Capturing visitor information on your website allows you to follow up via email marketing or marketing automation.

Mautic Marketing Automation | Types of Forms

This post is part of series of Posts providing documentation about the Mautic open source marketing automation system.

The main or parent post of this series is….

Mautic Overview | Low Cost Open Source Marketing Automation for Small Business

Mautic provides the ability for one way integration’s into various other systems: social media marketing, email marketing, CRM, and cloud storage.

This specific post explains the two different types of forms within Mautic and when you want to use one over the other.

Video Transcription Starts

Hey everybody.

I just wanted to take a quick minute and review a concept within Mautic that some have had questions about recently.

You may have noticed in a recent version of Mautic that we have defined forms as two different types.

And I wanted to briefly look at those two types of forms and kind of explain their use case so that it makes more sense.

When you look in your Mautic installation, you go to Manage Forms and click New, you’ll be presented with a model, and within that model you have two options: New Campaign Form and New Standalone Form.

Now of course you could read the block of text that tells you a little about them, but nobody likes to do that so instead I’m just going to tell you quickly how they differ and when you would use one or the other.

If you choose New Campaign Form, what you’ll notice is you have a Details and a Fields tab and that’s it.

However, if I was to go back and choose New Standalone Form you’ll notice here I have Details, Fields, and Actions.

The Actions tab is unique to the standalone form.

Now let me explain the use case.

If for example you wanted to create a form to collect certain information from your users and then immediately perform some action on those submissions, such as maybe letting them download an asset, pushing that lead to an integration, or sending an email to that lead immediately upon that form submission, and that would be pretty much the end of your contact with them, then you would create a standalone form, and you would define your actions on the form.

If however instead you wanted to create a form that would be used to populate part of your campaign, meaning if this users fills out the form you then want to perform a series of actions on that lead over a time period as a result of different user interactions with your website or other uses you would want to create a campaign form.

And in that case you wouldn’t necessarily want the actions to be on the form, but you wold want those actions to be part of your campaign workflow.

So to avoid confusion we’ve removed the Actions from the campaign form and placed those directly in the campaign.

That way, when you go to manage your campaign and you launch your campaign builder and maybe you choose a campaign form as your baseline for the new campaign you’re creating, you would then use these actions and decisions as a direct result of that form submission.

What you’ll notice is that these actions defined within the campaign are very similar if not identical to the form actions that you would find on a standalone form.

The reason we’ve separated these two is to keep you from having two places where you might enter an action on a form and thus have confusion.

If you had a form that you had actions defined on the form but you also used that form on a campaign there’s the possibility you wold have a duplicate action.

So you might trigger something on the form, but you might also trigger it during the campaign workflow.

So we’ve separated that out to two different form types, the Campaign Form where the actions will be defined as part of your campaign workflow, or a standalone form where you would define the singular actions that would happen with that form submission directly on the form.

Hopefully that helps as you begin to use forms within Mautic.

Video Transcription End

Mautic helps you nurture leads once someone comes to your website and fills out a form.

Attracting people to your website and getting them to fill out the form is Inbound Marketing.

To learn more about Inbound Marketing…

Download the eBook: The 7 Fundamentals of Being Found Online

 

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