Page Comparison

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To add a new Profile Updates form, select Marketing+ > Profile updates > New. 

Setting Form Properties

On the first step, the The system will ask you to configure the following properties:

• Name: enter a name for the form: this is not shown to your recipients
• Description: enter a description for what the form is for. This is also not shown to your customers. It's for internal, administrative purposes only.
• Enabled: click to enable the form. You will need to enable it to test it. Since there are no public links to the form (until you include a link to it in an email message), you can enable a form even when you are just working on it.
• Type: specify when the form is Public or Private. See the section below for an explanation of the difference.
• One-time fill: specify whether the same recipient may update the form multiple times or not. This is useful when you are using the Profile Updates feature as a basic survey tool.
• Start date and End date: you can decide to make the form accessible only between certain dates. This is useful, for instance, if you are using the Profile Updates feature as a basic event registration tool.

Click on Save to continue.

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Creating the Actual Form

The page will reload and display the HTML editor, with a default HTML form pre-loaded in the editor. By default the system creates a form that contains all the Recipient fields and Groups used by the selected List. The fields loaded into the form...

• Are set up as input text fields. Use the link Instructions on how to modify the form for some guidelines on how to modify the form
• Can easily be removed by right-clicking in the form and selecting "Delete Row"
• Are setup to pre-load into the field the value currently stored for that field in the recipients database. So if you are showing the First Name field, for example, the "First Name" currently stored for a certain recipient will be preloaded in that field when the form is rendered in the Web browser.

By editing the HTML code you can change the type of field used in the form. For example, you can change a text field into a drop-down, a list of checkboxes, or a list of radio buttons. Even if you are not that familiar with HTML, this is easier than you may think. Click on Instructions on how to modify the form for some guidelines on how to modify the form.

• To edit the HTML code, click on the "<>" icon at the bottom of the editor. Click on the pencil icon to go back to editing mode.
• Click on Add/Edit Code to Head Tag to add links to JavaScript files that you may use for performing field validation, or to add custom code (e.g. CSS code) to the HEAD section of the page (see an example in the screen shot below).
• Click on Save when you are done editing the form.

Here is an example of simple CSS code added to the HEAD section of the page.

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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.

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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. Select the style for the form, from the drop-down menu in the lower left.
4. Preview your form to see how it renders
5. Save it!

Other features

• Quickly search and select groups to use in the Group form element, and rename them if needed (e.g. group name used in MailUp is not the text label you wish to show in the form)
• Add a privacy checkbox, which is fully editable (see below). You can then edit the link and place the url of your Privacy Policy page
• Use special syntax to customize the input values in drop-down options. Example below:
  The subscriber sees Rock Music in the drop down menu, but MailUp records Heavy metal as the number 1 into the recipient field. Customizing these options into numbers, for example, can help you when having to setup filters or other tasks. Numbers are much more manageable than text. The syntax looks like this: Heavy metal || 1, where the || is the special character.
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Creating a form with the HTML editor

You can use the "old" HTML editor 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

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send the link

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:

1. Create a

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1. 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". 
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      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
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   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

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Public vs. Private Forms

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