Create Forms

A web form is mainly used to generate addresses. With a form you can create new profiles in the pool or update existing profiles, for example. Forms are always bound to a single pool. This means that when you create a form, you must assign a pool to this form in which the entries are to be made. It is not possible to change this pool afterwards or to assign it to another pool.

Besides the simple standard form, where the design possibilities are limited, you can also design your own form with an individual template or optional CSS instructions.

The system already contains three preconfigured sample forms: a newsletter registration, a profile editing form and a contact form. Forms can be created at will (depending on the tariff). With all standard forms, it is possible to customize the field configuration to your individual needs.

See also: Web & registration forms

Forms can be used in the following ways, for example:

• Newsletter subscription and cancellation forms
• Profile processing forms in eMailings
• Contact and order form
• Competition forms
• Opinion polls and market research
• Callback and information service web forms
• Booking and prospectus requests
• Forms for lead generation
• and much more.

The system performs the following tasks automatically:

• Data maintenance through direct connection to the pool (database)
• Checking the form contents for plausibility
• Error messages for incorrect entriesv
• Inquiry management (automatic forwarding and processing of form inquiries)
• Opt-in procedure for permission
• Marketing confirmation page and confirmation email
• Forwarding mechanisms for linked forms
• Prefilled forms from e-mailings
• Multilingual forms

If you want to use a profile enrichment form, always request only the most necessary information. If you ask for too much information, the user may be put off and the form may not be filled in.

Newsletter subscription

The newsletter registration form is used to generate new profiles for the newsletter dispatch. After submitting the form, a confirmation page is displayed to the user and a confirmation e-mail (double opt-in) with a confirmation link is sent to the specified e-mail address. The profile is entered into the pool with the status unconfirmed. If the confirmation link is clicked and thus the consent is given, the profile gets the status Double Opt-In (confirmed) and may be sent with newsletters. For legal reasons, you should always use the double opt-in procedure.

Profile processing

A profile edit form is used to request additional information from a newsletter recipient. Usually, a newsletter is redirected to this form so that the newsletter recipient can edit his profile data himself. If necessary, a login form can be placed before this form.
Since the profile is already in the pool, it is possible to display the profile editing form with pre-filled fields such as name and e-mail address. Include only fields in this form that the user should edit independently.

Contact form

Contact forms are primarily used to establish contact and communication between customers and website operators. These forms are often used for customer or support requests. Online stores use these forms for ordering processes.

Create forms

To create a new form, click the New button in the Web Forms folder and select Form. In the next step you decide on a pool in which the form should make the entries. Give the form a unique name and click on Save. Now the Preview tab appears. Here you can see a preview of your form. A new form already contains the fields salutation, first name, name and email. In the tab Configuration you can configure the form individually.

You create a new form in the Web forms folder by clicking + New/Form.

Select pool for the form

First you have to select a pool in which the profile entries are made.

Select the pool to which the form refers. A subsequent change is not possible. Enter a name and a description if necessary.

More information about the configuration of forms can be found here.