Subscription Form

This type of Campaign facilitates the process of collecting information through a custom Web Form to add users to the Platform’s Subscribers list. The Web Form can be customized with Fields such as name, email address, phone number, etc.

Optionally the platform will allow you to set up either a Digital Coupon, E-Swipe, Reveal or Web Trivia campaigns after the user completes the form. To view the details, go to each of those Subscription Form sections.

In this section we will cover both aspects:

• Creation of the Subscription Form
• Follow-up Campaign setup for Wallet, E-Swipe, Reveal Content, and Web Trivia.

Subscription Form Creation

The creation of a Subscription Form involves three steps,

1. Design
2. Field Matching
3. Summary

Design

The form design covers four areas:
• Form name
• Data Collection Fields
• Screens Appearance which addresses the Form itself and the submittal screen dealing with what happens after the form is submitted, and
• An emulated phone preview screen

They can be configured in any order within the ‘Design’ step so we will describe the 1st, 3rd and 4th area which deal with the admin and appearance of the form in that order and leave the 2nd one for last that deals with the user information input.

• First enter a Form Name. It will be used to identify the form.

• Then in the Form Screen section introduce the image for the header portion of the subscription form and fine tune the appearance of the form by setting the colors of the background, button, button text and defining the text. You can also choose to display the User Consent Checkbox to add quick access to compliance information into the form. Click on the image below to enlarge it and view the default settings of the various elements.

• Finally, in the Submit screen you can define what takes place after the form is submitted. Here you have several options. To view the expanded version of the Submit Screen with all of its options displayed, click on the following image.

The fully expanded version of the Submit screen is arrived at by selecting Use the same parameters as Form Screen and Display under Redirect. The default settings of these options are:

• Use the same parameters as Form Screen: Selected
• Display: Unselected

These optional settings allows you to configure the Submit screen with or without the same look and feel as the Form Screen and define what happens after the user submits the form, including the reaction time and a Redirect URL for further engagement activities if your campaign design requires it.

Now you are ready to create the information input fields to gather user data. This is done through the Data Collection Fields section. This section has two main areas:

1. The fields to define the entry form, where options for the fields are defined
2. The platform default settings for the form in a tabular format.

In the fields section is where you define to what the data that will be requested from the users’ needs to conform to. Each entry has four attributes:
• Field Type,
• Field Name,
• A Placeholder, and
• Whether the field entry is mandatory or not.

As you define form entry fields, they will be added to the table underneath the fields definition section. The order of the entries in the table is what is going to end up appearing on the form.

Let us go through an example to show how the Data Collection Fields works.

For the entries in the table the attributes are:

1st entry: Text, Name, John Doe, Required
2nd entry: Email, Email, [email protected], Required

And the table entries to user screen correspondence is as follows:

To add a third entry in the table, and in consequence to the form, for example a phone number entry, you proceed as follows:
• Select Field Type. The options provided from the dropdown menu with the descriptions of each one of them are shown in the figure.

• Select Phone Number. This defines the Field Type attribute.
• Select Field Name. You can choose how to call this field to suit your needs. Since we are adding a phone number you could use, for example Mobile, or Cell number, etc. Enter the name you have decided to identify the entry box with. This defines the Field Name attribute.
• Given that is a phone number has an internationally established format, the platform will automatically select the format based on the detected user location, and the Placeholder for this case would be a sample number for the detected country. This defines the Placeholder attribute. Nevertheless, the user can override the platform proposed country.
• To complete the attributes for this entry, you can select if it must be entered by the user or not by the Required field. This defines the Required attribute.

This is the outcome of adding the third entry.

You can add more entries to the form for the campaign by repeating this process as needed, with each additional entry appearing further down in the overall form.

There are some additional aspects to the creation of forms that you can make use of to have a tighter control of the data that is being entered. For the case of a Text Field Type, you can define the allowed character sets and the minimum and maximum length of the field through the three vertical dots that appear at the far right at the time of defining the Text Field Type.

Clicking the three dots will display the character set options and lengths shown below.

Remember that the data that is being gathered with the form will populate your subscription list and both the form and the subscription list need to be kept aligned so that you can derive the maximum benefits from it. This brings us to Field Matching.

Field Matching

In this step, the Fields that have been created in the Form must be matched to the Subscription List Fields that currently exist in the platform. For this a table with three columns is used to establish the match between the Form entries and the Subscription List Fields in the platform. Initially there has been no match established so the table will look as follows.

The Matched column shows the condition between the Form entry and a Subscription List Field with a default value of Skipped, as it is shown by the icon meanings underneath the table.

The Landing Page Field column shows the names used in the Form entries.

The Subscription List Field column has dropdown menus that allows you to match the Form Field against the Subscriber List Field, with a default value of Select Field.

To match fields between the Form and the Platform, click on Select field. The platform will display the existing fields as shown.

Be aware that you are telling the platform that the fields are compatible. So, any data that is collected through that Form field will have to be of the expected type. The platform can enforce some verifications of the entered data on some field types such as phone numbers and emails, but you can implement some constraints as well by the settings options in the character sets allowed, and the character length limits of the entries.

Furthermore, if the form field is not present in the platform and the information in it needs to be added to the platform list, you have the option of creating the new field at the moment the matching is being done through the +Create field option as the last option of the Select Field dropdown menu.

Once the Field Matching is completed, select Next.

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Summary

‘Summary’ is the third step of the Subscription Landing Page Campaign creator where you can review the Campaign Details and set the desired activation as follows:

1. In the Campaign Activation section, Select an option will allow you to pick one of two actions for the campaign, to go Live or Save as Draft.

For more information about the Summary step settings, go to Summary in the Campaign Elements section.

When you deliver the Campaign you can view the data and analytics (Report) by going to the Interactive Campaign Reports section.