📝 Form Builder

The Form Builder in C360 allows you to design, manage, and assign forms that can be integrated with campaigns, landing pages, and lead management.

To access it:
➡️ Go to Marketing → Components → Form Builder from the left-hand menu.

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🗂️ Form Builder Views

• The Forms list provides a complete overview of all created forms.
• Form Builder can be viewed in Grid View or List View.

🔲 Grid View

• Grid View – Shows each form as a card with quick actions like edit.
• Can change the status of the form from Draft to Published and vice versa.

tip

• Hovering on "i" icon allows you to see the Description.
• Hoverring on the Form Card and clicking the preview icon allows you to see the form preview in a new tab.

Grid View of Form Builder

📜 List View

• List View – Shows Forms in a table with columns like Name, Status, Created By, Modified By, Preview and Edit.
• Can change the status of the form from Draft to Published and vice versa.

List View of Form Builder

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🔍 Searching for a Form

• Enter a keyword or form name in the Search bar.
• Matching results will appear instantly.

Searching for Forms in the List

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🎛️ Filtering Forms

You can filter Forms by:

• Status
• Category
• Created At
• Modified At
• All/ My Form / Form Assigned To Me

note

• All: Created by me/Assigned to me/Created by below users.
• My Form: Created by me
• Form Assigned To Me: The form which was assigned to me by someone.

Filtering forms

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➕ Add Form

• Click Add Form to create a new form.
• Select Create From Scratch.
• Fill in the Form Name, Category, and Description.
• Select the Form Type from the dropdown.
• Form has classified into two types: Classic Form and Survey Form.

Create a New Form

Fill in the Form Details

📝 Classic Form

Classic Form is used to collect information from the users. It can be used for Lead Generation, Contact Us, Newsletter Subscription etc.

• Select type as Classic and click Save to create the form.
• After saving, you will be redirected to the Form Builder page where you can add fields and actions.
• Costumize the form by adding fields and defining actions.
• Click on Save as Draft to save the form as a draft or Save as Publish to make it live.

Click to see additional actions in builder page

• Can edit the form name.
• Can preview the form by clicking on the Preview button.
• Can Edit,Copy,Delete and Drag the form fields.
• On edit field, you can change the Field Label, Field Type, Placeholder, Required Field, Default Value, Options.
• Can Cancel the form creation process by clicking on Cancel button.
• Can search the left panel elements by typing the field name in the search bar.

note

• On Submit button you can add a Custom Message or Redirect to URL as submit action.
• On Submit button you can also add ** CRM Submit Actions** like Modify Campaign Segments, Download an Asset, Send Email to Lead, Send Email to User, Send Form Results.

Classic Form Builder

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⚡ CRM Submit Actions Defination and Usage.

Define automated actions that trigger after form submission.

1. 📊 Modify Campaign Segments

• Add or remove contacts from segments.

Form Action – Modify Campaign Segments

2. 📂 Download an Asset

• Provide downloadable content upon after form submission.

Form Action – Download Asset

3. 📧 Send Email to Lead

• Send an email to the lead after form submission.

Form Action – Send Email to Lead

4. 👤 Send Email to User

• Send an email to the user after form submission.

Form Action – Send Email to User

5. 📤 Send Form Results

• Send form responses via email with options for To, CC, BCC, Send to Owner, Send to Contact.

Form Action – Send Form Results via Email

info

• To edit or delete individual fields/actions, use the icons beside each item.
• Always click Update after changes.

Editing or Deleting Form Actions

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📋 Survey Form

Survey Form is used to collect feedback from the users. It can be used for Customer Satisfaction Survey, Employee Engagement Survey, Product Feedback Survey etc.

• Select type as Survey.
• Survey Form has classified into three types: Simple Survey, Score Survey, and If/Else survey.

Create a New Survey Form

☑️ Simple Survey

You can set up sequential multi-step questions without scoring or branching.

• Select type as Simple Survey and click Save to create the simple survey form.
• After saving, you will be redirected to the Form Builder page where you can add fields and actions.
• Click on Add Page to add a new page to the survey form.
• Set up the survey form by adding questions and defining actions.
• Click on Add Ending to add a new ending to the survey form.
• Click on Save as Draft to save the form as a draft or Save as Publish to make it live.

Create a Simple Survey

note

• You can add only one ending to the simple survey form.
• Endings can be used to route respondents to different results or thank you pages.

