To create a Web Form, click Toolkit on the left-hand navigation bar. Then select "Forms" and select "Create New."
Select the "Web Form" option from the modal.
Name your Web Form. You have the option to choose either a web form or an online quiz.
Web Forms are typically used when spinning up newsletter sign-ups or creating a survey or petition.
The primary purpose of a quiz is to gather information about your supporters and provide them a result at the end. For example, you could create a Buzzfeed-style quiz that asks "what Disney princess are you" and after answering a series of questions, your supporters find out if they are Jasmine or Ariel.
After you entered the name for your web form, you have multiple options to build your form. Under "Compose" on the right-hand side, you have the ability to add fields such as "Single Select," "Multi-Select," and "File Upload."
You can add any standard fields such as "Single Select" which is a way a user can pick one answer per question. For example, "Do you love animals?" --"Yes," "No," or "Sort of." You can then add Conditional Logic to that question.
We also have the ability for users to upload files onto your web form. For example, if you wanted to create a web form for people to submit their job application through your website, users are able to attach a file onto your web form (e.g. resumes, cover letters, etc).
The Confirmation tab allows you to either create a confirmation page within the tool for form submitters or redirect users to another URL. Click the default text to edit the text of the confirmation page.
The Design tab allows you to customize the size of your form fields and make further style changes by clicking "advanced theming" to customize the CSS.
Here you have the ability to create a landing page where your web form will be hosted. This an optional step. The first thing you should do is setup a subdomain for your landing pages. You can do that by clicking on Settings > General > Landing Page Domains. Click Enable Landing Page to setup your landing page.
Note: the only required field to proceed with your landing page is the URL.
Here you can setup your landing page by selecting your domain, page title, page description and favicon.
Continue to work your way down the page by adding in your branding elements and images here.
The last step in creating your landing page is setting up the description text for your page and footer information.
Once you're done with putting your form together click "Next" to continue. On the configuration page, you'll be able to automatically send a follow-up email to people who have filled out your form. Emails should be set up prior to creating a form so you'll be able to select the proper email in the drop-down menu when setting up your form.
You can also set up auto email notifications to yourself or the right people on your team to be notified as soon as someone submits a form.
Click "Publish" to review your form's code and view the hosted version and your landing page URL if you created one.
You also have the option to change your web form configuration by toggling YES/NO to the question "Should Crowdskout match form submissions to other digital activity from a unique device?"
You can always go back to the Web Forms tool to edit or delete your web form at any time.
To view form submissions, go into the Audience tool > Activity > Form > Form Name