For collecting personal information, simply add the "Contact Info" element to a page.
This element can be added to any page except the final pages ("Thank You" or outcome pages).
You can choose which fields should be shown on the page and if they are required:
- First name
- Last name
- Email address
- Organization name
- Job title
- Street address
- Zip code
- Social media profiles
You can set the language for the field descriptions and the error messages in the project settings.
To add terms and conditions or newsletter opt-in checkboxes, please use the "Opt-In Checkbox" content item.
Make sure to add a "Button" element after your sign up form, so the participant can continue to the next page.
The personal data collected from these form fields is handled differently than any other data. Personal data can be unlinked from other data in the project settings to comply with privacy requirements.
Personal data is available to be browsed and searched in the "personal data" tab on your project's analytics page. In your exports data from the form fields is shown in the CSV export among with other key metrics. The XLS Export option contains all questions, answers and data from participants.
All data collected by the Contact Information element is available to be used in your Zapier integrations. The native integrations use first name, last name and email.
Good to know
Participant data is only saved after your user reaches the final page of your project ("Thank you" page or outcome page).
You can only use each Contact Info form field once. A second form fields element using the same field will override the previous entry (adding multiple Contact Info elements and using different fields works). If you need to collect personal data from more than one person, please use free text answer elements or place a restart button on the last page to make the participant fill out the form again for another person.