Configure at campaign level

Build one participation form and ask it across the whole campaign, once or at every touchpoint.

1 min read

At campaign level, one form covers every touchpoint. Here, Lindenhall builds a "Winter arcade visit" form with a required question and an optional postcode, and asks it once for the campaign.

Turn the form on

In the campaign, open Build > General.

  1. On Participation Form, select the edit button.

    Participation Form card with its edit button highlighted

  2. Keep Participation Form Scope on Campaign Level.

    Participation Form Scope set to Campaign Level, highlighted

  3. Switch on Enable Form Schema.

    Enable Form Schema switched on, highlighted

  4. Select Create new schema, or pick an existing form under Select Form Schema and go to step 13.

    Select Form Schema with the Create new schema button highlighted

Build the form

  1. Enter the Schema Name.

    Create New Form Schema with the Schema Name Winter arcade visit, highlighted

  2. Under Add New Field, enter the Field Label: the question.

    Field Label How did you hear about the arcade?, highlighted

  3. Choose the Field Type, here Dropdown.

    Field Type set to Dropdown, highlighted

  4. Type each option, then select Add.

    Options field with Add, above the options already added, highlighted

  5. (Optional) Switch on Required field so participants must answer.

    Required field switched on, highlighted

  6. Select Add Field.

    The three options listed and the Add Field button highlighted

  7. Add the other fields the same way. Here, a Text field for the postcode.

    Form Fields listing the dropdown question and the Postcode field, highlighted

    The arrows reorder the fields, the pencil edits one and the bin removes it.

  8. Select Create Schema.

    Create New Form Schema with the Create Schema button highlighted

Choose how often

  1. Check the form is selected under Select Form Schema.

    Select Form Schema showing Winter arcade visit, highlighted

  2. Under Form Frequency, choose Once per campaign or Once per touchpoint.

    Form Frequency with Once per campaign selected, highlighted

    Once per campaign asks the questions the first time someone plays. Once per touchpoint asks them again at each touchpoint.

  3. Select Save.

    Edit Participation Form with the Save button highlighted

The card now shows ENABLED. Publish the campaign again for participants to see the form.

Participation Form card showing Campaign Level and Enabled, highlighted

If publishing is blocked

  • The form is on but no schema is selected: choose one under Select Form Schema, or switch Enable Form Schema off.

Next steps

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