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📝 Form Builder

The Form Builder in C360 allows you to design, manage, and assign forms that can be integrated with campaigns, landing pages, and lead management.

To access it:
➡️ Go to Marketing → Components → Form Builder from the left-hand menu.

🗂️ Form Builder Views​

  • The Forms list provides a complete overview of all created forms.
  • Form Builder can be viewed in Grid View or List View.
  • Grid View – Shows each form as a card with quick actions like edit.
  • Can change the status of the form from Draft to Published and vice versa.
tip
  • Hovering on "i" icon allows you to see the Description.
  • Hoverring on the Form Card and clicking the preview icon allows you to see the form preview in a new tab.
Grid View of Form Builder
Grid View of Form Builder

🔍Searching for a Form​

  • Enter a keyword or form name in the Search bar.
  • Matching results will appear instantly.
Form Search Example
Searching for Forms in the List

🎛️Filtering Forms​

You can filter Forms by:

  • Status
  • Category
  • Created At
  • Modified At
  • All/ My Form / Form Assigned To Me
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  • All: Created by me/Assigned to me/Created by below users.
  • My Form: Created by me
  • Form Assigned To Me: The form which was assigned to me by someone.
Filtering forms
Filtering forms

➕ Add Form​

  • Click Add Form to create a new form.
  • Fill in the Form Name, Category, and Description.
  • Click Save to create the form.
  • After saving, you will be redirected to the Form Builder page where you can add fields and actions.
  • Costumize the form by adding fields and defining actions.
  • Click on Save as Draft to save the form as a draft or Save as Publish to make it live.
Click to see additional actions in builder page
  • Can edit the form name.
  • Can preview the form by clicking on the Preview button.
  • Can Edit,Copy,Delete and Drag the form fields.
  • On edit field, you can change the Field Label, Field Type, Placeholder, Required Field, Default Value, Options.
  • Can Cancel the form creation process by clicking on Cancel button.
  • Can search the left panel elements by typing the field name in the search bar.
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  • On Submit button you can add a Custom Message or Redirect to URL as submit action.
  • On Submit button you can also add ** CRM Submit Actions** like Modify Campaign Segments, Download an Asset, Send Email to Lead, Send Email to User, Send Form Results.
Adding a new form
Adding a new form

⚡ CRM Submit Actions Defination and Usage.​

Define automated actions that trigger after form submission.

  1. 📊 Modify Campaign Segments
  • Add or remove contacts from segments.
Modify Campaign Segments
Form Action – Modify Campaign Segments
  1. 📂 Download an Asset
  • Provide downloadable content upon after form submission.
Download Asset Action
Form Action – Download Asset
  1. 📧 Send Email to Lead
  • Send an email to the lead after form submission.
Form Action – Send Email to Lead
Form Action – Send Email to Lead
  1. 👤 Send Email to User
  • Send an email to the user after form submission.
Send Email to User
Form Action – Send Email to User
  1. 📤 Send Form Results
  • Send form responses via email with options for To, CC, BCC, Send to Owner, Send to Contact.
Send Form Results Action
Form Action – Send Form Results via Email
info
  • To edit or delete individual fields/actions, use the icons beside each item.
  • Always click Update after changes.
Edit Form Actions
Editing or Deleting Form Actions

✏️ Edit Form​

  • Select the form you want to edit.
  • Click the Edit icon.
  • Modifications can be made to the form's name, category, description if needed and click Update.
  • Make the necessary changes in the form builder.
  • Click Update as Draft to save the form as a draft or Update as Publish to make it live.
Edit Form
Editing a Form

👁️ Preview Form​

  • Hover on the form you want to preview in grid view and click on the Preview button.
  • Or click on the Preview icon in the list view.
  • A new tab will open with the form preview where you can see the form in desktop, tablet, and mobile views.
Preview Form
Previewing a Form

👥 Assigning Forms​

  • Select one or more forms from the list.
  • Click Assign To at the top.
  • Choose a group from the dropdown.
  • Click Assign to confirm.
Assign Forms to Group
Assigning a Form to a Group

🗑️ Deleting Form​

  1. Select the checkbox(es) for the Form you want to delete.
  2. Click the Delete icon .
  3. Click on Yes from the confirmation pop-up if you want to delete.
Delete selected form
Delete selected form