How to Implement Conditional Formatting on Your Website Forms

A form is an online page that allows your potential clients to fill out particular fields online instead of on paper. In DSS, we use forms regularly. A contact form, mini contact form, newsletter signup page, and book offer page are all examples of forms.

For example, when a potential client fills out a typical book offer form, DSS collects the contact information, sends an email to the address associated with the form, and sends an email containing the download link to person requesting the book. Until recently, the form handled every potential client the same way.

Now forms can include conditional formatting, a powerful feature that allows you to handle communication to your potential clients and members of your own company based on how certain fields are filled out. This new feature can accommodate the following types of applications:

  1. You have multiple offices, and you want leads to go to a specific employee at a specific location based on some field on the contact form. The rule can be based on a specific city, state, or radio button corresponding to the potential client’s preferred location.
  2. You have certain practice or service areas that are handled by specific employees at your firm. Based on the area chosen by the potential client, leads can be emailed to the appropriate employee.
  3. You want to send a specific email campaign to a potential client based on the service area they selected.
  4. You want to send hard copies of your book to potential clients who live in-state, and soft copies to those who live out of state.

You can see there are a ton of uses for this feature! Here is how to use it:

  • Set up a specific tag and campaign for each option you want to offer. For more information on how to set this up, check out this User Group video: https://www.fosterwebmarketing.com/video/tips-and-tricks-for-using-the-dss-crm.cfm
  • Under “Campaigns & Emails,” go to “Search and Edit Forms” and choose the form you want to associate the campaigns with.
  • Add the form fields you want to use. The fields you can add rules to are:
    • State
    • Country
    • Checkboxes
    • Radio Buttons
    • Select Dropdowns
  • Keep in mind, if those fields are not set to “Required,” the user may not fill them out and will not be in the campaigns you chose.

Form field rules for checkboxes

  • Click on the orange "Set Rules" button.

Set Rules button

**NOTE: Once you set the rules, the fields you have applied rules to will turn blue.

Rules alert

  • The first option in your form field will be the default. Click in the “Assign Tags” field and a dropdown will appear of your tags. You will do this for each option.

Adding tags

  • Add the email or multiple emails for the internal person that should be notified of the contact. **NOTE: This will override your normal contact form notifications!
  • Once you have added a tag, click “Save Rule” and it will appear in the list below “Current Form Action Rules.”

Tag added

  • At any time you can click the pencil icon to the right of each rule to edit the rule applied or the email associated with it.
  • Once you have set up the rules for each option in that form field module, click on the X in the assignment module (Rules are saved in the module when you click on “Save Rule”).
  • Click “Save” at the top right of the page when you are done editing the form rules and form fields.
  • Test your forms!