Utilizing the Embedded Form

With Embedded Form enabled, users must fill out the form after scanning a Sodyo code in order to proceed to the content

Overview

When enabled, the Embedded Form is the first screen presented to the user after scanning a Sodyo code. The user must fill out in order to proceed to the content.

An Embedded Form can be enabled in the following content categories: Landing Page, Gallery, Coupon, Poll, and Shoppable. In Gamification content types, the Form section is mandatory.

Adding an Embedded Form

Example of an Embedded Form

Select the "Enable embedded form" checkbox.

The first two fields are “Form Title” and the submit button text, called “Submit button title”.

The next section adds the fields to the form. The first field shown is a Free Text field. In the box below, you will need to add the Title of that field for the information you wish to collect, such as “Full Name”, or “First Name”, etc.

There is a slider button below the field indicating whether it is a mandatory field or not. If it is green, the field is mandatory and must be filled out in order for the user to register for the game.

To add additional fields, simply select the “+Add New Field” button and choose the field you wish to add from the choices - “Text”, “Phone”, “Email”, “Integer” so that items such as name, phone number, email and age can be collected.

Below that is a place to add “Disclaimer” text, such as any age requirements or other Terms & Conditions.

Allow Pre-Fill (Autofill) for Form Fields

If pre-fill (also known as autofill) is allowed for a field in the Embedded Form, field would be pre-populated for the end-user if there is a previously used value in storage. For example, if the information was saved from a previous form, it can be automatically filled in new forms that appear.

In order to use "Pre-fill field", Dynamic Profile Update must be configured. To save an end-user's answers to a form and store it in their User Profile, see Dynamic Profile Update

How to Allow "Pre-Fill Field"

Settings for "Allow to pre-fill the field"

After the user has enabled embedded form and added fields for the Form:

Step 1: In the "Fields" section, click on the Settings button in the field you want pre-filled. A side window titled "Advanced settings" will appear.

Step 2: Click the checkbox titled "Allow to pre-fill the field"

Step 3: In the dropdown menu titled "App key*", select the name of the app. (Note: The app key in the picture is for example purposes only, each organization has its own unique app key)

Step 4: In the dropdown menu titled "Unmanaged property", select the profile property that will pre-fill the field. For example, for the "First Name" field, select "fname".

Step 5: Close the "Advanced settings" window by clicking the "back" button or clicking elsewhere on the screen. Then finish editing the content item and save.