FSC - Configure a Form or a Survey Using the Forms and Surveys Configurator

Modified on Fri, 7 Mar at 3:51 AM

Introduction:

Use this application to Create Form/Survey templates by defining the FIELDS you want to appear in them. Then push the Forms/Surveys to be served from your landing pages, websites, or directly at the points of sale.

!! You can’t Layout or Stylize your Form/Survey with the Forms and Surveys Configurator (FSC). You do this with the Website & Landing Page Builder (WLPB) and the Touchscreen Builder (TB) -if included in your package-.

!! Get acquainted with how Leads flow in Bildhive!

Check out our article on Lead Collection and Unsubscribe Scenarios

!! Heads-Up

Our Table of Contents links might occasionally land you Just Below The Target Section. If this happens, a Simple Scroll Up to the Previous Section will get you right where you need to be.

TABLE OF CONTENTS

Get Started
- Launch the Forms and Surveys Configurator (FSC)
Create a Form or Survey
Open the Edit Fields Panel
Add and Edit Custom Fields
- Heders, Text, Numbers, Dropdowns, Dates, Attachments, Tags, etc
- Add Custom Fields to your Form/Survey Template
Open the Custom Fields Edit Panel
- Open the Edit Field Panel Directly from the Custom Field in the Template
- Open the Custom Fields Edit Field Panel from the Right Navigation Bar
Edit Custom Fields
The Customer Relationship Set-Up Section
(Tagging, Autoresponder, Thank You Message, and Consent Forms)
Save and Preview a Template
- Save your Template
- Preview your Form/Survey Template
The Templates List
General Settings - Google reCAPTCHA
General Settings - Groups
- Create a New Group
- Edit a Group’s Name or Delete a Group

Get Started

Launch the Forms and Surveys Configurator (FSC)

Go to the project’s Workplace
Under Project Configuration, find the Forms & Surveys Configurator (FSC) and Select it

Create a Form or Survey

Name, Define, and Save your Form or Survey

Once the Configurator opens, go to the Top Right of the screen and click Add Form/Survey
In the Add New Form/Survey pop-up, enter the Name* of your Form/Survey
From the Type dropdown, select Web Form or Survey
Click Create
Once the New Form opens in the Main Stage, go to the Top Right of the screen and, click Save

Enter the Template Information

General Information- Enter a Title for the form and
If you have created your Groups, select one from the Dropdown Menu,
If you Haven’t Created your groups, follow these steps:
Fields - Edit or Hide the default fields: Email*, Name, Address, Phone Number, Are you a Realtor?

*Email is a Mandatory Field that can’t be hidden.

!! Do you want to make changes to the Fields?

You can either Reorder the fields, Edit them, Hide them, Create New Ones, or Leave the Default Fields as they are. Follow These Steps:

Select, Reorder, and Hide Fields in your Form/Survey Template

To Select a field in the template, just Roll Over it
To Change the Order of a field, grab the field and Drag and Drop it into a new spot
To Hide a field, first Select the field you want to hide, then at the Top of the field, Click the Eye Icon
To Bring Back a field, just Click the Eye Icon again

!! Why are the Hidden Fields Still There?

A Hidden Field will appear GRAYED OUT in your Template, but WON’T Appear on your Form.

!! Why Can’t You Hide the Email Field?

The Email Field is Locked because it is Mandatory.

!! Didn’t find the Field you Need?

If you need to Add a Field that is Not Included in the Default Fields,

Follow These Steps:

Open the Edit Fields Panel

Open the Edit Panel Directly from the Field in the Template

To Edit a field, you must first open the Edit Field Panel of that field
To Open the Edit Field Panel of a field from the Template, go to the Template and Roll-Over or Select the field that you want to Edit
At the Top of the field Click the Pencil Icon
On the Right-Hand side of your screen, the Edit Field Panel opens
Make the necessary Changes, close the panel, and click Save

!! Check the Main Stage at the Center of the Screen.

The Changes you are making are immediately Reflected in the Template.

Open the Edit Field Panel from the Right Navigation Bar

Look to the Far Right of the Screen and locate the Right Side Navigation Bar
It is a Narrow Bar that consists of a Series of Icons
Each Icon Represents a Field in the form
To Edit a Field, select it from the Right Navigation Bar
This field's Edit Panel opens
Make the necessary Changes, close the panel, and click Save

!! Check the Main Stage at the Center of the Screen.

The Changes you are making are immediately Reflected in the Template.

