The Data Collection form is a valuable tool that allows you to collect information from your user before issuing them a Digital Business Card.
Terminology
Data Collection Form:
Also known as the Enrolment Form. This is a form used to collect data from your users before the Business Card is issued.
Distribution page:
The distribution page contains the welcome email settings , enrolment settings and form URL/QR Code.
Enable the Data Collection Form
To enable the form we need to allow enrolment. This setting specifically allows the use of the form to enrol a user.
Navigate to the Distribution Page
Use the Toggle to enable/disable enrolment
Edit your Data Collection Form
Navigate to the designer
Navigate to the the Designs page and click the edit icon for the tier you want to edit.
Open the form designer
Click on the 'Data Collection Form' icon to access the form design.
Add and order fields
Now add fields and reorder them by dragging them into place.
Removing a field
If you add a field by mistake, you can delete it by opening the field settings and clicking 'Delete'
Edit the Form Settings
The form settings allow you to edit the following,
Edit the Form Title
When viewing the form designer, click on the Title to open the settings.
Enter the new text and click "Save" when done. To save the changes to the design click on the save icon.
Edit the Form Description
When viewing the form designer, click on the Description to open the settings.
Enter the new text and click "Save" when done. To save the changes to the design click on the save icon.
Edit the Form Footer
When viewing the form designer, click on the Footer Text to open the settings.
Enter the new text and click "Save" when done. To save the changes to the design click on the save icon.
Edit the Form Submit Button
When viewing the form designer, click on the Submit Button to open the settings.
Enter the new text and/or colour and click "Save" when done. To save the changes to the design click on the save icon.
Edit the Form Background Colour
When viewing the form designer, click on any text (not fields) to open the settings and navigate to the background colur tab.
Choose your colour and"Save" when done. To save the changes to the design click on the save icon.
Edit the form CSS Overrides
There may be other aspects of the form you would like to change, but can't be done using the editor. In this case you can use CSS.
When viewing the form designer, click on any text (not fields) to open the settings and navigate to the CSS tab.
Test
Now we can see what the form looks like in a browser.
Find the form URL
Navigate to the Distribution Page and click on the share icon
View the form in your browser
Copy the URL and paste in your browser, or scan the QR with your mobile device.