How to create a Form-type call-to-action in Clinch Talent

In Clinch Talent, a  call-to-action (or "CTA") is the means by which an anonymous visitor to your careers-related landing pages demonstrates an interest in your company as an employer and makes him/herself known to that employer.

There are multiple types of call-to-action in Clinch Talent — one of which is “Form.”

A Form-type call-to-action is a highly versatile piece of content that allows you to capture as little or as much candidate information as you wish to have.

The form-type CTA, by default, is composed of three fields: first name, last name, and email, but this template can be reduced or built out as needed.

Getting started

To create a form-type CTA, start by following the same steps you would to create any call-to-action in Clinch Talent. Need some help? The steps to creating a call-to-action are outlined  here

Once your call-to-action has been created and you return to the calls-to-action screen, you will see your new CTA in the list.

  • Click on the hyperlink in the “TYPE” field alongside the CTA name. The contents of this field will usually read “Form - 3 fields,” or something similar (1.)

You will arrive at the Clinch Talent Form Builder. Click on the red “+” button to add a new form field.

Complete the following fields:

1. What is the name of this field?

The information you enter here is for internal use mostly, but will be visible to candidates if:

"Give this field a label?" is checked  AND no alternative label has been entered

2. What type of field is it?

Choose from the following:

  • Short text field (for use when candidate input is a single word, phrase or sentence)
  • Large text area (for use with longer-form text, e.g. candidate cover letter)
  • Email
  • Attachment
  • Dropdown
  • Checkbox set
  • Consent  (N.B. If GDPR applies to your company, in order to ensure your form-type call-to-action is GDPR compliant, you must add the Consent form field.)
  • Job alert
  • Radio button 

If you select the  Dropdown, Checkbox set or Radio button type, you will need to add options or list-items for the candidate to consider and select. This can be done once you have finished creating the new form field. 

3. What candidate field does this bind to? 

As a rule, you will be selecting "None," here. The exception to that rule is if you do not already have fields that capture First name, last name, or email.
N.B. It is essential that you have one field dedicated to candiate email; if a CTA does not have a field bound to candidate email, you will receive a warning.

4. Is this field required?
If you require all candidates to complete this new field, check the box.

5. Enter an optional placeholder
Complete if you you would like your new form field to display some text that would help guide candidates, e.g. "Your email here."

6. Give this field a label? 
Check if you would like the form to call out what this new field is. In the example below, the labels are "Short text field" and "Large text area." 7. Label (if different from field name) 

If you would like the form to call out what this new field is, and the information is different to what you have entered at point number  1. (field name), you will enter the alternative copy here. 

8. Show this in Advanced Search
Check the box if you would like this new custom field to be available as a data type in the Advanced Search feature i.e. if you would like to be able to search for candidates based on the information they enter in this field.

Hit  SAVE.

You will be returned to a screen that shows the updated form fields for this new call-to-action. 

Next Steps

Review, and edit, add or delete fields as needed. 

If you added a  Dropdown or Radio button field, you can now add your options for selection by clicking on the "Options" hyperlink beneath the field type.Add your options i.e. what will be listed in the dropdown, one-at-a-time, by clicking on the red "+" button, entering the relevant information, and hitting SAVE

To edit, delete, or change the order in which the fields appear in your call-to-action, click on the pencil icon, trash can, or action button respectively. When you're happy that your new Form-type CTA includes the fields you want and in the correct order, you can return to your current campaign and add the CTA to the relevant page.

For a step-by-step guide to adding a call-to-action to your recruitment marketing page,  please click here

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