In Organizer if you start on the Outreach page and then click on Forms, you can create, customize, and publish forms to collect data from individuals within an Organizer Community.
In addition, you can also view engagement metrics such as numbers of submissions and web views and conversion rates, and you can use a form to update profiles.
Note that forms cannot be used for Canvassing Scripts.
Forms can be filled out in a variety of ways:
- Directly within Organizer as a standalone form
- Directly within Organizer as a script for Phone Banking efforts
- On your website
- On an Organizer-hosted landing page
Responses to forms are logged as outreach activity after recipients complete and submit a form. Organizer will attempt to match submissions to existing profiles, or create new profiles if there is no match.
To create a form, follow these steps:
- On the Organizer home page, click on Outreach
- Click on Forms
- Click on Create New
- Enter your preferred Form Name in the popup box
- Click on Create Form
In the Create Form tab, add the fields you want to include by clicking on one of the field groups on the left side of the screen and then dragging the field into your form. Once the popup box appears, review the settings for that field and click Save. You can also use Search Field(s) to locate other useful fields.
You have the option to add Conditional Logic. See the “Conditional Logic” section of this article for details.
You can add, delete, duplicate, or modify fields. You can also change their locations in your form. Here's how:
- To Edit a field, hover over the field you have already dragged and dropped, and then click on the gear icon.
- When editing, you may see the following tabs: Display, Data, Validation, and Conditional. Hover over the question mark icons within each tab for an explanation of the functions, or Preview the field on the right side of the screen.
- To move fields to a different area on your form, click and drag the field to the desired area.
- To remove a field, hover over the field and click the red "X" icon.
- To copy a field, hover over the field and click the copy icon.
- When you are finished building your form, click Next to proceed to the Confirmation Message tab.
- On the Confirmation Message tab, you can see editing options by hovering your cursor over the text box and clicking the gear icon. You can also drag and drop new components from the left to add to your Confirmation Message. Then, choose how to display the Confirmation Message.
Once you have reviewed and finalized your form, click Publish to save and publish your form. After that, you can click Close to deploy your form later, or you can deploy it immediately by choosing one of the options in the popup box: Deploy to Phone Bank, Get Form Code, or Create Landing Page.
Conditional Logic
You can add conditional logic to configure your form to show or hide fields based on answers to form questions. To add conditional logic to a field:
- Hover over the field you have already dragged and dropped, and then click on the gear icon.
- Click on the Conditional tab.
- After adding your conditional logic requirements, click Save.
Note: For any single-select or dropdown field, ensure that the “Has the value” input is all lowercase, and that it matches the “Value” input in the Data tab.
Managing Your Form
When you create a form, you can publish it right away or save it as a draft. Both published and draft forms are accessible at Outreach > Forms. The Actions menu for each form provides the following options:
- Edit: Within Edit mode, you can make changes to all aspects of your form but cannot rename it. When finished, make sure to publish the form. Note: editing a form could affect analytics, segments, and outreach efforts that use it — duplicating the form may be a better option.
- Duplicate: When you need to change a form while preserving the data integrity of existing uses of the original, duplication is a great option. You will have only one opportunity to give the duplicate a new name — this prompt appears immediately after you click Duplicate.
- Delete: This option deletes your form, but form submissions remain in the underlying data and can be accessed through Export.
- Fill Out Form: This option allows you to test the automated notifications for the form, or to fill it out on behalf of an individual.
- Get Form Code: Use the form code snippet to embed your form on your website. This is a good option if you want to collect data directly from website visitors.
- Create Landing Page: Host your form through an Organizer-hosted Landing Page. Generally, we recommend embedding web forms on your organization’s own website rather than using a Landing Page. See the Landing Pages Overview for more information.
Form Submissions
Once your form is deployed, data will be automatically collected each time someone fills it out. Form responses can be viewed in several ways:
- In each Profile, the Outreach Activity tab displays interaction data including form submissions.
- In Export, use Outreach Type > Forms and enter the name of the Outreach Effort in which the form is used.
If you would like to update a profile directly with a form, follow these steps:
- Navigate to the Profiles tab of All Profiles and locate the profile you’d like to update, then click on it.
- Click Fill Out Form. A list of published forms that are available for this individual will be shown.
- Select the appropriate Form, fill it out, and submit it.
The data you entered via the form will process in about a minute, after which you will be able to view it in the profile.