Creating a Contest

A contest is an acquisition process for new contacts or additional data on acquired contacts. The contest management process centralizes all the steps from the subscription form to the participation results, including the confirmation email and redirection pages related to the subscription. Once the contest is finished, you can proceed to the draw. The process is already configured. All you have to do is customize some elements (redirection pages and emails). The process starts with a subscription link, which you insert in a message or a web page where you announce the contest.

**It is important to know that even if you delete all content from these pages, the content will still display if a page is required by the workflow. For this reason, it is strongly recommended to verify that each page displays a message informing properly the visitor of the registration status.

Step 1: Generate the Process

Follow the access path and click Create a contest. Fill-in the required info:**If you want to offer the event registration form in multiple languages, it is important to specify it here at this initial step, as once the event is created, you can no longer change the languages.

You must then specify additional info, such as the subscription period and the frequency at which someone can submit a participation:

Make sure to select the right time zone!

Step 2: Edit the Form

Click the pen to edit the registration form:

A form template is offered by default to help you with the editing. This template comes with predefined fields and texts. You must, however, adjust the template form to your goals. If you want to retrieve more information than the one presented in the template, you must do so from the Form configuration page (see step 3 for more details).

Make sure to edit the content in the French version as well if you use it:

☑ Header and footer
You can add content to the header and footer (your logo, a description, a title, contact details). You must first add a Structure block into which you drag a Content block. Modifications will apply to all the pages of the workflow.

☑ Global configurations (global styles)
You can modify styles for all pages of the workflow. However, if styles are applied to a specific element, this style will prevail for that element and replace the global one.

☑ Form styles
In the main section of the form, modify the colors, widths and fonts of the elements (fields, buttons, texts):

☑ Adding content
The form template comes with only one column that includes predefined sections for the header, the form and the footer. You can add a zone by dragging a structure block (columns) in which you drag content blocks. Editing works the same way as the email editor. The available content elements can be inserted in any section except the section for the form itself (the inputs). In the next step, we will see how to edit or add new fields.   

Block List and Description

Text	Section Description Content Section to type text. Note that it is possible to insert an image in the text using the hosted or Web image icon. If you have selected a layout that has more than one column, it will be indicated if it is the left, center or right text. Also, the height of the columns is adjusted based on the column with the most text. The styles selected within the editor prevail on the global styles set in the Styles section. Styles Section used to define styles to be applied to all text elements inserted in the content section. Settings Section that offers spacing options around the text.
Image	Element that lets you add an image. It can be used to insert your company's logo or an image related to the theme. In addition to adding an image, you can define its width, alternate text to be displayed when images are not shown, and, if needed, a redirection link to a page to show when the image is clicked. You can also choose an image that is not yet hosted by clicking Upload an image. ** PNG, GIF and JPG images are best. Make sure the image dimensions fit. If needed, you can edit your image before inserting it in the message (or form) by clicking on the edit icon. The image editor will open to let you re-size, crop or make any other necessary changes. If you have a lot of images and have created categories to group them, select in the Category list the one to hold your new image, if needed. Section Description Image (URL) Type the URL address of the image or select an image using the file selector displayed when clicking on the image icon . To make changes to an image, whether it be the size, color, orientation, or any other, click on the edit icon  to open the image editor. Width Maximum width of the image, in pixels. * To be certain the image displays properly, it is recommended to select an image that has the same dimensions as the one you want in your form. Having the right size image reduces downloading time. **As the content is responsive, the image's size will be adjusted to the display device. Alt-Text Text used in replacement of the image. This text is shown when the image is not displayed or for accessibility purposes for people with a disability or impairment. Link Complete URL of the page you want to display when the image is clicked. Settings Alignment and padding around the image.
Divider	Element that adds a horizontal line, mostly used to separate sections. Section Description Styles Section to define the line's styles. Settings Section to define the line's width and spacing.
Button	Element that adds a call-to-action button, which redirects the visitor to a new page. Section Description Content Section that lets you define the text to show on the button and the landing page URL. Styles Section to define the styles applied to the button's text and box. Settings Section offers settings to define the width and spacing around the button.
Form	This area displays the input fields used to collect information on the leads/contacts. Some fields are already included in the form template, mostly those part of the primary key, which cannot be edited nor deleted as they are required for contact identification in Dialog Insight. **There can only be one input area per form.
Social media follow	Element that lets you add links to your social media pages (icons and related links). The provided images cannot be changed. However, you can choose which one to display and the text and link for each. Section Description Content Section that lets you choose the applications to display and define the link text and URL. Styles Section to define the styles applied to all social media links and texts. Settings Settings to define spacing, alignment and positioning of application icons.

