TOPICS

• Sign Up Forms
  • View Sign Up Forms
  • Create a Sign Up Form
  • Post a Sign Up Form
  • Delete a Sign Up Form
• Subscription Forms
  • Create a Subscription Form
  • Edit a Subscription Form
  • Delete a Subscription Form

Sign Up Forms

Create sign up forms to give users a way to subscribe to your email communications. For example, providing a sign up form on your website lets users submit their contact information and indicate the types of email communications they want to receive from you.

Manage Sign Up Forms

Viewing Sign Up Forms

To access the Sign Up Form section, click on the Forms Menu on the left and then click on the Sign up Forms tab.

This list shows the following information for each sign up form:

• Group ID identifies a collection of related multilingual sign up forms.
• Sign Up Form Name shows the name you assigned when creating the sign up form. This name doesn't appear to users. You can click the name to open the sign up form for editing in the Sign Up Form wizard.
• Status indicates the current state of the sign up form.
• Opt-in type identifies whether the single or double opt-in subscription process is followed. The single opt-in process is available only if it's been activated for your account.
• Associated mailing list(s) shows the mailing lists that are available from this sign up form.
• Language identifies the language in which this form is available.
• Last Modified displays the date and time when you most recently made changes to this sign up form.

For a selected sign up form, usage statistics provide information about the number of subscribers who have completed steps in the double opt-in subscription process.

Sign Up Form States

Sign up forms are assigned one of the following states:

• Complete - You created the sign up form and completed all the Sign Up Form wizard steps.
• Incomplete - You started to create the sign up form, but have not completed all the Sign Up Form wizard steps.

Create a Sign Up Form

Use the Sign Up Form wizard to create a sign up form and its subscription process elements. You can start the wizard from several locations. You may find it most convenient to start the wizard from the Sign Up Forms tab.

The Sign Up Form wizard guides you through the tasks for creating subscription process elements. These tasks depend on the subscription process you choose

In order to create a Sign Up Form you will need to follow these steps:

1. Click the Forms menu.
2. On the Sign Up Forms tab, click the 'New Sign Up Form' button
3. Update the following information in the new Form:

To begin defining a sign up form and its subscription process elements, you:

• Give the sign up form a name. This name is used only to help you identify it. For example, the Sign Up Forms tab lists all sign up forms by name. This name is never displayed to users of sign up forms.
• Choose the subscription process (single or double opt-in). The single opt-in process is available only if it's been activated for your account.
• Select the mailing lists  that users will be assigned to after completing the subscription process. Mailing lists provide an effective way to manage contacts by grouping subscribers based on common characteristics (such as gender) or interests (such as new products or promotions). You can add users to mailing lists automatically or provide a list of mailing lists that users can select from. If you don't select any mailing lists for a sign up form, users are added as contacts, but are not assigned to any mailing list.
• Specify one or more email addresses if you want to send a notification automatically each time that a contact is added after completing the subscription process (optional). We don't require that these email addresses have been verified.
• If you want to automatically send an email notification each time that a user completes the subscription process, select Send an email each time a new subscriber is added via this form and type the email addresses for users you want to receive notifications.

Once you are satisfied with the information inserted, click NEXT to go to the next step of the Sign Up Form wizard.

Preview the Subscription Process Elements

You can preview subscription process elements at any time. For example, when writing the thank you message, you may want to check which mailing lists you included on the sign up form before referencing them in the message.

You can preview subscription process elements from the Sign Up Forms tab. You can also preview available elements while designing them. Subscription process elements depend on whether you're using a single or double opt-in process.

In order to preview subscription process elements from the Sign Up Forms tab

1. Click the Forms menu.
2. On the Sign Up Forms tab, select your desired Sign Up Form, without clicking any links in the row.
3. On the Action bar, click Preview.

In order to preview subscription process elements in the Sign Up Form wizard, click on the Preview button in the lower-left corner of the current page in the wizard. This button is available from all wizard pages, except the first page where you define the sign up form name and select its associated mailing lists.

Design the Sign Up Form

Design a visually appealing sign up form that collects the information you need from users.

