more information. Transfer Web Form Data in Format This option allows the form to be submitted by to a specific address (or number of addresses) on form submission. You can indicate an Subject for these s and the format that the s will be sent in (keeping the Both radio button selected is highly recommended). The HTML s will be sent in a pre-formatted template with the form submission results desplayed in an easy to read format. Marketing Automation User Guide 10

9 PGP Public Key* PGP or Pretty Good Privacy is a form of encryption that can be enabled for form submissions. The text area allows the PGP Public Key to be placed in the message and allows encryption of the entire message. *PGP requires installation of the PGP application and a private key in the client of the receiving computer. Visit the PGP website for more information. Transfer Web Form Data to Labs In order to transfer web form data to Labs (in order to build Mailing Lists), you must have an account already created with Labs. You can then enter the URL of the Labs console version you are using, your site ID and the Mailing List ID (this list must be created already in Labs). Transfer Web Form Data to Salesforce In order to transfer web form data to Salesforce, you must have an account already created with Salesforce. Marketing Automation User Guide 11

10 You can then enter your User ID, Password, Organization ID (if applicable), Debug (for testing purposes only) and select both your Account type and the category of submission the form is. Salesforce Account Types Supported: Enterprise and Ultimate Accounts Mapping and account postings available for the majority of the Saleforce Field ID s. Supported category types include Web-to-Lead, Web-to-Case, Web-to-Contact and Web-to-Account. Full Saleforce Java API integration Professional and Team Accounts Support for Web-To-Lead and Web-To-Task category types for Professional and Team accounts. Mapping must be accomplished manually by replacing the Item ID s for each form item in Hot Banana with the appropriate Salesforce Field ID s Currently there is No Salesforce Java API integration for Professional and Team accounts. Note: The majority of the standard Salesforce Field ID s are supported. Some custom Field ID s may not be supported (based on Salesforce settings and permissions) and may require additional support from Salesforce and/or Hot banana for implementation. Transfer Web Form Data to NetSuite In order to transfer web form data to NetSuite, you must have an account already created with Netsuite. You can then enter your User ID, Password, Account number and select the category type for the form (Task, Lead, Prospect, Customer). Netsuite Account Types Supported: Marketing Automation User Guide 12

11 Currently we have API support for the majority of account types. The majority of Standard Task, Lead, Prospect and Customer Fields are supported. Custom Fields are not supported. Marketing Automation User Guide Note: The API for Netsuite will likely change in the future and may require additional support from Netsuite and/ or Hot banana for functionality. Transfer Web Form Data via Web Service In order to transfer web form data to a Web Service, the service must have an http location and must accept the form item ID s created in your form. There may be a custom development requirement to enable Web Services to function properly. Depending on the requirements of the Web Service, there are fields for URL, Method and User Name / Password. Form Data Reporting When the Collect Web Form Data option is selected as a Data Capture type, captured data from the form will be available in a basic metrics report form and also available as a CSV export for easy transfer to other applications. Both of these tabs are available on any Web Form page. Form Report Tab Select the Form Report tab. In the General tab, select the Form you would like to report on. Marketing Automation User Guide 13

12 Select a Date Range from the Date Range Tab if required. Click the View button. The report will generate an HTML page listing all Items on the report (for the time-range if specified) and basic statistics including which item fields were entered and which were skipped and totals for all. You can choose to filter this report by specific fields or specifically entered values for fields (i.e. Search for every form submission that had a First name of Jeff). To do this, you simply type the value in the corresponding field s text box, select the filter checkbox beside it and then click the update button. By clicking on the Details button in this report, the full text of each form submission will be listed. CSV Data Tab This area provides the ability to produce a text file with all of the form data submission information. In the General Tab, Select the form you would like to export. Choose the Delimiter (character being used to separate entries) - Comma (CSV - This is the most common option and generally the recommended format), Pipe, Semi-Colon, Tab or Space. Choose the Text Qualifier (character being used to indicate the beginning and end of a section of text) - Single Quote (This is the most common option and generally the recommended format), Double Quote or None. Choose if this report should include the Title and / or Caption of the form elements in the first row (both are recommended). Choose a Date Range from the Date Range tab (if applicable). Click Generate to create the file. A link to the newly generated file will appear in the Action Panel for download or viewing in your browser. Marketing Automation User Guide 14