Whether you are editing the opt-in or profile update workflow, you will have information pages that display along the process to confirm that an action has been performed with success or has caused an error, to display a thank you message or any other information you wish to provide to the visitor.

Important distinction between forms hosted on Dialog Insight and forms integrated in the client's site

It is important to know that only information pages for forms hosted on Dialog Insight can be edited in Dialog Insight. When the form is integrated to the client's site, the text of the thank you or confirmation page, or of any other page, must be done directly in the generated code.

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

 How To

When the form is hosted on Dialog Insight

All information pages come as templates and include predefined sections for the header, the content and the footer. The available content elements can be inserted in any section of the page, except for the form element, which can only be included in a form and not in information pages.

  1. To add a new content element, select one from the list of available content elements and drag and drop it in the desired location in the page.
  2. To edit a content element, click on the related edit icon.
  3. To delete a content element, 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 contest formsubscription.
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 enter the contestedit their profilesubscribe 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. If the project includes opt-in fields, these fields will also be automatically added in the form.
There are two types of form possible for contests - one for entering the contest and one to invite friends to enter. Each form content element can only be inserted in the corresponding form. So you cannot insert a Viral form element in the registration form.
**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.
Social media share

Content element that offers the possibility to publish the invitation on social media.
Once the element is inserted, you can edit it and choose which media to display and set the related parameters.
After, you must define the information that should display on the page where the contest is shared, under the Web page and social media section.

Available properties
 
Section Description
Content Section that lets you choose the social media for which sharing will be offered.
Styles Section to define the styles applied to all social media links and texts.
Settings Section that offers settings to define positioning of application icons and the related text, as well as spacing.
Web page and social media This section lets you define the information to display on the social media pages where the contest will be shared. You must define the title to display on the browser title bar and a description explaining the share. If needed, you can also add an image, the URL of the related website and the Twitter username.
  1. Once the page definition is complete, you can see a preview of the page by clicking on the magnifier , which is found on the upper right corner of the central pane.
When the form is integrated into the client's site

When the form is integrated into the client's site, information pages that are related to it, such as the invalid access page or the page that indicates that the opt-in, profile update or any other transaction was successful, CANNOT be modified using the Dialog Insight's message editor. The text shown on these pages must be edited directly in the code generation at implementation.