Forms are an integral part of the marketing automation system. Forms help to collect user information in exchange for providing access to several downloadable assets such as PDF, e-book, newsletter, etc.,
Mautic form does the same. It captures lead information, converts those anonymous lead/visitors to known contacts and nurtures them through lead scoring and progressive profiling.
You can attach any fields you want to depend on what information you require from your users. Once the user successfully submitted the form you can define what actions you want to perform after it.
Mautic Form Types
A Campaign Form immediately triggers a campaign on form submission. It can push a contact directly into a campaign.
A Standalone Form can push a contact into a segment, but not into a campaign directly. It is used to collect more generic data.
General Options
Category: You can categorize, organize and manage forms on the basis of their goals and campaigns. To learn more about categories, go to the help center to read more.
Publish options: The Yes/No toggle is a way to publish or unpublish a form. If a form is unpublished, it won’t be visible on the pages you have added them, until and unless you used the manual copy and pasted the HTML code onto your page. The form will still be visible but the user cannot submit it.
Disable search indexing: This option prevents search engines to display your form on related search results.
Kiosk Mode: It is helpful when there’s a possibility of form to be submitted from one device by several contacts. Switching this to Yes turns off tracking and prevent Mautic from generating new cookies.
For example, a kiosk at a conference, many different contacts may enter their information using the same device. Kiosk mode will avoid having all of the activity on that device tied to one contact.
Render Style: When set to Yes, the form will appear on your page or application with the styling either from the selected theme or styling from the Attributes tab of a field editor. When set to No, the form will adopt the CSS of your page or application.
Theme: Select a theme for your form.
Form Detail
Name: Give a name to your form.
Description: Add a description, make other users understand what your form is all about.
Successful Submit Action: It has three options, Remain at form, Redirect URL (it will take contact to another page such as Thank You Page, any other landing page, etc) and Display message (it will show a simple message above the form once the contact submits the form).
Redirect URL/Message: If you have chosen the second option i.e. to Redirect URL, paste the address where you’d like to redirect the form submitters. If you decide to display a message, enter the message you’d like to display.
Form Fields
In a form, you can add as many fields as want.
Field Types
To add a field, click the “Add a new field” dropdown menu and select the field you’d like to add in your form.
Captcha: It is used to trigger spam or spambot, it works as spam protection.
Checkbox Group: Enables a contact to select multiple options from a list using checkboxes.
Date: You can add date fields in your form.
Date/time: Similar to the date field, you can choose the time as well.
Description Area: It is where you can add a description of the form.
Email: It is a field where email is required with the proper syntax like name@domain.com.
File: Allows contacts to upload files with the form.
Hidden: It is a field that won’t display with the form. Users may use it to add default values to save with the form for reporting or internal tagging.
HTML area: Users can add custom code into their forms.
List- Country: This is not editable. To use a list, it is required to use a Select field type and manually enter the options for the countries you’d like to appear on the list.
Number: Validates that the entered values are digits. Decimals and negatives value are allowed but no other non-numerical values may be entered.
Page break: You can break up the form into multiple pages.
Password: Contacts can create a password. This field is used when contact creates an account by using a form and the results are posted to another form.
Phone: Used to collect contact numbers and has an option to validate as an international format. That validation requires a dialing code like +1 for the USA or +44 for the UK.
Radio Group: Give contacts a list of options from which they can select one with a radio button.
Select: Display a drop-down list where a contact may choose one or more than one option.
Social Login: It enables one to connect a contact’s Twitter, Facebook, or LinkedIn profiles with the Mautic contact record.
Text: This is a free-form text with a limit of 255 characters. Generally, fields such as first name, last name, city, etc are built as text fields.
Textarea: A longer-form text field, this field has a maximum character limit of 65,535 characters.
URL: Validates that the entry must be a URL, including https:// or Http://.
Field Editor
General
Label: Set the title of the field, it tells the contact what they have to enter in the field.
Default value: It is used when contact does not submit data for the field, you may enter a default value to be submitted with the form.
Input placeholder: Adds text within the form field, generally acting as a label or help message.
Show label?: With this toggle, you can easily set whether to display a label or not.
Save result: If set to no, Mautic won’t save the result of the form submission.
Help message: If you’d like to add some more details like what you’d like a contact to enter. You can use this field.
Note: This option changes according to what field you’re opting for.
Contact Field
Each form field can be mapped to the contact field where you want to store the data on a contact or company record. Without mapping here, the data won’t be saved to the contact record.
Validation
Required: Making any field required means, a form will not be submitted without data in that field. It is indicated with an asterisk next to a field, which means it is necessary to fill that field.
Validation message: It is a message that appears when a contact tries to submit a form without data in a required field.
Properties
This tap appears only on selected field types and different field types have different properties options.
Attributes
It is CSS tags that change the styling of a form. It will only work when you set Yes to Render Style on the form.
Field HTML name: This is a machine name for a field. By default, Mautic populates this field but you can change it if you want.
Input attributes: Edit the inside text of the form field.
Radio/checkbox label attributes: It is similar to the input attributes, it changes the appearance of the options on radio buttons or checkbox groups.
Label attributes: Change the way the label text appears. Use the format style= “attribute: descriptor” to change the style.
Field container attributes: Changes the form field itself. You can change the size of the box, fill color, rounded edges, or any other properties.
Behavior
It helps marketers implement progressive profiling to collect more data from their contact and improve their experience.
Field Order
If you want to change the order of the fields on your form, you can drag it to the place where you’d like to put it.
Form Actions
Once a form is submitted successfully, you may determine what action it will follow. Actions could include record UTM, internal notification, etc.
Add to the company’s score: If the contact is associated with any company record in Mautic, on submitting a form by that contact, you may add points to that company’s overall score.
Adjust contact’s points: Add, subtract, multiply or divide a contact’s score.
Modify contact’s segments: You can change the contact’s segment when they submit the form. Add or remove them from one segment to another.
Modify contact tags: if you use the tags, you may add or remove tags based on form submission.
Record UTM Tags: If you want to track where your leads and form submission are coming from, you can add UTM tags.
Remove contacts from do no contact list: If a contact has previously unsubscribed and this form gives you permission to send them emails again, you may use this action to remove the Do Not Contact designation.
Download an asset: Once a contact submitted a form they can then download an asset.
Post results to another form: If you need to connect your Mautic form with some other form, use this option.
Push contact to integration: If you’d like to integrate other software say CRM, you may do it here. Make sure the plugin you want to push contacts is configured and published properly.
Send email to contact: To mail the contact after the form submission, use this option.
Send email to user: Use this option to email a user once a contact submits a form.
Delivery form results: This option is used to send a confirmation of the form submission to the contact.
I know it might be a bit long article for you but Mautic form has so many features that it needs to be explained thoroughly. I hope this article helps you in many ways, still, if you find any difficulty you can reach out to us at info@sales-push.com or sign up for our Mautic Support Plan.
