Form Builder – Overview
- Bettina Lippisch
Overview
In very general terms, Form Builder allows you to acquire data from your audience. The relationship between Form Builder and your existing Omeda database goes both ways: new data is passed directly back to your database while your current data can be used to authenticate users and gate content. The content used to build your sites is the content used across your database so there is no need for complicated mappings. You drag content onto your forms and it maps directly to that element. Though the one to one relationship between our forms and your database helps alleviate unnecessary complications, Form Builder does have a great amount of flexibility so you are able to achieve anything you deem necessary with your forms. This guide will help to provide a reference for any aspect of our forms that you may choose to use.
Navigating within Form Builder
After you have been given access by your Customer Success Manager, you will find Form Builder in the Menu under Acquire, in the far-left column.
After selecting Form Builder, you will be taken to the Form Dashboard. You will see 4 tabs in the upper right hand corner which will allow you to navigate to the different areas of Form Builder.
This will take you to your Form Dashboard which will provide you with an overview of all your forms. Within this dashboard, you have the flexibility to edit, clone, or archive existing forms. Additionally, the option to create new forms is available, whether from scratch or using one of the provided templates and themes as a quick start. The dashboard also allows you to conveniently download the entire list of forms as a spreadsheet for seamless sharing and collaboration.
This is our Content Management System designed specifically for Form Builder. This tool will give you the ability to not only edit the content of your existing forms but also to seamlessly create new content that can be used across all your sites. Say you have a logo that needs to be updated across all of your forms. Instead of editing each form to add the new logo, swap out the existing logo with the new here and update all your forms at once.
This is our expression builder where you can create logic that can be used to trigger different actions like requiring fields, displaying content, or directing subscribers to different pages.
Error Log is where you can view the raw API errors that were triggered from your forms. This is great for troubleshooting issues that need a bit more investigating.
Learn more here:
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