Layout

It will help you structure arrangements of basic elements, such as text, images, or buttons, in a way that is visually appealing.

Multiple templates are available in the DIY for you to create your custom web message.

Drag and drop any layout on the canvas. There are two sections on the right pane: General and Style, each offering different options.

Refer to the table below to learn more about General options.

Refer to the table below to know more about Style options.

Basic Elements

You can start your template with basic elements like text, image, divider, spacer, and so on.

Refer to the table below to know the description of basic elements.

Forms

Web message forms let you collect data and engage users directly within your web messages. You can customize forms to suit different needs, whether for collecting simple data, scheduling appointments, gathering feedback, or meeting other requirements.

Drag and drop the Form into the template. A configuration panel appears on the screen, allowing you to set up the form details.

The Unified Content Editor (DIY) provides five types of forms:

1. Basic

This form has one field for quick data collection, such as email addresses or phone numbers. It is used to collect basic information from users.

2. Simple

With multiple fields, this form gathers more detailed information, such as names and addresses, while staying easy to fill out.

3. Appointment Form

An Appointment Form allows users to schedule meetings or appointments by selecting dates and times from a calendar. It may include fields for personal details and appointment preferences.

4. Multi-Step Form

You can break down a longer form into multiple steps or pages. It guides users through the data entry process in a structured manner, often including progress indicators.

Form Step Configuration

The Form Step Configuration feature lets you control how users move through multi-step forms. You can change the default step order. For example, skip directly from Step 1 to Step 3 if needed. Define conditions to direct users based on their answers. You can create up to two conditions for each step. This feature helps you guide users through a more personalized form experience based on their responses.

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Note

Form Step Configuration applies to NPS, Emoji, Dropdown, Radio button, and Upvote/Downvote questions.

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Examples

Example 1: Custom Step Progression

If you want users to skip Step 2 if they select a specific answer. Configure the form so that users who choose this answer move directly from Step 1 to Step 3.

Example 2: Adding conditions based on answers

Question: What is your preferred mode of transport?
Options: Car, Bike, Bus

Step Configuration:
If the answer is Car, direct users to Step 4.
If the answer is Bike, direct users to Step 5.
If the answer is Bus, direct users to Step 6.

5. Feedback Form

You can gather users' opinions, ratings, and comments. It typically includes fields for rating scales, comment boxes, and specific questions related to user experience.

Click the icon to add more steps to your form. You can add up to 10 steps, with the 11th step being the success message (confirming that your response has been recorded).

Refer to the table below for other functionalities available when editing form elements.

Function	Description
Duplicate Element	Creates a copy of the selected element.
Move Up	Shifts the selected element one position higher in the order.
Move Down	Shifts the selected element one position lower in the order.
Delete Element	Removes the selected element from the layout.
Select Date	Allows the user to choose a date from a calendar.
Select Time	Allows the user to choose a time from a time picker.

Response Collection

When users submit a form, sync this data to the Netcore CE dashboard. This updates your Contact Master with new information.

Follow the steps given below to set up the Form Response Collection.

1. On the right pane of the Editor, under the General section, click Form Setup next to Response Collection.
2. A window titled Select an App to Integrate With will open. Click Configure.
3. Map the form submissions to the user attributes as needed. Click Save to apply the mappings. Netcore’s Contact Master has now been successfully attached.
4. Click Save Configurations to finalize the setup. You can edit the configuration later if necessary.

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Important Points to Remember

• Response Collection is a mandatory step.
• Responses on email will directly update user attributes. This might impact existing segments, campaigns and journeys.
• You don’t need to map the primary key (like email or mobile) to attributes.
• Anonymous users (those who don’t provide identifiable info) can’t be stored in attributes.
• Ensure your form includes a primary key (like an email) because it’s required for Lists.
• You can add form responses to existing lists by selecting the preferred segment from a dropdown menu.

Form Elements

You can start customizing your form with form elements like a radio button, star rating, heading, input, dropdown, and so on.
Refer to the table below to learn about the form elements available in the editor.

The right pane has two sections, General and Style, each offering different options for customizing your form elements.

Refer to the table below to learn more about General options.

Refer to the table below to learn about Style options.

This feature will be available soon. Stay tuned for updates!