In the Sign Up Form wizard (Step 2), you see the sign up form editor, along with content you can add (header, footer, and contact fields) and formatting tools. As you design the sign up form, the editor shows you what the user will see when using the form.

To design a sign up form, you can

• add and organize contact fields for the information you want to gather from each contact.
  The Email contact field, used to gather email addresses, is required and cannot be removed from the sign up form.
• define a header or footer (or both a header and footer), which are typically used to describe to the user the purpose of the sign up form or how to complete it. You can also include images, such as your company logo, in headers or footers.
• format text, such as its font or alignment
• choose a color theme from which you can apply selected colors to the sign up form border, background, contact field names, and so on. Any existing colors you've applied are not changed if you choose a new color theme.
• customize the button that users will click to submit the form (referred to as the Submit button) by choosing the button color and text (such as Submit or Join Up)

You can preview the current design of the sign up form, along with other elements of the double opt-in subscription process to which it belongs.

When working in this editor, changes are not saved automatically. Changes are saved only when you click Next to go to the next page of the Sign Up Form wizard. If you don't want to complete the design in one session, ensure that you go to the next page and then click Cancel to exit the wizard.

A sign up form asks users to provide contact information, as well as any other information you want to collect. This information must include the user's email address, but you may also want gather first and last names, or birth dates.

You can see a list of the contact fields that you can add to a sign up form in the left panel beside the sign up form editor. This panel lists

• common (or standard) fields, which are contact fields included with the application by default.
• custom fields, which are contact fields you define to collect information not represented by common fields (for example, birthdays).

For information about contact fields, including how to create custom fields, see Overview of Contacts

Note: For convenience, you can create custom contact fields on an adhoc basis when designing a sign up form. However, we recommend that you create all custom fields when setting up the application.  

You can change the order of contact fields on the sign up form. You may find it easiest to organize contact fields after adding all the ones you want to include on the sign up form.

You can also require that users provide a value for any contact field. When filling out the sign up form, users will not be able to submit it until they provide values for all required fields. If users try to submit a form without providing all required fields, we display an error message.

You can preview the current design of the sign up form, along with other subscription process elements.

In order to add Contact Fields follow these steps:

• In the Sign Up Form wizard (Step 2), open the list of common or custom contact fields using the symbol on the right side of the folder.

• In the common or custom fields folder, click Add>> for each contact field you want to include on the sign up form.

Note: To remove a contact field, click <<Remove.

• If you want to change the order of contact fields, click the up or down button to the left of each contact field on the sign up form.

• If you want to specify that a contact field requires a value before the sign up form can be submitted, click asterisk beside the contact field on the sign up form.

Note: The asterisk appears in the color orange for required fields.

• Click Next to go to the next step of the Sign Up Form wizard.

A sign up form's header includes text at the top of the form while the footer displays text at the bottom of the form.

Because the header appears before any contact fields, it is a good place to identify the purpose of the sign up form or the value of subscribing to your email communications. You can also use this area to provide any information that users need to fill it out and submit it to you.

The footer is useful for providing information about what users can expect after submitting the form.

• You can include images in headers and footers. For example, you may want to include your company logo.
• You cannot change the position of the header or footer on a sign up form.
• You can preview the current design of the sign up form, along with other subscription process elements.
• You can define headers and footer using a design view or an HTML view. If you're familiar with HTML codes, you may prefer to make some changes by editing the code directly. If you aren't familiar with HTML, many resources are available on the Internet to help you learn about the codes.

In order to define a header or footer in Design view:

1. In the Sign Up Form wizard (Step 2), click the Edit button beside Header or Footer
2. Type the header or footer text.
3. Apply formatting (such as bold) to the text, as required.
4. Click Save.
5. Click Next to go to the next step of the Sign Up Form wizard.

You can format the following text elements on a sign up form:

• the names of contact fields
• the message text that introduces the mailing lists, if selected
• the names of mailing lists

The same text formatting options are applied to all the text elements. Formatting options include options such as the font and its size, bold, italic, and underline, as well as alignment options.

You can preview the current design of the sign up form, along with other subscription process elements.

