Pardot Knowledge Base

Form Field Options Reference

Last Updated: Oct 05, 2016 | Print this Article
 

Basic Options

Option Description
Label The label for the field that the prospect sees on the form.
Prospect Field Select the field you’d like to add to your form. If you select custom field, you will not be able to select a Type within the Form Wizard – custom fields must be edited in Administration.
Load Default Data If you have existing field data in a default field (ex. a dropdown of all U.S. states) that you want to pull into this form, click Load Default Data. Doing so will load the default field data associated with the selected default field and replace the data that is currently in the form field. This applies to default fields only, custom fields will still pull in their existing custom field data automatically.
 Type See Field Types for information.
Data Format Select Text, Number, Email, Email with valid mail server, or Email not from ISPs and free email providers. This will generally be Text, but for Email fields you may wish to only accept data with a certain validation. For example, “Email with valid mail server” requires the submitted email to have valid email address syntax and requires that the email address’ domain name is live and has a receiving email server listed in its DNS records. Number fields only allow numeric characters, therefore any special characters (like dashes or spaces in telephone numbers) will cause an error on the field.
Required Check this option if you’d like the field to be required in the form, so that prospects can only submit the form if they enter or select a value.

Advanced Options

Option Description
Error Message Enter the message that you’d like to appear on your form if the field is left blank or filled in with an invalid value. For example, if you set the Data Format for the Email field to be “Email not from ISPs and free email providers”, your error message could be “Enter a valid business email address”. This is optional, but recommended if the field is required or set to a Data Format other than “Text”.
CSS Classes Enter a class to use for specific CSS in the Layout Template associated with your form.
Description Enter a description that can be set to appear under the form field in your form (i.e. instructions on using a multi-select field). This is optional.
Always display even if previously completed Useful for fields such as “comments” where the prospect may want to submit a value more than once (if this is not checked, the field will not display again once the prospect has completed it).
Do not prefill Useful for fields such as “comments” where the prospects may want to submit a value more than once (and you would not want to display their previous response). Note: TextArea field types will never prefill, whether this option is selected or not. 
Maintain the initial value upon subsequent form submissions Retains the initial field value even if the prospect submits additional forms with other values for the same field (for example, if they cleared their cookies or are using another machine). If a prospect completes a form with a new email address, a new prospect record will be created rather than overwriting the email in the original record. This helps prevent merging records when a prospect forwards an email to another prospect and they click on a tracked link and complete the form with their own email address. Enabling this option will not prevent current values in your prospect records from being overwritten if you are using the ‘Change field value’ option in a form’s completion actions, the ‘Change prospect field value’ action in an automation rule, importing a CSV file with new values for existing prospects, or manually editing prospects. If you would like to only set values for your fields if they were blank (i.e. not overwrite current values), you will want to create an automation rule that includes ‘Prospect form field :: [name of field] :: is empty’ in the criteria.

Value

The Values tab is available if you select a type that requires pre-defined values (checkbox, radio button, or dropdown).
Option Description
 Prefill with Prefills the values with one of the available options in the dropdown.
 A icon Lets you enter a different label to display in your forms, and the value will display on your prospects’ records.
Grid icon You can select a profile for the pre-defined values so that prospects who select the field value will automatically have their profiles set.
 + icon You can select a list for the pre-defined values so that prospects who select the field value will be added to the appropriate list automatically.
Note If you update your field options later, add new values using the [+] button. Do not simply change old values to new ones. Changing values without deleting or adding will cause the field value to be overwritten in the prospect record and may effect automation rules in place.

Progressive Profiling

Option Description
Show this field only if the prospect already has data in the following field(s) Enable this option if you’d like to utilize the progressive profiling feature to collect more data over a series of form submissions. Select the field(s) that must have values in the prospect’s record before this field will be displayed in a form. Example: The first time a prospect visits, only ask for their first name, last name, and email. Then use progressive profiling to ask for their company and phone number on the next form, then job title and department next time, and so on.

Dependent Fields

Option Description
Display other fields in this form based on the value of this field Enable this option to conditionally display certain fields when certain values for other fields are selected in the same form. For example, you may want to show the State field when United States is selected for Country.
Note:  Dependent fields can only be based on text or dropdown field types.
 When this field equals Select or enter the value that should trigger another field in your form to display when it is selected. In the example above, you would select/enter United States.
 Show this field Select the field that should be displayed when the field you are editing has the value specified in the step above. In the example above, you would select State. If the field you select here has not already been added to the form you’re editing, you’ll get a warning message that will allow you to add it.
 Note Additional dependencies can be added below the first one. For example, in addition to showing State when United States is selected for Country, you may want to show Territory when Canada is selected for Country. Note: The %%form-field-dependency-css%% variable is present by default in the form area of a layout template, and must be present for form field dependencies to function.
Note If you are not using the default CSS, make sure you include this styling in your CSS so that dependent fields are not displayed on the blank form. [css].dependentFieldSlave { display: none; } [/css]

Form Field Setting Codes

When you view form information in Pardot, you may see codes next to your list of form fields: Field Codes   These codes stand for:
  • r: required. This field is required to submit the form.
  • c: conditional. This field is a conditional field, used with Progressive Profiling.
  • a: always display. This field always displays, even if previously completed.
  • d: dependent. This field will be displayed only if field condition are met. See dependent fields for more information.
Not what you're looking for? Check out these other articles: Form Fields Overview Field Types Prospect Field Settings Reference Editing Form Fields in a Form

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