📖 This guide explains:
What is a Form?
The Forms module allows you to create forms in your Flipbook to be filled out by the user.
They can be added as either links on the page, in news tickers or to gate certain pages of your digital catalogs, and can be set to open automatically or when a visitor clicks.
💡 The Forms module is great for:
Consumer surveys
Online competitions and drawings
Newsletter sign-ups
Contact forms
Completed forms are sent to an email address of your choice. All information entered in a form is also stored in the iPaper system, and can be exported to an Excel file.
How to create a Form
Creating a form in iPaper is easy:
In iPaper, select Flipbooks from the vertical, left-hand menu.
Once the Flipbook overview has loaded, select Modules from the sub-menu.
Select Forms from the Modules menu. This will open the Forms modal, where you can create new Forms:
If you have any existing forms in iPaper, they will be listed in this modal, as well. To create your first form, select Create form.
This will open the form creator modal, which presents you with a number of fields to complete, as well as a visual editor in which you can drag different elements to populate your form with:
Basic properties
Internal name: here you can give your form a name that allows you to find it later. This name is internal to your account, meaning your Flipbook visitors will not be able to see it.
Header: the form header is essentially the public version of the internal name. The header will be visible by your Flipbook visitors, so ensure that what you put in the header is relevant, and makes sense to your visitors.
Notification email: in this field, you can enter the email address to which any captured form data will be sent to. Leaving this field empty will result in the data submitted via the form only being visible from within your iPaper account. You can learn how to see this data, below.
Custom properties
Static text: adds a simple text box to your form. You can use this to separate sections of your forms, or provide additional information to your users on how to fill out the form.
Input field: lets the user input text or numbers. You can enable email or integer validation to only allow complete email addresses, or whole numbers, to be entered.
Multi-line text field: this option can be used when a longer text input is required. You can specify the visible size of the text area in the form by modifying the number of visible text rows.
Recipient email (CC): the email (CC) field can be used to give your visitors the options to add an extra recipient of the data for when the form is submitted.
Checkbox: creates a toggle on/off checkbox. This is useful when your visitors are required to answer a yes/no question.
Checkbox list: creates a list of checkboxes, which allows your visitors to choose multiple values from a number of predefined options.
Radio button list: similar to the checkbox list, the radio button list also present the visitor with a list of multiple options. From these, however, the visitor can only select a single value.
Dropdown list: when you need your users to select a single value from a number of options, but presented in a collapsible, dropdown list.
Consent: requires users to give consent. This differs from a checkbox since it requires your users to actively click the checkbox. You have the additional option to link to your terms of service. The consent text is stored alongside every submission for documentation purposes.
Submit: This button submits all the data captured in all fields in the form.
💡 Once you're happy with how your form looks, and includes all the necessary fields, always remember to click Save!
How to Implement a Form in a Flipbook:
Once you've built your form, it's time to set it live in a Flipbook! There are a lot of ways to do this:
As a link action for an image/icon:
As a link or enrichment:
For Gated content:
How to get information entered in the Form
When creating a form, you have the options of including a notification email. Every time data is submitted via your form, a copy of this data will be sent to the email address provided:
You are also able to download the submissions in an Excel file. Doing so is easy:
Open the Forms modal from the Modules submenu.
Select the '…' icon on the right-hand side of the form for which you want to download the report.
From the drop-down menu, select Download report. Your report will be downloaded in the Excel file format.
And that's it! Forms are a great sandbox tool, that allows you to customize it entirely to your needs.