Creating an opt-in form gives you the ability to personalize the default template form provided by Dialog Insightfor visitors to subscribe to your communications. This template comes with predefined texts and fields that can be edited. You can edit or delete existing contents and add new ones. The only elements that cannot be deleted are the fields that compose the primary key, as they are essential for contact identification in the application.

Prerequisite Have enabled the opt-in and update form management module.
Access Path > Workflows > Opt-in and Update

 How To

A form template is offered to ease and quicken the creation of your forms. This template comes with predefined fields and texts. You must however adjust the template form to your needs by editing:

  • the layout - You can create a form with 1, 2 or 3 columns.
  • content elements - You can insert various content elements. See Description of content elements
  • styles - You can change styles that apply to all pages and messages.

If you want to retrieve more information than the one presented in the template, you need to do so from the Form configuration page.

Open the opt-in form
  1. Click on the form icon .

  2. The form template opens in the drag-and-drop message editor.
  3. You need to adjust the form to your specific needs by adding, editing or deleting content elements and texts.
Define global styles

Styles that are defined here apply to the form and all information pages and messages in the workflow. However, if styles are applied to a specific element, this style will prevail and replace the global one.

To edit global styles, go to the Styles section in the left pane and click on Edit.

Section Description
Content Styles applicable to texts and links, such as font, size, color, weight, etc.
Pages Styles applicable to the entire page, such as top and bottom spacing, background image and color.
Advanced options Additional options that can be applied.
Edit the form's layout

The form template comes with only one column, but you can change this layout or add one using the available layouts.

To edit the layout or add one, go to the Layout section and drag and drop the desired layout in the form.

Define the form's content elements

The template form comes with predefined sections for a header, content and a footer. The available content elements can be inserted in any section, except for the input form, which can only be placed in the content section.

  1. To add a new content element, select one from the available ones and drag it to the desired location in the form.
  2. To edit a content element, click on the related edit icon .
  3. To delete a content element from the form, just click on the related delete icon.
Description of content elements
Name Description and Usage
Text

Content element that lets you add text.
You can add this text element to any section of the form or page.


Text properties
    
Section Description
Content Section to type in text. If needed, click on the edit icon  to open the text editor and apply the desired format and options.

Note that it possible to insert an image in the text using the hosted or Web image icon.

If you have selected a layout that has more than one column, it will be indicated if it is the left, center or right text. Also, the height of the columns is adjusted based on the column that has the longest text.
Styles that are selected within the editor prevail on the global styles set in the Styles section.
Styles Section used to define styles to be applied to all text elements inserted in the content section.
Settings Section that offers spacing options around the text.
Image

Element that lets you add an image. It can be used to insert the logo of your company or an image related to the subscription.
In addition to adding an image, you can define its width, alternate text to be displayed when images are not shown, and if needed, a redirection link to a page to show when the image is clicked.

To select an image
  • To add an image, choose an image amongst those shown in the Images section and simply drag and drop it to the desired location.
  • To replace an image, double-click in the block containing the image, or click on the edit icon  shown in the upper right corner of the element; then click on  to select the new image in the file selector. Select the new image and click Select.
  • You can also choose an image that is not yet hosted by clicking on Upload an image.
    1. In the File upload window, click on Select a file.
    2. In the image selector, click on either Upload in library or Upload from your computer to open your file explorer.
    3. Go to the directory when the image is located and select the desired image.
      ** PNG, GIF and JPG images are best.
    4. Make sure the image dimensions are correct. If needed, you can edit your image before inserting it in the message (or form) by clicking on the edit icon. The image editor will open to let you re-size, crop or make any other necessary change.
    5. If you edit your image, make sure the save them.
    6. If you have a lot of images and have created categories to group them, select in the Category list the one to hold you new image, if needed.
    7. Back to the message editor, select the image and drag and drop it to the desired location in your message.
Image properties
    