To apply text formatting:

1. In the Sign Up Form wizard (Step 2), select a formatting option.
2. Click Next to go to the next step of the Sign Up Form wizard.

You can customize many colors in a sign up form. For convenience, you can choose colors from color themes, which are sets of preselected, coordinating colors. Experiment with the available themes to find a set of colors that you like.

When you choose a color theme, the corresponding color palette can be used to define text, background and button colors. You can change any default color for a sign up form element by selecting a different color from the color theme. In the following example, the color theme is named "Foundry". Sign up form elements such as the border color, form text color, and so on use colors from this color theme.

If you change the color theme after applying colors to elements, those colors are not changed. Only elements using the default color of the previous color theme are updated to use default colors for the current color theme.

You can preview the current design of the sign up form, along with other subscription process elements.

In order to alter the color elements please follow these steps:

1. In the Sign Up Form wizard (Step 2), in the Color Theme box, click the name of the color theme.
2. For each sign up form element, click the color that you want to apply.
   For example, to change the sign up form's background color, click a color from the Background Color box.
3. Click Next to go to the next step of the Sign Up Form wizard.

The button that users will click to return a completed sign up form is referred to as the Submit button. Every sign up form includes this button, which is named Join, by default. You can customize name of this button. For example, you may want to change the text from Join to Subscribe or Sign Up.

In addition to customizing the button name, you can change the color of the name text and the button background. When changing button colors, available colors are determined by the selected color theme.

You can preview the current design of the sign up form, along with other subscription process elements.

In order to customize the button please follow thee steps:

1. In the Sign Up Form wizard (Step 2), if you want to change the button text, type the text in the Button Text box.
2. If you want to change the button text color, click the arrow in the Button Text Color box and click the color.
3. If you want to change the button background color, click the arrow in the Button Color box and click the color.
4. Click Next to go to the next step of the Sign Up Form wizard.

Edit a Sign Up Form

You may need to make changes to an existing sign up form. For example, you may want to change the mailing lists available for selection on the sign up form.

Note: A sign up form is just one element of the subscription process. Other subscription process elements (such as a thank you message for signing up) are defined along with each sign up form. When you edit a sign up form, you can also edit these other elements.

To make changes to a sign up form, open the sign up form in the Sign Up Form wizard. The Sign Up Form wizard pages display the defined content, which you can modify as required.
You can edit any sign up form. You can edit only one sign up form at a time.

When you make changes to a sign up form, you don't need to repost it. Because all sign up forms are hosted on our servers, the form is automatically updated with your changes.
In order to edit a Sign Up Form you will need to follow these steps:

1. Click the Forms tab.
2. On the Sign Up Forms tab, click the name of the sign up form.
3. Follow the Sign Up Form wizard, changing information on its pages as required.

Note: If you don't need to make changes to all wizard pages, you can exit the wizard without going to the last page. However, to save changes on a page, you must click Next to display to the next page. You can then click Cancel to exit the wizard.

To acknowledge a user's request for email communications from you, we display a Thank You message in the user's web browser.
We provide a default Thank You message, but you can change it as required. For example, you may want to write your own message and include your company logo or other images.
Typically, the message depends on whether you're using a single or double opt-in subscription process.

• For a single opt-in process, it's a good idea to thank the user for their request and let them know that their subscription is now active.
• For a double opt-in process, it's a good idea to thank the user for their request and let them know what to expect next (for example, they'll receive a confirmation email).

In addition to, or instead of, a Thank You message, you may want to redirect users to another web page. For example, you may want to display the Thank You message for five seconds, and then display your company's privacy policy.
You can preview the Thank You message, along with other subscription process elements.

In order to update the Thank You Message you will need to follow these steps:

1. In the text box, type the Thank You message if you don't want to use the default message.
2. Apply formatting (such as bold) to the text, as required.
3. If you want to redirect users to another web page, do the following in the Sign Up Form wizard (Step 3):
   Note: You can test that the correct web page is displayed using the Test link.
   • Select the checkbox below the Thank You message.
     
