Form editor - Basic settings
The [Basic settings] tab on the form editor screen allows you to edit the basic settings of the current form.
Accessing the screen.
In the left sidebar menu, click [Campaign] -> [Form].
On the form list screen, click the title of the form you want to edit.
Form editor - Basic settings
| Item | Description |
|---|---|
| Title | Form title. |
| Sort | Sort number (sorted in descending order). |
| Description | Description displayed to the user on the form page. |
| Thank you message | Message displayed after the form is submitted. |
| Tag for form submission | Data output after the form is submitted. Set your conversion tracking tag parameters here. |
| Thank you e-mail | Option to enable automated thank-you e-mail after the form is submitted. Selecting [Send] allows you to configure the message title and content. Note: To receive automated replies, you must specify an admin e-mail address on the Account screen. |
| E-mail recipients | E-mail address for form submission notifications. Click [Add] to add multiple addresses. Note: To receive automated replies, you must specify an admin e-mail address on the Account screen.
|
| Sender | Address for replying to messages sent using the form. If this is empty, E-mail will be sent from Site e-mail address. |
| Status list | List of notification statuses. |
| Do not store form data in the database | Enable this option to erase all data from the database. |
| Status |
|
| Automatic user registration | Check this box and set the group to be assigned at registration, and users who have not been registered will be automatically registered when they submit the form. |
API Request Restriction
| Item | Description |
|---|---|
| API Request Restriction | Sets access restrictions based on custom member filter list. |
Management screen access restrictions
| Item | Description |
|---|---|
| Access restriction for basic settings | If you select [Restricted], specify the allowed groups using the filter below. |
| Access restriction for item settings | If you select [Restricted], specify the allowed groups using the filter below. |
| Access restriction for answers | Access restrictions for form responses. If you select [Restricted] or [Own content only], specify the allowed groups using the filter below. |
| Access restriction for downloads | If you select [Restricted], specify the allowed groups using the filter below. |
| Permission to edit answers | Selecting [Unlimited] allows users to edit past form responses. |
Batch actions
| Item | Description |
|---|---|
| Update | Applies any changes made in this editor. |
| Delete | Deletes the current form form. |
Changelog
Click the [More] in the upper right corner of the Form editor screen, then click [Basic settings changelog] to see a list of the history of editing the basic settings.
Basic settings changelog
| Item | Description |
|---|---|
| Version | Displays the version. You can see the target version after clicking the version link. |
| Updated on | Displays the date and time the content was updated. |
| Updated by | Displays the name of the member who updated the content. |
| Action | Displays the type of processing performed. There are six types of statuses as follows
|
| Comment | Displays the comments at the time of update. |
| Content | Displays the updated contents. |
Related documents
- Send notification messages to users who submitted a form
- Set form response to user's member information registered by form submission
- Adding Reminder Functionality to a Form
- Can I customize my thank-you e-mails?
- How do I include content from the original form submission in the thank-you e-mail?
- How do I include user details in the thank-you e-mail?
- How do I link content information in a thank-you email?
- How do I display inquiry numbers (submission no.) in e-mail notifications?
Support
If you have any other questions, please contact us or check out Our Slack Community.