Form Styles are used in Marketing Surveys to make the survey more attractive overall. This allows you to add your company logo and select colours for the surveys to be displayed in for example. In this tutorial we will create a form style from scratch and we will then use it in the next tutorial where we create a new survey for our customers.

 

If the Portal's Navigation Menu is not already in the Marketing Menu, start by navigating to the Marketing menu by clicking the Menus link followed by Customer, Services and Marketing. Open Administration by clicking on the link and a drop-down list of menu items will be displayed. Click on Form Styles to open the Marketing Form Default Report screen.

 

 

The Marketing Form Default Report screen displays a list of the form styles that you can currently use to style your surveys. Click the Create a Marketing Form link to start a new form style. This opens the Marketing Form Maintenance screen where you can give the form style a name in the Description field, a title in the Title field and a sponsored message to appear in the survey in the Sponsor Message field. The Table Percentage field governs the width of the form in relation to the page and the Table Border gives the thickness of the border lines in the form. You can select the Font, Font Size, Font Weight and Text Colour for the text in the form from the provided drop-down lists. The Background Colour of the survey can also be selected. The images that can be selected control what is placed in the header (Top Left and Top Right) of the survey, between questions (Bar), in the background (Background) and as the submit button (Submit). You can also enter a Comment to help describe what the form style is for. Press the Save button to commit the new form style to the Portal.

 

 

The new style will now be available for use when creating a new survey. You can come back to the Form Styles screen and edit the style at any time by selecting it from the Forms drop-down list at the top of the Marketing Form Maintenance screen.

 

In this tutorial we have discussed form maintenance. As we will discover in the next tutorial, forms are used to enhance the look of your marketing surveys.