Customer engagement modules

Customer engagement modules help you get feedback from website visitors and are good starting points for converting visitors into customers. Find these modules under the category Customer engagement in the Add module overlay.

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Form

Use the Form module to gather and store valuable information about your visitors. 

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  What is the difference between Form and Form 2?

Distinguishing between Form and Form 2 makes it possible for you to have two different pre-defined layouts of the Form module - for example one in light and one in dark colors. This is useful to make sure your contact forms are visible throughout your website in case you have used different background colors on different pages and you want to add forms on multiple pages. By having two form styling options you won't need to style any of your forms locally. The Theme you have chosen defines the styling of the two form modules.

Hover the module and click on Content, Design, or Setting in the Module Settings menu to edit your Form module. 

 

Content

By default, the Form module initiates with a single element. Edit the element by clicking the arrow icon that appears on the right side.

 

Add element

Click on Add element to add more elements to your form. You move an element by hovering the vertical dots on the left of each element and dragging it to your preferred position.

In the dropdown menu Type, you can choose which kind of element you want to add to your form:

  • Text: a field where the visitor can write in an answer.
  • Email: use this element to collect emails from your visitors. The email element will automatically recognize whether the email address that has been typed in is in the correct format or not. 
  • Text area: very similar to the text type except it allows a longer answer by displaying a larger text area.
  • Select: allows the visitors to answer the question with one option out of a dropdown menu which has been predefined by you. Modify the options by clicking on top of the text and add more options.
  • Checkbox: very similar to the select type, the main difference being that in this type it is possible to have more than one answer and all the answers are visible straightaway. 
  • Radio: The radio type is the same as the checkbox type except it only allows the visitor to answer with one single option out of a set of answers predefined by you. 
  • Location: ideal for collecting addresses from your visitors. When they start answering, an auto-fill answer powered by Google Maps allows the selection of an existing, valid address.
  • Date picker: ideal if you wish to collect stated dates from your visitors. As the visitor clicks on the box to answer, a calendar will show up where they can pick a date.
  • Phone: use this element to collect your visitor's phone number.
  • Subtitle: allows you to add a static text to the form module (without any input fields for the visitor). Use this element to guide and instruct your site visitors on how to fill out a specific form field or section.
  • File: use this type in case you want the visitors to attach a file to their form submission. Please note that visitors can upload any file type but the file size limit is 25MB. Once a form has been submitted with a file, a URL will be sent to the website owner with a download link; the file will be available for download for 30 days

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Logic & conditional questions: For the Checkbox and Radio type of questions, it's possible to add additional questions dependent on the initial answers. To create a conditional question, drag the element underneath the one you want it to be dependent on and drop it slightly to the right. You can now see a Conditioned By field in which you can choose which answer should lead to that element.

Text inside field: any text added here will show in the field on your published website. Use this to provide input examples or write instructions to help visitors fill in the field correctly.

Field width: This section allows you to define exactly how the form should be split across multiple columns. To do so, always consider the column where the module is added to as 100% width. 

Required field: this option makes a question mandatory - the question must be answered before the form can be submitted. 

  Allow multiple fields

Multiple elements: ≤100%: You must be aware that elements will always float to the left and that they will be added to the same row until their widths together surpass 100%. Please refer to the image below for a quick visual representation.

Multiple elements: >100%: As soon as the sum of all the elements in a row surpasses 100%, the last element added will be moved to a row below.

 

Add opt-in option

As a website owner, you might be legally obliged to get consent from a visitor when collecting their data through a form module. The Opt-In Option allows you to ask for this consent and easily display or refer visitors to your privacy policy. You have the following options for your opt-in:

Target: Define where your privacy policy is being located. You can choose between an external link, internal page, or a pop-up overlay. If you choose to show an overlay, you can either input your privacy policy directly in the module or use a Global Data tag to fetch a legal text from your Global Data.

Required field: this option makes a question mandatory - the question must be answered before the form can be submitted. 

Submission: you have the option to customize the submit button text and the thank you message for your form module. The thank you message will appear after a visitor has submitted a form.

 

Settings

  • Enable spam protection: This option prevents you from receiving spam from bots on the internet. It activates a small reCAPTCHA "I'm not a robot" checkmark box in order to verify that the visitor is human.
  • Custom tracking name: add a custom tracking name to the form to be able to track form submissions from your visitors on the dashboard of the Editor. Read more about visitor statistics here.
  • Email recipient: in this field you should add the email address to which you want new form submissions to be sent to. Add multiple email addresses by comma-separating them. 
  • Email subject: add the subject for the email you'll receive with form submission information.
  • Redirection: after submitting the form you can redirect visitors to an external website or another page on your website.
  • Collect data from this form: enable this option if you want to collect all submissions from the form in Customers. Give the form an appropriate data collection name so you can easily recognize it later on when browsing form data in Customers.

