Form Builder

From Net-Results Support


Drag & Drop Form Builder

Net-Results includes a drag and drop web form builder that makes it easy to create and deploy a wide variety of web forms. Web forms may be embedded into any Net-Results landing page or into any page of your existing website or blog.

Net-Results Forms include advanced capabiltities:

  • Progressive Profiling: Only display fields Net-Results doesn't already have a value for. Don't waste your prospects' time asking for their name when Net-Results already knows it. Ask deeper, qualifying questions on subsequent form submissions progressively building a deeper profile of your prospect as they engage with you online
  • Pre-populate fields with known values. A common use case for this capability is to pre-fill the email address field for known prospects. This speeds the form submission process for known prospects while allowing your website visitor to confirm their identity
  • Checkbox-easy automated actions: Send an auto-responder email, add your propsect to a list, adjust their lead score, add them to a drip campaign, create a lead in your CRM system, assign the lead to a sales rep and set a task for the rep to call the prospect... There are many automated actions at your fingertips when a prospect submits any of your Net-Results forms.
  • Impressions/Conversions Dashboard: Net-Results tracks each time your form is displayed as an "impression". Each time your form is submitted Net-Results records a "conversion". Each form includes a great looking dashboard that gives you quick visibility into impressions, conversions, and the conversion rate for your form. If your form is embedded on multiple web pages, you'll see at a glance where your form is performing well and where it's not. Click to drill down to the individual prospects who submitted your form

Required Setup

To utilize the progressive profiling, prepopoulate, and inline validation features with form builder forms on your site (not on Net-Results landing pages), you will need to "point" a subdomain to us.

This is done by adding a CNAME record to your DNS "zone file" that points to forms.cdnma.com.

If this sounds complicated, don't worry; all it's doing is re-labeling part of your website to tell a browser that the content lives elsewhere. All you need to do is choose a subdomain such as:

  • forms.yourdomain.com or
  • www3.yourdomain.com

It can be any subdomain--as long as it's not already in use for another purpose. Whoever administrates your DNS can create the CNAME record, and you'll enter the subdomain you chose into Net-Results. Once this is done, please contact Support so that your new subdomain can be added to the appropriate domain group.

Creating Forms

Creating a New Form

To create a new form, simply go to Forms under the Marketing Center, select Form Builder then New Form. On the form editor tab, you will see the following options:

  • Form Name: An internal identifier for the form.
  • Redirect URL: This is the full URL for a page your visitors will see upon submitting this form. Generally it is referred to as a "thank you" page.
  • Fields: The fields as they will display on your form. Use the Add Fields area on the right to select and add different types of fields. Each new field you add will be appended to the bottom of the form, but once there you can drag the fields to rearrange them.
  • Save: Make sure you save often! Don't click Cancel unless you're certain you don't want to save your changes.
  • Preview: See how your form will look when displayed by itself.
  • Embed Form: Provides you with code to embed your Net-Results form directly on a page of your existing website or blog.
    • Note: With the implementation of progressive profiling, usage of Net-Results forms on your site requires a CNAME record to be in place (similar to the required setup of the landing page builder) that points to forms.cdnma.com. Clicking Embed Form will prompt you for the subdomain you chose before the form code is displayed. If you built and placed forms prior to these features being implemented they will still work as normal, however any changes you make to the form will require that the code be replaced with the new version (requiring the CNAME). Please contact support if you have any questions on this process.
Add Fields Options

Adding Fields

You can add just about any type of field you want, specify it as required or not, and adjust the values that are submitted. Each input field you add will need to be mapped to a field in Net-Results.

Standard Fields

  • Single Line Text: Your standard text input for fields such as name, email address, etc.
  • Paragraph Text: Also referred to as a text area, use this for capturing comments or other long form text.
  • Drop Down: Also referred to as a pick list, a drop down field allows a person to select one option.
  • Checkboxes: This input allows submitters to select multiple items, however each individual checkbox you add must be mapped to a different field in Net-Results.
  • Multiple Choice: Also referred to as radio buttons, a submitter can only select one option.
  • Hidden: Sometimes you want to capture information that the submitter doesn't enter; perhaps it's populated by a script on the page. We can capture hidden fields just fine.
  • HTML: Want to add your own custom HTML? That's fine.
  • Section Break: Inserts a horizontal line for you to break up sections of your form as necessary.
  • reCAPTCHA: Built by Google, reCAPTCHA can stop "bots" from submitting spam via your web forms. reCAPTCHA adds a simple checkbox that your prospects must check to "prove that they are human". It's easy for humans to check this box but very hard for bots to do so. Adding reCAPTCHA to your Forms will prevent most form spam from getting through while keeping things simple for your prospects.
    • You may choose whether your reCAPTCHA will have a light (default) or dark background
    • You may choose whether you'd like a "normal" (default) or "small" reCAPTCHA in your Form.