Edit Default Fields

Introduction to the General Settings

There are Two Sections in the Edit Field Panel: General Settings and Field Specific Settings. General Settings define the field's general characteristics. This includes, among other things, Field Labels, Placeholders, and the option to make the field a Required one.

Change the Labels of the Fields in your Template

To change the Label of a field, open the Edit Field Panel of the field you want to adjust, go to the Field Label section and enter a new Label

!! What is a Label?

It is the Name that appears on top of a field.

!! Look to the Center of the Screen.

The Changes you are making are immediately Reflected in the Template.

Enter a Placeholder Text

To add a Placeholder Text to a field, open the Edit Field Panel of the field, go to the Placeholder section, and enter the text that you want to appear in the field

!! What is a Placeholder Text?

It is a Text that appears Inside the Field and Helps the End User understand what Type of information to enter or what Format to use.

!! Check the Template in the Center of the Screen.

The Grayed-out Placeholder Text automatically appears in the field on the template.

Mark a Field as Required or Mandatory

To make a field Mandatory, go to the Required box, located below the Field Label section, and Select it

!! Check your Template.

A red Asterisk appears next to the Label of the required field.

Introduction to Field-Specific Settings

Some settings are Field-Specific (meaning that they only apply to particular fields).

Field-Specific Settings allow you to manage Optional Fields, like Default Values, Name Options like Prefix, and Address Options, like Country and ZIP/ Postal Code.

Set Field-Specific Default Values

To set a Default Value, select the Field you want to edit
At the Top of the field, Click the Pencil Icon to open the Edit Field Drawer
In the Edit Field Drawer, scroll down to the section labeled Field Specific
Under the Field Specific Section, enter a value on the Default Value Field or select one from the Default Value Dropdown Menu.

!! What is a Default Value?

A Default Value is the Sample Value that appears Inside the Text Field to guide the user. Some Fields Don’t Accept Default Values.

Set Field-Specific Optional Subfields

Select the Field
At the Top of the field, Click the Pencil Icon to open the Edit Field Drawer
In the Edit Field Drawer, scroll down to the section labeled Field Specific
Under the Field Specific Section, select the Subfields that you want to add to the field

!! Heads-Up

Some Fields don’t offer Optional Subfields.

Configure the Children Field – for Corporate and Parent or Group Projects Only

All Corporate Projects and Group projects offer a Select Children field
This field allows the Recipients of the form to Select which Child Project(S) they are interested in
The Information collected from this field Feeds both The Parent (corporate or group) project as well as the selected Child project
All the Child Projects Linked to this Group Or this Corporate Project are Listed by Default in the Select Children field
To Eliminate a Child Project from the list, go to the top right of the Select Children field and Click the Pencil icon to open the Editing Panel
Scroll Down to to the Child Projects’ List, find the project you want to eliminate from the list and make sure the Active Field Is Deselected
To have the project Appear Selected by Default, click Default
You can Select More Than One default project
When the Recipient Selects a Project, the Form will appear as The Lead Source in the CRM

Add and Edit Custom Fields

Heders, Text, Numbers, Dropdowns, Dates, Attachments, Tags, etc

Header Fields

Use these to divide the form/survey into sections.

Text Input Fields

Use these fields when you require the end user to Write a Message.

Number Input Fields

You should use these fields if you need your user to enter a number. You can define Minimum and Maximum values. You can also specify the number of Digits required and define a Default Value.

Dropdown Lists

These fields are useful when the end user needs to select One Option from a List. If one of the options is more common or more convenient than the others, use it as the Default Value

Radio Button Lists

Use Radio Buttons when you want to emphasize the Number of Options, even though the end user can only select One.

Checkbox Lists

Use these to allow the end user to select Multiple Options.

Date/Time Components

The field provides a Calendar Pop-Up for selecting a Date. If a time needs to be selected as well, go to the Field Specific Section of the Edit Field Panel and select Enable Time

File Attachment Fields

Add this field when users need to Upload Files. You can define if the end user should upload Images (jpeg or png formats) or Documents (pdf or docx formats)

Tag Fields

All forms and surveys are automatically tagged with a General Tag. This tag indicates that a lead came from this specific form or survey. Whenever a project has Children linked to it, the General Tag will feed both the Parent (i.e. a community) and the Children (i.e each builder participating in the community).

