Forms

You recently learned about the Scheduling feature, now it's time to dig deeper into Forms.

Forms represent a great feature that helps you collect data and use it further in your flow. Say you organise an event and want participants to fill out a simple flow that gathers all the data you need for further usage like sending reminders, creating an attendee list, etc. Appmixer helps you create a form and collect the data with ease.

Let's see how such a flow could be built in Appmixer.

Using the FormTrigger component

In the example above, we created a form that is accessible in the "Form URL" and containing four fields: First Name, Last Name, Email, and Phone Number. Once the form gets filled out, a new contact is created in ActiveCampaign, and a Slack notification is sent.

Below, see what the Appmixer form looks like by default. Of course, you can fully customise it to your liking.

Appmixer form

In the scenario above, we've used the "FormTrigger" component. This component gives you a URL that you can send via other channels to other people and every time they submit the form, the "FormTrigger" component in your flow triggers with the form submission data.

Alternatively, you can use the "FormAction" component and use a more complicated logic that creates a form every time a different trigger fires and get the form URL dynamically so that you can. e.g. send the form URL via SMS.

Let's continue with our example. Say we want to send a unique link in an email campaign that will motivate attendees to invite their friends or colleagues. We want to create a unique Form URL, pass it over to ActiveCampaign as a custom field (to use it in the email campaign), and create a new contact in ActiveCampaign every time the dynamically created form gets filled out.

This is how it would look in the Appmixer Studio.

Using the FormAction component

As you can see, there are two output ports in the "FormAction" component: form and entry. The "form" output port passes the dynamically created Form URL to ActiveCampaign (updates a contact), entry collects the data once the dynamically created form gets filled out and sends it to ActiveCampaign (creates a new contact).

This is, of course, just one simple example of how Forms can serve your business needs. The scenarios and business cases you could solve with Forms are limitless.

Let's wrap it up with terminology you may need to understand to fully leverage the potential of Forms in Appmixer.

Forms terminology

FormTrigger Creates forms and collects entries.

FormAction Creates forms and collects entries. Web link with the form is dynamically generated and sent to the "form" output port. When the form is submitted, the form entries will be sent to the "entry" output port.

Form URL The URL where the form is accessible.

We haven't touched the customising and styling of the form yet. Needless to say, you can fully customise the flow to your liking, either by adjusting the form title, description, form fields, call to action text, thank you message, or by implementing advanced styling options like Scripts and Stylesheets.

Styling options

All in all, Forms can be a great helper if you want to collect data and use it further in your flow. Next, we'll look at another Utility Module, Tasks.