Note: For drop down, checkboxes, and multiple choice the label you provide does not necessarily need to match the value; being able to specify both gives you some additional options later on when you wish to segment on the value captured/stored from this field. You may want to specify a "friendly" piece of text in the label but a more abbreviated version of that in the value. It's up to you.

Advanced Fields

  • Name: This option will add the first and last name fields together on a single line and auto-map them to first name and last name. Marking this as required will require both fields.
  • Address: This option will add (and auto-map) an entire address block including Address 1, Address 2, City, State/Region/Province, Zip, and a drop down for Country. In the options for this "field" you can hide individual pieces as you like or you can display the entire block, and you can set the entire non-hidden field set as required or none.


Subscription Management

Add your Net-Results Subscriptions to any form, essentially building your own Preference Center or creating a Custom Unsubscribe.


Buttons

You may use either a standard Submit button or an Image in place of a button.


Progressive Profiling

Progressive Profiling

Progressive Profiling adds intelligence to your web forms allowing you to present fields that haven't been filled out before. This feature can be enabled for use both with Net-Results Forms that are placed on Net-Results Landing Pages and with forms you place on your site, and can be configured with the following options:

  • Enabling or disabling Progressive Profiling for the form
  • Choosing the maximum number of Fields that will display on the form
    • For example, if the max is 3, only the top 3 form fields will display when a visitor first sees the form. If they then submit the form with those three fields entered, the next time they view a Landing Page with that form it will show the next 3 fields, and so on.
  • One or more form fields can be marked as Prepopulate. A field marked this way will pull the existing or previously-captured value from Net-Results and fill it in for the visitor.
    • Both Standard and Custom Fields can be used to prepopulate a form.
  • One or more form fields can be marked as Always Display. A field marked this way will always show up whether a visitor has submitted a value for it previously or not.
    • At least one field must be must be marked as Always Display if Progressive Profiling is enabled for your form. Keep this in mind when choosing your maximum number of fields. We recommend using Email Address as the Always Display field, but it can be whatever you choose.


Form Actions

Form Actions in Net-Results are so simple to use they're really going to make your day. Here's the scoop: Whenever a prospect submits one of your forms, Net-Results will take all the actions you've selected automatically. Just check the boxes next to the actions you desire, make any applicable selections and you're good to go! The following Form Actions can be taken in any combination you choose...

  • Adjust Lead Score: Increase (or decrease) the Contact's Lead Score. Being that Net-Results Lead Scores consist of Contact, Activity, and Engagement Scores, you may adjust any of these in any of your existing Lead Score Overlays
  • Assign Owner: Assign the Contact to a Lead Owner
  • Modify List Membership: Add/Remove the Contact to/from one or more Net-Results Lists
  • Modify Subscription: Add/Remove the Contact to/from one or more Net-Results Subscriptions
  • Register for Webinar: If you have the GoToWebinar integration setup, automatically register the Contact in any of your upcoming Webinars. Tip: Use this in conjunction with Modify List Membership for easier segmentation later on!
  • Send Auto Responder: Use one of your Net-Results Emails as an auto responder. Net-Results will send the email to the Contact immediately when the Form is submitted.
  • Send Notification: Send an email notification to any email addresses of your choosing. This notification email provides all kinds of great detail about the prospect that submitted your Form including how they ended up on your website and the pages they viewed before submitting your Form!
  • Send Webhook: A webhook will send a copy of the data submitted via your Form via an http POST to any URL of your choosing. This is great for technical folks as it allows you to configure Net-Results to push data straight into your custom application, database or 3rd party application. The data sent via POST includes
    • The Contact's IP address
    • The full URL of the web page where the Form submitted by the Contact was located
    • The Net-Results contact_id (useful in additional API calls)
    • A UTC time stamp indicating exactly when the Form was submitted
    • The Net-Results form_id (the ID of the Form that was submitted)

      Please note that the values input/submitted via your form come through the POST as an array called "submission_values". Within the submission_values array, the values submitted via each of your fields will in turn be passed in an array. This allows us to send you multiple values for a given form field when applicable.

Formatted JSON Data:

{  
  "contact_id":"1234567",
  "form_id":"c0360b3f-9f6d-64e6-08e3-04f1986af04f0",
  "form_completion_id":"9876543",
  "referrer":"http:www.acme.com/",
  "ip":"96.90.189.100",
  "submission_time":"2017-07-14T15:49:34+00:00",
  "submission_values":{  
     "First_Name":[  
        "John"
     ],
     "Last_Name":[  
        "Doe"
     ],
     "Email_Address":[  
        "jdoe@acme.com"
     ],
     "Company":[  
        "Acme"
     ],
     "Submit":[  
        "submit"
     ]
  },
  "landing_page_url":"http:www.acme.com/blog-subscription"
}
  • Set Field Value: Set a field value that perhaps isn't part of the form itself (e.g. set CustomLeadSource to "Web Form").
  • Set Lead Stage: Set/change the Lead Stage for the Contact that has submitted your form.
  • Sync with CRM: Push/update the Contact in your integrated CRM system.
  • or any combination of these actions!


