Setting up or Editing a Web Form
The Create Web Form screen enables you to set some basic information about the form:
Name - the name of the form
Description - an internal description of the form
A web form is used is multiple ways: a self-hosted form that visitors can fill out, a form embedded in your website, a form embedded in a DailyStory landing page, or a form used on a shared device at an event.
By default a web form is configured for website visitors. This is the most common configuration of the web form and allows the web form to collect data about each unique visitor. It associated the submission of the form with a special identifier. Each submission of the form appends or updates data associated with the identifier linked to a contact.
This enables the form to progressively profile a visitor: as more information is submitted the contact record is appended each time with the new data.
However, if the web form is used on a shared device where multiple people may submit the same form, such as an iPad or computer at an event, it's important to configure the form to be used on a shared device.
When configured to be used on a shared device, each form submission is unique. DailyStory will only attempt to merge records if the submitting email address or mobile phone is linked to another contact.
Important: Change the form type to "On a shared device" if multiple people will use the same device to enter information into the form, such as an iPad at a trade show.
When a web form is submitted there are several options for what the web form does next.
The web form can hide the form and display a message, it can be redirected to another URL - such as a thank you page, or using the JavaScript API you can perform custom actions.
Expanding the SEO and Google Ads section enables you to set some SEO options as well as enter a Google Ads Conversion Id. The Google Ads conversion id is submitted after the form is submitted to enable any Google Ads conversions to be credited with the conversion.
Expanding the Advanced Options of the web form enables you to configure if reverse IP address lookup is enabled and access the unique form id.
Reverse IP address lookup is enabled by default. When a web form is submitted the IP address associated with the submission will be used to perform a reverse lookup to determine the location of the submitter. This is useful for scoring leads by country, excluding certain countries, building geo-location targeted segments, or running geo-location automations.
Important: If the web form is configured to be used on a shared device, reverse IP address lookup is disabled automatically.
Building Web Forms with the DailyStory Web Form designer is simple. In the designer, a completed form may look something like this - with multiple text boxes, a reCAPTCHA and a submit button:
Adding items to the designer is as simple as dragging from the left options pane and dropping onto the design surface.
Web Forms Frequently Asked Questions
Below are some common questions regarding DailyStory's Web Forms.
Yes, every web form includes a pre-built form landing page. Just click on the URL of the web form when editing it.
To create a web form, you must have either an email address or mobile number field as part of the form. We must have one or the other to be used as the unique identifier for the contact record.
When a visitor submits a form the contents of the form are sent to DailyStory. The visitor is redirected to another page, typically a thank you page, or shown a simple inline thank you message. They are then added as a lead to the campaign the web form is hosted in.
Once you've created a web form in DailyStory you have several options for publishing it. The recommended method is to either host it in a DailyStory Landing Page or use the native integration with popular CMS applications, such as WordPress.
To include a web form in a DailyStory landing page create a web form and then select the form when creating or editing the landing page. Next, you'll need to use the `*|FORM|*` tag in your Landing Page to specify where the form is displayed.
Ensure your web form has a thank you page.
Asking for First Name and Last Name as separate fields, rather than asking for a full name as one input.
Sends an email to confirm receipt.
Sending a thank you email has the added benefit of validating the email address that the visitor provided. If the email address is invalid, you can remove them from the campaign.
Yes, please see styling your web form.
When a visitor submits a form, they are then added to the campaign the web form is hosted in as a 'lead'. You can also see who has submitted the web form itself by going to Inbound>Web Forms and selecting the 'people' icon.
For example, Robert Evans Mouse III, Robert would mapped as the first name and then everything after the first word will be mapped to the last name.
Phone numbers will always get converted to a standard telephone format. For example (718) 999 4242 would be converted to +17189994242. The same is true if numbers are entered with dashes, as a whole number, with a country code, etc.
To remove the share icons added to the bottom of the self-hosted web form, add "?embed=true" to the end of your URL. This will hide those icons.