Section Description
Image (URL) Type the URL address of the image or select an image using the file selector displayed when clicking on the image icon .
To make changes to an image, whether it be the size, color, orientation, or any other, click on the edit icon  to open the image editor.
Width Maximum width of the image, in pixels.
* To be certain the image displays properly, it is recommended to select an image that has the same dimensions as the one you want in your form. Having the right size image reduces downloading time.
**As the content is responsive, the image's size will be adjusted to the display device.
Alt-Text Text used in replacement of the image. This text is shown when the image is not displayed, or for accessibility purposes for people with a disability or impairment.
Link Complete URL of the page you want to display when the image is clicked.
Settings Additional options available to define alignment and spacing around the image.
Divider

Element that adds an horizontal line, mostly used to separate sections.

Divider properties
    
Section Description
Styles Section to define the line's styles.
Settings Section to define the line's width and spacing.
Button

Element that adds a call-to action button, which redirects the visitor to a new page.

Button properties
    
Section Description
Content Section that lets you define the text to show on the button and the URL of the landing page.
Styles Section to define the styles applied to the button's text and box.
Settings Section offers settings to define the width and spacing around the button.
Form

This area displays the input fields used to collect information on the people who wish to subscribe to communications. Some fields are already included in the form template, mostly those part of the primary key, which cannot be edited nor deleted as they are required for contact identification in Dialog Insight.
**There can only be one input area.
***This area can only be inserted in a form, not on a page or message.
 How To
  • To edit any style applied to a field , description, section or button, click on the edit icon shown in the upper right corner of the content area.
  • To edit or add fields in order to retrieve more or different information, you must do so from the Form configuration page.

Social media follow

Element that lets you add links to your social media pages (icons and related links).
The provided images cannot be changed. You can choose however which one to display and the text and link for each.

Social media properties
    
Section Description
Content Section that lets you choose the applications to display and define for each the link text and URL.
Styles Section to define the styles applied to all social media links and texts.
Settings Section that offers settings to define spacing, alignment and positioning of application icons.
Configure the form

Configuring the form consists in defining the information you wish to collect on people who subscribe to your communications, how these fields will display and how this information will be integrated into Dialog Insight's database if the contact already exists in the application.

To configure the form, you need to go to the Form configuration.

Specify the contact update option

As the information provided in the opt-in form can be different from the information already in Dialog Insight when the CONTACT ALREADY EXISTS IN THE APPLICATION, it is important to specify how you want them to be processed.

To do so:

  1. Under the Profile update tab, choose the desired update option.
Option description
Update option Description
Complete the profile Only the new information provided during opt-in will be added to the contact's profile. Therefore, if a phone number already exists in the profile and one is provided during opt-in, it will not be saved and overwrite the phone number already in the profile.
Update profile All the information provided during opt-in will be registered in the profile. So if a phone number is provided during registration, it will overwrite the one in the profile, if one exists, or be added to the profile if there was none.
Ignore changes The information provided during opt-in will not be saved in the existing contact's profile; only new contacts will be created.
Specify the field layout
  1. Under the Form options tab, define how you want field labels to display, either on the left, right or inside of the input area.
Enable the authentication process

If you want to be certain that the person that registers to an event is a real person, it is recommended that you enable the reCAPTCHA option so that a validation question is added to the form.

If the registration form is displayed under a domain name other than ofsys.com, you will first need to register the domain used on reCAPTCHA to get you private and public keys.

To register your site or domain with reCAPTCHA, go to https://www.google.com/recaptcha/admin#list and follow the instructions provided on screen. Once saved, reCAPTCHA will give you private and public keys that you'll need to enter in Dialog Insight.

To enable the authentication option

  1. Check the Use Google Recaptcha option.
  2. Click on Manage keys.
  3. Choose your domain, if already configured. If not, click on Add a key to register your domain name or the page to display the registration form, and specify the public and private keys that were assigned by reCAPTCHA when opening an account.
Select the information to collect for opt-in

Choosing the information to collect is done from the list of project fields. You can add, edit, and even delete fields in the Form fields. Note that it is not possible to delete fields that are part of the primary key as this information identifies contacts in the application.

