On the Forms page (Contacts menu, Forms), you view and access existing forms and create new ones.
The Forms page
The list displayed here shows all existing forms, as well as their Type, Name, the Admin 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.
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.
If you do not want to create and adapt forms, or do not have enough experience with HTML code, Emarsys can provide you with form templates. Form templates feature a large number of predefined layout and text elements; details such as a form with two columns, the position of images or the embedding of links (e.g. to your Terms & Conditions) can also be considered.
When you work with a form template, the individual pages in the Forms module differ in the following aspects:
- On the Form – Description page you can select the desired template.
- The Form Content page provides detailed information on the various sections of the template; a typical template may, for instance, contain the following:
- a default image
- a text block (intro text)
- a default area for inserting an exchangeable image (with fixed dimensions).
- one block each containing data fields (the fields can, for instance, be distributed among 2 columns)
- Forms which are created via template can have multiple pages. When creating a new page, you can use all the available form elements. However, data fields (such as first name, last name) which are already integrated in the form page cannot be used anymore on the following pages. If you want to switch between pages, select a page; to remove the current page, click Delete.
- To rename a field in the form without changing its name in the database, use the Edit field design option on the Data Fields page. The name you assign is used for the current form only. The position of the field in the form can also be modified.
- If you want to change how a field looks, go back to the Form Content page and click Advanced. In the extended mode you can format the text as desired. Click Standard to reverse any changes made.
All form types except Contact Us forms can be created via form templates.
A note about form opt-in
Different registration forms set different opt-ins for the contacts who register through them.
- 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
- 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.
Creating a new form
To create a new form, proceed as follows:
Select a form type from the Create new menu. The options are:
- General Registration (default setting)
- Newsletter Registration
- Change Profile Form
- Contact Us
Note: For information on the different types of forms, see About Forms.