How to share a form

In the previous article, we told you how to create and design a form. Now we need to figure out how to share a form with subscribers and website visitors.

Step 1. Make sure that the form is ready

1. The form should be published. Check the toggle switch in the upper right corner on the tab "Basic settings".

2. The form should be displayed correctly. There is a preview mode on the tab "Design".

3. The form must be saved. To do it, click "Save" or "Apply" on the top toolbar.

Step 2. Set up profile import

Go to the "Actions" tab. Here you can set up the events that will occur after the user successfully sends the form:

You will probably want to upload the data of a person who filled out the form to one of the customer databases. To do this, add the action "Profile import". A window for import configuration will open.

Profile search settings

The first thing you need to do is to set the rules by which the profile will be searched in the database.

Why do you need to do this? The person who filled out the form may already be in the database. Then there is no point in creating the second profile for them. But how do you know if this person's profile is in the database or not? To do this, select the field with unique customer data in the form (email, phone number, etc.) and then compare this data with the one that is already in the database.

For example, we are working with a newsletter subscription form. The user will enter unique data in the Email field. As you know, in the platform, each profile in the database also has the Email field. If the user enters an email address that is already in the database, the platform will find their profile and add new data to it.

So, select:

1. Profile search mode — which data the Altcraft Platform will use to search for existing profiles in order to update them.
2. Database — the data of new customers will appear in this database and the data of existing ones will be updated.
3. Form element — the form field new data in which is compared with the one that is already in the database.

Corresponding columns

Target column is a field in the profile database. Source column is a field in the form. Set the correspondence between these fields. For example, the data that the user enters in the "Your name" form field will be saved in the "FirstName" database field.

Setting up a subscription to a resource

After the user has filled out the form and got into the customer database, subscribe them to a resource. A resource limits communication with subscribers within a certain topic. In the Altcraft Platform, you do not send your newsletters to all profiles that are in the database. In this platform, you send them only to those that are subscribed to a certain resource.

For example, once the user has filled out the form "Subscription to blog newsletters", their data will get into the database "B2C customers". But the profiles in this database are subscribed to different resources - some of them are subscribed to "Transactional notifications", others are subscribed to "Promotions". If a person has filled out the form, it means that they want to receive only the blog newsletters and are not interested in others. So, we need to subscribe this user only to the "Blog newsletters" resource.

Then select the resource channel, subscription status and the field with the user's contact details for subscription:

Please note that when configuring import, you can add a subscription to several resources at once. Moreover, you can upload customer data to several databases, if necessary.

Step 3. Turn on notifications about filling out the form

If you want to get notified instantly that someone has filled out the form, add the action "Sending the form to email". Specify the names of the recipients and their email addresses. Once the user has filled out the form, emails with the following data will be sent to the specified mailboxes:

• form name and ID
• date and time of filling out
• user responses
• link to the form
• archive containing a csv file with form data and, if available, a file attached by the user

After that, save the form.

Step 4. Share the form

Go to the "Publish" tab:

There are two ways to share the form with the users:

• Using a link. The platform will automatically publish the form on a separate page. Copy the URL and send it to subscribers by email.
• Using a script. Copy the generated code and add it to one of the pages of your website.