TX Forms Overview
Access TX Forms through TargetX Builder, replacing the previous TargetX Forms tool in TargetX Event Forms or TargetX Inquiry Forms. This tool allows you to conveniently access your existing forms and utilize enhanced features and a modernized interface.
What are TX Forms?
TX Forms are browser-based, mobile-responsive forms built and managed inside TargetX. Each form is tied to Salesforce objects like Leads, Contacts, or Events, making it easy to route data to the right records automatically.
Key Features:
- Drag-and-Drop Form Builder – Easily design forms without the need for any coding skills.
- Custom Field Mapping – Seamlessly integrate form fields with Salesforce for smooth data synchronization.
- Conditional Questions - Intelligently display or hide questions based on user responses.
- Editable Picklist Values – Customize or remove picklist options to meet your specific requirements.
- Conditional Picklist Values with Option Groups – Present only relevant picklist options based on defined criteria.
- True/False Questions – Streamline forms and ensure consistent data collection.
- Repeatable Sections – Enable users to input multiple sets of similar data within a single form.
- Display Text – Offer useful instructions or additional context within the form.
- Clone Existing Forms – Save time by duplicating and modifying previously created forms.
- File Uploads – Allow users upload documents and files directly through the form.
- reCAPTCHA Support – Safeguard your forms against spam and automated submissions.
When Should You Use a TX Form?
Use a TX Form when you need:
- A custom form hosted on your site or shared via a link
- Seamless integration allowing data to flow directly into Salesforce
- Flexible control over field visibility, defaults, or validations
- The capability to monitor user interaction and engagement using hidden fields or campaign IDs
Common Use Cases:
|
Use Case |
Recommended Form Type |
|---|---|
| Event Registration | Event |
| General inquiry form | General |
| Interest-specific opt-in | General |
| Collecting information for applications, essays or related records | Application |
Navigation
The left panel displays the types of Forms available: General, Events, or Application. Clicking on either option displays the list view for that Form Type:
- General Form list view
- Event Form list view - if the Event has been assigned to an event, the number of Events field will reflect that:
- Application Form list view
Search for forms by clicking on the Search icon on the top right, then enter the Name or Title of the form.
Note: Any forms created in the previous interface, TargetX Forms, will be available in TX Forms. You can continue to use those forms as is, or you can edit them in TX Forms, which will convert them to the new format and allow you to use the updated functionality.
- The Action Menu includes options to Edit, Share, Duplicate, or view Version History for your form(s). The Share option is only available for General and Application form types.
To implement TX Forms, see Implementing TX Forms for Events or Implementing Inquiry Forms for Inquiries.
Form Structure
- TX Forms are built using:
- Sections – Logical groupings (e.g., Personal Info, Academics)
- Content Blocks – Fields, text, or UI elements
- Input fields (text, picklists, etc.)
- Display-only elements (instructions, dividers)
- Advanced elements (hidden fields, address widgets)
Each content block maps directly to a field on a Salesforce object (like Contact.FirstName).
Matching and Record Creation
TargetX uses default field matching (First Name, Last Name, Email, DOB) to prevent duplicate record creation. You can customize this logic in your org if needed.
Access and Spam Protection
TX Forms support:
- Access Keys: Securely include records in a form.
- reCAPTCHA: Prevent bot submissions.
- Hidden Fields: Set values behind the scenes for tracking or automation.
Transitioning to TX Forms
Use the table below to determine your next steps for using TX Forms:
|
If you are currently... |
Next Steps |
|---|---|
| using TargetX Forms |
|
| using Form Assembly | You must rebuild your Form Assembly forms in the new TX Forms tool. |
| in Implementation | Work with your Implementation resource for the next steps. |
| new to forms | Review the articles Implementing TX Forms, Creating a TX Form. |
This tool allows you to conveniently access your existing forms and utilize enhanced features and a modernized interface replacing the previous TargetX Forms tool in TargetX Event Forms or TargetX Inquiry Forms.
What are TX Forms?
TX Forms are browser-based, mobile-responsive forms built and managed inside TargetX. Each form is tied to Salesforce objects like Leads, Contacts, or Events, making it easy to route data to the right records automatically.
Key Features:
- Drag-and-Drop Form Builder – Easily design forms without any coding.
- Custom Field Mapping – Map form fields directly to Salesforce for seamless data integration.
- Conditional Questions - Dynamically show or hide questions based on user responses.
- Editable Picklist Values – Modify or eliminate picklist options to suit your needs.
- Conditional Picklist Values with Option Groups – Show only relevant picklist options based on specific criteria.
- True/False Questions – Simplify forms and standardize data collection.
- Repeatable Sections – Allow users to enter multiple sets of similar data in one form.
- Display Text – Provide helpful instructions or additional context within the form.
- Clone Existing Forms – Save time by duplicating and modifying previously created forms.
- File Uploads – Let users upload documents and files directly through the form.
- reCAPTCHA Support – Protect your forms from spam and automated submissions.
When Should You Use a TX Form?
Use a TX Form when you need:
- A custom form hosted on your site or shared via a link
- Seamless integration allowing data to flow directly into Salesforce
- Flexible control over field visibility, defaults, or validations
- The capability to monitor user interaction and engagement using hidden fields or campaign IDs
Common Use Cases:
|
Use Case |
Recommended Form Type |
|---|---|
| Event Registration | Event |
| General inquiry form | General |
| Interest-specific opt-in | General |
| Collecting information for applications, essays or related records | Application |
Navigation
The left panel displays the types of Forms available: General, Events , or Application. Clicking on either option displays the list view for that Form Type:
- General Form list view
- Event Form list view - if the Event has been assigned to an event, the number of Events field will reflect that:
- Application Form list view
Search for forms by clicking on the Search icon on the top right, then enter the Name or Title of the form.
Note: Any forms created in the previous interface, TargetX Forms, will be available in TX Forms. You can continue to use those forms as is, or you can edit them in TX Forms, which will convert them to the new format and allow you to use the updated functionality.
- The Action Menu includes options to Edit, Share, Duplicate, or view Version History for your form(s). The Share option is only available for General and Application form types.
To implement TX Forms, see Implementing TX Forms for Events or Implementing Inquiry Forms for Inquiries.
Form Structure
- TX Forms are built using:
- Sections – Logical groupings (e.g., Personal Info, Academics)
- Content Blocks – Fields, text, or UI elements
- Input fields (text, picklists, etc.)
- Display-only elements (instructions, dividers)
- Advanced elements (hidden fields, address widgets)
Each content block maps directly to a field on a Salesforce object (like Contact.FirstName).
Matching and Record Creation
TargetX uses default field matching (First Name, Last Name, Email, DOB) to prevent duplicate record creation. You can customize this logic in your org if needed.
Access and Spam Protection
TX Forms support:
- Access Keys: Securely include records in a form.
- reCAPTCHA: Prevent bot submissions.
- Hidden Fields: Set values behind the scenes for tracking or automation.
Transitioning to TX Forms
Use the table below to determine your next steps for using TX Forms:
|
If you are currently... |
Next Steps |
|---|---|
| using TargetX Forms |
|
| using Form Assembly | You must rebuild your Form Assembly forms in the new TX Forms tool. |
| in Implementation | Work with your Implementation resource for the next steps. |
| new to forms | Review the articles Implementing TX Forms, Creating a TX Form. |