 

 

Email notification when form has been filled out

When a form has been filled out on your website, an email will be sent to the email address you have specified when setting up the Form module. The email contains all the answers and inputs provided by the visitor who submitted it. It will explicitly indicate whether the visitor has consented to privacy terms. It will also tell you from which URL the form was submitted.

Email example:

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  Changing email notification language

The language of the texts in the email is determined by the language your website is in. If you have set the language code/abbreviation to "en" in Language Settings, the email will be in English; if you have set it to "de", it will be in German, and so on. Read this article to learn more about setting up your language(s).

 

Mailchimp form

Use the Mailchimp form module to collect form data on your website and send it to your Mailchimp account. Hover the module and click on Content, Design, or Setting in the Module Settings menu to edit your Mailchimp form module.

 

Content

Add Element

Click on Add element to add more elements to your Mailchimp form. You move an element by hovering the vertical dots on the left of each element and dragging it to your preferred position.

In the dropdown menu Type, you can choose what kind of element you want to add to your form:

Types: you can find a detailed description of the different types in the article about the Form Module above.

Required field: this option makes a question mandatory - the question must be answered before the form can be submitted. 

Add opt-in option: read about the opt-in option here

 

Settings

The settings of the Mailchimp module is very similar to those in the Form module outlined above. The only difference is the two following options that connects the module to your Mailchimp account:

  • Mailchimp API key: Insert your Mailchimp API key in this field. Locate your Mailchimp API key here.
  • Mailchimp List ID: Insert the Mailchimp List ID for the particular Mailchimp list you want the data to be stored. Find your Mailchimp List ID here.

 

Add opt-in

As a website owner, you might be legally obliged to obtain consent from a visitor when collecting their data through a form module. The Opt-in option available on all types of form modules allows you to ask for this consent and easily display or refer visitors to your privacy policy. Both the Form module, Mailchimp form module, and the Email signup form module include a consent opt-in option, whereas the Email signup form module additionally includes a signup opt-in option.

  Difference between consent and sign-up

The difference between the two opt-in types is that the Consent type links out to the privacy policy on either an external URL or to a page on your website, or shows it in an overlay directly in the signup form. The Sign-up type enables you to enter a message to the visitor directly below the tick box (in other words, it doesn't point out to an external source).


Provide consent 

You have the following options for your consent opt-in:

Link type: provide a link to your data privacy policy. You can select between an external link, internal page, or a pop-up overlay. If you choose to show an overlay, you can either input your privacy policy directly in the module or use a Global Data tag to fetch a legal text from your Global Data.

Required field: toggling this option makes opt-in mandatory - consent must be provided before the form can be submitted.

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Sign up

You have the following options for your sign-up opt-in:

Label and description: the label text will appear next to the tick box and the description text will appear below the label.

Groups: select to which group(s) in Customers you want to add visitors who sign up. Visitors will not see this information displayed anywhere on the signup form.

 

Add two-step opt-in

For legal reasons, you may be obliged to enable two-step opt-in (also known as double opt-in) for your visitors to subscribe to your newsletters email campaigns. By enabling this option, after they fill in the Email signup form, visitors will receive an email where they will be asked to confirm whether they wish to subscribe to your newsletter/campaigns or not. Below you find a visual explanation of the process when the two-step opt-in is enabled and disabled, respectively.

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Spam protection 

  • Enable spam protection: this option prevents you from receiving spam from bots on the internet. It activates a small reCAPTCHA "I'm not a robot" checkmark box on forms in order to verify that the visitor is human.
  • Use invisible spam protection: you can select this option once you have ticked Enable spam protection. Instead of having the reCAPTCHA box appear visibly on your contact form, you can enable Use invisible spam protection which means that visitors won't see a reCAPTCHA at all, not even the "I'm not a robot" checkbox. If a visitor is flagged as "suspicious" by the system, then it will display the usual human validation check when the visitor submits the form.

  ReCAPTCHA visibility

The invisible reCAPTCHA is, despite the name, not entirely invisible on your website. With spam protection enabled, Google - the owner of the reCAPTCHA technology - captures visitor information from your website and is therefore legally obliged to display their privacy policy and terms and conditions. These links are displayed through a small sticker on your website, as shown below. In the Editor, you can decide if you want the sticker to appear in the bottom right or bottom left corner of your website. The appearance of the sticker cannot be modified or styled further as it is not a native element of the Editor.

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