Collect visitor data

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Xperience’s built-in Forms application takes your contact management to the next level. The online forms you build in the application help you collect valuable visitor information. And since the application is a part of Xperience, you can convert collected data into actionable insights and use it to segment your contacts or trigger personalized customer journeys.

See how you can work with forms in Xperience by Kentico.

Here are a few ideas for website forms to collect valuable customer data:

  • Request additional information through a contact form.
  • Provide visitors access to gated content after form submission.
  • Give users a way to set up preferences.
  • And many more.

Find out more about Xperience forms in the documentation.

Exercise - Collecting visitor data

In the following exercise, you’ll learn how to create and display a form on the website and use it to collect contact data.

Task:

Your content manager discovered a page without a form. They asked you to create one and add it to the Loans page.

Create your form

  1. In Xperience by Kentico, navigate to the Forms application and create a New form.

  2. Use the Add field button in the middle of the Form builder and add the following fields to your form:

    1. First name.
    2. Last name.
    3. Email.
    4. Business phone.
    5. Leave a message.

  3. You want to adjust the Business phone label to just Phone since the promoted loans are for personal usage, and you want to avoid potential confusion.

    1. Select the Configure button for the Business phone field and change the Label to Phone.
    2. Apply the change.

  4. Adjust the Leave a message as well:

    1. Select the Configure button for the message field and change the Label: Let us know about your financial needs.
    2. Add Explanation text: Share any specifications or ideas with us so we can tailor the loan offer to your needs.
    3. Apply to save the changes.

  5. Make the Email field and any other fields required. Select the field’s Configure button, select the Required checkbox field, and hit Apply.

  6. To complete the form, add the Consent agreement field and:

    1. Select the Configure button and, for this tutorial, select Marketing cookies.
    2. Apply to save the change.

  7. Switch to the General tab and:

    1. Rename the form to Loans general form.
    2. Change the Code name to LoansGeneralForm.
    3. Save the changes.

Display your form on the live site

  1. Switch to the Personal Banking application and go to the Loans page. Select Edit page to create a new version of the published Loans page.

  2. Add section below the Featured content widget with the plus button on the left and add the Form column section.

  3. Add widget using the plus button in the middle of a new section and insert the Page heading widget.

  4. Open the Page heading properties with the Configure widget and:

    1. Choose Heading type: H3
    2. Add the Title: Let us prepare a personalized loan offer that best suits your needs.
    3. Hit Apply to save the changes.

  5. With the plus button, add a Form widget.

  6. Open the Form properties with the Configure widget and:

    1. Select the Loans general form.
    2. For After form submission, keep Display a message.
    3. Adjust the text: Thank you! Our loan specialist will contact you within the next two business days.
    4. Apply the change.

  7. Finally, Save and Publish your page.

Your page with a new form may look like the following:

Next step

Continue learning about segmenting your website audience.