Contact Info

The Contact Info element on a form is a collection of fields that allow visitors to provide their personal or business contact details.

This element is typically used to gather essential information such as a visitors name, email address, phone number, and sometimes their mailing address, allowing the organization to get in touch with the visitor or respond to inquiries.

When this element is added to your Paminga form the following fields will be added automatically.

• Email Address
• First Name
• Last Name
• Job Title
• Work Phone
• Company

Each of these fields can be edited or removed from the form if needed.

Add the Contact Info Element to your Form

To add a Contact Info element to your form select the orange + icon within the builder and then select "Contact Info".

When this element is added to the form, each of the automatically added fields will also be mapped to default fields. If you wish to change the mappings of these fields do so on the left hand side of the screen under the "Text Field" settings.

Text Field Settings

Under the text field settings for the each contact info field element added to the form there are various options to set.

These inlcude:

• Field Label: Value that is always visible to persons filling in your form
• Field Placeholder: If you would like to specify a placeholder that is different from the Field Label, this is the place to do that, but specifying a placeholder is optional.
  • A common case for specifying a placeholder is to provide further instruction or a hint to the persons filling in your form.
• Field Name: The Field Name is "behind the scenes".
  • The field name is not shown to persons filling in your form
• Map to Field: Choose the field in Paminga you would like to map this data to when the form is submitted.
  • By Default the element is mapped to "Account". This can be changed if needed to a different field of your choosing
• Default Value: If you choose to set a Default Value, this field will be pre-filled with that value when the form is rendered
• Pre-Populate This Field: Checkbox. Paminga may be able to recognize the website visitor submitting your form. When this is the case, you can have Paminga pre-populate fields with values that are already known for that person

Validation Rules

Within the company name text field settings you can set validation rules for the persons submitting the form.

These validation rules include:

• Required: Make it so that when the person is submitting the form the field is required to submit
  • By default a message is set that matches the field type selected IE for the company name field is states: "Please provide your company name." This message can be edited

• Minimum Number of Characters: Set a minimum number of characters that must be enetered to submit
  • Error Message: By default a message is set to "This field does not meet the minimum threshold." This message can be edited
  • Minimum: Set the minimum character limit

• Maximum Number of Characters: Set a maximum number of characters that can be entered in to the form
  • Error Message: By default a message is set to "This field does not meet the maximum threshold." This message can be edited
  • Maximum: Set the maximum character limit

Layout

Under the layout tab you have the ability to edit the layout of the field on the form.

Here you can set the fields:

• Alightment (Left, Center, Right)
• Witdh
• Margins (Top, Bottom, Left, Right)

Easily set these parameter using the slider, or input the value to the right of each layout option.

Conditions

By default the field is set to show always. That said, you have the ability to edit the fields visibilty to conditionally display.

If you would like to edit the visibilty of the form field update the settings under the conditions tab.

You can set the field to:

• Show This Field Always
• Hide This Field Always
• Show This Field If
• Hide This Field If

Selection of the last two will prompt you to set conditions of display for this field using the Paminga segemnt builder.

The conditions available to dispaly off of are:

• Account Fields (standard & custom)
• Contact Field (standard & custom)
• Form Fields: Set the conditons based on any field's value on your form
• Language: If you leverage "Internationalization" each language you have added to the form will be available to select here

Want more information on displaying fields conditionally?

Make sure to check out our in-depth documentation here.