Besides a General Tag, you can include a Custom Tag Field in your form/survey to get a deeper understanding of your leads’ Interests/ Needs. (For example, ‘Which type of home they are interested in’)

Tagging Best Practices

Add Custom Fields to your Form/Survey Template

To Add custom fields to your template, Scroll Down the main stage to the Last field of your template
Below it, Click the Plus Icon
In the Fields Pop-up, Select the Type of field you want to add to your template
Click Create
Once created, go to the Edit Field Panel to Define the Details

Open the Custom Fields Edit Panel

Open the Edit Field Panel Directly from the Custom Field in the Template

To Edit a field, you must first open the Edit Field Panel of that field
To Open the Edit Field Panel of a field from the Template, go to the Template and Roll-Over or Select the field you want to Edit
At the Top of the field Click the Pencil Icon
On the Right-Hand side of your screen, the Edit Field Panel opens
Make the necessary Changes, close the panel, and click Save

!! Check the Main Stage at the Center of the Screen.

The Changes you are making are immediately Reflected in the Template.

Open the Custom Fields Edit Field Panel from the Right Navigation Bar

Look to the Far Right of the Screen and locate the Right Side Navigation Bar
It is a Narrow Bar that consists of a Series of Icons
Each Icon Represents a Field in the form
To Edit a Field, select it from the Right Navigation Bar
This field's Edit Panel opens
Make the necessary Changes, close the panel, and click Save

!! Check the Main Stage at the Center of the Screen.

The Changes you are making are immediately Reflected in the Template.

Edit Custom Fields

Introduction to the General Settings for Custom Fields

There are Two Sections in the Edit Field Panel: General Settings and Field Specific Settings. General Settings define the field's general characteristics. This includes, among other things, Field Type Dropdown, Field Labels, Placeholders, the option to make the field a Required one, and the option to include a field in the Email Notification.

Change the Custom Field Type from the Field Type Dropdown

If you selected the Wrong Type of Field, use this dropdown to select the type of field you need

!! Check the Main Stage at the Center of the Screen.

The Field in the Template will immediately Change to the new one.

Change the Labels of the Custom Fields

To change the Label of a field, open the Edit Field Panel of the field you want to adjust, go to the Field Label section and enter a new Label

!! What is a Label?

It is the Name that appears on top of a field.

!! Look to the Center of the Screen.

The Changes you are making are immediately Reflected in the Template.

Enter a Placeholder Text for Custom Fields

To add a Placeholder Text to a field, open its Edit Field Panel, go to the Placeholder section, and enter the text that you want to appear in the field

!! What is a Placeholder Text?

It is a Text that appears Inside the Field and Helps the End User understand what Type of information to enter or what Format to use.

!! Check the Template in the Center of the Screen.

Once you enter it, the Grayed-out Placeholder Text automatically appears in the field on the template.

Mark a Custom Field as Required or Mandatory

To make a field Mandatory, go to the Required box, located below the Field Label section, and Select it

!! Check your Template.

A red Asterisk appears next to the Label of the required field.

Include the Data from this Field in the Email Notification

To Include the answers to Custom Fields in the Submission Notification Email, scroll down to the Include Email Notification field, located below the Required field, and Select it

!! What is the Submission Notification Email?

When a new registrant Fills Out A Form Or Survey, the Admin Team receives an Email with the user's Responses to the default fields. To Include answers to Custom Fields in the email notification, select Include In Email Notification when Configuring those fields. Only Team Members Added to the Submission Notification List will receive these emails.

Introduction to the Specific Settings for Custom Fields

Some settings are Field-Specific (meaning that they only apply to particular fields)
Field-Specific Settings allow you to manage Optional Fields, like Default Values; Name Options, like Prefix; Address Options, like Country and ZIP/ Postal Code

Set Field-Specific Default Values for Custom Fields

To set a Default Value, select the Field
At the Top of the field, Click the Pencil Icon to open the Edit Field Drawer
In the Edit Field Drawer, scroll down to the section labeled Field Specific
Under the Field Specific Section, enter a value on the Default Value Field or select one from the Default Value Dropdown Menu.

!! What is a Default Value?

A Default Value is the Sample Value that appears Inside the Text Field to guide the user. Some Fields Don’t Accept Default Values.

Duplicate Custom Fields

To Duplicate a Custom Field, find the field you want to duplicate
Rollover it and, to the Right, click on the Duplicate icon

!! You can ONLY Duplicate Custom Fields, not Default Fields.

