Managing forms 0 0

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The new form view lets you create a form and attach any fields you want to collect from your users. After you've created the fields you can then define what actions you want to perform after the user submits the information.

Form Overview

The form overview provides a quick overview of the submissions received over a time period to easily analyze how successful a particular form is. The bottom of the form overview outlines the fields and actions included as part of a particular form.

Form Fields

A form can contain as many fields as needed. These fields can be laid out dynamically by the system or handled via HTML if you want more control.

When using the file upload field there is a limit of 1,000 submissions using the same filename. Note that you can attach the submitted files in the "Send form result" action.

Page Breaks

Page breaks is a new feature in MSM 2.2.0 that allows multi-paged forms. Note that the submission does not happen till the final page and the submit button is pressed.

Each page break will add a customizable continue/back button that will navigate to the next or previous page. If a page break is added after the submit button, the continue button will be replaced with the submit button itself when the form is generated.

Form Actions

Form actions are items to be handled on the submission of the form. You can define multiple actions to be performed on each submission. As of MSM 2.2.0, different actions are available based on form type.

Form Re-Post Action

Results from a MSM form can be re-posted to a 3rd party form using the new "Post results to another form" submit action.

An email can be configured to send the results if the form fails to forward.

Each form field can be have it's name customized to match that of the recipient form/script.

In addition to the form data, an array of msm_form with details like ID, name, and the URL the form was submitted to (if available) along with msm_contact with the details of the contact that submitted.

Creating and Updating Contacts and Companies with Forms

To have your form create or update contacts (in order to update, there must be a matching unique identifier). Each form field can be mapped to a custom contact field through the form's Contact Field tab. Some fields result in automatic matching such as email and country.

As of MSM 2.10.0 you are now able to match form fields with company fields in order to create a company and link it to the contact created through the form. You will only be able to create a company if the company name field is populated. It will update the company if it can identify it through Company Name and Country, City and State.

As of MSM 2.2.0, for fields that include select lists (select, radio, checkboxes), options can be synced with the contact field itself. No more having to manually keep them in sync! If a custom field's list is updated, simply rebuild the form's HTML.

Kiosk mode

The kiosk mode is helpful when you know that some form will be submitted from one device by multiple contacts. For example like a kiosk at a conference. When the kiosk mode is turned on, each submission will create a new contact. When kiosk mode is turned off, MSM will edit the contact which belongs to the current session.

No index mode

In MSM 2.15.0, [MSM][MSM] introduced the ability to disable search engines from indexing forms. With this option you can disable search engines from indexing https://example.com/form/{formid} if set to "Yes".

Form Injection

There are three ways you can use the form. You can copy the entire output or you can have the form injected dynamically using the provided javascript. These are two options for directly including the form on a page, you can alternatively embed the form directly in a MSM landing page if you choose.

ProTip

It is recommended NOT to paste the injection code twice, it risks creating problems on the submit form action when mandatory fields are submitted empty.

(function(w,d,t,u,n,a,m){w['MauticTrackingObject']=n;
    w[n]=w[n]||function(){(w[n].q=w[n].q||[]).push(arguments)},a=d.createElement(t),
    m=d.getElementsByTagName(t)[0];a.async=1;a.src=u;m.parentNode.insertBefore(a,m)
})(window,document,'script','https://example.com/mtc.js','mt');

mt('send', 'pageview');

Form results

When on the form overview page you can click the Results button located in the top right to open a tabular view of all form submissions. These results can be easily filtered and sorted by each column heading.

Form Preview

The form preview provides a popup overview of what the form will look like. Remember that form styling is controlled by the surrounding page or website content and thus will display differently in final layout than in the preview.

Form Style

It is possible to choose a theme for a form. If you do so and the theme supports this feature, the form will be styled by CSS from that theme.