Step 1. About: this step contains an overview of the web form.
Step 2. Configuration: this step is where you choose the data destination, consent and tracking.
Step 3. Builder: this step is where you build your web form.
Step 4. Theme: this step is where you choose the theme for your web for
Step 5. Preview: this step is where you see how your web form looks and works
Step 6. Performance: this step is where you see how the web form is performing.
Academic Selector: used to control Year Of Entry, Level Of Study, Subjects and Courses.
Address Finder: students can enter a postcode and choose their full address without typing it all out.
Add a New Form: where you create a new form from scratch.
Add Enquiry Occurrence: the setting that adds enquiry questions to a RAP form, and sends data into the selected ENQ occurrence.
Address Block: where you collect postal addresses and can choose to use the address finder.
Archiving: the process of changing the status of a web form, and stopping it being available online.
Auto-save: whenever you change something in '3. Builder' it means you don't have to save each change manually.
Call Back: lets students choose a channel via which they want you to call them back. Shows in Enquiries.
Changes: a list of changes made to the web form,
Clone: used to create a new form based on an existing one.
Compliance Officer Comments: where your Data Protection Officer can add in their comments on the GDPR compliance level of the web form.
Consent: where the students give you consent to process their data.
Courses: the dropdown where students choose their course, a part of the Academic Selector.
Custom CSS: where you can add in your own CSS to modify one of the built-in themes for your web form. See this article for more information.
Custom Fields: extra fields that you can use to capture whatever data you like. See this article for more information.
Data Stored In: in the step '6. Performance' this hot links to the occurrence the data gets stored in.
Device Preview: where you can see how your web form looks on an iPhone and an iPad in portrait and landscape orientations.
Discard Changes: this is used to delete your safe version of the web form.
DIY Forms: forms that you build yourself.
Documents: where you can upload and view files you want to associate with the web form. See this article for more information.
Download List: this downloads the list of web forms as a CSV file.
Embed Code: this is pasted into your own web page to display the web form.
Enquiry Block: used in RAP forms to send enquiry details into the ENQ app.
Enquiry Source: where the student tells you they heard about you: from Google, a friend, etc
Favicon: the tiny logo in the browser tab, found on Step 3: Builder settings cog.
Filters: you can display forms in the listing by App, Status, Type, Web Form ID and Form Name.
Form Completion Rate: the number of completions as a % of views.
Form ID: looks like "WFM4766.01.D" Built up from the ID "WFM4766'" + Version "01" + Status Code "D": D = Draft, L = Live, A = Archived.
Full Logs: this is where you can find a list of all activities related to the form.
GDPR Tab: this is where you create GDPR compliance statuses.
Grid and List View: used to change the view of your web forms.
Help Message: used to provide extra information for a field to assist the student in completing it.
Hidden Fields: this is how you can pass through one fixed value, ie: "Undergraduate" without the student having to see or select it.
Hide & Show: a quick way of making certain fields appear or disappear from your form.
Images: add a picture to your form, with alt tag/text, description and clickthrough URL
Label: this is what your field is called on the form, often phrased as a question. Students will see this when filling out the form, ie: "What is your first name?"
Notes: keep information about the form for your colleagues to see. See this article for more information.
Managed Forms: old forms that are not DIY and can only be updated by Student CRM as a 'managed service'.
Orientation Preview: change your preview between a horizontally and a vertically held device.
Page Title: the title used in the browser tab, found on Step 3: Builder settings cog.
Persona: a marketing tool to group students who share certain characteristics.
Placeholder: text that appears inside the field on the form, used to provide guidance to a student on how to complete the field. It disappears when the student starts to type.
Preview: used to see what your form would look like on a range of devices.
Privacy Impact Assessment: is a check performed when the processing of data could result in a high risk to the rights and freedoms of a person. This helps you to manage those risks by building a compliant form.
Publish To Live: lock your form to further changes, so that it can be used on your website.
QR Code: a code that can be scanned by a mobile device to access the form. Can also be displayed on an exhibition stand so visitors can complete your form on their phones.
Redirect After Submitting: sends the student to another part of your website once they have completed the form, after (x) seconds of looking at your Thank You page.
Refresh: this reloads the form so that you can see any changes.
Safe Version: a version of the form you can edit that won't impact the live version.
Share: you a short URL that you can send to colleagues.
Shortlisting Countries and Nationalities: allows you to restrict the Countries and Nationalities; instead of a list of nearly 200 options you can shortlist just the ones you want to appear on the form.
Show Archived: gives you the option of looking at forms that have been archived.
Snippet (also, Code Snippet): a piece of code that you use to embed the form on your website.
Spacer: used to create a space between fields. it can (optionally) contain a line (horizontal rule).
Stats: shows how many times it has been viewed and completed.
Status: there are three statuses a form can be: draft, live and archived.
Submit Button: the button a student clicks when they have completed their form.
Tags: used to create a collection of forms that can be easily searched.
Templates: forms that can't be edited but can be cloned. Used as the basis for future form iterations. See this article for more information.
Text Block: used to place formatted text on your form.
'Thank You' Page: the page that is displayed as soon as a student has submitted a form.
Theme: customise how the form looks; affects colours, fonts, styling and layout using CSS.
Topics: enables students to select from a choice of communications they wish to receive, ie: "Newsletter", "About my booking" etc.
Tracking Tab: where you can add your tracking codes, such as Google Analytics, Google Tag Manager, etc.
Type: the type of form can be either "DIY" or "Managed".
Use this form: clicked to make a copy of a template that you can work on without affecting the original template.
Validation: the message that a student sees when they have not completed a field marked as required by an asterisk after the label.
Web Tracking: where you select from your library of tracking codes you want to use in the form.
The A-Z of using Web Form Manager
Written by Dom YeadonUpdated over a week ago