Zephr User Guide

Building a Data Capture Form

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A Data Capture form is an out-of-the-box Zephr form that allows you to gather information on your users not gathered within the Registration form. The form can display in two ways, depending on the user state, and the information your user has provided before.

For an anonymous user or a user who has not provided information for the fields in your data capture form, the form will display blank.

For a user who has provided information before, this information previously entered will be displayed in the form fields, and the user can either confirm it by clicking save or edit it as needed.

For a more detailed look at a Data Capture strategy, read our Incremental Data Capture guide.

Creating a Data Capture Form

Data Capture Forms are created as Components of your Feature Outcomes. To begin, navigate to the Feature Rule where you want the Data Capture Form to display. Add a new Outcome, or edit an existing one, and scroll down to the Components section. Click Add a Component, then select the Add button below the Form option.

The next page is where you create your form. Along the top, you’ll see tabs for Form Fields and Custom CSS.

Form Fields and Custom CSS - Data Capture Forms

Form Fields lets you add the fields you wish to have on your form. These come from your User Attributes. If you haven’t set these up before, read our User Attributes guide.

Custom CSS allows you to style your form to suit your brand.

Give your form a Title and, if required, a Description. For Type of Form, select Data Capture.

Next, you will see a section for Login Providers. Login Providers allows you to configure your form to display social sign on logos, which will allow your user to authenticate using the login provider of their choosing, for example, Facebook or Google.

The Your Form section lets you choose which fields are available on your Data Capture Form. Note that when you switch from Registration to Data Capture, the email address field is removed. This is because this form will not be used to create a new user within Zephr.

To add form fields, click Add A User Attribute. A modal will display, detailing your options. Click Add next to the relevant user attribute or multi-select fields and click Add Selected.

Adding User Attributes to a Form

These fields will now display within your form. Drag and drop each field until you are happy with the order, add dividers to group form fields by category, and set a field as mandatory by using the Required slider.

When you’re happy with your form, click Save.

You will return to the Outcome page and will see your Data Capture Form under the Components section.

To preview your Outcome, click the Preview button. This will show you what your form will look like in line with your Article content.

Form Preview - In Line Registration

To close the preview, click Close.

When you’re happy with your Outcome, click Save, and you will be returned to your Rule Canvas. Now you will see your Data Capture Form as an outcome in your decision bar. Drag this onto your canvas and connect it to your rule, then save and publish your rule as required.