Web Forms for Marketers is a Sitecore module that allows users to create simple forms and localize them in different languages. It records form submissions regardless of completion and provides web analytics and reporting. The module is installed via a package and requires additional configuration steps like defining placeholders and adding nodes to the Web.config file. Forms are created in the content or experience editor and consist of fields with different types. Form submissions can be configured with verifications, save actions, and success messages. Engagement analytics are integrated by associating goals and campaigns with individual forms.

1. Web Form For Marketers
SITECORE USER GROUP BANGALORE BY MARIA FARNAZ

2. What is Web Form For Marketers?
• The Web Forms for Marketers module is designed to let you create simple forms
and localize them in different languages in a user-friendly manner.
• The module records this information regardless of whether or not the
Visitor fills in the form successfully or not.
• The module also provides users with Web analytics and reporting capabilities and
is fully integrated with the Sitecore Engagement Analytics

3. Installation
1. Pre Requisites:
• You can download the Web Forms for Marketers (WFFM) package from the Sitecore
Developer Portal.
https://dev.sitecore.net/Downloads/Web_Forms_For_Marketers/
• Install the package

4. 2. Post Installation steps:
• In the Restricting Placeholders wizard, define the list of placeholders.
• Publish the content to the Web database
• Run the [site root]WebsiteDataWFFM_Analytics.sql file on the Reporting database.
This will create four additional tables in your reporting database.
• Add the following nodes to the Web.config file:

5. Setting up a Web Form:
Create a web
form
Add a field to
a web form
Configure the
submit button
1.Create a web form:
• Create a new web form in Content Editor
• Create a new web form in Experience Editor

6. 2. Add a field to the web form:
Form Designer:
 Appearance
 Validation
 Analytics

7. Field Types in Web Forms:
A form consists of fields, and each field consists of a field name and field type.
Field types are divided into:
 Simple type
 List Type
 Complex type

8. 3. Configuring the Submit button:
Form verifications Save Actions Success

9. Form Verification
The default form verifications:
 Access Security Risk
 Check User and Password
 Is User in Role
 User Exists

10. Save Actions:
The default save actions include:
 Add Contact to Contact List
 Change Password
 Enroll in Engagement Plan
 Update Contact Details
 Create Item
 Create User
 Edit Role Membership
 Logout
 User Login
 User Login with Password
 Send Email Campaign Message
 Send MMS
 Send SMS
 Tell a friend
 Register a Campaign

11. Success:
When a form is successfully submitted , you can
display a specific page or a success message.

12. Configure Engagement Analytics In a Web Form
To configure engagement analytics to work in web forms, you need to do the following:
 Associate a goal with a form
 Configure profile values for the associated goal
 Associate a campaign with the web form submission.

13. Associate a goal with a form
To associate a goal:
 Go to the Form Designer and click on Properties tab
 Analytics box appears
 Associate the required goal.

14. Associate a campaign with the web form submission.

15. QUESTIONS?

16. THANK YOU