The Customer Relationship Set-Up Section

(Tagging, Autoresponder, Thank You Message, and Consent Forms)

Introduction to the Customer Relationship Set-Up Section

In this section, you enable and define Functionalities that impact your Customer Relations Management, including:

Applying Tags to registrants to be able to Track them
Adding an Autoresponder Email to be triggered when a Form/ Survey is Submitted
Selecting the Admin people who will be Notified when a form/survey is submitted
Selecting the Email Address that you want the Autoresponder Email to come from
Labeling the Submit Button
Configuring the Thank You Message that appears when the form/survey is submitted
Enabling the Consent Form functionality

Locate the Customer Relationship Set-Up Section

Open a Template
Find the Center Stage, directly to the Right of the Template is the Customer Relationship Set-Up Section

Assign Tags to Track Registrants and Manage them as Leads in the CRM

To Assign a Tag, and identify where the Lead Originated, find the Customer Relationship section to the Right of the Main Stage
At the Top of the Section, locate the Apply Tags to Registrants field
Click inside the field to open the Dropdown and Select a Tag
The Lead will have this Tag Attached to their Information and will be listed in the Tag column of the Lead List in your CRM App
If there are No Tags listed in the Dropdown, Type It in the field and click Enter
If you don’t apply a tag, it will be listed as None

!! You can also Add, Edit, or Delete Tag Options using the CRM

Follow These Steps.

!! TIP. Follow these Tagging Best Practices.

Enable an Autoresponder to be Triggered when the Form/ Survey is Completed

To configure an Autoresponder to be sent once the Form/Survey is Submitted, find the Customer Relationship section to the Right of the Main Stage and locate the Autoresponder Section
In the Autoresponder Subject Line field, enter a Subject Line for the Autoresponder
From the Select an Autoresponder Template dropdown, select a Template
From the Select a Sender Email Address dropdown, select a Sender Email Address
If you do not Select a Sender, the email will be Sent from Bildhive’s Default Email ([email protected])

!! You don’t see any Templates in the Dropdown?

The Select an Autoresponder Template dropdown remains empty until you create a Template. To do this, use the Broadcast Email Builder (BEB). Continue preparing your Form/Survey and then, once you create a Template, return to this section and select it.

!! Autoresponders are not Mandatory.

The Thank You Message will appear whether or not there is an Autoresponder.

Define the Admin People who will be Notified Via Email when Forms/Surveys are Submitted

To select the Team Members, find the Customer Relationship section to the Right of the Main Stage
Scroll down to the Submission Notification Section
Click inside the Field to display the dropdown, and Select all the Team Members who need to be Notified
The Notification informs the Team whether the Lead is a New Lead, which Form or Survey it belongs to (if a tag was enabled), and which Project it belongs to.

!! It is important to consider this if you have a Group or Corporate Project.

In a Group or Corporate project, the Submission Notification Dropdown list also Includes team members from the Individual Builders in the Group Project or Individual Communities in the Corporate Project, so they can be notified when forms/surveys are submitted.

!! You clicked VIEW LEAD on the Lead Submission Notification Email but can’t see the Lead’s Info?

Make sure you’re Logged Into the CORRECT ACCOUNT. Clicking VIEW LEAD will only take you to the lead’s record IF YOU'RE SIGNED INTO THE SPECIFIC BILDHIVE ACCOUNT ASSOCIATED WITH THAT LEAD. If you're logged into a different community account, the lead's information won’t be displayed.

Add a Label to the Submit Button

To add a Label to the Submit Button, find the Customer Relationship section to the Right of the Main Stage
Scroll down to the Submit Button section and enter the Text that you want to appear in your Submit Button

Enter a Thank You Message

To enter a Thank You Message, find the Customer Relationship section to the Right of the Main Stage
Scroll down to the Thank You Message field and enter a Headline for your Message
Then, in the Text Field, enter the Message

!! When does the Thank you Message Appear?

The Thank You Message appears once the Form or Survey has been Submitted, regardless of whether an autoresponder has been set up.

Enable a Consent Form

To Enable the Consent Form, find the Customer Relationship section to the Right of the Main Stage
Scroll down to the Consent Section and Slide the Enabled? button to the right
If you want, you can adjust the Text for the Consent Form
To Hide the Consent Form, slide the button to the Left

Enable an SMS Consent Form

To Enable the SMS Consent Form, find the Customer Relationship section to the Right of the Main Stage
Scroll down to the SMS Consent Section and Slide the Enabled? button to the right
To Hide the Consent Form, slide the button to the Left

!! By submitting the SMS Consent form and signing up for texts,

the prospective buyer Consents to Receive Marketing Text Messages from your company at the number provided. Msg & data rates may apply.

Save and Preview a Template

Save your Template

At the Top Right of the screen, click Save
The Form or Survey you just created is then listed in the All Form/Survey Templates list

Preview your Form/Survey Template

To Review your form, once you Save it, go to the Top Right, and Click Preview
You can Toggle between Previewing and Editing

!! Is Data Collected when I Preview a Form?

