End-user guides:: Creating and editing forms – Emarsys

When you create or edit a form the functionality is spread over a number of different pages.

Creating a new form

To create a new form, proceed as follows:

Select the form type from the Create new menu.
Click Create; you are then taken to the Description page.
Alternatively, you can click Create new as a copy of and select an existing form; this also takes you to the Description page.

Description

On the Forms Description page, you define the following properties:

Enter a Form name.
Enter a Form description. This text is optional.
Click To Settings to go to the General Settings page, where you can make various settings for the layout of your form.
Select a Form language.
Activate the Login feature, if available.
Activate the reCAPTCHA feature, if needed.
If reCAPTCHA was selected, enter your Site key and Secret Key generated by Google after registering your domain.

Activating the reCAPTCHA feature requires preparing your widget in Google's admin console:

Add a label for your reCAPTCHA.
Set the format of your reCAPTCHA to "I'm not a robot" Checkbox.
Register your domains by Google. (Subdomains are included in your registered domains.)
Make sure not to include https:// before and a slash at the end of your domain.
Enter the owners' email addresses.
Accept the Terms of Service of using the reCAPTCHA.
Check Send alerts to owners, if you wish to receive warnings on suspicious traffic.

To view your Site keys and Secret Keys for your previously created reCAPTCHAs and to check their statistics, go to https://www.google.com/recaptcha/admin.

Using reCAPTCHA v2 disables the Background registration option in the Source code tab.

Form Content

On the Form content page, you add a banner image to your form and create an introductory text.

To upload an image (e.g. a logo or banner), which will then be placed at the top of your form, proceed as follows:

In the Form Banner section, click Search and browse for an image file.
Click Upload to add the image to the form. You can also use an image from the Media Database.
To display an image, click View Image. To remove an image from the form, click Clear Image.
Align the image to the left, right or center of the form.

The image file must have a .gif or .jpg format. Its width must not exceed 523 px (=18.45 cm). The file name must not contain spaces, umlauts or other special characters.

Create introductory text

First define the Form Header; this header is displayed when contacts register.
Then create an Introduction. This text is displayed below the form header.
Example: "Welcome to xyz. To register for our services, please enter the following information."
You can also import text from your computer. Click Browse to select a text file, then click Upload; the text is inserted in the field.

The text file must have a .txt format. The file name must not contain spaces, umlauts or other special characters.

Data Fields

On the Data Fields page, you create and arrange the fields in your form. The fields you create are also written to the Emarsys database; this makes all the corresponding information available throughout the system, e.g. for personalization or filtering.

Managing fields

On the Available fields list, you can:

Add a field to the form by selecting it and clicking
Edit existing custom fields ().
Delete existing custom fields ().
Create a new custom field (click to open the Field Generator).

System fields cannot be modified or deleted.

On the Fields in form list, you can:

Remove a field from the form by selecting it and clicking .
Change the sequence of fields, page breaks and sections by selecting them and using the and icons.
Make fields mandatory ().
Group fields by inserting a Page Break ().
Create Sections in your form ().

Including an opt-in invitation

You can display or hide the opt-in invitation in the form via the Include opt-in invitation in registration form checkbox.

You can also add opt-in invitations for individual newsletters.

Post Registration

On the Post Registration page, you make settings for the page which confirms a registration, and for the email which notifies you about new registrations. The notification email contains information on the new subscriber and a link to their profile.

Confirmation page

Submit button

First, define the text to use for the Submit/Subscribe button. Alternatively, you can upload an image for this button.

If you want to upload an image, click Browse to select the image from your computer or your Media Database. Use the icons to show the image or remove it from the button.

The image file name must not contain spaces, umlauts or other special characters.

Endlink

You can enter a URL which takes customers to a web page of your choice (e.g. your homepage) after they click the Submit/Subscribe button. If you do not enter a forwarding URL, the registration form window is closed after registration is complete.

The URL must have the format http://www.mywebshop.com.

Alternatively, you can also decide to direct customers to a landing page created by Emarsys. Activate the corresponding option and click Create Landing Page; the Edit Landing Page dialog box opens, where you can make settings for the page. You can set up only one landing page per registration form.

Email Notification

If you want to receive an email after every registration, enter the destination email address in the field provided.

You can include a number of fields from your contact database in this email. Simply select the fields in the list on the left and use the arrows to move them to the list on the right.

Then specify the language for this email, which will determine how the selected fields are displayed.

Source Code

On the Source Code page you find code information which helps you to link the current form to your website. With these code snippets you can:

Display registration forms via a hyperlink
Display registration forms when a certain page is loaded
Use a prefill mechanism
Prefill a static form with customer info from the database
Use form source code to design custom registration forms
Use background registration

Display registration forms via a hyperlink

Go to the Hyperlink section of the page, copy the link information and place it into the source code of your website.

Via a text link, e.g. "Sign up for our newsletter!", or a dedicated button, you can lead the contact to a registration pop-up window and thus link your website to the registration form you have created.

You may want to warn your customers that they should allow pop-up windows in their browsers, to ensure that the registration window displays correctly.

Display registration forms when a certain page is loaded

Go to the On load pop-up window section, copy the link information and add it to the <body> tag of the desired page.

When the page is loaded, an automatic pop-up window with the registration form is displayed.

Use a prefill mechanism

Choose the desired method to activate the mechanism:

PHP – For web servers supporting PHP. This is the default and recommended method, as it also works with browsers which do not support JavaScript or have it deactivated for security reasons.
JavaScript – For web servers supporting HTML only.

For more information on this feature, please contact Emarsys Support.

Prefill a static form with customer info from the database

Attach the parameters in the fourth field of the page to prefill a form with contact data available from the database.

For more information on this feature, please contact Emarsys Support.

Use form source code to design custom registration forms

If you want to use a form with custom layout, use the code specified in the Form Source Code field as a starting point. This code has no formatting; you can integrate it in your page and adapt the layout as desired.

The code uses the fields of the form you created in the Emarsys application. Any changes to these fields should first be made in the application; then the source code can be added once again to your website.

When using the reCAPTCHA feature, your source code will automatically include the reference to Google's API.

Use background registration

Use the code from this field if your existing forms are connected to your own database and you want to have the contact information transferred to the Emarsys database as well.

Background registration creates a new record on the Emarsys side that corresponds with your existing local contact information.

For this, you have to compare the registration variables (name, last name, email) in your existing form with the ones available in your Emarsys account. Fields which do not exist in your account must be created. The Update contacts API command is the recommended method for modifying contact values later on.

For more information on this feature, please contact Emarsys Support.

The rate limit will block such requests when they are triggered from the backend as they will come from the same IP.

Implementing two forms in the same website

In case you already have a form in your website and you want to add an extra form, you need to change the source code of one of the forms on your website.

Perform the following adjustments in the original form integrated in the website:

Change the name attribute of the form to FooterProfileForm.
Change the onsubmit attribute of the FooterCheckInputs function to that name you have already created.

Example:

<form action = "https://suite6.emarsys.net/u/register.php" method = "get"
 name = "FooterProfileForm" id = "letterForm"
onsubmit = "return FooterCheckInputs ();" class = "newsletter__form"> arrange.

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Forms

Creating a new form

Description

Form Content