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Add Forms

Summary

Before you’re able to add a form to your content track, you have to add forms to your Forms Library. The Forms Library is where you create and store all of your PathFactory Standard forms, and any forms created using External URLs or Custom HTML.

 

Want a video walkthrough? Check out this video from our client success team.

 


Add Content Rules

An Asset Form Rule allows you to serve a form on a specific asset.

Note
You are able to have multiple assets serve forms within a single content track.
  1. Toggle Forms Strategy to On, if it is not already.
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  2. Next to “Content Rules”, click Add Rule.
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  3. Select the form you want to serve from the drop-down menu.
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  4. Select the content assets which will have the form served, and set the amount of time visitors must spend on the content before the form serves. You can select more than one content asset to serve the selected form.
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  5. Adjust Form Behavior toggles.
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    • Show to Unknown Visitors
      Turn this toggle on when you want to serve the form to unknown visitors.

    • Show to Known Visitors
      Turn this toggle on when you want to serve the form to known visitors.

    • If submitted, allow form to show again
      Turn this toggle on only if you are using a Progressive Profiling form.

      Note
      If you are not using a Progressive Profiling form and you turn this toggle on, your form will reappear when the page reloads even if the visitor already submitted the form.

      If you are using a Progressive Profiling form be sure to turn on the toggles for “Show to Known Visitors”, “Show to Unknown Visitors”, and “If submitted, allow form to show again” to be sure the form is always surfaced so that your visitors get the opportunity to become progressively profiled.

    • Allow visitors to dismiss form
      Making a form dismissible allows visitors to close the form and access the content asset without filling out the form.

      Note
      If this toggle is On, the “Keep promoters active when form is shown” toggle will automatically be turned off. This is because allowing a form to be dismissed also enables a visitor to navigate to other assets.
    • Keep promoters active when form is shown
      Turn this toggle on when you want to gate content (prevent visitors from viewing a content asset), but still allow visitors to navigate to other assets in the content track without filling out the form.

      Note
      If this toggle is left in the Off position, visitors will not be able view other assets in the content track until they submit the form.
  6. Click Save.
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Add Track Rule

Track Rules allow you to serve a form once a visitor has viewed a specified number of assets.

Note
If a Track form is triggered on a content asset which already has an asset form, the asset form will be served.
Asset form trumps track form.
  1. Next to “Track Rule”, click Add Rule.
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  2. Select the form you want to serve to visitors from the drop-down menu.
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  3. Select whether the form will show after a number of assets have been viewed, or after a specified time in the content track.
    If you select Content assets viewed, enter the number of content assets a visitor must view before being served the form, and the amount of time before the form will be served on that asset.
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    In the above example, the settings would mean that the form would be served after a visitor spends 10 seconds on the 5th content asset.
    If the visitor spends less than 10 seconds on the 5th asset, the form will be served once they have spent 10 seconds on any subsequent content asset during their session.

  4. If you select Total time on track, enter the number of seconds a visitor must spend viewing the content track before they are served the form.
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    In the above example, the settings would mean that the form would be served after a visitor spends 30 seconds viewing the content track, regardless of how many content assets they view in that time.

  5. Turn Form Behavior toggles On if desired.
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    • Show to Unknown Visitors
      Turn this toggle on when you want to serve forms to unknown visitors.

    • Show to Known Visitors
      Turn this toggle on when you want to serve forms to known visitors.

    • If submitted, allow form to show again
      Turn this toggle on if you are using a Progressive Profiling form.

      Note
      If you are not using a Progressive Profiling form and you turn this toggle on, your form will reappear when the page reloads even if the visitor already submitted the form.

      If you are using a Progressive Profiling form be sure to turn on the toggles for “Show to Known Visitors”, “Show to Unknown Visitors”, and “If submitted, allow form to show again” to be sure the form is always surfaced so that your visitors get the opportunity to become progressively profiled.

    • Allow visitors to dismiss form
      Making a form dismissible allows visitors to close the form and access the content asset without filling out the form.

      Note
      If this toggle is On, the “Keep promoters active when form is shown” toggle will automatically be turned off. This is because allowing a form to be dismissed also enables a visitor to navigate to other assets.
    • Keep promoters active when form is shown
      Turn this toggle on when you want to gate content (prevent visitors from viewing a content asset), but still allow visitors to navigate to other assets in the content track without filling out the form.

      Note
      If this toggle is left in the Off position, visitors will not be able view other assets in the content track until they submit the form.
  6. Click Save.
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Add Exclusion Rules

Exclusion Rules allow you specify which content assets will never serve forms.

Note
You can exclude multiple content assets within a single content track.
  1. Click Add Exclusions.
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  2. Select all content assets which should never serve a form. Click Save.
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Edit or Delete a Form Rule

Edit a Rule

  1. Click the Pencil Icon beside the rule you want to edit. Click Save when you are finished your editing. 
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Delete a Rule

  1. Click the Trash Icon beside the rule you want to delete.
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Updated on July 7, 2022

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