To customize a display’s form fields, click into your campaign and then select “Form” from the workflow menu. Hover over the “Form Fields” box and a link that says “Click to Edit” will appear with a pencil icon. Clicking that link will open additional options for customization.
Email and Phone Fields
An Email field or a Phone field is always required to be on a campaign that has form fields. If you wish to create a campaign that does not have a form, you can disable that. You can also edit the preview text that appears in the email or phone fields. The default text is simply “Email” and "Phone Number" but you change that to read “Please Enter Your Email”, "Cell Phone Number", or any other text you wish to use.
With the phone field, you will be able to collect phone numbers from the United States and Canada. When added, the phone number field will appear with an opt in checkbox as well to ensure compliance when sending text messages. If you do not plan to send sms messages to the phone numbers collected, you may remove the opt in checkbox associated with the phone field.
Customer Attributes: Name, Opt-ins, and Birthday Fields
To add a Name, Opt-in, Phone, or Birthday field, first click the “Add Field” dropdown to see your options for additional fields.
With the name field, you can ask for the user's full name, their first name only, or their last name only. You can also decide whether I want this field to be required or not. If you uncheck the “Required” box, that means that the user can complete the form without filling out the name label. If you want the user to fill out that field in order to submit the form, then keep that box checked.
With the ability to add an Email Opt-In checkbox to any form, you can ask the subscriber to check a consent to receiving email box. Many Privy customers use this form field with GDPR in mind. When a Phone field is added to your campaign, the Text Opt-In field will automatically be added. For compliance reasons, this field must remain on your campaign and checked in order to send text messages to your subscribers.
Lastly, asking users for their birthday allows you to send them special communications or offers on their special day.
Custom Fields: Text, Date, and Dropdown, Multiple Select (Checkboxes), and Single Select (Radio)
Click the “Add Field” dropdown to see your options for additional fields. If you select Text, you can ask users to fill in information such as their phone number or address with a free-form text box.
With the Date field, you can ask users to fill in a preferred or projected date, such as a wedding date or baby’s due date.
Additionally, you'll have the ability to ask users about their preferences. The Dropdown, Multiple Choice (Checkboxes), and Single Select (Radio) options are similar variations on a common theme. The differences are about the style of list and selectable options--drop down list, checkboxes, or radial buttons.
These fields allow you to collect information about your customers’ preferences. For example, you could ask your customers about their color preferences. You can add in as many different options as you need. You can also choose whether to select one option by default.
Now, one thing to note is that all of the information on the left side of the form field (the Field labels and the Option labels) are what your visitors will see. The information on the right is the data that gets synced to your email service provider or other database. You may want this information to be exactly the same in both cases. But some customers want the flexibility to choose labels that might differ internally from the customer-facing options.
Email Sync: Email List Subscription
You have the ability to add an Email Subscription Selection to your form. What that means is that if you have synced your Privy account with your email service provider, you can display different email lists that the user can opt into right from the form.
For example, maybe you have a few different types of email lists such as new product announcements or sales. Or perhaps you send different emails to customers who are interested in different categories of products. You can allow that user to join different lists right from this form. Similar to the custom fields, the email sync fields again are very similar in function, but they just defer in style choice: drop-down, checkbox, or radial button.
You also have access to hidden fields. Hidden fields allow you to collect additional information about your contacts invisibly/ behind the scenes, without them having to fill out or click anything additional to submit the form. Learn more about hidden fields.
Ordering and Deleting Fields
To change the order of your fields, just drag and drop them to reorder. To remove any fields, just select the trash bin can icon. Either the phone or email field will be required, so if you delete one you would lose the ability to delete the other.
IMPORTANT: If you are using an email service provider outside of Privy, it is important to map Privy’s custom fields to your database. That ensures that all the data you are collecting in your form and associating with your contacts appears in your database in the right spot. Make sure you map these fields before you launch your Privy campaign.