When creating an intake form, the first step will be to determine which site and program in your enterprise the participant records will be created in.
Identify a program in your ETO Site that these users will be enrolled.
Intake Forms are used to enter new participants in to ETO, it mirrors the behaviour of "Add New Participant" and relies on duplicate check settings to determine if a participant may already exist in ETO. Configure your duplicate check settings to best serve your Sites needs,
Step 1: On the left side panel, click Intake Forms.
Step 2: Click Add Form
Step 3: Name the form
Form Name- This is the name of the form- for internal use- participants will not see this name.
Title- The form name that participants will see when they access the link.
Description/Instructions- you can provide a description of the form and/or instructions for participants as they fill out the form.
Security- additional security can be provided by requiring a CAPTCHA to complete the form
Step 4: Determine what demographics to ask on the intake form. There will be a list of standard and enterprise level demographics. You can choose which demographics to include when you are creating your intake form. There is a separate check box that you can check to make the demographic required. Any demographics are required in ETO are required on the intake form to ensure consistent data quality.
These demographics can be reordered regardless of their order in ETO by clicking the up and down arrows to the left of the demographic name. Any demographic that is required in ETO will also be required on the intake form.
Step 5: Include a TouchPoint (optional) You can also include a touchpoint that will become part of the intake form. This will save a TouchPoint response for the participant.
Step 6: Select which TouchPoint fields you would like to include on the intake form by checking the Include box to the right of the element type. Questions that are required on the TouchPoint form will also be included and required on the intake form.
Please check out "Touchpoint in Connect" to see our best practices for building Touchpoints for connect.
Step 7: Preview the Form and Save!
Publish the Form
Step 1: From the intake form page, click the publish icon.
Step 2: A page will pop up to confirm that you would like to publish the form with the URL that will be distributed to participants. Click the Publish button to publish the form.
Once the form is published, distribute the URL to potential participants. Through the URL, they can fill out the demographic and TouchPoint information, and that information will be captured in ETO.
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