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Contact page and contact form

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Select the Form Page in the menu bar for editing. 

The Form Page forms the basic structure of the contact form. The form configuration is integrated into the form page. 

Contact Page (Form Page)

In the Add FormPage first select "Default Contact Form".

Create the Form Page as follows: 

  1. MetaName: Here you assign a technical name, for example "Contact form". This allows the contact form to be selected later for the results page and for sending emails.
  2. Url Endpoint: So that the page can be called up, enter a URL endpoint name (example: "contact form").
  3. Form Page Title: Enter a title for the contact form. This is displayed to the user on the page.
  4. Send button label: Text to be displayed on the button for submitting the form.
  5. Form page top/bottom text: Here you create text elements that are displayed above and below the contact form (see screenshot).
Contact page inputs

Contact form (Form Configuration)

In the Form Configuration, you can query the contact details of your potential customers. You have several design options for this.

To query the first name, last name and e-mail address, use a text input field in which the customer later enters their data.

In order to do this, choose Add Form Field and the field type Text Field.

Query field

Click right Text Field and fill in the following fields:

  1. Input names: This is a technical name. You can leave this field empty to enter your first and last name. For the e-mail address, however, it is important that “email” is entered instead! This is the only way to ensure that later the e-mail dispatch also works. Note that the example is case-sensitive.
  2. Input label: The name stored here is visible to the user in the contact form. In the field intended for the e-mail address, the user sees the text "e-mail" afterwards, for example, and thus knows that he must enter his e-mail address. You don't have to pay attention to upper or lower case, because it is a label and not a technical name.

You can leave the remaining fields empty. Create a total of three text fields: one each for first name, last name and email address.

The contact form then looks like this: 

Frontend - backend: 

Then choose in Add Form Field the option Dropdown and set these fields as Input labelso that you can query the country of origin:

Frontend - backend: 

Drop down box

In the Value List of the Form Configuration, you can configure the selection options. To do this, choose Configure

Value List

In the new window Configure dropdown area and press the button + ADD LIST ITEM and add three countries to choose from. Save the entries as SAVE

Configuration dropdown

Finally, ask if the customer is over 18 years old. To do this, use the Checkbox

In order to do this, choose Add Form Field and the option Checkbox. Set this field as Input label.

Frontend - backend: 

Checkbox field

Since all information is required change the switch in all sections to Required (switch appears red).

Required switch

To enable the user of the selector to receive their personal result by email, in Menu: Lead> NEW MAIL CONFIG create an email form. The e-mail is automatically sent to the contact details of the selector user, provided it has been created correctly. A PDF document can be attached to the e-mail in which the recommendations and the answers are given. Here is an example of such a PDF template (file with Right click > Save As store locally and then with LibreOffice open and edit):

Download template example (.fodt file)

A notice: Downloading and configuring the PDF document is not relevant for creating your selector.

The inputs look like this:

  1. Sender: Sender of the email that is displayed in the mailbox when the message is received.
  2. Recipients: Here you set who should receive the email. You remember: In the configuration of the text field for the email address, you had to store the input name "email". Under Recipients you now configure with the input {{}}that the message will be sent to the address specified in the contact form. For this reason, care must be taken to ensure that the spelling in both fields is exactly the same.
  3. Trigger: Select the contact form you created.
  4. SMTP user: Currently only can be selected here. This determines the server from which the mail is sent. Setting this field is therefore absolutely necessary.
  5. Header template: Here you specify which template is set for the e-mail subject. Please use "request_notification_mail_subject".
  6. Body template: Here you determine which template is set for the e-mail text. Please use "request_notification_mail_body".
  7. Send attachments: This is used to control which PDF template is attached to the email attachment. You do not need this function for your test selector.
Customer email

You can find more information about lead management in the Digitizer documentation (no longer relevant for the creation of your test selector):

Resources: Lead

Resources: Data sources

Resources: Contact form (further)

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