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- TX Forms Overview
- TX Forms let you collect information from prospects, students, or staff directly in Salesforce. You can use them for things like event sign-ups, inquiries, or applications, and they’re flexible and easy to customize.
- Best Practices for TX Form Strategy
- Creating a well-structured TX Form is about more than just field placement — it’s about aligning the form experience with your institution's goals, your audience’s expectations, and your internal data processes. This guide offers high-level best practices for developing a smart, scalable TX Form strategy.
- TX Forms Quick Reference: Field Types and Content Blocks Glossary
- This quick guide provides a high-level overview of every field type and content block available in the TX Forms builder. Use it to quickly understand each element’s purpose, use case, and configuration options.
- Creating a TX Form: Step-by-Step Guide
- This guide walks you through the complete TX Form creation process, assuming foundational knowledge of the individual form components (e.g. fields, buttons, widgets).
- Designing Form Sections and Content Blocks
- Details on how to structure your TX Form it in a way that’s logical, user-friendly, and aligned with your data needs. This article will guide you through designing sections and content blocks—the fundamental building blocks of every TX Form.
- Previewing, Publishing, and Sharing Your TX Forms
- Once your TX Form is built and configured, the final step is to preview, publish, and share it with your audience. This guide covers how to test the form experience and publish it for use as well as handling saved responses and form versioning.
- Advanced Field Configurations in TX Forms
- When you're ready to go beyond the basics of form creation in TargetX, advanced field configurations give you the power to collect nuanced data, streamline form completion, and improve backend automation. This guide walks through commonly used advanced field types and their configuration options.
- Managing TX Forms
- Editing, Cloning, Previewing, Sharing and Validating your TX Forms.
- TX Form Examples
- This article provides practical, step-by-step examples of two commonly used TX Forms: an Event Registration Form and an Inquiry Form. These samples will help you understand how to structure forms for different purposes, what kinds of questions to include, and where collected data is stored.
- Adding a new site to a Google account to enable reCAPTCHA
- The article provides step-by-step instructions for registering a new site in a Google account to enable reCAPTCHA in the Google reCAPTCHA Admin Console.
- Implementing TX Forms
- Step-by-step implementation guide for TX Forms, covering package installation, configuring internal and Site Guest User permissions, setting up sharing rules, removing legacy UI components, and enabling TX Forms within Event Settings.
- TX Forms Release Notes
- TX Forms release notes.
- TX Forms Resolved Defects
- TX Forms resolved defects.
- Working with Inquiry Forms
- Implementing Inquiry forms, managing multiple inquiries, building URLs for student-facing inquiry forms.