The Form you see in the Preview is Not a Real Form and No Data is Collected.

The Templates List

Introduction to the Forms and Surveys Template List

This is a list of the Forms and Surveys Templates that have been saved
You can see the following Information about each template:

Name of the Form/Survey
Group that this form belongs to
Number of Entries (number of forms that have been submitted)
Last Entry Added
Date Created
Actions Menu for this template where you can select to Preview, Edit, Duplicate a Form/Survey, View a Report, Download a CSV file, Export to Project, and Delete a Template

!! About Grouping your forms:

To keep your forms organized, you can assign a group to each form indicating what development, form, etc. it came from. You can filter your forms by groups. To define the groups follow these steps: Add a Group. To assign a group to a form, follow these steps:

Open your Templates List

To access a list of all your Forms and Surveys, go to the Left Navigation Bar and select All Form/Survey Templates
You can also select to view a list of Forms, Surveys, Walk-Ins, or Worksheet Templates

Preview, Edit, Duplicate, View Report, Download CSV, Export to Project, and Delete a Template from the Forms and Surveys List

To Access any of the actions in the Actions Menu, find the template you want to edit
To the Right of the Row, under the Actions column, find the Three-Dot Action Menu and select an Action

!! What does Export to Project do?

Clicking Export to Project copies this template to your chosen project.

General Settings - Google reCAPTCHA

Introduction to Google ReCAPTCHA:

Google reCAPTCHA is an effective spam-resistant security measure for Bildhive websites that filters out bots but lets REAL PEOPLE submit forms.

When reCAPTCHA is applied to a form, users MUST confirm that they are not BOTS, in order to submit it.

!! Fun Fact. The CAPTCHA in reCAPTCHA stands for

Completely Automated Public Turing Test to Tell Computers and Humans Apart.

Generate your reCaptcha Site Key and Secret Key

Sign in to your Google Account then Go to https://www.google.com/recaptcha/admin
In the Label field, enter a Label for your Project
In the reCAPTCHA type section, select Challenge(v2) then, from the Submenu, select Invisible reCAPTCHA badge
In the Domain Section, Click and enter your website’s Domain
In the Google Platform section, if you have not used Google Cloud before, enter a Name for your Project
If you have, Select a Project from the Dropdown
Scroll down and click Submit
Google will Generate your Secure and Secret Keys and You will be Redirected to the Adding reCAPTCHA to Your Site page where you can see both your Site Key and Secret Key
DO NOT CLOSE THE PAGE until you Copy and Paste BOTH KEYS into the Settings of your Bildhive Form

Paste your reCaptcha Site and Secret Keys into the Settings of your Bildhive Form

Open the Form and Survey Configurator and, on the Left Navigation Bar, click Settings
Under General Settings, select reCAPTCHA
Go to the Adding reCAPTCHA to Your Site on Google, copy the Site Key and paste it into the Site Key Field of your Form and Survey Settings
Do the same with the Secret Key and click Save

!! Good News! These keys work for the All of the Forms and Surveys that use this Domain.

Where to find the Site Key and Secure Keys on the reCAPTCHA website

If you need to Locate your reCAPTCHA Keys again, visit https://www.google.com/recaptcha/admin
At the Top Left of the screen, Confirm you are in the right Project or click the Expand Arrow to Select another one
Then, at the Right of the screen, click the Settings Icon
Scroll Down the settings page, and Locate the reCAPTCHA Keys heading
Find the Expand Arrow next to the heading and Click it, to Display the Site and Secret Keys

Check if the reCAPTCHA is Working

To Confirm if the reCaptcha is working, open the Website Configurator and select the Site where the Form or Survey Resides
Click Preview and Navigate the Form or Surrvey
The reCaptcha “Are you a Bot” field should be Visible at the bottom of the form

General Settings - Groups

Create a New Group

Open the Form and Survey Configurator and, on the Left Navigation Bar, click Settings
Under General Settings, select Groups
At the Bottom of the Groups field, click Add Group
In the Add New Group Pop-Up enter a Name
Click Create
The new group appears on the Group Dropdown of the Template’s General Information Section

Edit a Group’s Name or Delete a Group

Open the Form and Survey Configurator and, on the Left Navigation Bar, click Settings
Under General Settings, select Groups
From the Group’s list, locate the group you want to Edit or Delete
To Edit the Group’s Name, click the Edit Pencil Icon, Adjust the Name and click Update
The new group appears on the Group Dropdown of the Template’s General Information Section
To Delete a Group, click the Trash Can Icon and confirm Delete