Default forms in Audience are managed within a hierarchical account structure, where changes at the parent (umbrella) account level can impact all associated station accounts. This ensures consistency across multiple stations and simplifies management for administrators. However, individual stations can override these inherited defaults if customization is required.
Setting up a Default Form:
In the Platform, click into the Account Manager.
Go click the purple "Details" button, then click "Access".
Scroll down to "Experience" and click "Defaults".
Select "Default Form" and click the purple + icon to add it.
Once added, you can edit your default form.
Making Edits to the Default Form:
Add additional elements you would like to be included on every form.
In this exampled, "Birthday" and "List Opt In" were added.
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.
You can add additional elements to be included in the Default Form on all steps.
After adding elements, you can exit the form setup.
Checking the Default Form in an Experience:
Navigate to "Experiences" and select "Create Experience".
Select any template like "Sweepstakes" to see the Default Form added.
When viewing the setup of the new experience, all of your added fields should be in place.
Impact of Changes at the Parent Account Level
When you update the default form at the parent account level, the changes are applied to all stations/accounts under that umbrella. For example, if you modify the default form for a parent account, every station linked to that parent will adopt the updated default form. This feature is particularly useful for maintaining uniformity across multiple stations.
Overriding Defaults at the Station Level
If a specific station requires its own default form, you can remove the inherited default from the parent account. Once the inherited default is removed, you can configure a unique default form for that station. This allows for greater flexibility and customization to meet the specific needs of individual stations.
Examples and Best Practices
Parent-Level Changes: Use parent-level defaults to establish a consistent baseline for all stations. This is ideal for organizations that require uniformity across their accounts.
Station-Level Overrides: Override parent defaults for stations with unique requirements. For example, a station targeting a specific audience might need a tailored form to better serve its users. By understanding and utilizing these features, you can effectively manage default forms in Audience to balance consistency and customization across your account hierarchy.