Form builder

Overview:

The Form Builder feature allows users to create, save, and reuse form templates across different sites. This feature functions as a standalone tool, similar to the media library, and enables users to integrate forms seamlessly into their websites. Users can access the Form Builder from the add-on feature, create and manage form templates, and utilize these templates via a form builder widget or as standalone pages.

Scope:

1. Form Builder Access:
   • Users can toggle on the Form Builder feature from the add-on section.
   • Once enabled, the Form Builder icon appears in the sidebar for easy access.
2. Template Creation and Management:
   • Users can create new form templates by adding a title and selecting various question formats:
   • Short Answer
   • Long Answer
   • Radio Button
   • Check Boxes
   • File Uploads
   • File Downloads
   • Date/Time Picker
   • Drop-down
   • Users can edit and save these templates for future use.
3. Using Form Templates:
   • A Form Builder widget is available for drag-and-drop placement on pages.
   • Users can select and edit saved templates within the Form Builder widget.
   • If no templates are available, users can start creating new templates directly from the widget.
4. Standalone Form Pages:
   • Users can add forms as standalone pages by selecting a "Form Page" option.
   • Users can choose from existing templates or create a new one for the standalone form page.
5. Analytics:
   • Users can access form analytics from the dashboard.
   • Analytics include data such as:
   • Number of form submissions
   • Response rates
   • Lead data
   • Summary of responses
   • Average response time

User Flow:

1. Enable Form Builder:
   • Navigate to the add-on section in the dashboard.
   • Toggle on the Form Builder feature.
   • The Form Builder icon appears in the sidebar.
2. Create and Save Templates:
   • Click on the Form Builder icon.
   • Create a new template by adding a title and selecting question formats.
   • Save the template for future use.
3. Use Form Templates:
   • Drag and drop the Form Builder widget onto a page.
   • Select a saved template or create a new one if none are available.
   • Edit the form content as needed.
4. Add Form as Standalone Page:
   • Go to the pages section and select "Add Form Page."
   • Choose a template or create a new one for the standalone form page.
5. View Analytics:
   • Access the dashboard.
   • Navigate to the analytics section.
   • View data related to form submissions and leads.

Definition of Done (DoD):

User Functionality:

• The Form Builder feature is accessible and functional from the sidebar.
• Users can create, save, and manage form templates.
• Templates can be used in the Form Builder widget or as standalone pages.
• Analytics data is available and accurate.

Technical Functionality:

• The Form Builder integrates with the page editor and dashboard.
• Template creation, saving, and editing processes work as expected.
• Form submissions and lead data are correctly captured and displayed in analytics.
• The feature performs efficiently and correctly across different browsers and devices.