   • From the drop box to the right of the checkbox, select whether you want to display the Thank You message. In the previous example, the selected option means that the Thank You message will not be displayed.
   • In the box with the URL placeholder (http://www.example.com), type the URL that you want displayed to the user.
   • If you chose to display the Thank You message before redirection, select the number of seconds that you want the Thank You message displayed first.
4. Click Next to go to the next step of the Sign Up Form wizard.

After receiving a completed sign up form submission, we send a plain text email to the email address provided on the form. This plain text email is referred to as the Confirmation Email, and includes a link that the user clicks to confirm the request for email communications. In addition to confirming their subscription request, clicking the link allows us to verify that the user's email address is valid.

You define the confirmation email header and message that we will send when users submit the sign up form you have designed. When defining the email header, choose the email address that identifies the sender. You can add an email address that is not in the list. However, you will need to wait to continue using the wizard until we verify the email address. To avoid delays, we recommend that you verify email addresses when setting up the application.

The confirmation email message typically explains to the subscriber that they must click the confirmation link to complete the sign up process. For example:
Please confirm your subscription by clicking on the following link:

Note: We automatically include the confirmation link at the end of the message when sending the email.

In order to define Confirmation Email you must follow these steps:

1. In the Sender Name box, type a user-friendly name that your customers will recognize (such as The Cookie Company).
2. In the Sender Address box, select the email address associated with the Sender Name (such as cookiecompany.com).
   If the email address you want to use is not listed, click Manage Emails. Type the email address and click Submit. You must wait for us to verify the email address before you can continue to Step 3.
3. In the Email Subject box, type a description of the email content that is accurate.
4. Type the confirmation email message, describing that the user must click the confirmation link to complete the sign up process.
5. Click Next to go to the next step of the Sign Up Form wizard.

For a double opt-in subscription process, after a user clicks the link in the confirmation email, we display a Welcome message in the user's web browser.
We provide a default Welcome message, but you can change it as required. For example, you may want to write your own message and include your company logo or other images. Typically, this message confirms that the user is now subscribed, welcomes them, and outlines what they can expect as a subscriber, including when they'll received the next communication from you.

In addition to, or instead of, a Welcome message, you may want to redirect users to another web page. For example, you may want to display the Welcome message for five seconds, and then display your company's Home page.

In order to edit the Welcome Message you will need to follow these steps:

1. If you want to display a Welcome message, do the following in the Sign Up Form wizard (Step 3):
   • In the text box, type the Welcome message if you don't want to use the default message.
   • Apply formatting (such as bold) to the text, as required.
2. If you want to redirect users to another web page, do the following in the Sign Up Form wizard (Step 3):
   Note: You can test that the correct web page is displayed using the Test link.
   • Select the checkbox below the Welcome message.
     
   • From the drop box to the right of the checkbox, select whether you want to display the Welcome message. In the previous example, the selected option means that the Welcome message will not be displayed.
   • In the box with the URL placeholder (http://www.example.com), type the URL that you want displayed to the user.
   • If you chose to display the Welcome message before redirection, select the number of seconds that you want the Welcome message displayed first.
3. Click Finish to go to the next step of the Sign Up Form wizard.

You create or edit sign up form elements using various tools. For example, you can apply a border to the form and bold to text in the Thank You message.
This table describes the design tools available when working with sign up forms. These tools function in a similar way as in the design editors.
Some tools may not be available for all sign up form elements.

Tool	Description
	Remove content in the editor.
	Check spelling.
	Remove selected content and, if possible, store it in the Clipboard.
	Copy selected content to the Clipboard, if possible.
	Paste content at the cursor position. If no cursor position is available, content is pasted at the beginning of the editor.
	Paste content from Microsoft Word at the cursor position. If no cursor position is available, content is pasted at the beginning of the editor.
	Remove formatting from selected text.
	Add a horizontal line (rule).
	Inserts an image from the Media Library or an external, online location. When inserting from the Media Library, you can edit the image before inserting it.
	Add a symbol that you choose.
	Create a link at the cursor position or modify a selected link.
	Remove a selected link.
	Insert a table at the cursor position.
	Apply a font style that you choose to selected text.
	Apply a font size that you choose to selected text.
	Undo previous actions, in sequence. One action is undone each time the tool is clicked.
	Redo previous actions, in sequence. One action is redone each time the tool is clicked.
	Align selected content (or a paragraph in which the cursor is located) based on a left-hand margin. If the alignment doesn’t change, alignment may have already been applied.
	Align selected content (or a paragraph in which the cursor is located) based on the vertical mid-point.
	Align selected content (or a paragraph in which the cursor is located) based on a right-hand margin.
	Justify selected content (or a paragraph in which the cursor is located).
	No justification.
	Apply a color that you choose to selected text.
	Highlight selected text using a color that you choose.
	Apply the bold font style to selected text. For example: This is a sentence with using bold text.
	Apply the italic font style to selected text. For example: This is a sentence with using italic text.
	Apply underlining to selected text. For example: This is a sentence with using underlined text.

