TABLE OF CONTENTS

What are the different types of website forms?

To make a new form, use the Navigation Menu on the left to go to Forms -> New Forms (Fig 1).


Fig 1


There are 4 different types of forms you can create (Fig 2):


Fig 2



 

To learn more about the types of forms, read the corresponding article: 


Can I modify the look and feel for signup, unsubscribe and other forms in Pinpointe?

Yes.


All the forms generated in Pinpointe are HTML code that you can modify to match your website look and feel. The HTML code generated has comments inside the code to let you know what fields must remain with specific names. Other than that, you can modify the entire HTML code to suit your needs.


After a form is created, you may copy the HTML code presented on the Add the Form to Your Website page (Fig 1).


Fig 1 



You can also come back to it at a later time by clicking on the "Get HTML" link on the View Website Forms, which will redirect you back to the Add the Form to Your Website (Fig 2). 


Fig 2




Once you are happy with the way the form looks, then you can then insert the HTML code into your own website. The code can be hosted anywhere as long as you follow the directions that are written in the produced HTML.


To modify the appearance of other screens involved in the subscribe procedure (Error Handling, Confirmation Messages, etc.), simply modify the HTML code when creating the forms on the multiple steps. You can also edit an existing form and follow the steps to locate the sections where you can place your own text and HTML for the required pages.


Note: Only Embedded Signup Forms and Embedded Unsubscribe Forms can be hosted on your own website.


How can I change the order of data fields in a form that I've already created?

In the left Navigation Menu, go to Forms -> Manage Forms (Fig 1)


Fig 1



Click the "Edit" link for the form you want to edit (Fig 2)


Fig 2




Click the "Continue" button to advance to the next page. You can drag the Data Fields from the Toolbox column on the Left into the Form Layout column in the middle. In the Form Layout column, you can also drag the fields around to change their order (Fig 3).  


Fig 3




When you're finished, scroll to the bottom and click on the "Save" button to save your changes (Fig 4).


Fig 4



How do I insert a "hidden" field in my form?

You might want to make a data field "hidden" in a form so you can track data that is important to you, but not important to the person filling out the form. 


For example, you might want to hide a "Lead-Source" field. You may want to know where the lead source came from, yet you don't want the subscriber to have to fill this information out.


After you have started the process to create a website form, you will find yourself on the Form/Content page that allows you edit your form details. 


Drag and drop fields from the Toolbox field on the left to the Form Layout. If there's a field you want to hide, click on the field and look at the Properties on the right; not all fields have it. If the field has a Make Field Hidden toggle, it will be at the top under Properties (Fig 1). 


Fig 1



This Make Field Hidden toggle is off by default; click it to toggle it on. When you're done with all your changes, scroll to the bottom and click Save if you're done editing the form or Continue if you'd like to advance to the next page in the Form Editor. 


Follow the next steps to complete the process to create a form.