Managing TX Forms

Editing a TX Form

You can edit your TX Forms using the Action Menu for the selected form:

1. Navigate to TargetX Builder.
2. Select the TX Forms icon.
3. Choose the form type: General, Events, or Application.
4. Choose the Action Menu at the end of the row. This menu includes options to Edit, Share, Duplicate, or Delete your form(s). 

Note: The Share option is only available for General or Application form types.

Assigning a TX Form to your Event

1. Navigate to the Organization Events tab.
2. Click on the Event that you wish to assign your form.
3. Click Edit.
4. Scroll to the TargetX Event Forms section.
5. Click on the Search icon [] to search for your form.
6. Click on the Form you wish to assign.
7. Save your changes.

Cloning TX Forms

1. Navigate to TargetX Builder.
2. Select the TX Forms icon.
3. Click on the General icon [] or Events icon [].
4. From the list, click on the Action Menu and select Duplicate.

5. The clone will be named: <Form Name> (copy)
6. Make any necessary changes and click Save.

Previewing your TX form

You can Preview your TX form by selecting the Preview icon [] from the Forms list or the form itself. This is an internal preview:

When an Events TX Form is previewed, the left pane will display a default panel. Event-specific custom questions will NOT be displayed. You can also Preview Events TX Forms by using the Event Registration Link. 

Validating your TX Form

Sharing a General TX Form

The Share option is only available for General or Application forms.

1. Locate the form you wish to share.
2. Click the ellipses, then select Share:

3. Select a Site, and the URL will default with an option to Copy. For example, if you have an Inquiry Site, select that Site from the list.

Note: The Public URL information is used to build the URL dynamically and Embed Code Snippet displayed. This information is NOT saved along with your form.

4. The Embed Code Snippet is populated automatically. If you wish to embed the form on your website, share this with the appropriate team. Using the Embed Code Snippet will NOT include the left panel.

Changing a TX Form type

You can change the Type of TX Form from General to Events or vice versa.

1. Navigate to TargetX Builder.
2. Select the TX Forms icon.
3. Click the General,  Events, or Application Form icon to locate the form you want to change.
4. Select to Edit the form.
5. Change the Form Type radio button to the new type.
6. Save your changes.

Note: When changing a Form Type, any information on the form for one type but not on the other type will NOT be saved. For example, if you change from a General type to an Event type of form, the Logo URL and Poster URL will not be saved.

Customizing record matching in TX Forms

By default, TX Forms matches First Name, Last Name, and Email. TX Forms can be configured to include additional matching on the Question widget when creating General or Events TX Forms. When adding fields, select the toggle for Use for Matching to include the field in Contact Matching.

The matching logic works as follows:

• First Name, Last Name, and Email will default to ON for Use for Matching.
• When Use for Matching fields match exactly, that record is used as a record to update instead of creating a new record.
• A new record will be created if no fields are included for Use For Matching.
• If any matching fields are left blank, the field is dropped from consideration and only the remaining Use For Matching fields are considered.
• If more than one record matches, the record with the most recently created date will be updated.
• For Contact child records, the record must be related to the Contact record to match.
  • If a new Contact gets created, all related child records will also be new.
  • If a Contact record matches an existing record, the system will check Child records for matching fields before creating a new child record.
• Matching is not case-sensitive.