The Form Actions you assign to a form stay with that Form no matter how many Landing Pages you use it on. Net-Results will even perform your Actions if you've embedded your Form on your website without using a Net-Results Landing Page. BONUS: You can save your Form and its associated Actions in the Form Builder and then, when placing that Form on a Net-Results Landing Page, you can customize the Actions that will be taken based on that particular Landing Page if you choose.

Form Submissions

In this section you can get a quick view into all of the contacts who have submitted this form (no matter which page it was on).

Styling Forms & CSS

Net-Results Forms come with default CSS (styling) applied. It's easy to override these default styles and ensure that your forms appear just the way you'd like.

When overriding styles there's a slight difference in the CSS if your Form is hosted on your own website or is hosted by Net-Results on a Landing Page. Here are examples for each case that not only give you a head start in customizing the styles for your forms, but looks pretty good too!

Hosted on Your Website or Net-Results Custom HTML Landing Page

/* BEGIN MAFORM Style Overrides */
body form.maForm {
    padding: 20px 23px 0px;
}

body form.maForm label {
    font-weight: normal;
}

body form.maForm input {
	height: 37px;
	width: 100%;
	margin-top: 3px;
	background-color: #fafafa;
	font-size: 14px;
}

body form.maForm input[type="radio"] {
	height: 17px;
	margin: 2px 7px 2px 4px;
}

body form.maForm input[type="checkbox"] {
	float: none;
	position: static;
	opacity: 1;
	width: inherit;
}

body form.maForm select {
	width: 100%;
	height: 39px;
}

form.maForm textarea {
    width: 100%;
}

body form.maForm .maFormElement:last-of-type {
	text-align: center;
}

body form.maForm button {
	font-size: 14px;
	text-shadow: none;
	padding: 10px 15px;
	color: #fff;
	font-weight: 400;
	border: none;
	background-color: #0078e7;
	background-image: none;
	width: 100% !important;
	text-transform: uppercase;
}

body form.maForm button:hover {
	border-width: 2px;
	background-color: #bef128;
}
/* END MAFORM Style Overrides */

Hosted via Net-Results Drag & Drop Landing Page

/* BEGIN MAFORM Style Overrides */
form.maForm {
    padding: 20px 23px 0px;
}

form.maForm label {
    font-weight: normal;
}

form.maForm input {
	height: 37px;
	width: 100%;
	margin-top: 3px;
	background-color: #fafafa;
	font-size: 14px;
}

form.maForm input[type="radio"] {
	height: 17px;
	margin: 2px 7px 2px 4px;
}

form.maForm input[type="checkbox"] {
	float: none;
	position: static;
	opacity: 1;
	width: inherit;
}

form.maForm select {
	width: 100%;
	height: 39px;
}

form.maForm textarea {
    width: 100%;
}

form.maForm .maFormElement:last-of-type {
	text-align: center;
}

form.maForm button {
	font-size: 14px;
	text-shadow: none;
	padding: 10px 15px;
	color: #fff;
	font-weight: 400;
	border: none;
	background-color: #0078e7;
	background-image: none;
	width: 100% !important;
	text-transform: uppercase;
}

form.maForm button:hover {
	border-width: 2px;
	background-color: #bef128;
}
/* END MAFORM Style Overrides */


You may also specify your own CSS class names for each individual field in your form via the CSS Class Name setting on the Advanced tab on each form field in the form builder.


Embedding Net-Results Forms on Your Existing Web Pages

You may embed any Net-Results Form on any of your existing websites. The domain must be a part of a Net-Results "Domain Group" and the page on which you embed the form must have Net-Results tracking code in place.

To embed a Form go to your Form in Net-Results and at the bottom of the page in the button bar, click on the "Embed Form" button. You will have two options.

  • "Hosted Source" provides support for both Progressive Profiling and pre-population of fields. Hosted Source consists of an html
    that contains a bit of javascript that will pull your Form into the location of your choosing.
  • "HTML Source" does not support Progressive Profiling or pre-population of fields. Using HTML Source is not recommended unless you have a specific reason to use it. Using HTML Source is effectively using the Net-Results form builder as an html generator.


Adding your Forms to Landing Pages

Read more about adding your newly-created Net-Results Forms to Landing Pages here.

Note: Forms created in the Net-Results Form Builder do not need to be mapped using Web Form Mapping.