Post a Sign Up Form

After creating the sign up form and other content for the subscription process, you need to make the sign up form available to users.
Making the sign up form available is sometimes referred to as posting it. Options for posting a sign up form are displayed automatically when you complete the Sign Up Form wizard. If you choose not to post the sign up form when completing the wizard, you can access the posting information from the Sign Up Forms tab.

There are several options for posting sign up forms. You can display the sign up form

• New/Popup window
  For example, you can include a link on a website or in an email message. When a user clicks the link, the sign up form is displayed in a new window.  
  Note: Go to this URL to access the actual sign up form and try it out before providing access to users.
  Similarly, you can send an email message that includes a text link or button link. When a user clicks the link, the sign up form is displayed in a popup window. For example, to conserve space on your website's "Contact Us" page, include a Sign Up Now button. Clicking the button displays a popup window showing the sign up form.
• Inline on a website or other publicly accessible web location, such as Facebook.
  You can add the form to your website by either embedding an iframe, Basic WebPage HTML, or Full WebPage HTML. An iframe is a frame within a web page. If the frame content is larger than can be displayed within the frame, horizontal or vertical scroll bars are provided. Full WebPage HTML is the HTML code necessary for a complete, hosted form on a web page. For more information about iframes, Basic WebPage HTML and Full WebPage HTML, use the many resources available on the Internet.
  You can add the form to your Facebook fan page using Basic WebPage HTML.

1. Click the Forms menu.
2. On the Sign Up Forms tab,select the deisred Sign Up Form, without clicking any links in the row.
3. From the Action bar, click Posting Instructions.

1. On the Posting Instructions page, click Use a Direct link (not a pop-up).
2. Select and copy all content in the text box.
   For example, select and copy all of the following:
   https://secure.cookiecompany.com/CSB/Public/Form.aspx?fid=10006800
3. In the web page or email, place the cursor at the location where you want the link to be displayed.
4. Paste the copied content.
5. Preview the web page or email message to ensure that the link appears in the location you intended and that it displays the appropriate sign up form.

1. On the Posting Instructions page, do one of the following:
   • If you want users to click a text link to display the sign up form, click Use Text Pop-up Link and type the text that you want to represent the link.
   • If you want users to click a button to display the sign up form, click Use a Button Pop-up Link and click the button that you want to represent the link for the popup window that will display the sign up form.
2. If you want to change the dimensions of the pop up window, change the width or height values in the text box.
   For example, change the value "600" to change the width of the form and the value "550" to change the height of the form:
   =====================
   Place the following code in your HTML page between <HEAD> and </HEAD> tags:
   =====================
   <script language='javascript' type='text/javascript'>
   function PopWindow (url) {
   var prams = 'menubar=0,location=0,resizable=1,scrollbars=1,width=600,height=550';
   newWin = window.open(url,'',prams);
   newWin.focus();
   return;
   }
   </script>
3. In the text box, select (by pressing CTRL-A) the content that identifies the <HEAD> code and copy the selection (by pressing CTRL-C).
   You can include the instructions, as well.
   An example of the instructions and <HEAD> code is shown in Step 2.
4. Open the HTML view of the web page in which the text or button link will be displayed and do the following:
   • Place the cursor in the HTML code, between the <HEAD> and </HEAD> tags.
     If you are unsure of where to place the cursor, place it immediately before the </HTML> tag.
   • Paste the copied content.
5. On the Posting Instructions page, in the text box, select and copy the content that identifies the <BODY> code.
   You can include the instructions, as well.
   For example, select and copy all of the following:
   =====================
   Place the following code in your HTML page between <BODY> and </BODY> where you would like to show the link or button:
   =====================
   <a href='javascript:PopWindow("https://secure.cookiecompany.com/CSB/Public/Form.aspx?fid=10006800")'><img src="http://mediavm1.cookiecompany.com/buttons/Image1.JPG" /></a>
6. In the HTML view of the web page in which the text or button link will be displayed, do the following:
   • Place the cursor between the <BODY> and </BODY> tags where you want the text or button link to be displayed.
   • Paste the copied content.
7. Preview the web page to ensure that the text or button link appears in the location you intended and that it displays the appropriate sign up form.

