Forms: FAQs

Overview

The following are frequently asked questions related to the Forms module.

What is the difference between Form Actions and Field Submission Rules?

Form actions are applied to everyone who completes your form. If you want to send out a blanket confirmation email or if you want to be alerted whenever someone completes your form, you can set these actions up here. Form actions occur alongside any applicable Field Submission rules. Field Submission Rules, on the other hand, are much more targeted. Here you can set up specific actions to occur depending on how a person answers the questions on your form. For example, if someone says their job title is Vice President and that they are located in Georgia, you can send them a highly targeted confirmation email or assign them to a specific user.

Do the conditions making up a Field Submission Rule use AND or OR logic?

Conditions (the gray boxes) within a rule use AND logic. This means that all the conditions making up that rule need to be satisfied for the actions in that rule to occur.

If a form visitor meets the conditions of more than one Field Submission Rule, which set of actions will occur?

Field Submission Rules are evaluated in the order they are listed on the stage. When someone satisfies the conditions making up a rule, the associated actions will occur and no subsequent rules will be evaluated. For that reason, it is important to arrange your form's rules by order of importance.

Can I reorder my rules?

Yes. To reorder rules, hover over and click on the number at the far left of the rule, then drag the rule up or down to reorder.

I don't want to add any actions to my form; why can't I publish my form?

Before you publish your form, it is required to add a redirect URL. You can add a redirect URL under Form Actions by clicking the Add URL button.

I've added a redirect URL but the Publish button is still disabled. What am I missing?

The publish button will remain disabled until all required information has been completed across all four steps of the builder. In addition to adding the redirect URL, make sure all Field Submission Rules have at least one condition and one action. You can publish your form once all three of these criteria have been met.

Why are actions not occuring on my published form?

If you published your form and none of the actions are occurring, double-check that you mapped your form's email field to the Email field in your CRM. This field has to be mapped for Field submission rules to be evaluated correctly.

Why should I get code with JavaScript?

Some browsers, like Safari, require additional JavaScript to validate that required fields were completed. While these fields will still be labeled as required, if you choose to get code without JavaScript, you run the risk that your form will be completed with required fields left blank.

Why would I get code without JavaScript?

If the page you are adding the Sugar Market form to already has JavaScript, then the two scripts may conflict with each other. In this scenario, it is best to export your code without JavaScript.

When do I need to republish my form?

Any time you make a change to your form, regardless of which step, you must republish your form to push those changes to the server. You can republish by clicking the green Publish button in the progress bar.

Note: You can save without publishing your edited form if you are not ready to push your changes. Your form will have "Staged" status and any form completes will be evaluated against the last published version of your form.

Do I have to update the code on my website every time I republish?

No, you only have to update the code on your website when you make a change to the form itself (e.g. an edit to your redirect URL). You need to republish if you make a change other than to your redirect URL on form actions, but not update the code on your website.

I embedded the code on my website, but my direct page now also appears embedded inside the page. What happened?

Some third-party pages, such as Wix, embed external forms in an Iframe. In this event, the redirect page will also load in an iframe. We recommend styling your redirect page to appear as a confirmation message within the Iframe.

Why did my form lose its styling on my Wordpress page?

Wordpress removes or ignores some CSS from its embedded forms. You can circumvent this by installing an extra plugin. We recommend using Don't Muck Up My Markup to preserve your form's spacings and the Google Fonts plugin to add Google fonts to your website.

Note: When using Wordpress, forms can only be embedded on sites created on Wordpress.org. Wordpress.com does not support third-party embedded forms.

What reports are available for forms?

There are two reports currently available for forms: Individual Responses and Individual Form Results.

What's actually applied when I save a form as a template?

Templates save all your form's fields, their settings and mappings, and your form's design. None of your form actions or field rules will be saved in a template, including your redirect URL.

I selected a blank theme, why was an email field added by default?

An email field and a button are required for embedded form submissions to be processed correctly. 

Why can't I delete certain fields?

In addition to the default email field, the form's fields cannot be deleted after you publish the form to preserve submission data. Published fields can still be edited or rearranged, and all non-published fields can be deleted.

Can I add URL parameters to my external form?

URL parameters are not supported for external forms. This functionality will be available at a later phase for forms used on new Sugar Market landing pages.

Why aren't my form completes being added to my CRM?

Make sure you map your form's email field to the Email field in your CRM. This field must be mapped correctly for any submissions to be added or updated in your CRM.