Configure at touchpoint level
Turn a participation form on for individual Touchpoints when each one needs its own questions.
Turn participation forms on for the individual Touchpoints that need them, with a different form on each one if you like. Use this when one shared Campaign form is not enough.
Before you begin
- In OmniLab Studio > Build > General > Participation Form Configuration, the scope is set to Touchpoint Level.
- You know which Touchpoints should collect extra information.
- You have the form layouts you want to assign.
Steps
Confirm the Campaign uses Touchpoint Level
Open OmniLab Studio > Build > General > Participation Form Configuration and check that the scope is Touchpoint Level.
Open the Touchpoint you want to set up
Go to OmniLab Studio > Build > Touchpoints, then open the Touchpoint that should show a participation form.
Open the Participation Form section
In the Touchpoint setup panel, find the Participation Form area.
Turn the form on and select a layout
Turn on Enable Form Schema, then choose the form layout for this Touchpoint.
Repeat for every Touchpoint that needs a form
Save the Touchpoint, then repeat the setup anywhere else the Campaign should ask extra questions.
What happens if a Touchpoint is not set up
There is no campaign fallback
When the Campaign is managed per Touchpoint, OmniLab does not add a shared participation form automatically. A Touchpoint shows a participation form only if you turn one on and set it up there.
- Different Touchpoints can use different layouts.
- Only the Touchpoints you set up will ask extra questions.
- This is the right choice when some Touchpoints need a form and others do not.
When to use this instead of campaign level
| Situation | Best choice |
|---|---|
| Every Touchpoint should ask the same questions | Campaign level |
| Different Touchpoints need different questions | Per Touchpoint |
| Only some Touchpoints should ask extra questions | Per Touchpoint |