The Form Container Widget (in combination with Field Widgets) is what you use to display a form on your campaign. Visitors to your campaign can then use the form to submit 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 Container icon in the Add Widgets Panel, or click and drag the icon into your preview area.
The widget settings pop-up is where you'll make any needed changes to your Form Container 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 pop-up.
You'll want to move through each item in the menu on the left side to ensure you've completely customized the Form Widget in the way you'd like. You can navigate these sections using the Back and Next buttons at the bottom.
When you're finished making changes to your widget, click the Save and Exit button.
The List section is where you'd select the list where you want the Form Container 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 pop-up with a list of all the eligible 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 you build in the container will be attached to that list.
Note: Lists with entries collected using S1 or older S2 entries will not be available.
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 pop-up. Add a name, the number of test entries to create, and any tags you want to be attached to the new list using the fields provided, then click Create.
This section controls how often an individual can submit their information using your form. You can restrict repeat entries based on the email or login fields.
Limit Repeat Entries
In the Limit Repeat Entries area, you'll choose which restriction method you'd like to use (Email Address or Login) the Restriction Type, and any error message you'd like to display when an entrant runs afoul of your restrictions. When you create a new form, by default, it is configured to reject duplicate entries. To turn off restriction by email address, set the toggle to No Limit.
To set up a restriction, leave by Email Address selected, or select by Login. The default restriction is one entry only per email address or login.
If you'd like to allow multiple entries (or timed availability of entering), click on One entry every... and choose your interval--hours or calendar days--and the specific number of the units you've chosen.
If you don't want there to be a time requirement between entries, but do want to set a maximum number of entries per person, click on A maximum of... then set the maximum number of entries you want to allow per entrant.
Maximum Number of Form Entries
To enable a maximum entry limit, check the Enable Maximum Entries Limit box. Add a number to the Maximum number of entries field to set the maximum number of entries the list will accept (for instance, if you're giving away 20 t-shirts to the first 20 entrants, you'd set this number to 20.)
Once the limit is reached, all subsequent entries are discarded and the message you enter in the Entry limit has been reached message field will be displayed below the Submit button in your form.
Note: This feature limits the total number of entries into the list. If you use one list in multiple Form Container Widgets, entries from all Form Containers will be counted toward the limit.
Checking the box next to Enable Google reCaptcha enables a CAPTCHA that must be completed to submit your form; this can dissuade bots and illegitimate entries. Below the checkbox is a Sensitivity Level slider; if you run into entrants having trouble with the CAPTCHA, you can slide that to the left to make the CAPTCHA a little bit more lenient.
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 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.
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 other widgets to display other parts of the campaign, or redirect to another URL.
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 an advanced user and want 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.
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 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 Container'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.
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 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 anytime.
- Enable sharing in the Form Widget, which allows entrants to share their URL to various social media platforms immediately.
If you have sharing enabled in the After Submit section, this section will allow 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 that 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.
This section is where you'll establish whether or not form submissions are auto-approved or not, and also set up email alerts for if you want notifications of new entries to the form.
To start, in the Approval Settings area, just check the Automatically approve entries box if you'd like entries to be approved upon submission automatically.
If you'd like to be emailed (or have an email sent to someone else) when an entry is submitted, you'll configure that in the Email Settings area. In the Email alerts to field, add the email address where you want the notifications sent. If you want them sent to more than one address, add them in the same field, separated by commas.
The Email from address can be changed using the drop-down; you can set it to No Reply (an email address we provide for you), Email Alerts To (the address[es] you added to that field will also act as the from address in this case), or Submitted Email (the address the entrant submitted will act as the from address).
Finally, add a subject line for your alert emails using the Email subject line field. If you're not already auto-approving the entries, you can add a link in the email to approve the entries by checking the Include approval link in alert box.
Also, using your own email address may require you to change SPF settings on your email's domain. More information about that can be found here.
If you'd like to use a custom template to build your alert email, check the Use custom email template checkbox in the Advanced area. Upon checking the box, an email editor will pop-up, allowing you to create your custom template. You can use the merge fields on the left to add code that will pull in entry or campaign information to the email automatically.
Note: This editor uses plain text with HTML for layout and formatting, so it will have slightly fewer options than the email builder used to build campaign emails.
You'll set up some of the more technical aspects of your Form Container in the Advanced section; including any form integrations, Image Editor Widget tie-ins, Advanced Points for Actions, or customizations on the Submit button.
In the Integrations area, click the Configure integrations button to open the Integrations Settings pop-up. This allows you to view any established integrations, or add new ones.
For more information on the process of setting up an integration, check out our Form Integrations help doc.
If you'd like entrants to be able to edit any images they submitted with their entries, you'll need to have an Image Editor Widget added to your campaign first. Then check the Enable image editing box in the Image Editor area. If you have multiple Image Editor Widgets in your campaign, click the blue text after Edit via the Editor Widget: to open a drop-down that allows you to select the specific widget you'd like to use.
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 the Points for Actions area.
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 available only by request; reach out to our sales team to ask about pricing.
You can change the visibility of your Submit button using the Submit button area - use the radio buttons to either Show or Hide the default Submit button. If the Submit button is set to hidden, you will need to set configure a Buttons Widget in your campaign to be able to submit the form.
The Form Widget has tons of customizable text; you can change 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.
If you'd like to limit the visibility of the widget to a specific date and time (for example, limit when people can submit their entries), make the widget a pop-up, 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.
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.