Using the Form in a Page
By using our Form element, you can run sweepstakes or contests that collect valuable customer data. With this data, you will be able to create and manage e-mail audiences, which you can then export from Flowics and import into your existing customer relationship management (CRM) system.
Forms can be integrated into any Page created with Flowics and you can combine them with any of our social Widgets.
How to create your web form
Creating a web form with the form element is very simple, all you need to do is drag and drop the element into your Page and follow the steps below.
1. Creating an Audience
Create an Audience where first-party data from users will be collected. To do so, just follow these steps:
(1) Click on Create New Audience
(2) Name it according to the campaign.
(3) Create the audience.
2. Form Status
(1)Indicates that your audience can participate by filling out the form. From the moment the audience is created, the form is open.
(2) Click on Close Form to end the contest.
(3)When the form is on this state, your audience can no longer participate. The form is blocked and the closed message you have set is displayed.
(4) Click on Reopen Form if you wish to reopen the contest.
(5) Schedule close date: By enabling this option, you can set the date for the Form Element to automatically close.
Keep it simple and only ask for information that you really need. By default, the form element comes with two fields: Name and Email.
(1) Use the Add Field button to add a field.
The available fields are:
- Date of Birth
- Country: List of countries. You can also enable the option to show regions.
- Facebook Login: It is used to autocomplete the Name, Surname and e-mail fields with the data of the registered Facebook account, which makes filling the form easier. If the Name and e-mail fields (which come by default) are taken out of the form but a participant uses the Facebook login button, these data will be saved in the Audience.
Terms and Conditions:Add your T&Cs. Use the variable [terms and conditions] to link your T&Cs and take your audience to them.
- You can add multiple Terms & Conditions fields, which do not allow the form to be submitted if they are not checked. Each one of them can have a different text and link. This could be useful to better align your form with new privacy policies like GDPR.
- Text Field: A simple line of text with a custom label. You can also request for more exact input by adding validation rules to it. Learn more about this here.
- Text Area: This field can span several lines of text.
- Dropdown: Allows adding multiple options. Users can just choose one of the options.
- Radio Buttons: Use it when your users just have to choose one option out of a given list of options. The difference with the Dropdown field is that on the Radio Buttons field the options are always visible to the users.
- Checkbox: Can be added for optional checkboxes like asking permission to send notifications.
(2) You can also order form fields in a logical way and by their importance using the arrow keys next to each field name.
4. "Thanks" and "Closed" Messages
(1) We truly believe that one way to build a strong relationship with your users is to show how much you appreciate them by setting a thank-you message that they will see after submitting the information you have requested.
(2) Set a "Closed" message to let your audience know that your campaign has finished and to give them additional information about it, like, for example, where to go to check the results of the contest.
(3) In order to keep track of the conversions in this form, you can also add conversion tags from Facebook, Twitter, Google Analytics, or any other provider you are using. Read this article to learn more.
There are two ways for you to access the Audiences menu.
1. From the pages editor
You can do it directly from the Pages Editor by clicking on View:
2. Audiences menu
Alternatively, you can access it from the top bar under the CURATE menu:
In the Audiences menu, you will find all the audiences you have created. You can order, filter, and delete them. In addition, you can check the number of entries, which is the number of users that have participated in the form.
(1) Filter by team to select the team where you have your audience created.
(2) Order your audiences by Latest update, Audience Name or number of registries.
(3) Click on the audience for more information.
(4) From this menu, download the .csv that includes all the collected data you have requested on the form. Check out the Importing a CSV file into an excel sheet article to avoid having weird characters on your Excel worksheet.
(5) Click on the trash bin to delete an audience.