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Setting Up Default Forms in Audience 2.0

A brief step-by-step demonstrating how to set up Default Forms, including connecting your CRM to the form, in Audience 2.0.

Updated over 2 weeks ago

Setting up a Default Form:

  1. In the Platform, click into the Account Manager.

  2. Go click the purple "Details" button, then click "Access".

  3. Scroll down to "Experience" and click "Defaults".

  4. Select "Default Form" and click the purple + icon to add it.

  5. Once added, you can edit your default form.

Making Edits to the Default Form:

  1. Add additional elements you would like to be included on every form.

    In this exampled, "Birthday" and "List Opt In" were added.

  2. A "list opt-in" element is added, which involves connecting an external integration like "Campaigner" and selecting a list.

    This ensures the correct email list is selected every time a new Experience is created.

  3. You can add additional elements to be included in the Default Form on all steps.

  4. After adding elements, you can exit the form setup.

Checking the Default Form in an Experience:

  1. Navigate to "Experiences" and select "Create Experience".

  2. Select any template like "Sweepstakes" to see the Default Form added.

  3. When viewing the setup of the new experience, all of your added fields should be in place.

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