Create a form for a web template

Abstract

How to create a form for a web template (Sitecore Personalize).

To further enable marketers to customize a web experience without using code, technical users can create dynamic forms for the marketer to complete, without ever having to edit HTML. All the marketer has to do is enter or select the content they want to display in the web experience, as shown in the following image.

A web template form for a marketer.

To add configurable parameters to a web template, in the HTML editor, add the template parameter syntax to the required HTML block:

[[parameter_name | type | default_value | {config1: value1, config2: value2 } ]]

The following image shows the parameters entered in the HTML editor:

Configuring a web form with parameters.

The following table contains descriptions of the template parameter elements that you can add to a web template form.

Element

Description

Required

parameter_name

The name of the form field that the marketer sees when they create a web experience based off the web template. Example: Greeting

Yes

type

The type of form field that determines whether the marketer enters text, a number, selects from a drop-down list, and so on. Options: string, text, number, enum, color.

Yes

default_value

The default value that displays in the form field for the marketer to confirm or select from a drop-down list.

Optional, but necessary if you want to add variables that the user can select from.

order

The order that the parameter field displays on the form. You can use this element with all the template parameters.

Optional

configuration

A JSON configuration object that contains name/value pairs, in relation to the type you selected.

Optional