Confirmation Opt-In. User Guide

Transcription

1 User Guide

2 User Guide CONFIRMATION OPT-IN (COI) HAS BEEN DESIGNED SO CUSTOMERS CAN USE IT STRAIGHT AWAY. EVERY CUSTOMER WILL HAVE A DEFAULT CONFIRMATION OPT-IN. THIS CANNOT BE DELETED AND WILL ALWAYS BE SET AS DEFAULT WHEN SETTING UP THE CONFIRMATION OPT-IN PROCESS IN DIFFERENT PARTS OF THE PRODUCT. 2 Confirmation Opt-In User Guide

3 Select Screen THE SELECT SCREEN IS THE SAME AS OTHER SELECT SCREENS IN THE SYSTEM. To get to the select screen you need to navigate to Tools > Confirmation Opt-In. When creating a new COI you can set the name and description. You can also copy an existing COI. CommuniGator Ltd 3

4 Manage Screen When you click on an existing COI, or create a new COI, you will be taken to the Confirmation Opt-In manage screen. This is where you can set up the COI. SETTINGS This is where you set up the sending settings and global design sync settings. SEND SETTINGS Send settings are the same as campaign send address and landing zone setup. The sign up and the confirmation both use these settings for sending. SYSTEM DEFAULTS Any new COI which is created will use the defaults setup in the System Defaults setup. To update these defaults, go to System Defaults and click on the Confirmation Opt-In tab. These settings are the same as the normal COI setup. You have your sign up , confirm page, confirmation thank you and optional confirmation . Any new COI will use these default settings until it is modified by the user. 4 Confirmation Opt-In User Guide

5 Manage Screen (cont d) GLOBAL SYNC SETTINGS To make the set up easy for customers you can sync design settings across the different forms. You have four options. 1. Background colour 2. Center Background Colour 3. Button Setting 4. Brand Image The design settings are explained in more detail on page 8 of this user guide. CommuniGator Ltd 5

6 Manage Screen (cont d) CONFIRMED STATEMENT The confirmed statement is a required field. If this field is empty, you will not be able to save your COI. You will be shown an error message. There is an option to display the confirmed statement for all steps. This will add a [Confirmed Statement Block] to each step at the bottom of the form. You don t have to have the confirmed statement for each step, but you must create a confirmed statement. 6 Confirmation Opt-In User Guide

7 Editor Forms The COI uses a fixed, scaled-down version of the HTML editor. The user has limited features. This is to make it easier for the customers to set up their COI. TO UPDATE CONTENT ON A FORM YOU NEED TO CLICK ON AN EDITABLE AREA. The editor tool bar has a limited set of tools which are available to you. You can only add text into the editable areas. You cannot add tables or manage tables. CommuniGator Ltd 7

8 Editor Forms (cont d) DESIGN SETTINGS You can configure the design settings of a form. For each form you can set o Brand image o Confirm Statement Merge field o Page Background o Center Background Additionally you can also update button settings on the Sign up and the Confirmed/ Recaptcha page. BUTTON SETTINGS o Button Text o Background o Font Colour o Width o Height o Border Colour o Border Radius o Font Size 8 Confirmation Opt-In User Guide

9 Editor Forms (cont d) BRAND IMAGE It is easy for users to update a logo across all forms. You can see on the form a Logo placeholder. On the live form, this logo text will not be displayed. It s only to help the user know where the logo is placed. When a brand image is added it will be placed at this position. CONFIRM STATEMENT MERGE FIELD If you wish to insert a confirmed statement merge field into an editable area, click on the insert button for the confirm statement. SYNC SETTINGS To help the users set up forms and keep them consistent, you can sync the design settings. For example, the brand image. There is a checkbox Sync Brand Image. Check this across all forms that you want to update with the brand image. Then, when you update one brand image, all forms that have the Sync Brand Image checkbox ticked will be updated with the new image. CommuniGator Ltd 9

10 Sign Up This is the which is sent out to the contact after they have filled out a web capture, sign up to an event or enter details for send to a friend. You can set up the Subject Line, Sender Alias and Reply to Address. CONFIRM ON SIGN UP You can also set the sign up form to Confirm on sign up . This means when the user clicks on the confirm button they will confirm their opted-in status on the thank you page. They will not go to a confirm / ReCaptcha page. PREVIEW HEADER You can set a preview header so users of clients like Outlook can identify what the is for. 10 Confirmation Opt-In User Guide

