Area: Optimizely Add-ons
Applies to versions: Not applicable

Optimizely Forms Developer Guide

Recommended reading 

The Optimizely platform includes powerful built-in multi-step forms capabilities, enabling editors to create web forms which can be used for event registrations, job applications, customer surveys, etc.  

Getting started

Optimizely Forms is available as a NuGet package EPiServer.Forms. Installing this main package will also  automatically install dependent packages, see Installing add-ons. Optimizely Forms requires Episerver CMS 9 and higher, see Add-ons platform compatibility for details.

See Configuring Optimizely Forms how to configure form options.

Note: Optimizely Forms is only supported by MVC-based websites and HTML5-compliant browsers.

How it works

Optimizely Forms comes with a number of predefined form elements, such as text boxes, multi-line text areas, drop-down lists, radio buttons, check boxes, buttons, CAPTCHAs. It also supports file uploads which can be useful for visitors to provide additional information in the form of files (such as PDFs, Word documents, images, etc.).

The resulting data from the Optimizely Forms engine is stored to allow exporting data in appropriate formats. Optimizely Forms also comes with an API which can be used to hook into external systems for data collection and processing.

Form fields can be set as mandatory or optional, and they can also be defined with tooltips, watermarks, and labels to ensure that site visitors fully understand the interaction. Validation rules can also be associated with form fields to make sure visitors only enter data in the correct formats. You can also add conditional logic to allow different form fields to be displayed, based on the input by the visitor. 

The forms can be configured automatically send out emails to any email address and the interface allows for values from the form to be inserted in the sent email.

Forms can have individual form fields mapped to a connected CRM or Marketing Automation platform database fields (such as Eloqua) so that profiles, leads, and customer information is kept up-to-date. 

All form submissions can be viewed within Optimizely CMS and then exported as different formats, including XLSX, CSV, JSON, and XML.

Form workflow

Editors create a form by adding any number of form fields to a form container. The form fields can then be rearranged. When the form has been defined, it can be dragged and dropped into a page on the website, and it can be reused.

A possible workflow with forms can be seen like this:

  1. A form is created by dragging and dropping predefined form fields into a forms container. The fields are labelled and defined with validation, and mapped to a Marketing Automation system through the UI.
  2. The form is dragged onto a page on the site, and presented to a visitor
  3. The visitor fills in and submits the form. Data is captured in Optimizely and the mapped MA system.
  4. Submitted data is exported and analyzed.
  5. New content is created based on personalized information received through the form.


Related topics

Blog posts

Do you find this information helpful? Please log in to provide feedback.

Last updated: Nov 02, 2016

Recommended reading