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How do I use Form Engagement?

Rekko’s Form Engagement is a powerful tool to add to your arsenal. Use it for collecting email addresses, finding out a little more about a visitor, or surveying your visitors’ preferences. Form Engagement can seem daunting because of the amazing options we provide, but we’ll show you how to use it for a simple email capture and then in a more complex way to get you familiar.

Using Form Engagement as an Email Capture

Even though Rekko provides you with an easy-to-use wizard to set up an Email Capture form, sometimes you just want to make your own and customize it with your own code. No problem! We have a way for you to get your creative juices flowing.

Create a Form Engagement by going to Library in the main navigation and then selecting Engagement Library. Hover over Create a New Engagement button, then under the Forms section, select Form. This will take you to a new screen with the Form Engagement editor.

Your first step is creating a question. You won’t be able to edit the Form or Result until your question(s) is saved. For this example, our question is “what is your email address?”

Click the Add Question. You’ll be given a drop down and some fields to fill.

Since we’re asking visitors to enter their own info with their email address, we’ll leave the drop down for Question Type as Text.

The next field is just a description of the question. It won’t actually appear in your HTML.

The field after, Insert Value, can be left blank here. If our Question Type was a Checkbox, Radio Button, or Combobox, we would list the options a visitor can select. In our current example, a visitor will be entering their own answer, their email address; so we leave this blank.

The last field is Insert Profile Field. In our example, we’re using “email.” Since this is an existing field within Rekko, when visitors enter their email address, it will be populated to the Rekko email address field in their visitor record. You can also use this field to create custom profiles. More on this later.

form-engagement-simple-questions

Once you’ve finished editing your question(s), you can go ahead and click that Save Questions button in the bottom right. You’ll notice that you’ll be able to Edit the Form and the Form Results (what’s shown after a visitor submits), and the Save Questions button is now a Save Engagement button.

On the Edit Form tab, you’ll see that we’ve generated a unique survey ID for your form. You can go ahead and add your creative around this ID. Just be sure that it’s not removed and that you don’t paste this unique ID into another form engagement. Every form engagement has its own unique ID, even if it’s cloned.

form-engagement-unique-id

At this point, you’re just making your form look nice and pretty for your visitors! The actual method for delivery (pop on vs inline) will be determined when you get this engagement into a Campaign.

Using Form Engagement as a Survey

Using the Form Engagement to create surveys or to ask additional questions other than email address is just a matter of adding more questions on the first step. Let’s first go through the different Question Types.

  • Text: Use this option when asking visitors to fill in values like first name, last name, or email address.
  • Radio: Use this option when asking visitors to choose an exclusive option like yes or no.
  • Check Box: Use this option when asking visitors a question that allows for multiple answers.
  • Combo Box: Use this option when asking visitors to choose an exclusive option like male or female.
  • When choosing a Question Type other than Text, you’ll need to enter values for your visitors to choose in the Insert Value field. Enter each value on a separate line. For example, we can ask a visitor to pick a favorite color from a combo box. We would enter each color on a separate line. See the example below.

    Survey_Engagement_Editor

    After adding your questions, just click that Save Questions button to have your survey ID generated. The rest is up to you to make the form look great for your audience. Just as we mention above, though, be sure that your survey ID is not altered as each form has a unique ID.

    What are the Form Settings and Form Results Settings?

    Under Form Settings, you have an optional field for Action URL. This is used if you wish to have the answers submitted to another server other than Rekko. You would just paste in the URL that will submit to your server.

    Under Form Results Settings, you have two options: Action URL and Target.

    Here, Action URL is used if you wish for the user to be taken somewhere upon submission. For example, instead of showing them the Form Results Creative through Rekko, you can send them to a specific Thank You page on your site.

    The Target option says how that page might be displayed. Do you want it in a new page? Shown in the modal? Replace the page they’re currently on? That’s up to you!