1. On the Posting Instructions page, click Use an iframe to embed as an inline form.
2. If you want to change the dimensions of the sign up form when it is displayed, change the width or height values in the text box.
   For example, change the value "525" to change the width of the form and the value "400" to change the height of the form:
   <iframe src=https://secure.cookiecompany.com/CSB/Public/Form.aspx?fid=10006800 width="525" height"=400">If you can see this, your browser doesn't understand IFRAME.  Please use supported browser</iframe>
3. Select (by pressing CTRL-A) and copy (by pressing CTRL-C) all content in the text box.
4. Open the HTML view of the web page in which the sign up form will be displayed.
5. In the HTML view of the web page, place the cursor where you want the sign up form to be displayed.
6. Paste the copied content.
7. Preview the web page to ensure that the appropriate sign up form is displayed in the location you intended.

Steps to post a sign up form using Full WebPage HTML or Basic WebPage HTML

1. On the Posting Instructions page, click the appropriate option:
   • Use Full WebPage HTML to include on your Website
   • Use Basic WebPage HTML to include on your Website
2. Select (by pressing CTRL-A) and copy (by pressing CTRL-C) all content in the text box.
3. On your website, create a new page in the appropriate location where you want the sign up form to be available.
4. Paste the copied content.
5. Preview the web page to ensure that the appropriate sign up form is displayed in the location you intended.

Delete a Sign Up Form

Before deleting a sign up form, ensure that it is not used in, or linked from, any website, email, or other type of posting. If you delete a sign up form that is being used, it will appear as missing content to users. The appearance of missing content depends on the web or email interface used to view the sign up form.  

If you delete a sign up form that is linked to a social campaign, the Join Our List button is automatically removed from the Sharebar of all the affected social campaigns (including email campaigns you've already sent, as well as those you haven't sent yet).

Once a sign up form is deleted, it is no longer available. If you inadvertently delete a sign up form, you must recreate it.
In order to delete a Sign Up Form you will need to follow thest steps:

1. Click the Forms menu.
2. On the Sign Up Forms tab, select the desired Sign Up Form without clicking any links in the row.
3. From the Action bar, click Delete.
4. Click OK.

Subscription Forms

Subscription forms let contacts modify their subscriptions to your email communications (such as adding themselves to or removing themselves from your various mailing lists), update their information, and unsubscribe from all your email communications.

Each subscription form group is comprised of six forms that cover the different aspects of subscription management:

• Update Preferences Form

  This form is linked from within an email and allows recipients to update their information, including email address and possibly opt in or out of mailing lists.

• Thank You Page

  This page is shown when a recipient updates their email address or other information using the Update Preferences form.

• Unsubscribe Form

  This form is linked from within an email and allows recipients to unsubscribe and be removed from all future emails you send.

• Unsubscribed Page

  This message is shown when a recipient successfully unsubscribes from your emails.

• Email Change Confirmation

  This email message is sent after a recipient updates their email address and informs them to check their email to confirm the address change.

• Email Changed Page

  This message is shown when a recipient successfully confirms their email address.

You can view a list of existing subscription form groups at any time.

You can also edit individual subscription forms. If you add a new contact field that you would like to begin capturing information for, like birth date for example, you may want to add the field to the Update Preferences Form in an existing subscription form group.