To add a new field
  1. Click on the Add field link.
  2. In the field add window, select the section in which to add the field and then select the field. Can be included in the form any field of the project, and some specific fields. The fields that are already included in the form are not shown in the list, as to avoid using the same field twice.
    • If you want to add the field in a section that does not exist, you must add the section first, by clicking on Add section.

      • In the section add window, enter a label and a description for the new section. If your registration form exists in more that one language, you will need to enter do the same for each language.
      • Click Add.
    • Note on sections
      If there is only one section, its name will not show on the registration form. However, if there is more than one section, all the section labels will display on the form.

  3. Once the field is added, you need to define it by indicating at the least all the required information (fields with ).
To edit a field already in the form

Editing a field is similar to adding a new one, except that some field values cannot be edited.

  1. In the list of fields in the form, click on the edit icon  next to the field to edit.
  2. In the field edit window, edit the desired elements.
    Note that both Field and Required values cannot be edited once the field has been created.
  3. Do not forget to save your changes.
  4. If you edited a field in a form that is already online, you will need to update the workflow process for changes to be applied.
Description of input fields
Field Description
Section Name of the section that holds the field.
Field Name of the selected field. It can be a field from the project or a field specific to the form.
Label Name of the field as it should display on the form. If multiple languages are offered, you will need to specify a label for each language.
**Warning - If a label is not provided for each available language, the default language label will be used.
Source Indicates where the field comes from. There are 3 possibilities:
  • Form field - The value is to be entered by the person completing the form.
  • Fixed value - Used to assign the same value to all. This field will not be shown on the form, but the fixed value will be registered in the contact's profile.
    If you choose this option, you will need to specify the value to be assigned in the Fixed value field.
Type Available only when the field value comes from the form.
Field used to define the type of value can be inserted in the field. Any data entered in the field that does not correspond to the indicated type will trigger an error. The available field types are:
  • Textbox - Field that shows a free text area to enter the value.
  • Drop down list - Field that presents a choice of values in a drop-down list. The choice values and labels are shown in the Choices section.
  • Radio button - Field that offers a choice of responses in the format of radio buttons. The response values and fields are defined in the Choices section.
Options Available only when the field value comes from the form.
  • Required - Check box used to indicate if it is mandatory to enter a value in this field. When a field is required, it shows an asterisk .
    When a field is required, a rule prevents the contact from being added if no valid value is provided. However, if a default value was defined for the required field, the contact will be added, with the default value. Therefore, make sure to define a default value for your required fields if you want the participant to be added as a contact.
  • Multiline - Option to show a text box field on multiple lines. The number of characters that can be entered depends on the maximum length specified.
Maximum length Available only when the field value comes from the form.
The length of the value in terms of number of characters, only for text fields.
Default value Available only when the field value comes from the form.
Default value to assign to a REQUIRED field if no value is provided.
If a default value is provided for a required field, the contact will be added even if no value was provided.
See a preview of the form before its publication

Before putting your form online, you want to make sure that it displays properly.

  1. In the edit page of the workflow, click on the preview icon on the Preview page.

IMPORTANT - DO NOT USE the address shown in the address bar of the preview page; this address is NOT THE LINK to insert in your message or page to open the registration form. THIS IS ONLY A TEST PAGE. The real link of the registration form is shown once the event is published and displays below the Unpublish button.

Publish the form

You must publish the form in order to generate the link that will give you access to it. You must then copy-paste the link on the pages from which you want to access the form.

  1. Once all the steps in the workflow are complete and without errors, click on Publish in the workflow edit page.
Insert the form's access link in the desired location

Once the workflow has been configured and set to your needs, the last thing to do is to copy the generated link on all pages where you want it to be accessed or in a message.

The form's access link only displays once the form is published, in a section called Form link, in the workflow edit page.