Form Setup in Scratcher Campaigns

What a Form Is Used For

A form is an important and highly recommended element in Scratcher campaigns. It allows you to collect user information from participants, such as contact details and preferences. This makes it a powerful tool for lead generation and campaign insights. We always recommend using a form when running campaigns, as it helps you gather valuable data about your users.

Adding a Form to Your Campaign

To add a form to your campaign:

1. Open your campaign
2. Go to the Campaign Flow on the left side
3. Look for the Form element

If the form is not already included, you can add it by:

• Clicking the plus (+) icon at the bottom of the flow
• Selecting Form from the available steps

Once added, click into the form to start configuring it.

Form Settings

Inside the form, go to the top right corner and click:

• Add Element → Form Settings

Here you can define how your form works and what data it collects.

Content (Form Fields)

In the Content section, you define which fields are included in the form.

By default, the form usually includes:

• First name
• Email

We strongly recommend including at least one unique identifier:

• Email address or
• Phone number

You can also choose which field should act as the unique identifier depending on your campaign setup and preference.

Integrations

We recommend setting up an integration as part of the form configuration.

This allows you to:

• Automatically send collected data to external systems
• Streamline lead handling
• Ensure data is processed in real time

Integrations can be configured directly within the form settings.

Terms and Conditions (Optional)

When working with forms in the campaign flow, you also have the option to add Terms and Conditions.

This is done directly from the form inside the campaign flow.

How to add Terms and Conditions

1. Click into the form from the campaign flow
2. Select Add Terms and Conditions

Once selected, you will be given two options:

• Use the standard Scratcher template
• Or connect to an external Terms & Conditions page (URL)

Add-ons

Inside the form settings, you can also enable additional features under Add-ons.

CAPTCHA

CAPTCHA helps protect your form from spam and bots.

If your campaign experiences unwanted automated traffic, enabling CAPTCHA can help ensure that only real users submit the form.

Auto-Save Form Fields

This feature automatically saves user input as they fill out the form.

This is useful because:

• Users don’t need to re-enter information
• It improves the overall user experience
• It reduces drop-off rates

Data Auto-Completion

This feature can automatically fill in known user data if available.

It is mainly used in more advanced setups and is less commonly enabled.

Pop-up Confirmation

This displays a confirmation message when the form is successfully submitted.

It confirms to the user that:

• Their information has been received
• They can proceed in the campaign

Require Form Before Continue

This setting ensures that users must complete the form before continuing in the campaign flow.

It is often used when:

• The form is part of a gated experience
• Data collection is required before participation continues
• The form is placed before a game or reward step

Show Error Messages in Pop-up

If users do not complete the form correctly, an error message will be shown in a pop-up.

This helps guide users to:

• Correct missing fields
• Fix invalid input
• Complete the form successfully

💬 Need Help?

If you experience any issues or need assistance with form setup, integrations, or configuration, don’t hesitate to reach out to a Customer Success representative at Scratcher 🚀

Updated on: 05/06/2026