Add Forms to your In-app Campaign

Overview

Forms provide an interactive element to your In-app campaign, engaging users and encouraging them to participate. MoEngage allows you to add forms to your Drag & drop editor in your In-app campaign to generate leads, gather feedback, increase user engagement, and conduct surveys. This will ultimately benefit your business and enhance your app's effectiveness.

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Information

The drag and drop editor is the only template that supports creating forms.

Add Forms to your In-app campaign

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Prerequisites

Ensure that you're present in Step 2 of creating content for your In-app campaign. To learn more, see Create In-App Campaign.

Perform the following steps to configure a form for your In-app campaign:

  1. On the Content page of the In-app campaign creation process, select one of the pre-built Drag & drop form templates or create one from scratch. In this article, let us create a new registration form from scratch by clicking the Start with a blank canvas button.

    new form template.gif

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    Information

    The following pre-built form templates have recently been introduced to your dashboard:
    prebuilt templates.png

  2. Drag the FORM element to the required position in the template and then click Edit Form.
    drag form new.gif
  3. In the Create form pop-up, enter the following details:
    • Label - A user-friendly name to identify form fields.
    • Input type - The input types accepted from the user are as follows:
      • Email - A valid email ID that you can use to send and receive messages.
      • Text Checkbox - Checkboxes allow users to select multiple items from a list of options.
      • Date - The date picker field helps users select a date from the calendar or enter the required date in the input field in dd/mm/yyyy format.
      • Label - A label to tell users the value that should be entered in the associated input field. 
      • Number - Numerical values like phone number, age, and more.
      • Radio - The radio button that allows users to select a single option from a set of options.
      • Dropdown - A menu that allows users to choose from a list of options.
      • Telephone - User's landline or mobile number.
      • DateTime - An input field for the user to enter the date and time for any bookings or appointments.
    • Placeholder text - A brief text to assist the user in entering the correct data in the input field.
    • Required- Select this option if you want the user to fill out the field before continuing or submitting the form.
    • User property - You can update the user property with the value users fill in the form. User property is updated only when users submit the form.
      enter form details.gif
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      The Submit button is enabled by default, and the only thing you can change about the button is its name.

  4. Click Done to confirm the form elements.
  5. Configure the look and feel of the form elements as required in the CONTENT PROPERTIES section.
    form format.png
  6. Click Next to complete the campaign creation process.

View the Response Submitted

After publishing a campaign that includes a template where the user can add any input values, such as filling out the survey or feedback forms, selecting options from dropdowns, scratching cards, checking checkboxes, or clicking radio buttons, you can conveniently monitor and analyze the responses submitted. Simply navigate to the Form Inputs section in your dashboard to access detailed information on the type of responses received.

  1. Navigate to the left menu bar in your dashboard and then click Engage > Campaigns.
  2. From the All Campaigns page, choose the campaign that includes the form.
    choose campaign.gif
  3. Use the high-level filters, such as Date Range, Attribution Type, and Platform, to refine the selected campaign. To know more, see Analyze In-App Campaign.
    global filters.png
  4. Scroll down to the Form Inputs section on the Analytics page.
    scroll to form inputs.gif
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    • The Form Inputs section appears only after your campaign is engaged.
    • Data will only be shown in the Form Inputs section after the user has submitted the form. For instance, the Form Input section will show NA if users fill out the form but are unable to submit it.
  5. You can view the following details:
    • Locales - The Locale is set to default, but you have the option to modify it by selecting from the dropdown.
    • Variations - Select the specific variation from the dropdown to view the corresponding metrics.
    • Total rows - Total number of users who submitted a response.
      You can filter the users from the dropdown based on the following attributes:
      • User ID
      • Name
      • Email
        form input filter attributes.png
    • The response for each user attribute is listed in the adjacent column. For instance, a user with the ID "x1z2y3" might use "xyz@gmail.com" as their email address and submit their response. The analytics page will display the user ID "x1z2y3" and their corresponding response "xyz@gmail.com" when you select User ID from the dropdown. Similarly, when you select Name or Email from the dropdown, the analytics will display the name or email of the users and their corresponding responses.
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      • Responses will be shown together for both iOS and Android. You will not be able to filter responses based on the platform. If you want to view separate data, ensure that you track different attributes for iOS and Android.
      • The Form Inputs table will display a maximum of seven resposes.
        If you want to view all the responses, follow the steps below:
        1. Navigate to the MoEngage dashboard > Segment > Create segment.
        2. In the Filter users by tab, select the User behavior and add the Has Executed event as Response Submitted.
        3. Specify the event's time range and campaign ID to obtain a more precise user count of those who have submitted a response to the campaign.
        4. Click Show count to analyze the result.
        5. Under Query Results, you'll see the number of users who've submitted a response to the campaign.
    • You can also download the CSV file containing the user responses.
      download csv file form inputs.gif
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      Warning

      You can only select a maximum of 10 attributes to export. Use date range, locale, and variation filters for more specific data.

FAQs

arrow_drop_down Can I create a multi-page form?

You cannot create a multi-page form. You can only create a single form per campaign.

arrow_drop_down How to edit the cross button?

You can upload the cross button as an image and then add the close-btn class as shown in the screenshot below:

Screenshot 2024-09-11 at 12.25.39 PM.png

arrow_drop_down How many form elements can I add to the screen?

It is recommended that you add only one form per campaign.

arrow_drop_down How many inputs can I add to a form?

You can add as many inputs as you want and access them by scrolling down the pop-up.

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