Enable and choose scope
Turn the participation form on and choose whether one form covers the Campaign or each Touchpoint has its own.
Turn the participation form on and decide where it is managed, so the right questions appear at the right Touchpoints. This is the single decision that shapes the rest of your setup.
Before you begin
- You can edit the Campaign in OmniLab Studio.
- You have a form layout ready, or you are ready to create one from the selector.
Steps
Open Participation Form Configuration
Go to Build > General and select the edit icon on the Participation Form card.
Choose where the form is managed
Set Participation Form Scope to Campaign Level or Touchpoint Level.
To keep the form off, stay at Campaign Level and leave Enable Form Schema turned off.
Select the form layout
Choose an existing layout from the dropdown, or create a new one with Create new schema.
If the form is turned on but no layout is selected, publishing is blocked. Choose a layout before you save.
Choose how often participants fill it
When the form is managed at Campaign Level, choose how often it appears:
- Once per campaign when one submission should cover the whole Campaign.
- Once per touchpoint when the same form should be filled once for each Touchpoint.
Save the configuration
Select Save. If you chose Touchpoint Level, continue by setting up the Touchpoints that should show a participation form.
What each choice means
| Choice | Result |
|---|---|
| Campaign level, form off | No participation form is shown |
| Campaign level, form on | One centrally managed form is reused across the Campaign |
| Per Touchpoint | Each Touchpoint controls its own participation form |
If you just want the same questions everywhere, choose campaign level with the form on.
Per Touchpoint means manual setup
Once you set this up per Touchpoint, there is no campaign-level fallback. A Touchpoint shows a participation form only if you set one up there.
If something's blocked
- The form is turned on but no layout is selected — open Participation Form Configuration, turn the form on, and choose a layout from the dropdown.
Related
About participation forms
See when the form appears and how it differs from an acquisition form.
Configure at campaign level
Apply one shared form and choose how often participants fill it.
Configure at touchpoint level
Turn forms on separately for the Touchpoints that need them.
How settings work across campaigns and touchpoints
See how off, campaign-level, and touchpoint-level settings work.