On the Forms page you can view and edit existing forms and create new ones.
Product documentation:
As a quick reminder, here is the onboarding video about Forms:
The Forms page
The list displayed here shows all existing forms, as well as their Type, Name, the Admin (user) who created them and their Creation and Change Date.
Different form types
This type is used to generate a form you can use for any kind of registration. General Registration forms come with an optional login feature (see below) which can identify registered contacts via one or more fields before directing them to a form or web page.
This type generates a registration form for a newsletter, and contains an opt-in unique to that newsletter. In this way, you can manage your subscription process and differentiate between specific newsletters and more general promotional messages.
With a Change Profile form, contacts can update their personal data. Emarsys offers a standard form by default but the fields in this form cannot be added, removed or renamed. If you want to include different fields, you can create your own Change Profile form instead and insert that into the email.
This type is used to generate a form for a contact request. If you decide to create a Contact Us form, the creation wizard is extended with a Recipients page. Here you decide who will receive the contact notification message. Enter their name, email address and responsibility.
On the Data Fields page you can select an opt-in invitation from another form and include it in the Contact Us. On the Source Code page, an individual link is created for every recipient you add. You can copy the link and place it in the source code of your page (e.g. the support page). If a contact clicks the link, they go directly to the form of the designated recipient. In doing this, you avoid having an additional page where the contact must make yet another selection.
A note about form opt-in
Different registration forms set different opt-ins for the contacts who register through them.
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General Registration forms set a general opt-in for contacts. Should a contact later unsubscribe, they are unsubscribed from all your marketing emails (the field Opt-in is set to
FALSE). - Newsletter Registration forms set an opt-in only for that Newsletter. Should a contact later unsubscribe, they unsubscribe from that Newsletter only. The field Opt-in is not changed, and they may still be able to receive your marketing emails.
We therefore recommend to use only General Registration forms to create new contacts. Remember that in most countries, contacts must by law be able to opt out from marketing communication. Using Newsletter forms for contact creation could result in a contact mistakenly believing they have opted out from all your messages, and if they later receive another campaign from you, it is likely they will complain.
The form login feature
The login feature requires contacts to log in before they can submit the form. This can be activated by Emarsys Support and is found on the Forms – Description page; it assists you in the following:
- You can provide registered contacts with an opportunity to update their profiles via your website. A contact’s login data is unique; as soon as contacts have been identified they can access the actual form and update their data.
- If your customer data is incomplete (e.g. there are email addresses missing) you can encourage your customers to provide information via offline promotions. By the use of a login form on your website each contact is identified by unique criteria and duplicates are avoided.
- You can protect sensitive areas on your website. In this case, the login form authorizes a registered contact to enter such an area.
To integrate a login field in your form, proceed as follows:
- Activate the Use a login page option. The section is expanded.
You cannot define more than three login fields. When selecting a field please consider that contact data cannot be linked to a contact unless the identification criteria is unique.
