Last modified by caterina on 2021/09/24 14:08
From version 7.1
edited by melanie@one-count_com
on 2016/12/14 10:38
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To version 9.1
edited by caterina
on 2021/09/24 14:08
Change comment: There is no comment for this version

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1 -Forms - How to Manage Forms (v12.x)
1 +Forms - How to Manage Forms
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1 +Create and Manage Your Inventory
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1 -XWiki.melanie@one-count_com
1 +XWiki.caterina
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4 4  
5 5  
6 6  {{id name="Start ScreenSteps Content"/}}
7 - This lesson will describe how to use the Forms functionality to manage forms. This includes previewing a form; obtaining URL links to a form; viewing products that are available for subscription/purchase on a form; creating a QR code for a form; editing, copying, and deleting a form; and attaching products to a form.
7 +This lesson will describe how to use the Forms functionality to manage forms. This includes previewing a form; obtaining URL links to a form; viewing products that are available for subscription/purchase on a form; creating a QR code for a form; editing, copying, and deleting a form; and attaching products to a form.
8 8  
9 9  Please refer to the Quick Start Guide - Forms for information on basic concepts and rules relating to forms.
10 10  
11 11  === OPEN THE "MANAGE FORMS" WINDOW ===
12 12  
13 -=== Select INVENTORY from the main menu. ===
13 +=== Select SETUP from the main menu. ===
14 14  
15 -[[image:attach:media_1432922166043.png||align="center"]]
15 +[[image:attach:Screen Shot 2021-09-23 at 4.20.31 PM (2).png||thumbnail="true" height="250"]]
16 16  
17 17  === Select "Forms" from the sub-menu. ===
18 18  
19 -[[image:attach:media_1432922185581.png||align="center"]]
19 +[[image:attach:Screen Shot 2021-09-24 at 3.05.47 PM 1(2).png||thumbnail="true" height="250"]]
20 20  
21 21  This will bring you to Manage Forms, displaying an alphabetical list of all forms with the option to create a new form and/or perform other functions on existing forms. (See below.)
22 22  
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25 25  [[image:attach:media_1432923104796.png||align="center"]]
26 26  
27 27  To create a new form, click "Create Form" and follow directions in Forms - How to Create a Form (v. 11.x).
28 - See below for more detail on managing forms.
28 +See below for more detail on managing forms.
29 29  
30 30  === MANAGING FORMS ===
31 31  
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64 64  In all of the above links, replace the DOMAIN_NAME variable with the domain name you want to link to. For example, if you want to link to a renewal form on gcnmedia.com, the link would be [[http:~~/~~/ocreg.gcnmedia.com/onecount/reg/registerForm.cgi?form=70&renewal=true>>url:http://ocreg.gcnmedia.com/onecount/reg/registerForm.cgi?form=70&renewal=true||rel="nofollow" shape="rect" class="external-link"]].
65 65  
66 66  //**These links may be used on your website and/or in a newsletter or email blast to direct users to your form.**//
67 - (% style="text-decoration: underline;" %)**Types of Links**(%%)**:**
67 +(% style="text-decoration: underline;" %)**Types of Links**(%%)**:**
68 68  **Form Linkout:** This is the URL of the form. If a user/subscriber's information is in the ONEcount database (and he/she is logged on to the site where the form is located) and this linkout is used, ALL fields/question responses (regardless of whether the question is designated to auto populate when creating or editing the form) for which there is data will be pre-populated. (See How to Create a Form for more information on designating questions to Auto Populate.)
69 69  
70 70  //Example~:// Form #999 has the question "email" designated to auto populate but not the question "street address". If the Form Linkout is used and user/subscriber information is in the ONEcount database (and the user is logged on to the site where the form is located), then both "email" and "street address" will be pre-populated (even though "street address" was not designated to auto populate) when the user accesses the form.
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74 74  //Example~:// Form #999 has the question "email" designated to auto populate but not the question "street address". If the Renewal Link is used and user/subscriber information is in the ONEcount database (and the user is logged on to the site where the form is located), then only "email" will be pre-populated and not "street address".
75 75  
76 76  (% style="text-decoration: underline; color: rgb(0, 0, 0)" %)//**Email Engine Links: You can place these smartlinks* anywhere in your newsletter/email message sent out through the ONEcount Email Engine to direct users to a personal renewal and/or personal edit profile/unsubscribe form.**//(%%)
77 - **Personal Renewal Link**: The system will automatically replace OCVALIDATE with each user's email and ONEcount id when the message is sent out via email so that if a user clicks on the link, he/she will be automatically logged in and brought to his/her current account information to renew.
77 +**Personal Renewal Link**: The system will automatically replace OCVALIDATE with each user's email and ONEcount id when the message is sent out via email so that if a user clicks on the link, he/she will be automatically logged in and brought to his/her current account information to renew.
78 78  
79 79  **Edit Profile/Unsubscribe Link**: The system will automatically replace OCVALIDATE with each user's email and ONEcount id when the message is sent out via email so that if a user clicks on the link, he/she will be automatically logged in and brought to his/her current account information to either edit or unsubscribe.
80 80  
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81 81  *A smartlink is any link that has parameters for identifying the user appended to the end of the URL. These parameters vary based on the email marketing platform you use (e.g. ONEcount's integrated Email Engine, Real Magnet/Magnet Mail, Silverpop, etc.) Uponclicking on a smartlink, two things will happen: 1) the user will be authenticated automatically for access-controlled content; and 2) the user will be identified in the system as a ONEcount user and a cookie will be set, allowing you to track as a Known user all activities across your online properties.
82 82  
83 83  **Appending a Source Code to a Link**
84 - Overriding the source code of a form can be useful for tracking users from specific email/newsletter blasts.
85 - //To do this~://
86 - 1) Create a new source code for the email/newsletter blast using the Source Codes tool under INVENTORY.
87 - 2) Once the code is created, copy the Code ID which is found to the left of the Code name. (Get back to Manage Source Codes window by clicking the "back" button on your browser twice.)
88 - 3) Retrieve the URL of the form you wish to attach the code to as described above in Get Links > Form Linkout.
89 - 4) Attach the new source code by appending the following text to the end of the URL: &src_code=X . X is the Code ID. (e.g. &src_code=8)
84 +Overriding the source code of a form can be useful for tracking users from specific email/newsletter blasts.
85 +//To do this~://
86 +1) Create a new source code for the email/newsletter blast using the Source Codes tool under INVENTORY.
87 +2) Once the code is created, copy the Code ID which is found to the left of the Code name. (Get back to Manage Source Codes window by clicking the "back" button on your browser twice.)
88 +3) Retrieve the URL of the form you wish to attach the code to as described above in Get Links > Form Linkout.
89 +4) Attach the new source code by appending the following text to the end of the URL: &src_code=X . X is the Code ID. (e.g. &src_code=8)
90 90  
91 91  **Example URL with source code:** (% style="text-decoration: underline; color: rgb(0, 0, 128)" %)[[http:~~/~~/www.gcnmedia.com/ONEcount/reg/registerForm.cgi?pid=21&src_code=8>>url:http://www.gcnmedia.com/ONEcount/reg/registerForm.cgi?pid=21&src_code=8||rel="nofollow" shape="rect" class="external-link"]]
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1 -67450
1 +66370
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1 -https://info.onecount.net//wiki/spaces/OD/pages/67450/Forms - How to Manage Forms (v12.x)
1 +https://info.onecount.net//wiki/spaces/OD/pages/66370/Forms - How to Manage Forms