PathFactory enables you to build as many Forms as you want. These Forms are all created and managed in the Forms Library. You must add Forms to the Forms Library before you are able to serve them in your content Tracks.
There are three types of Forms you can create. For instructions on how to create a form, click a link below.
Creating an external form from URL
Creating an external form from HTML
If you are using externally built Forms, be sure to add the Capture Tag code snippet. This ensures PathFactory receives external form fill data.
After that you’ve built your PathFactory standard Forms and/or added your externally built Forms to your Forms library, you are ready to add them to your content tracks!
PathFactory uses a rule-based process for form behavior in your content tracks.
Using the form rules, you are able to control whether your Forms will serve on specific content assets, after a certain level of engagement, or any combination of the two you can dream up.
Access the Forms Library
To access your Content Library (including forms), select it from the main menu bar.
Main menu bar
A high level explanation for managing forms is as follows.
- Create a form.
- Toggle on forms.
- Add form to the track(s).
- Add a track rule to set the timing of the form appearance within the track(s).
- Add exclusion rules for the track(s) where you do not want the form to appear, if desired.
- Add multiple opt-in prompts to the track(s) if desired.
You may edit these rules at any time.
Add content rules
A content 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.|
- Open a Target track and ensure the Forms Strategy is toggled on.
Forms strategy toggle
- Next to Content Rules, click Add Rule.
Forms strategy popup menu
- Select the form you want to serve from the drop-down menu.
Rules selection panel
- 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. tracks the form will appear, and you can customize the title on the form.
Selecting assets for forms
- Adjust Form Behavior toggles.
Form behaviour toggles
- 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.
|Notes||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 has 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.|
- Click Save.
Add track rules
Track rules enable 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.|
- Next to Track Rule click Add Rule.
Forms strategy selection menu
- Select the form you want to serve to visitors from the drop-down menu.
Adding a track rule selection panel
- 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.
Serve form selection
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.
- 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.
Total time on track radio button
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.
- Turn Form Behavior toggles On if desired.
- Click Save.
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.|
- Click Add Exclusions.
Forms strategy selection menu
- Select all content assets which should never serve a form. Click Save.
Add exclusions popup menu
Edit or Delete a Form Rule
Edit a Rule
Hover your mouse on the form you wish to edit. Click the Pencil Icon that appears. Click Save when you are finished editing.
Forms strategy selection window
Delete a Rule
Hover your mouse on the form you wish to delete. Click the Trash Icon beside the rule you want to delete.