TABLE OF CONTENTS

Why can't I put a Modify Preferences form on my website?

The Modify Preferences form has to be accessed via an email campaign or autoresponder. 

Pinpointe has to access the contact's information. and this can't be done if the form is hosted on your website. This is why the Get HTML link is greyed out so you will be unable to copy and paste the code.



How does the Modify Preferences form work?

The Modify Preferences form can be associated with one or more lists.  When creating the form, you can identify the list(s) and field(s) to associate the form with.  


You can then insert the link into your email by selecting the link tool, then selecting predefined links; the form definition will be on the list. 


The Modify Preferences form will specifically update the contact information for the lists that the form is associated with ONLY IF the contact is already subscribed to the lists.  

It is important that your forms are aligned with the lists you are sending to.

 

Here's an example describing how this works: 


Let's say you have 3 lists: 

  • List A
  • List B 
  • List C 
  • SubscriberBC who is in lists B and C


If you created a Create a Modify Preference Form called UpdateAB to update a contacts information for List A and List B and saved it, you could then create an email campaign and insert the Modify Preferences form by selecting Insert a Link in the editor. 


When the Link window appears, select 'Predefined Links'; - the 'UpdateAB' form will appear. Select and insert it in the email campaign, and save.


Now, send the email to subscribers in ListC (this will include sending to SubscriberBC)

SubscriberBC will receive the email along with a form to modify both Lists A and B. When SubscriberBC modifies their details, and selects they want to remain subscribed to list A and/or B and posts the form, the following occurs:

  •   Since SubscriberBC is not in list A, they will not be updated (or added) to ListA
  •   A revised record WILL be posted to listB.
  •   The subscriber's record in ListC will not be updated because the form was defined to update only ListA and ListB 


How do my contacts modify the details of their subscription(s)?

First, you must create a Modify Preferences form. 

On the Pinpointe home screen, go to the Forms -> Create Form (Fig 1).


Fig 1



Click Select on the Modify Preferences Forms row (Fig 2).
Fig 2


As you create your Modify Preferences Form, drag over the fields you'd like your contacts to be able to change. This will likely be fields like Email, First-Name, and Last-Name (Fig 3). 


Fig 3




Finish creating the Modify Preferences Form in the Form Editor. 


To allow users to modify the details of their subscription: 

(set their subscription preferences)


While creating your Email Campaign in the DND Builder, drag over a Basic Block, then drag a Text widget onto the Basic Block (Fig 4). 


Fig 4



Now, click inside the text widget where you want the form link to be added. Scroll down in Text Options until you reach the Insert Custom Fields section. Below this will be Insert Custom Forms (Fig 5).  Click the form name that you would like to add to your email. A link to the form will be added to the text. 


Fig 5


After clicking on the Modify Preferences form you want to add, you'll see the link in your Text Widget (Fig 6). 


Fig 6 




When you send your email campaign out, the link to the form will appear. If they click on the link to the Modify Preferences form you added, they'll be redirected to the Modify Preferences form where they can make changes to their contact information (Fig 7). 


Fig 7