Changes for page Form Builder

Last modified by Sachin Patil on 2024/08/30 07:28
From version 2.1
edited by rijo
on 2022/08/22 13:47
Change comment: There is no comment for this version
To version 3.1
edited by rijo
on 2022/08/22 14:23
Change comment: Images: PHASE A, B, C, D; Email exists Text; Templates Menu; Thankyoupage URL, Email Confirmation tab;

Summary

Details

Page properties
Content
... ... @@ -45,20 +45,10 @@
45 45  1. Select a submission option ~*~*~*~*~*~*~*~*~*~**
46 46  1. Show only relevant products ~*~*~*~*~*~*~*~**
47 47  1. Enter the text/message to be displayed if an email already exists.
48 -1. **Email Confirmation (Yes/No) **is where you select whether a confirmation email will be sent upon subscription to/registration for any products listed on the form.
49 -11. **a.     Enter Acknowledgement Email Information. (See Items B-C below.)**
50 -11. This is where you can create customized acknowledgement emails specific to the form/product attached to the form. Creating these customized emails is optional, as default acknowledgement emails not specific to any form and/or product are configured in the Configuration Manager.
51 -11. Enter the subject of the email in "New Thank You Email Subject" field.
52 -Enter the content of the email in "New Thank You Email" field. 
53 -Body markers that may be used in the text are as follows:
54 -%%USERNAME%% – will replace the body marker %%USERNAME%% with the subscriber's username.
55 -%%PASSWORD%% – will replace the body marker %%PASSWORD%% with the subscriber's password.
56 -%%ONECOUNTID%% – will replace the body marker %%ONECOUNTID%% with the subscribers account number/ONEcount ID.
57 -%%RECEIPTDISPLAY%% – will replace the body marker %%RECEIPTDISPLAY%% with a receipt for purchase amount, if any.
58 -%%%PASSWORDRESETLINK%%% – will replace the body marker %%%PASSWORDRESETLINK%%% with a unique link to reset the user's password.
59 -Enter the subject of the email in the "Update Thank You Email Subject" field.
60 -Enter the content of the email in the "Update Thank You Email" field.
61 -11. STATUS: Activate the Form for user access or disable the form.
48 +1. Body markers that may be used in the text are as follows:
49 +%%TEXT%% – will link to Sign in page%%
50 +~#~#TEXT - will be linked to Password Reset page~#~#
51 +1. STATUS: Activate the Form for user access or disable the form.
62 62  
63 63  \\
64 64  
... ... @@ -66,7 +66,7 @@
66 66  
67 67  PHASE B: Adding Demographic Questions.
68 68  
69 -[[image:attach:AddingDemoQuesAuf22.png||height="250"]]
59 +[[image:attach:AddingDemoQuesAuf22.png||height="400"]]
70 70  
71 71  \\
72 72  
... ... @@ -80,7 +80,7 @@
80 80  
81 81  PHASE C: Add Products and Packages.
82 82  
83 -[[image:attach:form-builder-products-Aug22.png||thumbnail="true" height="250"]]
73 +[[image:attach:form-builder-products-Aug22.png||height="400"]]
84 84  
85 85  In this phase, you can add a single product or package, or a combination of multiple products and packages.
86 86  
... ... @@ -155,6 +155,21 @@
155 155  
156 156  TEMPLATES MENU
157 157  
148 +[[image:attach:TEMPLATES menu Aug22.png||thumbnail="true" height="250"]]
149 +
150 +To use a template, drag-n-drop the preferred form template from the right-hand panel to the canvas.  The various types of templates include:
151 +
152 +1. Three-column with graphic
153 +1. Two-column with graphic
154 +1. One column/graphic on top
155 +1. One-column graphic click-through
156 +
157 +The Demographic components and other features can be added to the forms per the designated space provided in the chosen template.
158 +
159 +The templates are designed to be responsive, that is moldable to the various screen-sizes.
160 +
161 +Please Note: For ease of use, please ensure the canvas is empty before doing the drag-n-drop.
162 +
158 158  \\
159 159  
160 160  STYLE MENU
... ... @@ -191,6 +191,32 @@
191 191  1. Open the component settings by clicking the gear icon at the top. ()
192 192  1. Paste or type the url destination for the link into the “Href” field. You may also add a title and specify a target for the link.
193 193  
199 +\\
200 +
201 +EMAIL CONFIRMATION
202 +
203 +The Email Confirmation tab is used to fill out details of the confirmation email.
204 +
205 +[[image:attach:EmailConfirmationTab.png||height="250"]]
206 +
207 +1. **Email Confirmation (Yes/No) **is where you select whether a confirmation email will be sent upon subscription to/registration for any products listed on the form.
208 +11. **a.     Enter Acknowledgement Email Information. (See Items b-c below.)**
209 +11. This is where you can create customized acknowledgement emails specific to the form/product attached to the form. Creating these customized emails is optional, as default acknowledgement emails not specific to any form and/or product are configured in the Configuration Manager.
210 +11. Enter the subject of the email in "New Thank You Email Subject" field.
211 +Enter the content of the email in "New Thank You Email" field. 
212 +Body markers that may be used in the text are as follows:
213 +%%USERNAME%% – will replace the body marker %%USERNAME%% with the subscriber's username.
214 +%%PASSWORD%% – will replace the body marker %%PASSWORD%% with the subscriber's password.
215 +%%ONECOUNTID%% – will replace the body marker %%ONECOUNTID%% with the subscribers account number/ONEcount ID.
216 +%%RECEIPTDISPLAY%% – will replace the body marker %%RECEIPTDISPLAY%% with a receipt for purchase amount, if any.
217 +11. Enter the content of the email in the "Update Thank You Email" field.
218 +Enter the subject of the email in the "Update Thank You Email Subject" field.
219 +Enter the email address for BCC in the "Email Confirmation BCC" field.
220 +
221 +\\
222 +
223 +ThankYou Page Design
224 +
194 194  TO DUPLICATE A FORM
195 195  
196 196  1. From the “Manage Forms” page click the copy icon at the end of the row for the form you wish to copy. ()
Confluence.Code.ConfluencePageClass[0]
id
... ... @@ -1,1 +1,1 @@
1 -77496365
1 +77496369
url
... ... @@ -1,1 +1,1 @@
1 -https://info.onecount.net//wiki/spaces/OD/pages/77496365/Copy of New Form Builder
1 +https://info.onecount.net//wiki/spaces/OD/pages/77496369/Copy of New Form Builder