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Creating Standalone Forms

Standalone Forms are not restrained to campaigns and can have all submit actions configured directly within the form. Here we will see how to build a standalone form and configure submit actions within the same.

How to create standalone forms in Aritic pinpoint?


1. Login to your Aritic PinPoint dashboard. From the left-side panel. click on Assets >> Forms>>+Design new form

2. Select any Work form as per your requirement and click on Next

3. Select any template and click on next.

 

3. Enter the listed field

4. You can add web fields in this form. (Eg : Email, Date etc)

Setting up FIELDS

  • Email Field

(1) Go to fields -> Select the field email.

(2) Enter input for the “General” sub panel.

(3) Enter input for “Attributes” sub panel.

(4) Click on “Design” button. Finally, click on “Add”.

  • Date field Creations

(1) Go to Field -> select the Date field

(2) Enter input for the “General” sub panel.

(3) Enter input for “Contact-Field” sub panel

(4) Enter input for “Validations” sub panel.

(5) Enter input for “Attributes” sub panel.

(6)Enter input for “Behavior” sub panel.

(7) Once you are done adding all the details, click on “Add” button.

Setting up ACTIONS

(1) Go to “Actions” Select Send email to user option.

(2) Enter the input for listed fields. After filling up the details, click on Add.

(3) Click on Save to save all changes.

To make sure that your form is published, make sure you turn on the Published option as shown above (it should be green); unless you want to just test and keep it private.



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