In BlueConic Dialogues, you can use the Forms Toolbar to build forms that your visitors can fill out. You can even pre-fill information from existing profile properties. When a user submits the form, that content will be stored in profile properties of the customer's or user's profile.
Add a form
Forms can be added to your channels in the content editor of a dialogue:
Open the dialogue you want to add a form to.
In the content editor, click "Insert object" from the toolbar.
Select Forms.
An empty form canvas is inserted into the editor.
The form canvas holds all elements of the form together in the inline editor. When you hover over the canvas or one of its fields, the outline of the canvas or field will light up.
Configure your form
After adding a form, the following controls can be configured:
Add field tab - Use this tab to add these fields to your form:
Plain text: Allows you to insert static text that your users cannot edit.
Single line text: Inputs a line of text from the visitor.
Dropdown list: Creates a pulldown menu form field with a list of values to select from.
Paragraph text: Inputs a paragraph of text from the visitor.
Multiple choice: Provides the visitor with a list of radio buttons from which they can select a single option.
Checkboxes: Provides the visitor with a list of checkboxes from which they can select multiple options.
Date picker: Lets visitors select a date from a selection box.
Button: Submits the form or executes a custom action.
Field settings - Use this tab to edit the details of a field. Available details differ based on the field you selected.
Use the arrow buttons to move fields up or down.
Click delete to remove fields from the form.
Styling - Use this tab to modify the look of your form and all its fields.
Submit settings - Use this tab to specify what happens after the user clicks the button that has been configured to submit the form.
Conversion tracking: By default, successful form submissions trigger a 'Conversion' event. You can disable this by unchecking the "Count every successful submit as a conversion for the dialogue" option.
Next steps
Test your dialogues with the BlueConic Simulator.
FAQs
Can I make certain fields required?
Yes, in the Field settings tab, for input fields there is an option to mark it as "Required" or "Optional." A visitor will not be able to submit the form if a required field is left blank.
Can I validate the type of input given by a visitor?
Yes, in the Field settings tab, for input fields there is an option to select a validation type and error message. Validation type choices are:
None - Any text is allowed.
Email - Only an email address is allowed.
Number - Only a number is allowed.
Regular expression - Enter a regular expression to make a custom validation.
What other actions can I use a button for?
Besides submitting the form, you can select custom actions for what you want to happen when the visitor clicks the button. Click Add action and select one or more actions that you would like to execute upon clicking the button. Some actions might be greyed out and disabled if they don't fit the context. Options include:
Close overlay - Closes the dialogue if it is an overlay, such as the lightbox, toaster, slide-out, or notification bar.
Show inline text - Shows the visitor a text message that you enter.
Throw event - Throws a BlueConic event that other dialogues can react to according to their When tab settings. Choose an existing event or create a new event.
Execute JavaScript - Enters script code to execute in the visitor's page.
Refresh page - Reloads the page so new interactions can be loaded.
Redirect - Loads another URL.
Consent / refuse objective - Sets one or more objectives as consented or refused for privacy management.
Set / add value into profile property - Adds or sets a value or a timestamp into an existing profile property. Note that the value must be of the correct data type for the profile property or it will not be stored.
How does BlueConic track button clicks within a form in a dialogue?
By default, any click on a button within a form triggers a 'Click' event for the dialogue containing the form. You can control this behavior using the "Count every click as a click event for the dialogue" toggle. When checked, it enables the default tracking; when cleared, it disables it.