Configure at touchpoint level

Switch the form on inside a single touchpoint, such as a quiz, and leave the rest of the campaign without extra questions.

1 min read

At touchpoint level, each touchpoint chooses its own form, or none. Here, the Winter Quiz asks the "Winter arcade visit" questions before it starts. Touchpoints you leave off ask nothing: the campaign form doesn't stand in for them.

Set the scope

Set Participation Form Scope to Touchpoint Level with steps 1 to 4 of Enable and choose scope.

  1. Check the card shows TOUCHPOINT LEVEL.

    Participation Form card showing Touchpoint Level, highlighted

Set a touchpoint's form

In Build > Touchpoints:

  1. On the touchpoint, select Configure.

    Winter Quiz card with its Configure button highlighted

  2. Select the Terms & Conditions tab.

    Winter Quiz settings with the Terms & Conditions tab highlighted

  3. Under Participation Form, switch on Enable Form Schema.

    Participation Form section with Enable Form Schema switched on, highlighted

  4. Under Select Form Schema, choose the form, here Winter arcade visit.

    Select Form Schema showing Winter arcade visit, highlighted

    To build a new one, select Create new schema, as at campaign level.

  5. Select Save.

    Winter Quiz settings with the Save button highlighted

Repeat for each touchpoint that should ask questions, then publish the campaign again. At touchpoint level there's no Form Frequency: each touchpoint asks its form once.

If publishing is blocked

  • A touchpoint's form is on but no schema is selected: choose one, or switch that touchpoint's form off.

Next steps

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