Business Rules for Private Forms
Chances are you have quite a few forms on your site. Wouldn’t it be great if you could also use those forms to create new contacts in Acquire? With Business Rules for private forms, you can automatically! In this guide, we’ll walk through the steps to create Business Rules for forms and how to be notified whenever the form is filled out.
In this article:
- What Are Private Forms?
- Identifying the Private Forms on Your Site
- Building a Form Business Rule
- Viewing Form Data on the Dashboard
- Excluding Sensitive Information
What you’ll need:
- The Latest Version of Chrome
What Are Private Forms?
Identifying the Private Forms on Your Site
In order to identify the private forms on your site, you’ll need to use the developer tab in a Google Chrome browser.
Step 1: In a Chrome browser, go to your form and right-click. Select ‘inspect’. This will open your browser’s DevTools section.
Step 2: Click on the ‘select’ arrow in the top left corner of the developer toolbar.
Step 3: Hover over the form until all of it is selected (it may be tricky at first to find the right location). Keep an eye on the DevTools as you do.
Step 4: Once highlighted, go to the developer tab and copy the class value. For example, in the example above, the class value is acq-form-t sim-page-form and the ID is contact-form.
To verify you’ve selected the correct class name or ID, hover over the form’s code block in the DevTools. The whole form should be highlighted in your browser.
Keep the class name in a safe place. We’ll be using it later.
Building a Form Business Rule
Now that you have the class name or ID, it’s time to build a Business Rule to automate your form submissions.
Go to Settings > Workflows > Business Rules. Select ‘New Rule’.
Name and describe your rule, and then set the channel as ‘Private Form’.
Paste the class name or ID in the ‘Enter Form Class/ID’ section.
Once your new Business Rule is filled out, press ‘Create’. You’ll be redirected to your new workflow.
In the workflow area, begin building your rule by clicking on the plus sign (‘+’).
You’ll have the option to:
- Apply A/B Test Groups to test out reactions.
- Assign an Agent or Department to handle the form submission.
- Assign Tags to organize your form submissions.
- Check if a form was submitted outside of Operating Hours and send an Email Notification to a connected inbox.
- Delay Action to set a timer for subsequent actions, such as applying a thank you Popup.
- Use Action Group to apply up to ten additional actions.
- Send an Email to the visitor with a request to follow-up.
- Hide the Widget or Change its Language after the form is submitted.
Viewing Form Data on the Dashboard
Once you’ve set up a form workflow, you’ll be able to see contact information each time a visitor submits the connected form. That information will automatically save to their contact profile, providing a seamless experience for agents and customers.
Excluding Sensitive Information
You may have forms that ask for sensitive information. You probably don’t want this information pulled in to Acquire. Not to worry! We automatically exclude information such as passwords, credit cards numbers, and social security numbers. Of course, it doesn’t hurt to only create Business Rules for forms with non-sensitive data.
Have a question? Reach out to firstname.lastname@example.org or use our chat widget to speak to an agent and book a demo!