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Creating a new form

(WebConnector - Online forms)
 

Topics in overview:

Online forms
Surveys (requires EMS)
Quick-Shop (requires Factura)
Affiliate (requires Factura)
Customer administration (requires EMS)
Interface documentation (API)
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Related topics:

Creating new forms Form editor Embedding forms on a website
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Online forms are an important interface between your WBS and your website, irrespective of what system was used to create your website. The data entered on online forms by your website users is transmitted directly to the WBS, where it can be processed further using all of the enabled features and functions. In this chapter you can learn how to create and customize forms.

On this page:

Selecting a form
Creating a new form
Using form templates
Using empty forms
Editing forms 
 
Form settings
Form processes
Script for embedding forms
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Any website that is more than merely informative and enters into a dialog with its users uses online forms for this purpose. Online forms on your website serve as a gateway to your company. The appearance of your online forms is an important factor for your business success. For this reason, it is highly recommended to use an inviting design for the forms. 

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Selecting a form

a) Select the path WebConnector - Forms. If forms already exist, you will see a list of all the forms. 

b) To create a new form, click New form
Please note: An Import form button is located to the right of this button (not visible in screenshot), which can be used to import an existing form that was previously exported via download - from this or another WBS account - see d).

c) To edit an existing form, click the name of the form in its respective line and continue with Edit form.

d) Use EDIT to change the name and description of the form. Use the recycle bin icon to delete a form. Use the copy icon to create a new form with the same properties as an existing form. This facilitates the creation of several similar forms (in series). Use the download icon (downward arrow, not visible in screenshot) to download the form as a file and import it to this or any other WBS account - see b).

 

Before editing the form, please read the following chapter to learn how to use the form editor, which will facilitate your work:

 
 


 

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Creating a new form

After requesting a new form or clicking EDIT to edit an existing form, a new input window opens, in which the form can be edited:

a) Enter a name for the form.

b) Enter a description for the form.

c) Select the language in which the form is to be created. Only those languages are available that were previously defined in the basic settings. Click here for detailed instructions: Language settings

d) Select the default form size. The three sizes that can be selected correspond to the most common end-user device display formats. The default size is medium, which is suitable for most dektop computers and notebooks.

e) Save your entries.

 


 

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Using form templates

After creating a new form and saving the above-mentioned data, the WBS will prompt you to select a template. Specify whether you would like to work with an empty template or a preset template.

a) To use an empty template, click "Empty template" - or 

b) select an existing template. 

This will either open an empty form that you can design from scratch or a form which already contains fields that can be customized to your requirements.

 

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Using empty forms

This is the screen you will see if you choose to start with the Empty form template.
Please refer to the form editor instructions to find out how to commence from here.

 

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Editing forms

This is the screen you will see if you click on the form name in its respective line on the form list or if you select an existing template for editing. 
Please refer to the form editor instructions to find out how to commence from here.

First, please familiarize yourself with the features of the form editor.

 

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Form settings

a) Change the name of the form.

b) Change the form description.
 

c) Enter a form heading. This heading will appear above the form.

d) Enter the text of the 'Thank you' page that your website user will see after sending the form.

d) Enter the link to your 'Thank you' page. Instead of having the 'Thank you' page text appear, you can also choose to enter a website that is to be displayed to the website user.

d) Choose whether you would like the linked website or the 'Thank you' page text displayed to the website user when the form is sent, i.e. choose whether you prefer option d).

e) Activate the checkbox if you would like to add the users in the database.

f) Choose the option "Registered address" or "Unregistered address".

g) Activate the checkbox if you would like to confirm the registration.

h) Activate the checkbox if you would like to send welcome eMail.

i) Activate the checkbox if you would like the user to be logged in immediately.

j) Choose the option for the redirect. (Text or URL)

k) Enter redirect URL after registration.

l) Specify in whose message box an entry is to appear. 

m) Select the email addresses to which the data entered on this form is to be sent. These email addresses can be specified in the general settings.

n) Choose double opt-in method.



 

o) Enter the maximum form width. As all WBS forms are optimized for responsive design, sizes are defined as max. width and max. height, which lays down the maximum width and height for the form field.

p) Enter the maximum form height. 

q) You can also embed your own CSS in the form. For this purpose, please enter the URL to the appropriate CSS file. In this case,

please note:

If the website on which this form is to appear is SSL encrypted, please enter the CSS URL (https) here. An unencrypted URL (http) will be blocked by browsers. In this case, please use the option to enter the CSS code into the field directly below.

r) If no URL is available, it is also possible to enter CSS commands directly. As you can see when you maximize the field, a multiline field is available for this purpose.



 

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Form processes vs. group processes

s) It is possible to link processes to a form. Here you can select the processes that should be initiated once the form has been filled out. Click Add rule to create a new process.

There are two ways to set the automatic execution of processes for forms:

Indirect:

Define one or more processes for a group and define the allocation to this group of the contact filling in the form as a process for the form.

Direct:

Define one or more processes directly in the form. This will allow you to respond automatically to so-called once-off enquiries without needing to create a group for each type of enquiry, which will keep the number of groups manageable.

 


 

t) Specify what the process refers to. In the case of selection buttons or checkboxes, you have the option to link the various entries to individual processes.

u) Defined processes are initiated once the form has been sent. 

v) Add another process. 

w) Delete a process. 

y) The following processes are available: 

Add to affiliate network, 
Replace existing group, 
Assign lead manager project, 
Integrate system email, 
Add affiliate, 
Add new group, 
Integrate email. 

In the case of processes dealing with allocations to groups, please define a separate process for each group. In the group hierarchy tree, it is only possible to select a single group. This is done by activating the respective group checkbox.

x) Click Save to save your settings. Click Next step (right on top) to proceed to the next step.

You are now leaving the form settings.



 

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Script for embedding forms

In the final step, you are shown a link and a script, which can be used for viewing or embedding the form.

a) Use this link to preview the form.

b) Use this script to embed the form on your website. Detailed instructions can be found here: Embedding forms on a website

 

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