Tagged: Single Form

Optimizely Forms : Setup, Configuration and Submission

I have exploring Optimizely Forms recently –  Installed NuGet package to enable Optimizely Forms, created a Contact Us Form and placed in a landing page. Sharing my learning from installation to submission.

Let’s get started.

  • To enable Optimizely Forms, we need to install NuGet package for Forms – It can be installed via NuGet Console or Manager. I prefer GUI since it’s more visual.

EpiServer.Forms

EpiServer.Forms.Core

EpiServer.Forms.UI

Optimizely-Forms-NuGet-Setup-Install-Submission-1.png

  • Let’s run the project – localhost:5000 now will have a new tab Forms besides Blocks and Media.

Optimizely-Forms-NuGet-Setup-Install-Submission-2.png

  • Create a New Form by right clicking on EpiServer Forms – named it as Contact Us Form.

Optimizely-Forms-NuGet-Setup-Install-Submission-3.png

  • Let’s add the fields by drag and dropping into the Content Area.

Optimizely-Forms-NuGet-Setup-Install-Submission-4.png

  • Quick Edit to change the Label, Tooltip, Required field and RegEx if needed. Save and Publish the changes.
  • Note: Each field needs to be published.

  • Similarly, I have created the following fields –

First Name – Text

Last Name – Text

Email – Text

Comment – Text Area

Submit Button

Note: The Email is Text field with the Email checkbox checked.

Optimizely-Forms-NuGet-Setup-Install-Submission-6.png

  • Form is now ready to be placed in any landing page.

  • Let’s create a Standard Page or any page with Content Area.

Optimizely-Forms-NuGet-Setup-Install-Submission-8.png

  • Drag and Drop the Contact Us Form into the Content Area and publish the changes.

  • Let’s test the Contact Us Form – we could see the new menu CONTACT US PAGE is automatically added when published the page.

  • Submitted the Form – Verified that the required field validators are working as expected.

Optimizely-Forms-NuGet-Setup-Install-Submission-12.png

Optimizely-Forms-NuGet-Setup-Install-Submission-11.png

  • The submitted records are easy to check by pressing the Form Submissions.

  • The records can be exported in any of the following formats. 

Optimizely-Forms-NuGet-Setup-Install-Submission-12.png

  • The records are stored forever by default – feel free to change the retention policy as needed for partial and full submissions.

Optimizely-Forms-NuGet-Setup-Install-Submission-15.png

Hope this helps.

Happy Optimizing!

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