This feature available on All Plans (except where noted)
Contents
Widget Settings
List
After Submit
Refer-A-Friend
Instant Win
Points For Actions
Share
Text
Visibility
CSS Classes
Overview
The Form Widget is used to display a form in your campaign. Visitors to your live campaign can then use the form to submit their entries. If you want to provide the entries yourself, you can easily fill out and submit entries inside the Campaign Builder; using visibility settings to keep the form hidden on the live campaign.
To add one of these widgets to your campaign, click the Form Widget icon in the Add Widgets Panel, or click and drag the icon into your preview area.
Widget Settings
The widget settings popup is where you'll make any needed changes to your Form Widget. To change the widget name, click on the pencil icon in the top-left (next to the name) then type your new name.
You will also see the CSS ID (starting with a #) of your new widget listed in the top-right corner of the popup.
You'll want to move through each item in the menu on the left side to make sure you've completely customized the Form Widget in the way you'd like. You can navigate through these sections using the Back and Next buttons at the bottom.
When you're finished making changes to your widget, click the blue Save and Exit button.
List
The List section is where you'd select the list in which you want the form to store your new entries. You have two options - to select an existing list or to create a new list.
To select an existing list as your source, click on Choose existing list...
Clicking the link will open a popup with a list of all the lists on your account. Simply scroll through the list (or use the Search field at the top) to find the list you'd like to use. Then, just click on the list name to select it. The form displayed in the widget will be attached to that list.
Once you've selected a list, you'll see the name of that list appear in the Form Widget's settings. To de-link the selected list and choose/create a different one, just click the X icon to the right of the list name.
To create a brand new list, click on the create new list link.
This will open the Create new list popup. Add a name, the number of test entries to create, and any tags you want attached to the new list using the fields provided, then click Create and Continue to Form Designer.
This will open the Form Designer, where you will set up your form according to what information you want to collect from your entrants. When you're finished, click the blue Save & Exit button.
More detailed info about this process can be found in the Form Designer help doc.
After Submit
The After Submit section allows you to decide what happens when a visitor submits your form. You have options to show a pop-up, use Action Widgets to display other parts of the campaign, or redirect to another URL.
Use Pop-Up
To show a pop-up, simply click the radio button next to Use pop-up to show confirmation... and add the text you'd like to display in the Show this confirmation message field below.
If you'd like share buttons to show as part of your pop-up, check the Show share buttons box. Once you've checked that box, you'll notice that a Share section appears in the widget settings. This new section is where you'd make updates to how the share appears.
In the Advanced section, you can choose to hide the form upon submission and - if your form is appearing in a pop-up - to keep the parent pop-up open.
Use Other Widgets
If you're more of an advanced user and would like more granular control of what happens after form submission, click the radio button next to Use other widgets. With this option, you'll need to use Action Widgets in the Campaign Builder to trigger exactly what you want to have happen when the form is submitted.
Using this setting, if you'd like sharing enabled you'll need to have a Share Widget added to your campaign first. Then check the Enable sharing box in the Sharing Options section. If you have multiple Share Widgets in your campaign, click the blue text appearing after Share via the Share Widget: to open a drop-down that allows you to select the specific widget you'd like to use.
Once again, you'll need to set up the share settings in the Share section of the Form Widget's settings; settings established in the Share Widget's settings will be ignored.
In the Advanced section, you can choose to keep the parent pop-up open if your form is appearing in a pop-up.
Redirect to Another URL
To immediately forward your visitor to a different website when they submit the form, check the radio button next to Redirect to another URL, then add the website URL to which you'd like to send your visitor in the Redirect to URL field below.
Refer-A-Friend
Use this section to enable Refer-A-Friend; simply check the box, then add the number of points you'd like your entrants to earn for each referral in the Points per referral field.
If you'd like to limit the number of points that a referrer can collect, check the box next to Limit the number of points... and then add the point limit in the Max points per entry field.
There are two ways to provide entrants with their referral link:
- Add the Entry URL merge field to an autoresponder email, so the entrant can refer to it at any time.
- Enable sharing in the Form Widget, which allows entrants to share their URL to various social media platforms immediately.
Instant Win
If you want to activate Instant Win for your campaign, you can do so in the Instant Win section; just click on disabled to switch it to enabled.
The Instant Win Summary window will pop up - click the toggle up top to switch it from No to Yes. From there, you'll configure everything needed to get you up and running. For more in-depth information about all of those settings, check out our Instant Win help doc.
Once you're done setting up Instant Win, click Close to get back to the widget settings.
Points For Actions
If you're using Points for Actions in your campaign, but need to modify it to Advanced Points for Actions, just check the box in this section.
Advanced Points for Actions is a configuration that prevents the same action from being performed more than once by the same email address, even across multiple entries.
Note: Advanced Points for Actions is currently only available by request; reach out to our sales team to ask about pricing.
Share
If you have sharing enabled in the After Submit section, this section will be available for you to customize your share settings. At the top, you can choose between showing the title, description, and image as provided in the entry, or you can use custom settings for each. Just click entry or custom to toggle the settings back and forth.
Below, you'll see a listing of all available share methods; click and drag the 
icon to change the position in which that social media channel appears, and select which channels to use by checking/unchecking the box on the left of the name. The currently selected channel's name will be outlined and the name displayed in blue.
If you've selected custom for the title, description, or image; you'll be able to customize the settings for the selected social media channel on the right - the share is shown as a preview. Each channel will have slightly different settings (depending on how the site handles sharing), so make sure to click through all of the channels you're using to make sure each one is customized to your liking.
Text
The Form Widget has tons of customizable text; you can make changes to those messages in the Text section.
Changing this text is easy; simply find the text you want to change on the left side, then add your own customized version of that text in the fields to the right. The italicized text under each customizable message provides more information about what that message is used for.
Visibility
If you'd like to limit visibility of the widget to a specific date and time (for example, limit when people can submit their entries), make the widget a popup, only show the widget in your Builder, or limit in which country/countries the widget can be seen; you'd do so in the Visibility section. More information about these settings can be found in the Widget Visibility help doc.
CSS Classes
In this section, you can add a CSS Class that will be associated with the Form Widget - that way you can target it with custom CSS code. Rules and naming conventions are provided so that you don't use a class that won't work. Simply add your CSS class(es) to the Extra CSS Classes field.
