How to create and manage Forms in MailPrimo.
Posted by BizOmart HelpDesk - Manish Parihar on 23 March 2018 04:41 PM
In this document of our Knowledge base you will find the explanation about the Web Forms option and how you can Create Web Forms, Manage and Use Forms for Your Subscribers Easily inside MailPrimo.
For that, click on Forms:
To create a web form, click on create web form.
On the next screen, enter the name of the web form that you want it to be names as.
Select list in which you want the information of the subscribers gathered from the webforms to be stored in. You can add tags for your web form if you want for management purposes.
Click next when done.
Select web form template on the next screen.
You can also search for a specific template from the search option. You can also preview the template.
Next you can edit the template according to your needs by clicking on the settings icon on the left-hand side.
From the new opened menu, you can edit the thank you page and already subscribe page.
Whether you want it to be default or a custom URL. If you wish to send a confirmation email to your soon to be subscriber then turn Double OPT-IN “on” else, keep it off.
If you want to add more fields then use the Add Custom Fields option. Turn it on and then add the field you desire to be displayed.
You can also edit the details such as which things to be displayed under the design settings. Similarly, you can edit the text and images on the template by going over them. You can go back to previous step by clicking the back button. You can also change the template by selecting change template option. You can also do undo and redo for steps. To view the preview of the template, select template preview option.
When done click save and publish.
On the next screen you will get Java Script Code, Our Hosted Link and Our HTML Code.
Use these codes and link to use the template at desired places.
• "HTML code" to embed this form in your website, you need to copy the given code and paste it into the HTML file of your website
• "Our Hosted Link": In this, you send a link directly to your subscribers via email. Once he clicks on that, he will be able to see the form on your website.
At Web forms page you will be able to view the list of all the web forms created.
You can search for a specific web form by using the search field. You can also choose the number of web forms to be displayed at one time. You can select the webforms by clicking on the checkboxes before the webform name. you can delete the selected webforms by clicking the mass action button and selecting delete. You can navigate to different pages of webforms list by using the navigation section at the bottom. You can sort the list by clicking on the details that you want your list to be sorted according to.
So, this was all about the Web Forms option and how you can Create Web Forms, Manage and Use Forms for Your Subscribers Easily inside MailPrimo.
I believe this was helpful.
Thank You for having a look at this Step-by-Step Training but if you still find any difficulty in using MailPrimo then Feel Free to Contact our Help-Desk at http://bizomart.kayako.com