This is referencing the new V2 Forms in Sync V2. The existing form builder still functions but lacks the dynamic properties of the V2 Forms. V2 Forms feature
- Live Editing and Rendering
- A Live Testing Environment
- Custom HTML at the bottom of forms!
- Validation for Fields
- Required setting for every field
- Simple Trigger and Access Token Selection
- Remember Me Functionality
- Load and Submit Events
- Predictable Class Names for CSS Customization
V2 Forms do not require jQuery and are compatible with > IE 8 browsers.
The script tag will then be https://sync.revmsg.net/form/v2/<form ID>. Where form ID is the ID from the table. See below about the table.
You will then see the form table. If form’s have been made before they will appear under the table. The important thing to note is the Form ID.
Here you can edit a form or View/Test a form.
The View/Test will open a new tab and render a very basic form to test. You can also inspect the element and view it’s properties for development purposes. This form is fully functional and is representative of what you will see when embedding the form on a site. You can test triggers here, validation etc.
Fields that are required are designated by a ‘*’.
Otherwise the field is labeled as normal.
All fields can be required but use common sense, it would not be wise to require a Street Address 2 as it does not apply to all persons.
To create a new form click the Add Form button above the table to start making a new form.
You will then be presented with an editor.
To start the Title, Description, and Location are required fields. The Title should be a simple name for the form, the description states what the form is for and it’s purpose, and a location is the exact URL location of the form.
If this isn’t known please to not create the form as these are intended to keep track of active forms.
If a form is required for development, create a form and add -DEV to the end of the Title and location as https://sync.revmsg.net. Ideally the location of the form is known beforehand.
After giving the form a Title, Description, and Location. Select an appropriate Access Token from the list and the Triggers you would like to fire when the form is submitted.
The next section allows you to select which fields to collect for the form. Each field has some basic validation, things like emails must be emails, phone numbers are validated as US + Canada phone numbers, zip codes accept 5 plus 4 digit and 5 digit only versions. Checking the box as required will not allow the form to be submitted if a field has not been filled out.
The order in which the fields appear cannot be changed and is designed for constancy.
Best Practices and helpful tips are:
- Asking for a name using only the Name field, easier to get more signups.
- Using the Remember Me function means the Name, or both the First and Last Name fields are selected.
- Only using one Name field, IE: Do not ask for Name, First Name and Last Name together.
- If asked for only a Name field sync will split the Name by a space in between as First Name and Last Name.
- Some integrations require that a First Name and Last Name are collected, (e.g Salsa, NGP/EveryAction 7, etc) so be mindful of what triggers you are using when creating a form, selecting a First Name and Last Name field will reduce errors vs just a Name field.
- Some fields may be required by an integration, be sure to check which fields are required and do the same for the Sync form, otherwise data will be missing as Sync cannot post if there is missing information. (e.g Every Action 8 Online Actions require some fields, ensure to require these in a Sync form as well.)
The next portion of building the form is the option for custom HTML at the base of the form.
function to keep a person’s signup personal check the Remember Me box ensuring that the Name or First Name and Last Name boxes are checked. This box will not function unless the fields are setup properly.
Clicking the link will return the form allowing for a new submission. This feature requires cookies and localStorage to be accessible in the browser but will fail gracefully if that feature is unavailable.
After you have finished click Save Form and give it a test with the View/Test feature
If you would like to embed the form on your site simply follow the pattern: