An opt-in workflow is configured by default in the Opt-in module. You must customize the workflow elements to adapt them to your use and goals. The workflow includes an entry point (a link to the form, which you insert into a message or an interceptor), the form itself, a confirmation page and a welcome email (optional). In this article, we will see how to generate this workflow as HTML and CSS to integrate into your website.
Access path: Acquisitions -> Opt-in |
Step 1: Generate the Workflow
Start by clicking Create a form. Select Opt-in and Your website :
Step 2: Configure the Fields
☑ Profile update method
In Form configuration, under Profile update, select the profile update method for the contacts. As the information provided in the opt-in form can differ from the information already in Dialog Insight when the contact already exists in your contact list, it is important to specify how you want it to be processed.
☑ Default fields
In the Form configuration section, you can modify the fields from the default template. First, check if these default fields fit your needs, particularly those related to opt-in. You can add fields depending on the data you want to collect on the people who subscribe to your communications. You can remove fields you don't need. It is impossible to delete fields that are part of the primary key, as this information identifies contacts in the application. Data entered in one of the form inputs will be added to a project field.
If you modified a field from a published form, you must update the opt-in workflow to apply these changes.
The opt-in fields are displayed with a checkbox. You could remove the checkbox and put a "transparent" opt-in by selecting Hidden field:
The person who submits the form will automatically be subscribed. Thus, it is important to explain with a text that submitting the form gives consent to opt-in.
| Field | Description |
|---|---|
| Section | By default, the form has only one section. If you created another section, you will then have the option here. |
| 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:
|
| 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:
|
| Options | Available only when the field value comes from the form.
|
| Maximum length | Available only when the field value comes from the form. The length of the value in 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. |
.☑ Field label layout
Under the Form options tab, define how you want field labels to display, either on the left, right or inside of the input area. You can go to the Preview section (upper nav menu). You will be able to adjust the CSS in the next step.
☑ Authentication process
If you want to be sure that the person filling out the form 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 must first register the domain used on reCAPTCHA to get your 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. Once saved, reCAPTCHA will give you private and public keys you'll need to enter in Dialog Insight.
To enable the authentication option:
- Check the Use Google Recaptcha option.
- Click Manage keys.
- Choose your domain if it is already configured. If not, click 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.
Step 3: Add a Welcome Email
You can add a welcome message that is sent automatically when the form is submitted. It is a useful tool if you have relevant additional info. Avoid repeating the content of the confirmation page.
Step 4: Publish the Form
When you are done, go to the edition page of the workflow and click Publish in the upper right:
Step 5: Generate the Code for the Website
Click Generate the code:
In the Implementation section, select if the form will be on a page or popup and if the stylesheet will be separated from the HTML or not, then click Generate:
Adapt the CSS to fit your brand and website. You can customize the confirmation page text by editing the HTML. Be careful not to delete scripts or ids to avoid breaking the data transfer to you contact list.
Note for WordPress websites
You must integrate the content into an HTML custom block for the form to be displayed on your WordPress website. For more info: https://wordpress.com/support/wordpress-editor/blocks/custom-html-block/.
Step 6: Share the Form
Now that you have a functionning opt-in form, share it with leads or contacts to invite them to subscribe. In a communication, a campaign or an interceptor, insert the link to the page where your form is hosted.