⭐ ScorIng Logic Survey

Assign points for responses and calculate a final score.

• Select type as Scoring Logic and click Save to create the scoring logic survey form.
• After saving, you will be redirected to the Form Builder page where you can add fields and actions under Workflow tab.

Workflow Tab

• Click on Add Page to add a new page to the survey form.
• Set up the survey form by adding questions and defining actions.
• Set the the Score for each options of the questions in the scoring survey form.
• Click on Add Ending to add endings to the survey form which you show based on the score.
• Click on Condition tab to set the conditions for the endings based on the score.

Create a Scoring Logic Survey

note

• You can add multiple pages to the scoring survey form.
• You can add multiple endings to the scoring survey form.
• Endings can be used to route respondents to different results or thank you pages.

Condition Tab

• Click on Add Score Rule to Calculate respondent scores from question choices and route respondents to different endings.
• Set up the Score routing rules.
• Click on Save as Draft to save the form as a draft or Save as Publish to make it live.

Set Conditions for the Scoring Logic Survey

note

• Endings are mandatory to set the conditions for the scoring survey form.
• Also you should have set the Score for each options of the questions in the scoring survey form before setting the conditions.
• You can add multiple score rules to the scoring survey form.

🔀 If/Else Logic Survey

Add Score Rule Configure hierarchical IF/Else rules to route users to different steps based on their answers. If scoring is enabled, option scores are tallied and evaluated.

• Select type as If/Else Logic and click Save to create the if/else logic survey form.
• After saving, you will be redirected to the Form Builder page where you can add fields and actions under Workflow tab.

Workflow Tab

• Click on Add Step/Page to add a new page to the survey form.
• Set up the survey form by adding questions and defining actions.
• Set the the Score for each options of the questions in the scoring survey form.
• Click on Add Ending to add endings to the survey form which you show based on the score.
• Click on Condition tab to set the conditions for the endings based on the score.

Create an If/Else Logic Survey

note

• You can add multiple steps/pages to the if/else logic survey form.
• You can add multiple endings to the if/else logic survey form.
• Endings can be used to route respondents to different results or thank you pages.

Condition Tab

• Click on ** Add Question Rule** to route users based on their selections with hierarchical question branches.
• Set up the Question routing rules.
• Additionally you can enable the Scoring which is an optional feature and set up the Score routing rules.
• Click on Save as Draft to save the form as a draft or Save as Publish to make it live.

Set Conditions for the If/Else Logic Survey

note

• Must have multiple questions added in the each steps/pages.

info

• For Endings you can enable CTA(call to action) Button.
• You can set the CTA button label text and URL to redirect the respondents to a specific page.
• You can also design and align CTA button .

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✏️ Edit Form

• Select the form you want to edit.
• Click the Edit icon.
• Modifications can be made to the form's name, category, description if needed and click Update.
• Make the necessary changes in the form builder.
• Click Update as Draft to save the form as a draft or Update as Publish to make it live.

Editing a Form

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👁️ Preview Form

• Hover on the form you want to preview in grid view and click on the Preview button.
• Or click on the Preview icon in the list view.
• A new tab will open with the form preview where you can see the form in desktop, tablet, and mobile views.
• You can also Preview the form during the form creation process by clicking on the Preview button in the form builder.

Previewing a Form

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🔄 Clone Form

• Click on the three dots in the Grid view and select Clone.
• Or click on the Clone icon in the List view.
• Form will be cloned with the same name and a (Clone) suffix will be added to the name with Draft status.

Previewing a Form

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🔗 Copy Form Link

• Click on the three dots in the Grid view and select Copy Link.
• Or click on the Copy Link icon in the List view.
• You can share the copied link with the respondents to fill the form
• Or use it inside Email Template or Landing Page for the elements as href links.

Copying a Form Link

info

• Can copy the link with UTM parameters (Optional).
• The copied link can be shared with the respondents to fill the form will consider as Stand Alone or External Form.
• The copied link can be used in the Email Campaign or Landing Page to redirect the respondents to fill the form is not consider as Stand Alone or External Form.

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👥 Assigning Forms

• Select one or more forms from the list.
• Click Assign To at the top.
• Choose a group from the dropdown.
• Click Assign to confirm.

Assigning a Form to a Group

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🗑️ Deleting Form

1. Select the checkbox(es) for the Form you want to delete.
2. Click the Delete icon .
3. Click on Yes from the confirmation pop-up if you want to delete.

Delete selected form

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