Create/Edit your Form

Each list you create on Apifon comes by default with its List-manage Forms. In this article, we will guide you through how to edit your Forms.

Task Roadmap

To get started, click "Subscribers," then "Lists" from the Dashboard, and select the list in which you want to create a Form. Then, select "Forms" -> "Forms Builder".

The available forms are the below:

A. Sign up
Gain new subscribers and collect more data for your list.

    1. Signup Form
    2. Thank you Page

B. Update Profile
Allow your subscribers to edit their personal data and communication preferences.

    1. Update Profile Form
    2. Thank you Page

C. Unsubscribe
Unsubscribe forms allow your subscribers to opt out of your list at any time.

    1. Unsubscribe Form
    2. Thank you Page

D. Existing Subscribers
These messages are sent when an existing subscriber signs up again into your list.

    1. Email already registered page
    2. Email already registered message

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A.a. Sign up

To edit a signup form, follow the steps below:

    1. Select "Forms" and then "Form Builder".
    2. Select“Signup Form”. 

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    3. You can have both channels in Sign Up From, mobile and email, you can define at least one as required and insert new information fields from the Drag & Drop builder to the right.

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Note
: Within the Sign-Up Form at least one of the destinations should always be enabled and by default be required.

Below there are all the possible combinations and states:

          • Mobile- Inactive
            Email- Active Disabled and the “Make Required” field, selected disable
          • Mobile- Active and the “Make Required” field, selected enabled
            Email- Active and the “Make Required” field, selected enabled
          • Mobile- Active and the “Make Required” field, unselected
            Email- Active and the “Make Required” field, selected disabled

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    d. Once you have finished editing the form, save your changes by clicking "Save" and then "Publish".

     

      • When the subscriber does not exist
        When a subscriber who does not exist in the list signs up through the Sign-Up Form, a subscriber sees the Thank you Page and he is added to the list.
      • When the subscriber already exists
        • If a subscriber adds a mobile destination within the Sign-Up Form that already exists, then once he clicks on “Submit”  he gets a validation error that this mobile already exists.
        • On the other hand, when an existing email destination is added the subscriber gets a validation error that this email already exists, and "Update your details".
        • When a subscriber clicks on the "Update Details" link, an Already registered Page is shown.
        • An email is sent stating that he has already been registered.


    Notes:
    You can share the Signup Form on your social media or wherever you like. To do so, just open the Form and copy-paste its URL.
    For your website, we suggest using our Embedded Forms feature.

     

    B.a. Update Profile Form

    To edit an updated profile form, follow the steps below:

      1. Select "Forms" and then "Form Builder".
      2. Select “Update Profile Form ”. 

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      3. In the Update Profile Form, a subscriber can change the destinations and check whether he wants to be contacted by them by checking the check box which exists for each destination: mobile and email.

        When Subscriber unchecks a checkbox, the respective destination gets an unsubscribed status.
        When Subscriber has made his changes in his Update Profile Form, he clicks submit, and the Update Profile Success Page is shown to him.
      4. Insert new information fields from the Drag & Drop builder to the right.

    e.  Once you have finished editing the form, save your changes by clicking"Republish".


    C.a. Unsubscribe Form

    To edit a unsubscribe form, follow the steps below:

      1. Select "Forms" and then "Form Builder".
      2. Select “Unsubscribe Profile Form ”.

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      3. When Subscriber clicks unsubscribe, he sees just the channels he is subscribed to. The Unsubscribe Form is personalized and is accessible only through the Unsubscribe Tag which is included in the promotional campaigns.
      4. In the Unsubscribe Success Page, there is a re-subscribe link that leads the Subscriber to a Sign-Up Form, suggesting him to sign up again.
      5. You can add unsubscribe URL in all your campaigns. In the Email campaign, Unsubscribe Tag is being inserted by default and you cannot proceed to send the campaign without it.

    D.a. Email already registered message

    To edit an Already Registered Email Message form, follow the steps below:

      1. Select "Forms" and then "Form Builder".
      2. Select “Email already registered message”.
      3. Select “Settings”.
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          Notes:

          • All fields are mandatory, except the reply-to field.
          • Also, you are able to add the exact same subscriber fields as in the email campaign “Settings”.
            • Default Field Values
              • {COMPANY_NAME}
                • This field is automatically replaced by the same value Settings -> Account Details -> General -> Company Name.

                • In case the “Company Name” field is empty it is filled with value existing in “Signup Email”.

              • {SIGNUP_EMAIL}
                • This field within is automatically replaced by the value existing in “Signup Email”.

       

      Now you know how to edit a signup form on the Apifon platform.

      Thank you for reading!