Conditional display settings can be applied to form fields to control what form visitors see, based on their interaction with your form. For instance, if a form visitor chooses the industry they work in, additional sub-categories or specialties for that industry can be displayed to them.
This functionality allows you to customize the form experience, which leads to gathering meaningful data for targeting without impacting form completion rates.
- Display specialties after an Industry is selected.
- Display roles after a Title is selected.
- Display SMS permission fields after a mobile number is entered.
The steps below use a specific example of conditionally displayed roles when a subscriber selects that their Industry is Education on a form.
- Create your form using Delivra's drag-and-drop form designer. Visit this help article if you need instructions on creating a new form.
- Add a row and assign the Industry field to it. Configure the values that you want displayed when a subscriber opens the Industry selector (if needed).
- Add a row and assign the Role field to it. On the right, locate the Display Conditions section of the editor. Click it open if necessary.
- Click the + button in the Display Conditions section (right) to create a display profile. Provide a name for the profile, then click "Add Condition" to build the profile criteria.
- Build the clause Industry=Education. Then click the "Ok" button.
- Notice that now the Display Condition shows the Education profile is shown.
- Use the editor (right) to finish formatting the way the form field will look using tools to create drop-down menus, radio buttons, text boxes, etc.
- Add a row and assign the Role field to it, again, to create the next conditionally displayed set of values for the next Industry. Repeat all steps to create & configure a row for each Industry.
Note: Do not create multiple display profiles on one row. Each profile must exist in it's own row in the form, they cannot be combined into one.
- The availability of conditional form fields is based on your license. For more information about license packaging, please visit https://www.delivra.com/pricing or email our Client Success team.
- Custom table fields can not currently be used for Display Condition criteria.
- Use the Test function to test your form, as opposed to using Preview in the form builder workflow. Preview will not accurately display the field conditions configured.
Visit our e-Learning hub for online modules to learn more about forms & other Delivra features.