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.

Sounds cool, right? The form builder also includes some advanced (awesome) capabilities:

  • Progressive Profiling: This feature allows you to only display fields that 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. You also get to dictate how many fields show at a time for a contact!
  • Pre-populate fields with known values. It's different than your browser automatically filling in your email address when you start typing it in. Contacts don't even have to start typing! If we have the information, it will automatically be there. 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: Oh, the actions- all the actions! Send an auto-responder email, add your propsect to a list, adjust their lead score, add them to a list, 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. We'll get into the nitty gritty of these further down on the page.
  • 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
    • Where in the world is this dashboard?! There are two ways you can access it:
      • Marketing Center → Forms → My Forms → Select Your Form → Form Dashboard tab in the upper right hand corner.
      • Marketing Center → Dashboards → Conversions
        • When going to the conversions dashboard through the reporting tab, you will want to make sure that you are properly filtering the results in the upper right hand corner. It will automatically be set to the following:
          • Last 30 Days, All Landing Pages, All Contacts Segment

Creating Forms

Creating a New Form

To create a new form, go to Marketing Center → Forms → Create New.
On the form editor tab, you will see the following options:

  • Form Name: This will be wha you see on the "My Forms" page. If multiple people will be using your Net-Results instance, it's best to be as descriptive as possible here!
    • For Instance: "Contact Us Form - Pricing Page".

  • Thank You Type:
    • Thank You Redirect: When a contact hits submit, they will be redirected to a new page. You will need to provide the URL for this (HINT: It can be a Net-Results Landing Page!).
    • Thank You Message: different than the redirect option, this option fades the form out and then a thank you message appears. There is no redirect to a new page when you use this option.
      • Quick Tip: If you are embedding the HTML of a form you have built on a page on your website, the thank you message option will not work. The thank you message leverages javascript and will not work correctly if you are using HTML.

Available Fields

Standard Fields
  • Single Line Text: Your standard text input for fields such as name, title & company.
  • Single Line Number: Your standard number input field, for fields such as phone number or company size.
  • States: A drop down menu that we created just for you! It has all 50 states in alphabetical order.
  • GDPR Consent
  • Multiple Choice: also referred to as "radio buttons". A submitted can only select one option.
  • HTML: Have your own HTML? That's fine, paste it here!
  • RECAPTCHA: Built by Google, reCAPTCHA can stop "bots" from submitting spam via your web forms. reCAPTCHA adds a simple post that your prospects must check to "prove they are human". It's easy for humands 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 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.
  • 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.
  • Countries: Just like the states drop down, we wanted to make things easier on you so we created a Standard Field that lists 254 countries.
  • 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.
  • 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.
  • Section Break: Inserts a horizontal line for you to break up sections of your form as necessary.
Advanced Fields
  • Name: This option will add the first and last name fields together on a single line and auto-map 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

If you leverage Net-Results Subscriptions, you can add your subscriptions to any form. This essentially allows you to create your own Preference Center or Custom Unsubscribe Page.

Buttons

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

My Library

If you are creating form fields that will be used across multiple Net-Results Forms, you can save them! Simply do so by hitting the "Add To Library" star next to the edit button on the field!

Assigning Form Actions

There are many automated actions at your fingertips when a prospect submits any of your Net-Results forms.

Form Actions
  • Adjust Lead Score: Increase (or decrease) a 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 Subscriptions: 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 Autoresponder Email: 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 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 addtional API calls).
    • A UTC timestamp indicating exactly when the form was submitted.
    • The Net-Results form_id (the ID of the form that was submitted.
    • TO BE NOTED: The values inputted/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 vlue that perhaps isn't part of the form itself (I.E. set CustomLeadScore to "Web Form").
  • Set Lead Stage: Set/Change the Lead Stage for the Contact that has submitted your form.
  • 'Sync with (Dynamics, Salesforce, Sugar): Push/update the Contact in your integrated CRM system.
    • CRM not mentioned above? Not to worry! Zapier is a great way to connect apps without writing any code. We're happy to help you get your integration set up with this!


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.


Styling & Embedding Forms

  • Styling Forms & CSS: I promise, it's not as complicated as it sounds.
    • 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. The CSS Styling sheet is below.

CSS Styling Sheet

/* 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 */


  • Embedding Forms:
    • 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 the 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:
      • "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.
      • "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.