Customize Other Web Forms: Types of Web Forms

Last Updated: Oct 22 2019 06:56 am UTC

Apart from the main Sign Up form, you will also have access to other important web forms. Each of the forms can be edited according to your needs.

To set up and customize web form:

  • Select the Web Sign Up Forms option from the Lists Menu. This will open the Form and Email Design Wizard.

 

  • The first step is to select the list from the Mailing List Drop Down.
  • Next, select the type of form you want to edit from the Resources Drop Down.

After you have selected the desired form you can make changes to the behaviour or design of your page through the Resource Settings section or the Design Settings section.

Signup Thank You Page

The Signup Thank You Page is a page that a newly subscribed person will see immediately after submitting their form.

Resource Settings

You will be able to adit these sections:

  • Title—the title of the form. By default, this will be the same title as the list.
  • Redirect—a fully qualified URL to which to redirect the user instead of showing them the Thank You page.
  • Language—use the drop-down to select a language for the page.
Note: You must activate the link by checking the appropriate box. If you fill out the field with a URL and fail to check the box, the user will not be redirected.
Note: If you have signup form embedded into Facebook, DO NOT use redirect option. It will not work on Facebook, unfortunately.

Opt-In Confirmation Email

You will be able to adit these sections:

  • Title—the title of the email. By default, this will be the same title as the list.
  • Subject— the subject of the e-mail. This is auto-populated with the merge field representing the first and last name of the subscriber and a default subject.
  • Sender Email—the e-mail of the sender. You will be able to choose one of the previously submitted sender IDs.
  • From—the name of the sender. This is auto-populated with a merge tag of the Sender's Name currently selected for your list. For more information about sender names, see the support topic, “How to Change Your Sender Names.”
  • Reply-To—the reply-to address of the sender. This is auto-populated with a merge tag of the Sender's Email address currently selected for your list. 
  • Confirmation link—the text that appears above the confirmation link in the email.

Confirmation Thank You Page

You will be able to adit these sections:

  • Title—the title of the page. By default, this will be the same title as the list.
  • Redirect—a fully qualified URL to which to redirect the user instead of showing them the Thank You page.
Note: You must activate the link by checking the appropriate box. If you fill out the field with a URL and fail to check the box, the user will not be redirected.
  • DEACTIVATE automatic confirmation ''thank you'' email—check this box to prevent the automatic ''thank you'' confirmation email from being sent.
  • Language—use the drop-down to select a language for the page.


Confirmation Thank You Email

You will be able to adit these sections:

  • Title—the title of the form. By default, this will be the same title as the list.
  • Subject—the subject of the email. This is auto-populated with the merge field representing the first and last name of the subscriber and a default subject.
  • From—the name of the sender. This is auto-populated with a merge tag of the Sender's Name currently selected for your list. For more information about sender names, see the support topic, “How to Change Your Sender Names.”
  • Reply-To—the reply-to address of the sender. This is auto-populated with a merge tag of the Sender's Email address currently selected for your list. 
  • DEACTIVATE automatic "Thank you" email—choose "YES" if you want to turn off the "thank you" email.
  • Language—use the drop-down to select the language for the email.


Update Profile Form

You will be able to adit these sections:

  • Title—the title of the form. By default, this will be the same title as the list.
  • Description—the form text that will appear above the text entry field. This should be helpful text explaining to users how to update their information.
  • Update Button—the name of the button as it appears below the form. The default value is “update my profile”
  • Edit subscription Button—Enter the text for the link allowing the user to unsubscribe from a list
  • Button Position—use the drop-down to select the placement of the button (left, centre, or right)
  • Label—use the drop-down to specify where the field labels will be displayed
  • Language—use the drop-down to select a language for the form
  • Text Direction— this is applied to all the text in the form
  • Remove Mailigen reference​—
  • Don't show unsubscribe link—click the checkbox to remove the “unsubscribe” link that shows to the right of the button

It's also possible to change the fields that will be shown on the form. You can do this by clicking on the Select Form Fields Link which will bring up the Subscriber Fields Window.

There are a number of changes that you can make to the fields which will affect the operation of your sign up form:

  • First, you can change the order of the fields by clicking the field you want to move and dragging it either up or down the list
  • Second, you can change whether fields are displayed on the form or required by checking the appropriate boxes.
    Note: You can only check the boxes for custom fields. You cannot check the boxes for system fields like “email” and “SMS.”
  • Third, you can edit the label, merge tag, and type of field by clicking on the Edit Link to open the Field Editor.
    Note: Editing fields is covered in more detail under the “List And Field Types” support topic. You can only edit custom fields.
  • Fourth, you can add a new field by clicking on the Add New Field Link. This will add a new custom field title “Unnamed Field” to the bottom of the field list. To change properties, name, merge tag, etc. you simply need to click the Edit Button.
  • Finally, you can delete a field by editing it and clicking on the Delete Field Link.


