Configure at touchpoint level
Enable a participation form on individual touchpoints when each touchpoint needs its own setup.
In this article, you'll configure participation forms on individual touchpoints when one shared campaign-level form is not enough.
Prerequisites
- In
Studio -> Build -> General -> Participation Form Configuration, the scope is set toTouchpoint Level. - You know which touchpoints should collect extra information.
- You have the schemas you want to assign.
Configuration
Confirm the campaign is using Touchpoint Level
Open Studio -> Build -> General -> Participation Form Configuration and make sure the scope is Touchpoint Level.
Open the touchpoint you want to configure
Go to Studio -> Build -> Touchpoints, then open the touchpoint that should show a participation form.
Open the Participation Form section
In the touchpoint configuration panel, find the Participation Form area.
Enable the form and select a schema
Turn on Enable Form Schema, then choose the schema for that touchpoint.
Repeat for every touchpoint that needs a form
Save the touchpoint, then repeat the same setup anywhere else the campaign should ask extra questions.
What happens if a touchpoint is not configured
There is no campaign fallback
When the campaign uses Touchpoint Level, OmniLab does not inject a shared participation form automatically. A touchpoint only shows a participation form if you enable and configure one there.
- Different touchpoints can use different schemas.
- Only the touchpoints you configure will ask extra questions.
- This is the right model when some touchpoints need a form and others do not.
When to use touchpoint level instead of campaign level
| Use case | Best choice |
|---|---|
| Every touchpoint should ask the same questions | Campaign Level |
| Different touchpoints need different questions | Touchpoint Level |
| Only a subset of touchpoints should ask extra questions | Touchpoint Level |
Related
Enable and choose scope
Turn the feature on, pick the right scope, and understand the result.
Configure at campaign level
Use one shared schema when touchpoints do not need their own setup.
Participation Form
Return to the full participation form section.
Touchpoints
Browse the shared touchpoint concepts used across OmniLab.