Forms

Users have multiple options with Forms in Mautic. There is a Standalone form and a Campaign form. In this Mautic Minute we help you decide which form type of form you should use. (Read the transcript below the video).

Transcript

So you’re prepping your campaign and you need a form on your site. So you come over to forms, and you click “New” and now you’ve got a question. Do you want a Campaign Form, or a Standalone Form. Well that’s the question I got this week from a user.

If you choose Standalone Form, you have the option to run some “actions” after a form has been submitted. For instance:

  • adjusting a contact’s points
  • modifying a segment or tags
  • downloading an asset
  • push contact to an integration (like Salesforce)
  • send the form results to the contact, a Mautic user, or anyone!
  • register someone for a GoToWebinar (assuming you’re using that plugin).

These last three options aren’t available in a campaign, so you must use a Standalone Form. If you’re using a Standalone Form, you can still use it as a source for a campaign, however you MUST set an action to add the contact to a segment, and initiate the campaign from that segment.

If you’re using a Campaign Form, you must use it as the source for the campaign.

Campaign forms are great if you:

  • Don’t need a lot of actions performed as soon as the contact clicks submit.
  • Want to manage actions completely via the campaign builder (and therefore all of them are in one place).
  • Want to qualify a lead based on their responses before you push them to a segment or an integration.

It just depends what you need to do at the time of form submission as to which one you choose!

 

GDPR for Forms

Mautic enables GDPR for customers and users. To update a form in Mautic that has a checkbox for GDPR compliance, please follow the instructions below.

  1. Create a new custom field first
    1. This should be a Text field
    2. Label this field however you want to internally mark a contact as opting into receiving communication from you (i.e. GDPR acceptance or GDPR opt-in)
  2. Edit existing form or create new form
  3. Under the “Fields” tab, add a “Checkbox Group” field
  4. Add a label to the field. This will be the name of the field that’s displayed to the contact record
  5. Under the “Contact Field” tab, map it to your newly created custom field
  6. Under the “Validation” tab, select “yes” to make this a required field
  7. Under the “Properties” tab, add a label and value that will display next to the checkbox. For example, “I agree to opt-in” or “I accept”
  8. Save and close your form

By default, the checkbox will be unselected, so the contact has to select it and submit the form in order to opt-in. If this is a new form, you’ll want to add this to your Mautic landing page or website. We also recommend updating all existing forms with this new checkbox, so you can stay compliant.

Example screenshot of form field: