Form management

Form creation

To configure the general parameters of the plugin for the current site, follow the below steps:

  1. Go to “BNPLP Contact Form” > “BNPLP Contact Form”
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  2. Fill a business line name (that will be used for the sent mails when receiving a lead which have the business line name)
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  3. Fill legal information (that will be used for the sent mails when receiving a lead which have legal informations)
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To create a new form, follow the below steps:

  1. Go to “BNPLP Contact Form” > “Form contact”
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  2. Enter a name in the text input in front of the “Create” button
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  3. Click on “Create”

To duplicate a form, follow the below steps:

  1. Enter a name in the text input in front of the “Duplicate” button
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  2. Select a form in the drop down list
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  3. Click on Duplicate

To delete a form, follow to below steps:

This functionality does not work yet. Don’t bother trying to use it.

Form general parameters

The below list describes the general parameters of a form (in Settings tab when editing a form):

  • Form title: text that will be displayed on top of the form
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  • Contact (optional): informations that will be displayed on top of the fields
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  • E-mail adresses to send leads: people who will receive a mail notification that a form has been submitted (separate adresse e-mails by a comma: ,)
  • Thank you message: message that will be displayed in place of the form to the visitor after submitting the form
  • Form type: contact form is a classic form, download form is a classic form display a download link after submitting the forl
  • Document name and document are parameters for form of type download (optionals)
  • Redirection (optional): URL to redirect the visitor after submitting the form
  • Legal information label link: link anchor to display legal information
  • Legal information: text that is shown when clicking on the legal information link

Adding fields to a form

Fields of a form can be added from the “Form fields” tab.

  • To add a field, use the “+ Add a row” button
  • Click on a line, select the layout to choose between one field in the line or two
  • Move fields by drag and dropping rows and fields (fields cannot by drag and dropped between rows)
  • To edit a row, click on it
  • To edit a field, click on its name in the right panel after clicking on a row

 

The below list explains the different parameters of a field:

  • Label: label of the field (the default stylesheet hide them except for fields that have bnplp-label-show class)
  • Type : main type of the field (single line, multiline, etc)
  • Subtype : subtype of the field (if single line can be a text, an e-mail, a checkbox, …)
  • Export name: text used to received the information (ABSOLUTELY mandatory and cannot have space nor special characters nor accentuated characters)
  • Value: default value of the field
  • Placeholder: placeholder of the field (information to help the visitor)
  • Regex: validation rule in form of a regular expression
  • CSS Classes: additional CSS classes for the field
  • Error message: custom error message if validation error
  • Mandatory: if the field is mandatory or not

Exporting leads

There are two level of export: domain export and general admin export.

A domain export allows to export leads of the current domain (i.e. export leads of reim.realestate.bnpparibas).

A general export allows to export all leads of a given domain or all leads of all domains.

To export leads for a domain, follow the below steps:

  1. Go to “BNPLP Contact Form” > “Lead export”
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  2. Choose the filters desired
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  3. Click on “Export” button

To export leads for all domains, follow the below steps:

  1. Go to “My Sites” > “Network admin” > “Dashboard”
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  2. Go to “bnplp lead export”s
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  3. Choose the desired filters
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  4. Click on “Export” button