Forms are typically used any time you need to capture specific information about the subject or a specific product sold, such as trading card stats or Student ID information. This article describes how to create a new Form; if you need to only adjust a pre-existing form, please see our article Adjusting a Pre-existing Form.
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Note: When using a form for identification purposes during a Pre Order stage, it is best practise to make the most common identifiers mandatory fields. These are typically:
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Student information form: This is the most popular type used with Pre-Orders when the studio does not know the child's name or details, such as class or grade. With this form, you can also match pre-orders with subjects at a later time, once everything is in the system.
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Note: Forms are linked to custom pre-order or re-order data exports. If any changes are made to a form, you MUST notify your customer support team in order to reconfigure your export. |
Create a Form
- Click on the green +Create button in the top right corner of your screen, then select +Form.
- For Type, choose whether you would like this form to be a Shopping Cart Form that appears in the shopping cart, such as a product option, or an Opt-In Page Form that will be used to collect session participants on the Opt-in page.
- Fill out the details for the new form using the help text provided.
- Keep in mind that the Name will only be seen by you, whereas the Title will be how it is labeled for customers.
- To add a form field, click the Add a Form Field button.
- Choose the Type for what type of information will be collected or how this field will appear in the form.
- The Label will be the the name of the field, the Description can provide additional instructions for completing the field, and the Placeholder Text is what appears within the field (where applicable).
- The Subject Data Mapping setting is important when collecting pre-order data about the subject. See Understanding Subject Data Mappings for additional information.
- Additional options will appear depending on the type of field added. Please contact your support team if you have any additional questions when adding a field.
- Add additional form fields for each piece of information you need to collect.
Note: First Name and Last Name should be separate fields, NOT combined, to avoid export issues.
- Once your form is complete, click Save at the bottom right corner of the page.