Step 3: Configure the Fields

☑ Profile update method
In Form configuration, under Profile update, select the profile update method for the contacts. As the information provided in the registration form can be different from the information already in Dialog Insight when the contact already exists in your contact list, it is important to specify how you want it to be processed. When the person who fills the form already exists as a contact in your project, you have to specify how the provided data will be processed.

☑ Default fields
In the Form configuration section, you can modify the fields from the default template. First, check if these default fields fit your needs. You can add new fields depending on the data you want to collect. You can remove fields you don't need. Note that it is impossible to delete fields that are part of the primary key, as this information identifies contacts in the application. Data entered in one of the form inputs will be added to a project field.If you modify a field from a published form, you must update the process to apply these changes.

☑ Field labeld layout
Under the Form options tab, define how you want field labels to display, either on the left, right or inside of the input area.

☑ Skill question
If you activate this option, you must define the question and the answer. The skill-testing question must be mathematical formula, and the answer an integer (a number without decimals).

☑ Contest rules
If you activate this option, the participants must accept the rules. You must specify the link for the page displaying the rules. 

☑ Authentication process
The Google reCaptcha is activated by default and is mandatory for contests. This allow you to make sure that the person who fills the form is a real person, it is recommended that you enable the reCAPTCHA option so that a validation question is added to the form.

If the registration form is displayed under a domain name other than ofsys.com, you will first need to register the domain used on reCAPTCHA to get your private and public keys. To register your site or domain with reCAPTCHA, go to https://www.google.com/recaptcha/admin#list and follow the instructions provided. Once saved, reCAPTCHA will give you private and public keys that you'll need to enter in Dialog Insight.

To enable the authentication option:

1. Check the Use Google Recaptcha option.
2. Click Manage keys.
3. Choose your domain, if already configured. If not, click Add a key to register your domain name or the page to display the registration form, and specify the public and private keys that were assigned by reCAPTCHA when opening an account.

Step 4: Edit the Error Pages

Redirection pages for some error cases are already configured. You can modify the text for these pages (in each language).If you haven't yet done it, edit the global styles (see step 2). The global styles apply to all pages.

Step 5: Configure the Confirmation Sequence

For the confirmation sequence, you must choose between option 1 and option 2 for the redirection page that displays after the form is submmited. You can add a confirmation email if you want to send additional info to the participant.If you haven't yet done it, edit the global styles (see step 2). The global styles apply to all pages.

Successful registration (option 1)
Page informing the visitor that the registration was done successfully and was registered. You can edit the text of the page if needed.

Invitation form (option 2)
Once the form is submitted, a redirection page will present a form to invite a friend to participate to the contest. If the participant fills out this form, a redirection page will confirm the invitation and an email will be sent to the friend. 

Message following the registration
An email can be sent to the participant to confirm the subscription or to give additional info to the participant. You could use this email to invite that person to subscribe to your newsletter or to visit your online store. This message is optional and can be used with option 1 or 2. 

Step 6: Publish the Form

Before publishing, verify the rendering by clicking Preview in the upper right of the form edition. After the validation, you can publish the form.

Step 7: Integrate the Form

You can insert the link to access the registration form in a message or on your website, for example. You could also include the link in an interceptor. 

Results

→ Proceed to the draw
→ See the participation results