Creating a New Profile Update Form

To add a new Profile Updates form, select Pages > Profile updates > New Form. 

Setting Form Properties

The system will ask you to configure the following properties:

Creating a form with the drag & drop editor

The profile update form builder allows you to create these forms in a whole new, super-easy way. In fact, you will build profile update forms via drag and drop without the need of any HTML knowledge!

In the example below, we created a form that allows subscribers of a newsletter by a local chain of pizzerias to update their profile.

To create a form:

  1. Drag and drop the elements that are part of your forms. Rearrange their order by dragging.
  2. Configure the settings for each element by clicking on the blue "pencil" button. You can add text, groups and recipients fields, configurable with different types of inputs (free text, drop-down, radio buttons, checkboxes)
  3. Preview your form to see how it renders
  4. Save it!

Other features

Editing a form with the HTML editor

You can no longer create a form with the HTML editor, but you can use it with any form created with the HTML editor, before the new editor was introduced, or with HTML copies of forms created with the new editor.

How to Send the Form to Your Recipients

The form is not sent directly to your customers. Instead, you will place a link to the form in an email message that you will send to them. Recipients of the message will click on the link to view and fill out the form in their browser. To send the link:

  1. Create a new email message
    1. If you're using BEE, you can link the form to a button, by selecting it and choosing Special Links in the "Action" section of "Content Properties". 

      You may also link a profile update form to a portion of text, by highlighting it, toggling the advanced toolbar with the arrow in the top right and selecting Special links > Profile update forms

    2. If you're using the HTML editor, you can link a part of the message to a profile update form using the "Profile Update link" found in Insert > Subscription
  2. Finalize and save the email message
  3. Send it to a test group to simulate the entire process
  4. When you get the test email, fill out the form and submit it
  5. Confirm that the Recipient Fields associated with the recipient that updated the form have been successfully updated

Public vs. Private Forms

When the form is public, the person that receives a link to it can immediately view it and edit it.

When the form is private, the person that receives a link to it cannot immediately view it and fill it out. Instead, they are shown a message that prompts them to check their mailbox: an email message is sent to the email address associated with the link. The message is referred to as the "Private Form Access Email".

Invisible reCAPTCHA

The reCAPTCHA is a service that protects your form from spam and abuse that consists in asking one or more questions when an atypical behavior is detected. It protects users from spam and password decryption by asking them to complete a simple test that proves that the user is a human being and not a computer trying to break an account.

We call it "invisible" because it is activated when an atypical behavior is detected.

The invisible reCAPTCHA is by default enabled in forms.

Please note that if the invisible reCAPTCHA is enabled, the form won't be embeddable in a website.