Forms Overview

Learn the basics of the Forms Module

Eric Range avatar
Written by Eric Range
Updated over a week ago

Overview

Element451's Forms Module provides a versatile solution for collecting data from different audiences and for different purposes. Whether you need to gather inquiries through a request for information (RFI) form, update records, or collect other information, the Forms Module is the perfect tool.

Key Features

  • Main + Follow-Up Forms: The main Form captures essential information, and an optional follow-up form gathers additional details for comprehensive data collection.

  • Simple + Prospect Form Types: A simple form eliminates the creation of a prospect milestone for every submission, while the prospect form continues to serve as a request-for-information form, automatically creating a prospect milestone.

  • Form Payments: Accept payments directly through Forms using your existing payment processor.

  • Customizable Thank You Note: After submission, display a personalized success message, add a file download button, or redirect to a new URL.

  • Admin Notifications: Enable internal users to receive email alerts when a form is submitted, keeping your team informed.

  • Submitter Notification Workflows: Set up workflows to automatically notify submitters upon form submission, enhancing engagement. Add multiple actions to nurture leads.

  • Add Forms to Pages: Add forms to Element451 pages for a unified experience.

  • Embed Forms on External Pages: Use JavaScript or iframe code to place your forms on any webpage, expanding your reach.

  • Google Analytics: Add your Google Tag Manager ID to monitor form submissions, gaining valuable insights.

  • QR Codes for Each Form: Promote your forms at events like college fairs with easily shareable QR codes.

  • Conditional Logic: Tailor your forms to the audience and specific use cases, ensuring relevance and efficiency.

  • Form Snapshots: Upon form completion, a snapshot of the submission is automatically created and stored in the Form Submissions card on the contact's profile. Plus, you can access the exact URL—UTM parameters and other variables included—from which the form was accessed and other important form submission details directly from the activity feed.

Accessing Forms

  1. Navigate to Engagement > Forms.

  2. This will take you to the Forms listing. You can create a new form or modify an existing form from the Forms listing.


Creating + Managing Forms

The process of creating new and managing existing forms is easy! Check out our article that outlines the process.


Adding Forms to Pages + External Websites

Streamline data collection across your digital presence, ensuring a consistent and efficient experience for users everywhere by embedding your Form on Element451 pages and external websites. Check out our article that outlines the process.


Generating PDFs of Form Submissions

You can generate print-friendly PDFs for all types of forms in Element451, including main and follow-up forms. These forms are placed on the student's record. Check out our article that outlines the process.


Testing Your Forms & Troubleshooting

All Forms must contain the Email Address user-email-address field. If you remove this field and try to submit the form, you will get an error.

Forms also can't be submitted with an email tied to an internal Element451 account. Therefore, if you or someone else tries to complete a form, you will receive a "Sorry, something went wrong" error. Here's how to test your forms without getting an error:

  1. Opt for an email not linked to any Element451 account.

  2. Try "plus addressing" with your email service. Some services offer this feature, which allows you to add a "+" and any term to your base email, and messages will still be delivered to your email address.

    For instance, if your email is alma.materly@university.edu, variations like alma.materly+test@university.edu or alma.materly+e451@university.edu would work and still deliver emails to alma.materly@university.edu.

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