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Working with Custom Content

Learn how to edit, dynamically change, and add links to custom content fields in Formulayt

Updated over 2 months ago

Editing custom content

Custom content fields allow you to display HTML content within your forms. To edit custom content:

  1. Navigate to Setup > Fields

  2. Select the custom content field you want to edit

  3. Update the Content field with your desired text or HTML

Note: The custom content name will not be displayed to users but is only used internally to show gate editors where the content will appear on forms, and also to identify the content for translation.

For complete details on field configuration options, see our Managing Fields guide.

Dynamically changing custom content

Using rules to change custom content

Rules allow you to change custom content based on specific conditions such as user country, campaign ID, or other field values.

Example: Change offer messaging based on Campaign ID

First, create a custom content field with your default message:

html

<p>Download our free whitepaper.</p>

Then create a rule:

Trigger:

  • Set to run on form load (since campaignID is pre-populated and won't change)

Conditions (IF):

  • Field: campaignID

  • condition: contains

  • Value: Spring2025

Actions (THEN):

  • Action: Change field value

  • Field: offer_content

  • New Value: <p>Limited time: Download our exclusive 2025 trends guide.</p>

  • Translation Label: Spring2025Offer (identifier for finding this text in the translations area)

Otherwise:

  • Reset the value of this field (to use the default)

Using translations to change custom content

If your custom content needs to appear in multiple languages, use the translations area:

  1. Navigate to Setup > Translations

  2. Locate the relevant phrase for your custom content field

  3. Select the language you want to edit

  4. Enter the translated content

For example:

  • English: "Download our free whitepaper."

  • Spanish: "Descarga nuestro libro blanco gratuito."

  • French: "Téléchargez notre livre blanc gratuit."

For complete details on translation management, see our Managing Translations guide.

Adding links to custom content

Method 1: Using Field Settings to add a link

  1. Navigate to Setup > Fields and select the custom content field

  2. Add the link in HTML to the content area:

html

<p>For more information, see our <a href="https://www.companyname.com/privacy-policy/" target="_blank">Privacy Policy</a>.</p>

Method 2: Using rules to add links based on conditions

Rules allow you to change privacy policy links based on specific conditions such as user country or campaign.

Example: Change privacy link based on user country

First, create a custom content field called Privacy_Statement with your default privacy statement:

html

<p>By submitting this form you agree to our <a href="https://www.formulayt.com/privacy">Privacy Policy</a>.</p>

Then create a rule:

Trigger:

  • Set to run continuously (since country can change in real-time)

Conditions (IF):

  • Field: country

  • condition: equals

  • Value: ES

Actions (THEN):

  • Action: Change field value

  • Field: Privacy_Statement

  • New Value: <p>By submitting this form you agree to our <a href="https://www.formulayt.com/es/privacy">Privacy Policy</a>.</p>

  • Translation Label: PrivacyStatementES (identifier for finding this text in the translations area)

Otherwise:

  • Reset the value of this field (to use the default)

Method 3: Using translations to add links in multiple languages

  1. Navigate to Setup > Translations

  2. Locate the relevant phrase for your custom content field

  3. Select the language you want to edit

  4. Add your HTML link to the translation text

For example, the French version might be:

html

<p>Pour plus d'informations, consultez notre <a href="https://www.companyname.com/fr/privacy-policy/" target="_blank">Politique de Confidentialité</a>.</p>

This ensures each language links to the appropriate privacy policy page.

Using tokens at scale

Tokens allow you to inject dynamic data into your custom content, making it easy to manage variations at scale without creating multiple fields or complex rules.

How it works:

  1. Create a hidden field to store your dynamic value (e.g., different privacy policy URLs)

  2. Use rules to populate that hidden field based on conditions (language, country, campaign, etc.)

  3. Go to your custom content field and click the {*} icon to insert a token

  4. Select your hidden field as the token source

  5. Set a default value if needed

Example: Dynamically change a privacy policy URL based on language

Create a hidden field called Privacy_Policy_URL and use rules to update it based on language. For example:

Then in your custom content field, use the token:

html

<p>By submitting this form you agree to our <a href="{{Privacy_Policy_URL}}">Privacy Policy</a>.</p>

This approach allows you to manage complex variations centrally through hidden fields and rules, rather than maintaining multiple versions of the same content.

For complete details on how to implement tokens, including step-by-step examples, see our Using Tokens to Inject Dynamic Data guide.

Best practices

  1. Always provide a default custom content value as a fallback

  2. Test your rules and translations thoroughly to ensure the correct content appears in all scenarios

  3. Use descriptive link text (e.g., "Privacy Policy" rather than "click here")

  4. Consider adding region-specific legal disclaimers alongside privacy links when necessary

  5. Ensure all URLs are valid and lead to the correct pages

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