Making Simple Edits to Website Form / Updating a Form Recipient

Making Simple Edits to Website Form / Updating a Form Recipient

1.Click on Forms in Website section of Engage Admin navigation



2. The Form Settings includes the Form Name, Response Message (message displayed below form after submitting), Email Routing Addresses (email(s) that will receive the submissions), an optional Redirect URL (redirects user to different webpage after submission). You can also add a optional Auto-Response Message (which will be sent to the submitter's email upon submission).


3. The Design Form tab is where you will actually create or edit the form fields. You can add, remove, edit, and organize RowsHeadingsParagraphs, and multiple different Fields. You can also modify the Button to change the text that will display (Modifying the button color won't have any effect, as we've designed the form buttons to follow the style settings of your website).


3. There are a number of field types you can add. Just click on the field to add it to your form. Subscriber fields are fields are the fields for collecting personal info and can be used in email merge fields to personalize messages or for setting up target segments or automated emails. Custom fields are used for the custom data that you want to colect...e.g. the questions you will ask the inquirer to fill out. 


4. When editing a field you have multiple attributes you can edit. All fields have a Label and a Name (the difference is the label is a customer facing attribute while the name is not)The remaining attributes within a field may vary depending on the field type, yet they all adhere to a consistent pattern during the editing process. Do not forget to SAVE the changes.


5. In the Preview tab review the form to ensure it appears as you desire and then Click SAVE.


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