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To view the Profile Update Forms that have already been created, select Marketing+ > Profile updates > Profile updates forms.
The page shows:
- Form name and description
- Start date (optional) and End data (optional)
- Whether the form can only be filled once (One time)
- Whether the form has been enabled or not
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- Click on the form name to view a preview of it
- Click on the Actions menu to edit the form, delete it , or start the process of creating a new email message that will include a link to the formor create an HTML copy (if the form was designed with the drag and drop form builder).
What's Next?
Once you have created a profile update form, what are the next steps?
- Create a new email message and use the Insert Profile Update Form from the message editor toolbar to insert a link to the form
- If you're using BEE, you can link the form to a button, by selecting it and choosing Special Links in the "Action" section of "Content Properties".
You may also link a profile update form to a portion of text, by highlighting it, toggling the advanced toolbar with the arrow in the top right and selecting Special links > Profile update forms - If you're using the HTML editor, you can link a part of the message to a profile update form using the "Profile Update link" found in Insert > Subscription
- If you're using BEE, you can link the form to a button, by selecting it and choosing Special Links in the "Action" section of "Content Properties".
- Finalize and save the email message
- Send it to a test group to simulate the entire process
- When you get the test email, fill out the form and submit it
- Confirm that the Recipient Fields associated with the recipient that updated the form have been successfully updated
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