Every Communications Professional account has a default data input form (subscription form). This form can be embedded on your organization's website, linked to in a mailing, or shared via social media to allow your audience to subscribe to your organization's mailings. Once subscribed, the email address is placed in a predetermined target group within Communications Professional that can later be applied to a mailing.
An account can have multiple data input forms. You can easily create new forms by copying existing ones or creating them from scratch.
Access Data Input Forms
Navigate to Subscribers > Forms > Data Input Forms.
Components of the Data Input Form
The image below shows the options for data input forms. Each option is described in more detail below.
Form branding is created and applied to your subscription form. It determines the look of the form and can include custom HTML, colors, and logos. Form Branding can be found by navigating to Subscribers > Forms > Form Branding.
Every Communications Professional account has a customized default form branding. However, an account can have multiple form branding options. There are some sections of the form branding that can only be accessed by your Advisor, such as header colors, font, font size, and some of the default language that appears on the form. If there are elements or updates you'd like to see to your form branding, reach out to your Advisor to see if those edits are possible.
Click the Modify icon to set the Data Input Form's properties. The available options are grouped into the following categories:
Modify Input Form
Click the menu to select your form branding. Click the checkbox(es) to then select a mailing delivery format.
Personal Info/Demographic Options
Assign the alignment of the text and the location of the *Required asterisk:
Select the Interest Options. If applicable, subscribers can be automatically subscribed to an Communications Professional Interest just by filling out the form. The Auto-Subscribe option is useful for general subscriptions forms. Subscribers can also be required to select at least one Communications Professional Interest (if you allow more than one Communications Professional Interest to be selected).
Welcome Page Options
Check this box to show the send-to-friend form on the Welcome Page.
You can send email notifications to someone when any or all of the following actions occur:
- When someone new subscribes
- When anyone fills out this form
- When someone modifies their profile
- When someone unsubscribes
Confirmation mailings can be set to publish upon submitting a form. Additional steps are required to implement these mailings.
Profile Info is the information that will be captured from subscribers (e.g., first name, last name, company). Email address will automatically be added to the form as the first field. Personal information, demographics, and statement fields can be added to the form, as well as a list of Interests and Opt-Outs.
Once the data input form is created, it can be hosted on a website. To do so, click the Host icon.
On the resulting page, enter a return URL (where a subscriber will be taken once the form is completed). Then, click Create HTML. This will generate the HTML code needed to host the form internally on an organization/association website.
Always make sure to test that your hosted form works correctly. You can test this by using the form to opt into an interest via your website, and then accessing the associated interest target group in Communications Professional. You should see the opt-in email address that you entered as part of that group.
This is a way to preview what the form will look like for subscribers, combining the form branding and properties of the data input form.
Use Copy to make additional copies of existing data input forms.
Use Delete to remove data input forms that are no longer in use.
URLs for Website
Communications Professional automatically generates two URLs for each data input form.
- Input Form - Use as a hyperlink to collect subscriber data.
- Modify/Unsubscribe Form - Use to give subscribers the option to modify their record, update information, or to unsubscribe.