11 Confirmation Pages THIS IS AN OPTIONAL PAGE If you have set it so that the user does not confirm on the sign up then they will be taken to this page where they must click the button to confirm. You can also add a ReCaptcha to this page. This page has the same design settings as the Sign up page. WHEN CHECKED A RECAPTCHA WIDGET WILL BE DISPLAYED The user will not be able to confirm until they have completed the ReCaptcha. The position of the ReCaptcha is shown on the form. CommuniGator Ltd 11

12 Confirmation Pages (Cont d) THANK YOU PAGE The confirmation thank you page is the page where the user will be taken to after they have confirmed their opt-in status. Instead of showing the page, you can have the page redirect to a web page URL. CONFIRMATION This is an optional sent out to the user after they have signed up. Because this is optional the user needs to enable this. They can also set up a subject line, sender alias and reply to address. PREVIEW HEADER You can set a preview header so users of clients like Outlook can identify what the is for. 12 Confirmation Opt-In User Guide

13 Confirmation Pages (cont d) ALREADY CONFIRMED PAGE This page is shown if the user navigates to the confirmed page but has already confirmed their opt-in status. You can set this page to navigate to a url instead, like the confirmation thank you page. CommuniGator Ltd 13

14 Top Toolbar When you have finished editing you can save or save and close. Either way, all updated forms will be saved. Only updated content will be saved this way. SEND A TEST To test the forms you can send a test. This helps the user view what the forms looks like without storing live data. NOW THE CONFIRMATION OPT-IN HAS BEEN SETUP YOU CAN START USING IT IN THE PRODUCT. The COI will be enabled as default to any new place it is added. The COI will not be enabled in any existing place, such as send to a friend. 14 Confirmation Opt-In User Guide

15 Web Capture CREATE A WEB CAPTURE WITH COI In the web capture you setup COI by adding a new button to the form or edit an existing button. On the second page of the button set up you will be shown the COI set up. The COI is enabled as default and the default Confirm Sign Up is set as the selected COI. There is also a warning message which explains that the COI has not been modified. You can select a different COI by clicking on the COI itself or the select button. The select screen will appear. You can edit and update the existing COI here by clicking edit. Continue to set up the button and add it to the form. Voila, the COI has been set up! Now when the user fills out the forms they will be sent a COI asking them to confirm their opt-in. 15 Confirmation Opt-In User Guide

16 Events CREATE AN EVENT WITH COI You can also add a COI to an event. This is done in the confirmation s section, below the booker confirmation and event delegate s. This is the same setup as the web capture. Anyone who has signed up to the event but not confirmed their opt-in status will be sent a COI sign up . CommuniGator Ltd 16

17 Send To A Friend SET UP SEND TO A FRIEND WITH COI You can set up a COI in send to a friend. When someone signs up a friend and sends the details, a COI sign up will also be sent to the new contact. This is the same setup as Web Capture and Events. 17 Confirmation Opt-In User Guide

18 Editor Link ADD A COI LINK USING THE EDITOR You can also add a COI link via the HTML editor. This way users can confirm via a campaign or landing zone. A new button has been added to the right-hand toolbar. When you have highlighted some HTML and clicked on the new button in the toolbar, the COI set up will be shown. After clicking insert, the link is added to the editor. When someone clicks on this link they will be taken straight to the confirm page. The sign up will not be sent out. CommuniGator Ltd 18

19 Other Functions BUSINESS OBJECTS A new Confirmed Opted-In business object has been created. This means you can create groups for contacts who have not completed the COI. When someone has completed the COI and signed up, this business object will be updated. You cannot delete this business object, but you can edit it. GROUPS You can use this business object to create contact groups. 19 Confirmation Opt-In User Guide

20 About CommuniGator CommuniGator is one of the leading marketing automation software providers in the UK. Established in 2005, we ve gone through a period of evolution as the marketing landscape has changed. The core platform functionality caters to marketing with automated welcome series, a HTML editor for designing your s, templates, responsive design, dynamic groups based on behaviour, integration with the leading CRM platforms, an event management suite, robust reporting and so the list goes on. On the marketing automation side we re able to track prospect activity across the web pages they visit on your website and the content they consume and take action against. This means you can build up a really detailed profile of who has done what. To read all the juicy details of what the platform offers and how we can help your business jump on over to our website: Give us a call: +44 (0) This document and it s contents are proprietary to CommuniGator or its licensors. No part of this document may be copied, reproduced or transmitted to any third party in any form without CommuniGator s prior written consent. Our products and services include: MarketingAutomation I GatorMail I GatorLeads I GatorEvents I GatorDocs GatorSurvey I GatorSocial I GatorData I CRM Integration I Managed Services