Recipients can access these forms exclusively using links within the email campaigns you send them, which, unlike sign up forms, cannot be linked to from a website.

View Subscription Forms

The Subscription Forms tab lists the existing subscription form groups:

Note: If more sign up forms are available than can be listed on one page, you can browse or sort the list.

This list shows the following information for each subscription form group:

• Group Name shows the name you assigned when creating the subscription form group. This name doesn't appear to users. You can click the name to open the subscription form group for editing.

• Mailing List(s) Shown shows the mailing lists that are available on the Update Preferences Form in this subscription form group.

• Language identifies the language in which this subscription form group is available.

• Last Modified displays the date and time when you most recently made changes to one or more of the forms of this subscription form group.

Create a Subscription Form Group

You can create a new subscription form group using several methods. However, you may find it most convenient to start from the Subscription Forms tab.

In order to create a new Subscription Form please follow these steps:

1. Click the Forms menu.

2. On the Subscription Forms tab, click the New Subscription Form button.

3. On the Subscription Form Options page, in the Subscription Form Group namebox, type a name that meaningfully identifies this subscription form group.

Update Prefereneces Form

This form is linked from within an email and allows recipients to update their information, including email address and possibly opt in or out of mailing lists.

The Update Preferences form editor shows you content you can add and formatting tools. As you design the Update Preferences form, the editor shows you what the user will see when using the form.

To design the Update Preferences form, you can:

• Add a logo, change the form's title and/or update the text description of the header.
• Select the mailing lists you want contacts to have access to. Contacts will be able to add or remove themselves from these mailing lists but not unsubscribe from all lists.
• Select the fields you want your contacts to be able to update.
• Change the Update button text, unsubscribe link text, and/or add social media links to the form's footer.

You can preview the current design of the Update Preferences form.

When working in this editor, changes are not saved automatically. Changes are saved only when you click Save or Done.

To save your work and exit the Update Preferences form editor in one action, click Done.  You will be returned to the Subscription Form Options page.

To exit the Update Preferences form editor without saving your changes, click Cancel.  You will be returned to the Subscription Form Options page.

In order to select which mailing lists you want contacts to have access to, follow these steps:

1. In the Update Preferences form editor, in the preview, click the Mailing Lists content block.  If you can't see it, hover your mouse over the area just below the Header content block.
2. Click in the Sub-title box to enter new sub-title for the section.  What you type here will replace the default text.
3. Select one of the following options:
   • Show all visible lists
   • All mailing lists marked as visible will be displayed on the Update Preferences form.
   • Do not show any lists
   • No mailing lists will be displayed on the Update Preferences form and the sub-title text will not appear.  

• Select lists to show

Allows you to choose which mailing list(s) will be displayed on the Update Preferences form.  To choose the mailing list(s):

1. Click the Select lists button.
2. When the mailing list dialog appears, select the checkbox(es) beside the mailing list(s) you want the Update Preferences form to include.  If you need to, you can create a new mailing list on this step as well.
3. Click Next.
4. If you want to change the order in which the selected mailing lists will be listed on the Update Preferences form, you can do so by clicking and dragging individual rows to a new location in the list.
5. Click Done.

In order to select which fields you want contacts to be able to update

1. In the Update Preferences form editor, in the preview, click the Fields content block.
2. Click in the Sub-title box to enter new sub-title for the section.  What you type here will replace the default text.
3. Select the standard contact fields you want to display on the Update Preferences form.  Note: The Email contact field is required and cannot be removed from the Update Preferences form.  To add other contact fields that do not appear in the list of standard contact fields:
   1. Click the Customize fields button.
   2. The Customize Fields dialog appears.
   3. Select the checkbox(es) beside the field(s) you want the Update Preferences form to include.
   4. Click Next.
   5. If you want to change the order in which the selected fields will be listed on the Update Preferences form, you can do so by clicking and dragging individual rows to a new location in the list.
   6. Click Done.

In order to edit the Thank You page, please follow these steps:

• Add a logo.
• Change the page title.U
• update the text content.
• Add a timed URL redirect, which will automatically take the user to the specified web location after the specified time has elapsed.  For example, you may wish to redirect the user to your company website.

