There is a huge operation area for forms in e-mail marketing e.g. newsletter registrations, events, surveys and so on. Below you can find detailed information on how to create and use forms in your email marketing.
If your question hasn´t been answered in this whitepaper, please let us know. We´d gladly catch up on this.
Forms can be created in the mailworx module "forms" by clicking the button "Add". Fill in the requested title and save the form.
After you saved the form, some additional fields and options will appear. With those additional fields you have the possibility to edit your form.
You can find two different field types (subscribe fields and form fields) in the section "Data". It is up to you, which fields are hidden or defined as a "required field". The difference between subscriber fields and form fields is also shown in the icons in the first columns. All fields can be rearranged via drag & drop.
Subscriber fields include the data, which is stored in the subscriber database. The subscriber fields salutation, firstname, surname and email are predefined in the standard form, but it is also possible to remove them.
Use subscriber fields for all data, that could be useful for you in the future, e.g. for a multiselction field that contains criteria you can use for dynamic subscriber groups.
The subscriber database of mailworx is flexible and can be adjusted to your needs. Therefore it is very easy to add new subscriber fields and use them in your form. If you require more subscriber fields, it is possible to create them in the menu Administration - Subscriber fields.
In contrast to subscriber fields, form fields are not saved in the subscriber database, they are just used for the specific form. They are needed for the request of various information, for example in a satisfaction survey, but are of little use in the long term.
You can create form fields up to your needs. Choose "Create form field" and fill in the required name. There are various field types possible, which can also be configured.
Example: You want to know the way of arrival (bus, train or car) for an event. To enable this, you just have to add a new field of the type "selection" and define the possible selections.
When a subscriber submits a form it is good to let him or her know, whether the registration was successful or not.
Configure the forward and error page in the tab "Followpages".
If a form has been sent correctly, you can confirm it with a forward page. It´s also useful to show a sender that there has been a mistake during the sending, with an error page. Possible mistakes can for example be empty required-fields.
There are four possibilities for such pages:
If you want to be informed after a form was sent, you can set "Send a notification mail" active and add your email address. This option is available in the tab "Action". Every required data will be sent to your email account after a form has been submitted.
It is possible to assign the subscribers who submitted a form to a static subscriber group. To make this possible, just activate the button "Choose static subscriber group" in the tab "Action".
Now you have to options:
Note: Form fields can only be exported, if the subscribers were assigned to a static subscriber group.
There are some cases where subscribers already exist in the database before they fill out a form. As an example you want to conduct a survey among subscribers of your newsletter. Depending on the subscriber fields you use in your form, it might happen that data is overwritten, when the subscriber enters different data. You can either choose to update subscribers or to add a new subscriber regardless of the existing one instead.
Usually it is completely fine to update existing subscriber data. There are few cases where it could cause confusion. If more than just one person registers with the same email address (e.g. email@example.com), the same subscriber will be updated every single time. That leads to an identity change, which means the data of the subscriber is overwritten with the data filled in the form.
The sender of a form will always be added as a new one and it doesn´t matter if the data is already existing or not. Thereby it´s possible that more persons register with the same email address. Since every person, who sent the form is added as a new subscriber, the is no match and no identity change.
Note: Consider that this option can produce duplicate data.
Submitting a form can initiate the automatic distribution of a campaign. This function is perfect for sending a welcome mail right after the registration. To do that, just choose a pre-created event depended campaign in the send plan.
You can also create so called "Double Opt In" mechanisms, via the combination of event depended campaigns and appropriate forms.
Note: Those processes can be represented even simpler with the mailworx Workflow Editor. A form can be the trigger for an automated workflow.
A form can be linked out of a newsletter or it can be embedded in a website.
To link a form in a newsletter you have to choose "Add link" in the settings of the specific article. Set the link type to form and you will see a list of all your created forms. Pick the form, which should be linked and save the settings.
Selection fields for the case of integration in a website
If you choose the second option, to integrate your form in a website, you get two new possible settings.
The meaning of an error at double registration
If you have activated this field, there will be a check if there already exists a subscriber with the same data. In this case, an error-page occurs.
Why activate the antispam protective mechanism?
By activating this option, mailworx checks the filled fields according to their plausibility, whether the subscriber is on any of the mailworx Blacklists and at what times the form has been sent (just if it was sent several times). Formspam programs, which fill in and send forms automatically, can be reduced to an absolute minimum.
In the menu point "Embedding" you can find different options:
Note: If you modify field forms, check if the form fields on the website change too. Otherwise insert the form again in your website.
For checking a form choose the menu point "Embedding", copy the url and insert it in a new browser tab.
Note: Do not fill out a form in the preview mode or in a test email, because otherwise the preview subscriber "John Doe" could be overwritten.
If you choose this option, the form will be used in campaigns as the standard "profile change" form. This form is linked in the footer of your campaign, to enable the possibility for your subscribers to update their data and preferences.
In mailworx you have the option of building a form with several pages. By choosing "Add subscriber fields" you will see page break in the drop down menu.
After you have inserted the system field, all additional fields will be shown at the next page of the form. You can rearrange the field via drag & drop.
With a meaningful title of the submit button, you can increase the chances that the subscriber sends the form.
In the menu point "Settings" you can change the design of your form. Headline color, headline font and size can be set here.
If you create a new form, the settings won´t be the same, the settings from the standard settings are relevant.
As you can see, there is no technical knowhow required to create a successful form.
By the way, all mailworx forms are responsive and adapt automatically to the size of the screen of the used equipment (smartphones, tablets etc.).