Using special links
To insert a form in a message you can use Special Links. Here is how to do it:
- Create a new email message
If you're using the drag and drop editor, 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 the 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 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
- 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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