Creating a Profile Update Workflow

Creating a contact profile update form gives contacts the ability to update their profile information based on the steps you have included in the workflow, the form you have configured and the confirmation page and message you have defined, if so desired.

Access to the profile update form is done from a secured link inserted in an email message, and not shown on a website like it is the case for opt-in forms.

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

 How To

Specify the form's basic parameters
  1. In the form creation window, start by specifying the type of form you want to create:
    • Profile update form - Used by contacts to edit certain information in the contact profile.
  2. Indicate where the form will be created and deployed.
    • Hosted by Dialog Insight - If you choose to host your form on Dialog Insight's server, the creation workflow will generate a link to this hosted form, that you will have to copy-paste where you want, either in a message or on a web page.
    • Integrated to your Web site - I f you decide to integrate the form directly in you website, the workflow will generate the entire code for the form, and you will need to copy-paste it on the website pages of your choice.
  3. Specify the language of your form. If you need to create forms in more than one languages, you will have to create one form for each language.
  4. Click on Create.
    The workflow editor page will open.
Name and configure the profile update workflow
  1. In the edit page of the profile update workflow, the first thing to do is to change the name of the form that is assigned by default by clicking on the edit icon next to the name.
  2. Save the new name.
  3. The workflow editor shows all the steps involved in the profile update process, and you need to configure them.

    The various steps that can be part of the profile update workflow are as follows:
    1. Creating the profile update form
    2. Creating or editing the information pages
      • Invalid access - This is the page that displays when access to the form does not work.
      • Successful update - This is the page that displays when the form has been filled and submitted.
      • To view and edit this page, click on the page icon .
      • See how to do this by reading Editing an Information Page.
    3. Enabling and defining the profile update option
      • Confirmation message - Option that sends a message to the contact to confirm that his/her profile was updated as requested.
      • To view and edit the confirmation message, click on the message icon .
    4. Validating
      • To be certain the form displays as you have configured it, it is important to display a preview of the form.
        If the form is hosted on Dialog Insight, the preview will be done right from the message editor by clicking on the magnifier.
        If the form is integrated on your website, you can see the preview from the Preview page.
    5. Publishing
      • Once the workflow is configured and adjusted to your needs, click Publish.
        If the button is grayed out, this means that there are incomplete elements or errors. Check the display option do see what needs to be corrected.
    6. Inserting the form's access link in a message
      • Whether the form is hosted on Dialog Insight or integrated on a to a website, the access to the form is always done from a secured link inserted in a message created in Dialog Insight. So inserting the link in a message is essential.

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