Configure a Form

   Journey Manager (JM) The transaction engine for the platform. |   Platform Developer |  All versions This feature is related to all versions.

After you have built a form in Maestro, you have to configure it in Manager.

To configure a form in Manager:

  1. Select Forms > Forms.
  2. Locate a form and click Edit to display the form's dashboard.
  3. Configure form details such as delivery channels.
  4. Configure form flow.
  5. Configure email verification.
  6. Configure form abandonment to override the organization’s abandonment settings.
  7. Configure form page tracking for third-party page tracking and analytics.
  8. Assign form spaces where the form will be hosted.
  9. Configure group access to enlist groups that can access this form in case it has some restrictions.

Next, learn how to remove a form.