Knowledge Base

Activating Features 1

• How to Activate a New Language

User Management 4

• Managing User Permissions and Roles
• Manage User Groups
• User Access and Password Reset
• One Time Passcodes (OTP) and Two-Factor Authentication (2FA)

Third Party Integrations 16

• Demandbase
• Single sign-on (SSO) SAML integration (including Okta)
• Hubspot
• Facebook
• Dun & Bradstreet

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Administrator Manual 1

• Manual - Administrators

Advanced Solutions 8

• Developer JavaScript API
• Google Chrome Plugin
• How to Optimise Your Google Page Speed Score
• Useful Code Snippets
• Gate Experiments

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Rule Bundles 8

• Rule Bundle - Hide Salutation by Country
• Rule Bundle - Reveal Relevant Dropdown (picklist) Fields with Filtered Options i.e. Smart Lists
• Rule Bundle - Change the Zip Code Field Label to Post Code Based on Country
• Rule Bundle - Trigger an MQL Based on Seniority
• Rule Bundle - Dynamically Show a Field for Customer Reference Number

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Getting Started 5

• Welcome & Dashboard Tour
• Quick Start Guide
• How to Install the Formulayt Script
• Glossary
• Failed Form Submission Detection

Gates 17

• Creating Gates
• Deploying a Gate
• How can I make a modal form appear on page load?
• How to Test Multiple Gates on the Same Page
• How to Disable Prepopulation - Kiosk Mode & Express Mode

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Fields and Form Types 16

• Managing Fields
• Manage Form Types
• Form Field Rules
• How to add a Gate Editor Field
• Multi-Step Forms

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Languages and Translations 3

• Adding & Updating Translations
• Understanding the difference between Gate Language and Country Fields
• Multi-Language Gate Groups

Reporting and Tracking 10

• Gate Activity Report Breakdown
• Using the Event Manager
• Exporting Gate Activity
• FAQ: Help, my reporting numbers don't match up!
• Using tracking pixels and conversion scripts with gates (e.g. LinkedIn, Facebook, Google Ads etc.)

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Additional Features 7

• Preview Mode
• Manage Styles
• Two Column Form Styling
• Webinars: Set Up, Creation and Management
• Data Source Types

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User Manual 1

• Manual - Users

Troubleshooting 9

• Basic Debugging
• Pre-Population Issues
• Issues working with dynamically-injected gates
• How to Deal with Ad and Privacy Blockers
• Forms submissions don't appear in Marketing Automation Platform (Eloqua/Marketo/Pardot/Hubspot)

View all 9