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      Creating and Using Forms

      The Commerce7 form builder allows you to create and include forms on your front end website which can be completed by site visitors. 

      Using Commerce7 forms is a great way to capture customer data within the system. When visitors fill out the form it can create a new contact in Commerce7 or update an existing contact with the information that they enter. You can also have submissions emailed to someone on staff to review. You can add custom questions (for things like "Where Did You Hear About Us" etc.) and although that data won't be visible on their contact record. It's easily viewable inside Commerce7.

       

       

      Creating a form

      1. To create a form, go to Marketing > Forms and click Add Form

      2. Create a Title for your form. This title is internal facing (it will not be seen by site visitors).
      3. Include an email address you would like form submissions to be sent to. Any time a visitor fills out this form, a copy of the completed form will be sent to this email address. 
      4. When a recipient completes a form you have the option to automatically add them to one of your manual tags.

      5. Next decide what attributes you would like to collect on your form. By default, forms will always ask for a visitor's email address. If the email does not exist in your Commerce7 account, a new customer record will be created.
        1. You can also capture a customer's first name, last name, country, and phone number, email marketing status.
        2. For all default customer attributes, you can decide whether you want to make the field on the form required. If a field such as "first name" is required, a visitor will have to fill in the field, they will not be able to proceed if the field is blank.
        3. You can also capture custom customer attributes you have created. (Click here to learn about custom attributes.) Note that there is no option to specify whether a custom attributes is required or not, because this status (required or not required) is set on the individual customer attribute in the developer section.
      6. Click "save form" after selecting which attributes will be used/required. 
      7. In the next step, you have the option of adding additional Questions to your form. The answers to these questions will not be logged in the customer record, but will be logged in the form response itself.


      8. Click Add a Question.
         
        1. Give your question a Title: This title will be customer facing.
        2. Select a Data Type that makes sense for your question: For example, if you used a question such as "do you like wine?" it would make sense to have a "yes/no" data type. If you used a question such as "what is your experience with wine?" it might make more sense to use a drop down select and have some pre-populated answer options.)
        3. Determine if your question will be Required or not: If the "required" box is checked, visitors will be forced to answer the question before proceeding. If the "required" box is not checked, visitors will be able to skip this question. 
        4. Then select a Sort Order for your question: The sort order will determine the order in which questions will appear on the form. For example, the question with a sort order of "1", will be the first question on the form. A question with a sort order of "3", will be the third question on the form.
        5. Click Save Question when you're done. 
      9. You can create as many questions as you'd like. To create another, just click the Add a Question button again.

      10. When you have created all desired questions, you can click Continue to proceed onto step 3. 
      11. In step 3, you can create a "Thank you" message. This will be displayed to a visitor after they complete and submit your form. The message you enter can be styled through the toolbar in the backend, or through the CSS on the front end. 
      12. Your form is now complete! Refer your designer to this page for instructions on placing your form on your website. 

       


      Form submissions

      When a customer completes your form online, you will be emailed a copy of the form response.


      You can also find the response in Step 4: Submissions on your form under Marketing > Forms.

      Select any of the submissions and it will open the customer's answers.