Essential Set Up
Take the Tour
If you are new to Formulayt we would recommend watching these videos as they will introduce you to the key concepts and features you'll need to become a web form wizard.
Connecting your Marketing Automation Platform
In order to the following features to work Formulayt needs to connect to your Marketing Automation Platform. Different Marketing Automation Platforms different integration requirements. You will find step by step instructions in the knowledge base and they can be configured in the Formulayt Apps area.
Install Formulayt on Your Web Instance
To enable Formulayt Forms on your website you will need to install the script on every page you will be deploying gates to.
Create New Fields
Your initial account deployment will either be blank or include a set of default fields that can be added to form types. You can modify these fields and create new ones.
Create Form Types (Templates)
Once you have all your fields set up they can be added to your form types. Form types are the templates your gate editors can choose from.
Form Styling
The look and feel of your gates can be customised in the manage styles area located in the left side menu. There are two tabs; one for base styles and one where your media queries will go for responsive design. You can write styles in CSS and SASS. It is important that anyone making edits in the manage styles area is proficient in CSS or SASS, if you need help speak to you account manager about our professional services offering.
- Manage Styles Guide
Deploy your First Gate to a Web Page
Now you have all the key elements configured in your account you can create and deploy your first gate. Remember you will need to have the Formulayt script and your marketing automation tracking script on the page too.
Enable Form Field Prepopulation
Fields can be pre-populated with data from various sources whilst the form is loading. Depending on your data source different information will be required to configure prepopulation in the Formulayt back end. Look in the Apps Area to see what information is required.
In the manage fields area, you will find a prepopulation dropdown field. These allow you to select the input for any pre-population required. Pre-population will greatly increase the forms UX and optimisation by completing as many steps as possible on the users behalf. Depending on your selection different information will be required.
Configure Events for Analytics
The Event Manager enables administrators to set up custom JavaScript code which will fire in response to a user's actions on a gate. Events can be raised through Tag Managers (e.g. Tealium, Google Tag Manager, Adobe Tag Manager) or sent directly to analytics platforms (e.g. Google Analytics, Adobe Analytics) for reporting and analytics. It is important that anyone making edits in the events area is proficient in JavaScript, if you need help speak to you account manager about our professional services offering.
Set Up Your Folder Structure
In the browse gates area you have the ability to create the folders which store your gates. We would highly recommended planning your folder structure, hierarchy and gate naming conventions in advance. This will help you find the correct gate more easily and enable you to restrict access to certain folders using the manager groups function.
Create New Users
Create User Accounts so your team can log in to Formulayt.
Download the Formulayt Google Chrome Extension
Formulayt provides a useful Google Chrome extension for form editors and administrators. The tool allows you to detect gates on a page, troubleshoot issues and preview changes on a live web page.
Advanced Set Up
Activate the Apps you want to use
At Formulayt we are always adding new integrations with useful marketing tools. To see what is on offer and how to set them up to the Apps area and read the documentation in the knowledge base.
Manage User Groups (Form Folder Permissions)
With Formulayt it is possible to restrict access to gate folders by creating groups. This can be useful for example, in cases where an organization has several regional teams working on a variety of campaigns. This is an optional feature and may not be installed on your account by default.
Manage User Roles (Feature Permissions)
Using the Manage Roles Area in the Formulayt platform it is possible for Administrators to control what users can access and edit. Your account will start with five default roles; Administrator, Basic User, Editor, Manager and Translator. These can all be edited or you can create new roles. This is an optional feature and may not be installed on your account by default.
Enable Languages and Update Translations
Administrators can navigate to the Manage Languages area where they will be presented with a list of available languages that can be activated. Once you have activated the relevant languages you will need to provide translations for each available phrase. These can be edited one by one or via a bulk update. This is an optional feature and may not be installed on your account.
Set Up Progressive Profiling
Progressive profiling is the process for incrementally gaining additional data on a contact through additional form submissions. Progressive profiling allows form fields to be split across multiple steps.
Set Up a MultiStep Form Type
Formulayt enables the creation of wizards and similar types of forms. Assigning fields to different steps is a great way to encourage users to complete you form and works perfectly for a questionnaire. This is an optional feature and may not be installed on your account.
Set Up a Two Column Form Type
With Formulayt you have the ability to display form fields at half width. This allows for the creation of fully or partially double column forms. This is an optional feature and may not be installed on your account.
Bulk Import or Update Gates
With Formulayt you can save time by uploading up to 100 gates at once. This is an optional feature and may not be installed on your account.
Field Rules (Conditional Logic)
When creating and editing form fields, Formulayt provides you with a powerful rules engine to tailor behavior and functionality.