The Form Page allows you to add custom questions, text, and picklist fields during configuration to collect additional information that may be specific to your audience, organization, or visit. You can ask questions like: How did you hear about our event? Would you like to sign up for e-mail updates? Would you like a beverage?
Unlike the Choice page, your guest's responses won't direct them down a new path of their experience. The Form Page is used as a simple data collection tool.
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The Form Page can be added to your sign-in flow just like any other page in your experience editor. Simply select the Form Page option from the page menu and click ADD. For more information on using the experience editor, click HERE.
Basic Form Page Settings
When you first add a Form Page, you are presented with a few default settings:
1. Title: This is the title displayed at the top of the page. By default, it asks your guest to "tell us more" but can be customized to your needs.
2.
Gear icon: This icon will appear to the right of every individual question on your Form Page. Click it to edit the details of your question(s). See THIS section below for further details.
3.
Arrow icons: These icons control the order that your questions will appear on the form page. Your questions will be displayed from top-to-bottom in the order that you choose.
4. Delete Input: Delete an individual question.
5. Add Input: Add a new question.
To edit the properties of a question in your form page, click on the gear icon
to open the Configure Input menu. You will then see a number of editable fields.
Name: Used for reporting in the Guest Log and CSV export to identify the question. Think of this as an internal label as your guests won't see this on the iPad. Additionally, this label can be used as a token to pull this answer automatically in a GuestSign document or on your badge.
Field Type:
Text: Allows guests to type in a short text response.
Textarea: Allows guests to type in larger text responses. You can choose the Max Rows allowed.
Picklist: Offers a drop-down multiple choice picklist that you can customize.
Email: Will validate the email format and enable autocomplete/auto fill of other data on the form
Date: Allows guests to enter a date with your chosen date format. Commonly used to collect date of birth.
Phone: Allows visitors to enter a phone number. You can choose default country codes to select from.
Description/Question: The question displayed on the iPad for you guest. For example "What is your country of origin?"
Required Field: Forces guests to answer the question in order to complete their sign-in.
Autofill: Remembers your guests' previous response to the question and automatically fills in the value on their second sign-in.
Placeholder: The text appearing in the answer field before your guest enters their own answer. This can be left blank.
Picklist Options (If using a Picklist Field Type): Predefined answers for your guest to choose from. You can add more options by clicking the '+' icon.
Your iPad will then display your questions from top-to-bottom:
Form Page Use Cases
Using the Form Page to Display Messages Without Questions
Form Pages can also be used to display a brief message to your guests without asking any questions whatsoever. Simply delete the inputs from the Form Page in the Experience Editor and change the Title to any text you'd like to display. The text will display on the iPad with no questions, allowing you to communicate a short message to your guest.
Replace the About You Page with a Form Page
The About You Page is an easy way to ask your visitor for their basic contact details, such as email, name, company, and mobile phone. However, if you want more customization on how these questions are laid out (eg. asking questions in different languages), the form page can be used as an alternative.
This requires configuring your Form Page questions with specific properties and naming conventions in order to map the information correctly to your guestbook. Check out THIS knowledge article for details.