Zavon

Forms and landing pages

Overview

A form asks your own questions on any page, in steps, and shows a question only when an earlier answer calls for it. Each submission is kept in Pages and sent to Reach as an enquiry, with where the person came from. A landing page is a page with one thing to do: the site’s logo without its menu, and a form.

Before you start

To build forms, your role needs Edit on Forms. To read submissions, it needs Read on Forms; answers to sensitive questions also need View sensitive form answers. To place a form on a page, your role needs to edit pages. See Roles and access.

Build a form

  1. Open Forms

    In the sidebar, select Site › Forms. Select New form.

  2. Name it

    Type a Form name, such as Free consultation, and the Title visitors see.

  3. Add questions

    Under Add a question, select a type, such as Short answer or One choice. Set its label, and whether it is required.

  4. Add steps

    Select Add a step to ask the next questions on their own step. Visitors move between steps with Back and Next.

  5. Show a question by a rule

    Select a question. Under Show this question only when, set an earlier question and an answer, such as Interest is Solar. A step can have a rule too.

  6. Save

    Select Create form. Each later save writes a new version; submissions keep the version they answered.

The form builder: the form’s steps on the left, a step’s questions in the middle, and a chosen question’s Kind and Show this question only when rule on the right
The form builder, shown here with an application form. Forms on a page use the same builder. Shown with a fictional organisation.

Put a form on a page

  1. Add the block

    Open a page and add the Question form block. See Create a page.

  2. Choose the form

    In the block’s settings, set Form. The name and email are always asked first; turn on Ask for a phone number to ask for one too.

  3. Set the opt-in

    Turn on Marketing opt-in to add a separate check box on the last step. It is never selected for the visitor. Set its words in Opt-in wording.

  4. Choose what happens next

    Under After sending, select Show a message and type the message, or select Go to a page and set the page.

  5. Publish

    Select Publish. A form takes answers only from a published page that places it.

Make a landing page

  1. Start a page

    In the sidebar, select Site › Pages, then New page.

  2. Choose Landing page

    On the Template step, select Landing page. The page starts with a hero and a Question form block.

  3. Or change an existing page

    In a page’s settings, set Layout to Landing page.

  4. Set the header and footer

    Optionally, set Header to None or Site header, and Footer to Site footer. Default follows the Layout.

  5. Duplicate it for a campaign

    In the page’s settings, select Duplicate for a campaign. Type the Campaign, such as Spring radio, and select Make the copy. The copy is a draft at its own address.

Read submissions

  1. Open the form

    In the sidebar, select Site › Forms, and then the form.

  2. Filter by campaign

    Select Filter, add Campaign, and set one. See Filter lists.

  3. Read one

    Select a row, or View answers, to see every answer.

  4. Export

    Select Export CSV for the submissions the list shows.

Troubleshooting

If Next is grey, the step still needs an answer. The reason shows beside the button.

If a visitor sees “This form has changed”, the form was saved while they had the page open. They reload the page and send it again.

If a question type is not offered, a form on a page cannot ask it. Files and addresses are asked on application forms only.

Good to know

One form, many pages. Every page that places a form adds to the same submissions. A copy made with Duplicate for a campaign places the same form, and its submissions carry the campaign’s name.

Checked when it arrives. Required questions are checked when a submission arrives, and only where the question was shown. An answer to a question the form does not ask is not kept.

The legal strip. Every page keeps the footer’s legal strip, with the privacy and terms links. There is no Footer setting without it.

Consent. Sending a form is not consent to marketing. Only the ticked opt-in subscribes the person, in Reach.

Sensitive questions. ID number, Health and Finance questions are sensitive. Their answers are not in the email to your team, and are shown only to roles with View sensitive form answers.

Create a page: add blocks and publish.
Programmes and applications: the same builder, for application forms.
Contacts and tags: where the people who write in are kept.