How to Create a Forms Page

 

When you create a new form using the WebAlliance Form Builder, the system will automatically create a new page for each new form. You can also use the Content Builder to embed a Form Builder form on any content page.

This post will provide an overview of the steps involved in creating a form, providing a quality experience for users who fill out that form, and tracking those submissions from the Admin tools.

Create a new form

Use the Form Builder tool to create a new form or edit an existing one.

A new content page is automatically created at /FORMS/[formName] for every form, specifically to give that form a place to live. You can also use the "Forms" Content Builder snippet to embed that form on any content page you'd like.

Create the "Completed Response Message"

Create the "Completed Response Message"

Think of this as the "Thank You" page. After your user submits a form, they'll see a page containing this message. This page can render HTML, so feel free to add in links, styling, images... anything to make your Thank You page stand out!

Editing the new Form page

At the start, the new page at /FORMS/[formName] is plain. It only contains the form. But, using the WebAlliance Content Builder, you can add all sorts of elements to make your page unique and engaging. Just remember, any content you add to the page /FORMS/[formName] will always load first, then the form itself will load at the bottom of that page.

Send users to the form

The page created for the form exists as a real page, with a real URL which is how you can get people to the form. Some forms, like RFQ, are automatically linked throughout the website (so you don't have to do anything special there), but you can always include relative links (inside your domain, like from a My Account message, for example...) to /FORMS/[formName] or include a full link from an outside source (like a Facebook ad or Email campaign) to www.yourDomain.com/FORMS/[formName]

Track the form submissions

Now you've created a form, you've enhanced the page that form lives on, and you've driven traffic to that page. There are several external tracking services you can use to keep tabs on traffic at www.yourDomain.com/FORMS/[formName] (like Google Analytics) but to get more specific about your customer experience, there are options inside WebAlliance itself that you can use to keep track of the actual data being submitted in the form. Of course, your user's submissions will be emailed to you based on the Form Property settings, but if you'd like to review those submissions after the fact, there are three great paths that can lead you there:

Track from the Form Builder

From the Form Builder, select the form you want to inspect from the drop-down box. Then, on the right side of the page, click the "View Submissions" button to view all submissions of the selected form.

Track from the Form Submissions report

Track from the Form Submissions report

To view all Form Submissions across your entire website, go to Admin > Stats > Form Submissions. Click "View Details" on any entry to see the full submission.

Track from the User Detail page

Track from the User Detail page

If you'd like to see Form submissions from a given user, just visit that user's User Detail page and click the User Stats tab. Look for the "Forms Submitted by User" button. Click that button to see a list of Form Submissions placed by that user.