Description: A comprehensive tool for creating custom forms (such as contact forms, surveys, or registration forms) and defining the automatic actions to be executed after each submission.
What is it for? (Practical examples)
Use this tool to:
- Manage newsletter subscriptions: Create a subscription form and automatically link it to one or more marketing lists, managing consent and tag assignments.
- Automate customer registration: Collect personal and billing data, automatically creating or updating the customer's profile in the database and sending access credentials.
- Create advanced questionnaires and surveys: Define fields with conditional logic, showing or hiding specific questions based on the user's previous answers.
Main Features
Field Creation and Customization
The module offers granular control over every form element:
- Input types: Supports various field types including free text, email, phone, numeric, date, time, password, file upload, single selection (radio), multiple selection (checkbox), and hidden fields.
- Conditional logic: Allows setting display conditions for each field. A field will appear only if responses given in other fields meet the defined criteria.
- Validation and requirements: Fields can be made mandatory, default values set, placeholders defined, and for numeric fields minimum and maximum values specified.
- File management: For upload fields, accepted formats (e.g., PDF, JPEG, DOCX) can be specified.
- Responsive Layout: Enables defining the width of each field (25%, 50%, 100%) differently for Desktop, Tablet, and Mobile devices.
Submission Management and History
- Overview: Displays a list of all created forms, their active status, and the total number of submissions received.
- Detailed history: Each submission is recorded showing date, user (if logged in or identified), language used, and success or failure status of all associated automatic actions.
- Data details: Allows viewing all data submitted by the user in detail, including tracking data (such as submission origin).
Submit Button Customization
You can customize the submit button text and apply specific CSS classes to modify its appearance and size within the layout.
How to Configure
Configuring a new form happens through a guided process divided into main sections:
1. General
Define the Form Name (mandatory) and set the status to Active or Inactive. This section also generates the form’s public link, which can be viewed and copied for external integration.
2. Fields
Use the creation interface to add and order fields. For each field you need to define:
| Setting | Description |
|---|---|
| Field Name | The label visible to the user. |
| Field ID | The unique internal identifier (useful for integrations and conditions). |
| Input Type | Choose the response format (text, email, radio button, etc.). |
| Select Values | If the field is a selection type (radio/checkbox), define available options (Internal Value and Visible Text). |
| Required | Indicates whether the user must fill out this field to submit the form. |
| Field Width | Sets the size occupied by the field in the responsive grid. |
| Display Conditions | Defines rules to show the field only if certain conditions are met in other fields. |
3. Actions
This section defines automatic operations to execute after a user submits the form. For each enabled action you can configure specific details and response messages.
Response Message Management
For each action you can enable Message Management to customize the title and text of messages that users will see after submission (e.g., "Submission successful" or "Error during registration").
Automatic Integrations (Actions)
Automatic actions connect the form with other Framework360 system tools or external services.
| Action | Purpose and Configuration |
|---|---|
| Register Customer (Personal Data) | Maps form fields to personal data (First Name, Last Name, Email, Address, Billing Data) to create or update a customer profile. Allows generating and sending login credentials for the Client Area if the user is not yet registered. |
| Tag Assignment | Automatically assigns static or dynamic tags to the customer profile after submission to facilitate segmentation. |
| Newsletter Subscription | Subscribes users to marketing lists. You can select static or dynamic lists and choose whether to bypass any Double Opt-In protocol. |
| Generic Request via Email Address | Sends an internal notification with form data to one or more customized recipients. The notification email template can be personalized. |
| Automatic User Reply | Sends a confirmation or thank-you email to users who completed the form. Allows defining a custom sender (SMTP), Reply-To address, and attaching files (e.g., an informational PDF). |
Javascript Events (Advanced)
This section is reserved for users with programming knowledge. It allows inserting custom JavaScript code at specific points in the form lifecycle (e.g., before validation, after successful submission) to execute complex logic or integrate external services.
> Warning: Incorrect code here may compromise form functionality.
Content Integrations (Shortcodes)
Data collected from the form along with some system information are available as dynamic shortcodes usable in automatic reply email templates or internal notifications.
Examples of available shortcodes:
{nome_campo}: The value entered by the user in that field.{site-link}: The link to the page where the form was submitted.{logged-user-id}: The customer ID if user was logged in at submission time.{logged-user-email}: The customer's email if user was logged in at submission time.
Global Form Import
It is possible to import or duplicate existing forms using a dedicated import function that previews automatic actions associated with each global form.