Unsubscribe Form

Unsubscribe form is the page that people will go to anytime they click on an unsubscribe link in your email.

You will be able to adit these sections:

  • Title—the title of the form. By default, this will be the same title as the list.
  • Description—the form text that will appear above the text entry field. This should be helpful text explaining to users how to unsubscribe from the list.
  • Button—the name of the button as it appears below the form. The default value is “update.”
  • Button Position—use the drop-down to select the placement of the button (left, center, or right)
  • Label—use the drop-down to specify where the field labels will be displayed
  • Language—use the drop-down to select a language for the form
  • Text Direction—this is applied to all the text in the form
  • Remove Mailigen reference—you can disable the link to Mailigen website if you tick this box
  • Show link to the profile form—use this to add an extra section that will lead to the Update Profile form
  • Display other email lists in this web sign-up form— this allows other lists to be shown in the unsubscription form. You can choose which lists to show in the form if you edit list settings. This gives an option to subscribe to new lists or unsubscribe from more than one list. You can keep the default Subscription Description and Update Subscription Button or change them manually. 

If Global Suppression List is enabled, you will also see these options:

  • Unsubscribe Title —keep the default title or change it manually to notify your subscribers of an option to unsubscribe from everything
  • Unsubscribe description —keep the default description or change it manually to give a detailed explanation of what happens if the subscriber unsubscribes from all your lists
  • Unsubscribe link — use the default text or change it manually to inform the subscriber of the action that will be done after clicking on this link

Unsubscribe Email

  • Title — the title of the form. By default, this will be the same title as the list.
  • Subject — the subject of the email. This is auto-populated with the merge field representing the first and last name of the subscriber and a default subject.
  • Sender Email — the e-mail of the sender. You will be able to choose one of the previously submitted sender IDs.
  • Activate Thank You Email — 
  • Language — use the drop-down to select a language for the form
  • Text Direction — this is applied to all the text in the form

Unsubscribe Success Page

  • Title — the title of the form. By default, this will be the same title as the list.
  • Redirect — a fully qualified URL to which to redirect the user instead of showing them the Unsubscribe Success page.
  • Note: You must activate the link by checking the appropriate box. If you fill out the field with a URL and fail to check the box, the user will not be redirected.
  • Language — use the drop-down to select a language for the form
  • Text Direction — this is applied to all the text in the form

Subscription Success Page

  • Title —  the title of the form. By default, this will be the same title as the list.
  • Redirect — a fully qualified URL to which to redirect the user instead of showing them the Subscription Success page.
Note: You must activate the link by checking the appropriate box. If you fill out the field with a URL and fail to check the box, the user will not be redirected.

 

  • Language — use the drop-down to select a language for the form
  • Text Direction — this is applied to all the text in the form

Permission Reminder Form

You will be able to adit these sections:

  • Title—the title of the form. By default, this will be the same title as the list.
  • Description—the form text that will appear above the text entry field. This should be helpful text explaining to users how to unsubscribe from the list.
  • Link Text—the text for the link that will show at the bottom of the form.
  • Language—use the drop-down to select a language for the form

General Editing of Web Forms

Design

The design of the web forms will be exactly the same as the Signup Form (which is the master form) until you make and save any specific changes.

WYSIWYG Panel

The WYSIWYG panel shows you a real-time representation of your form or email as you are working on it. Changes you make to fields, labels, colours, sizes, images, etc. are reflected as you make them.

Editing Text

You can edit any of the text in the WYSIWYG panel of the web form by clicking on the Edit Icon. This will open the Edit Content window.

The Edit Content Window is a WYSIWYG editor with similar features that you would find in a word processor. Through this editor you can:

  • Change the font formatting (bold, italic, underline, or strike-through)
  • Modify the font justification (left, centre, right, and justified)
  • Select a font format (such as Heading 1, Heading 2, etc.)
  • Choose a font family (such as Arial)
  • Select merge tags to include from your list
  • Change the font size
  • Change the font colour
  • Highlight fonts, and
  • Even apply a customized CSS to highlighted text.

When you are finished making changes to the text, you can click the Save Changes to commit them (which will close the window and return you to the Form and Email Design Wizard) or you can click the Cancel Link to cancel your changes and close the window. 

Note: You are limited to 300 characters of text.

Saving Your Changes

When you have finished making your changes, click the Save Changes Button at the bottom of the editor window.


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