When working in this editor, changes are not saved automatically. Changes are saved only when you click Save or Done.

To save your work and exit the Thank You page editor in one action, click Done. You return to the Subscription Form Options page.

To exit the Thank You page editor without saving your changes, click Cancel. You return to the Subscription Form Options page.

Email Changed Page

This message is shown when a recipient successfully confirms their email address.

The Email Changed page editor shows you content you can add and formatting tools. As you design the Email Changed page, the editor shows you what the user will see when viewing the page.



In order to design the Email Changed page, you will need to complete the following:

• Add a logo.
• Change the page title.
• Update the text content.
• Add a timed URL redirect, which will automatically take the user to the specified web location after the specified time has elapsed.  For example, you may wish to redirect the user to your company website.

You can preview the current design of the Email Changed page.

When working in this editor, changes are not saved automatically. Changes are saved only when you click Save or Done.
To save your work and exit the Email Changed page editor in one action, click Done. 
To exit the Email Changed page editor without saving your changes, click Cancel.

Email Change Confirmation Email

This email message is sent after a recipient updates their email address and informs them to check their email to confirm the address change.

The Email Change Confirmation email editor shows you content you can add and formatting tools. As you design the Email Change Confirmation email, the editor shows you what the user will see when viewing the email.



 

To design the Email Change Confirmation email, you can:

• add email header information including the From Name, From Email, and Subject

• add a logo

• change the page title

• update the text content

Note: The confirmation link referred to below the text content is automatically inserted each time the email is sent.

When working in this editor, changes are not saved automatically. Changes are saved only when you click Save or Done.

To save your work and exit the Email Change Confirmation email editor in one action, click Done.  To exit the Email Change Confirmation email editor without saving your changes, click on Cancel.

Unsubscribe Form

This form is linked from within an email and allows recipients to unsubscribe and be removed from all future emails you send.

The Unsubscribe form editor shows you content you can add and formatting tools. As you design the Unsubscribe form, the editor shows you what the user will see when using the form.



In order to design the Unsubscribe form, you will need to complete the following:

• Add a logo, change the form's title and/or update the text description of the header.
• Change the Unsubscribe from All button text.
• Change the Update Preferences form link text.
• Add social media links to the form's footer.

When working in this editor, changes are not saved automatically. Changes are saved only when you click Save or Done.

To save your work and exit the Unsubscribe form editor in one action, click Done. To exit the Unsubscribe form editor without saving your changes, click Cancel.

Unsubscribe Page

This message is shown when a recipient successfully unsubscribes from receiving your emails.

The Unsubscribed page editor shows you content you can add and formatting tools. As you design the Unsubscribed page, the editor shows you what the user will see when viewing the page.



 In order to design the Unsubscribed page, you will need to complete the following:

• Add a logo.
• Change the page title.
• Update the text content.
• Add a timed URL redirect, which will automatically take the user to the specified web location after the specified time has elapsed. For example, you may wish to redirect the user to your company website.

You can preview the current design of the Unsubscribed page.

When working in this editor, changes are not saved automatically. Changes are saved only when you click Save or Done.

To save your work and exit the Unsubscribed page editor in one action, click Done. To exit the Unsubscribed page editor without saving your changes, click Cancel. 
 

Edit a SubScription Form

1. Click the Forms menu.
2. On the Subscription Forms tab, click the name of the subscription form group.
3. To change the subscription form group's name, type a new name or edit the text in the Subscription Form Group name field.
4. To change information on a form element, move your cursor over the form element on the Subscription Form Options page and click the Edit button that appears over it.

Delete a Subscription Form

You can delete subscription form groups. For example, you may want to delete a subscription form group for communications related to a product you no longer support.
You can only delete one subscription form group at a time.
If a contact clicks on an update preferences or unsubscribe link for a subscription form group that was deleted, they will be forwarded to a default subscription form.

Note: Once a subscription form group is deleted, it is no longer available. If you inadvertently delete a subscription form group, you must recreate it.

1. Click the Forms tab.
2. On the Subscription Forms tab, click the subscription form group row, without clicking any links in the row.
3. From the Action bar, click Delete.
4. Click OK.