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Customize Preference Site Page Layout

Updated

To customize a Preference Site page:

  1. Go to CONTACTS > PREFERENCE SITES.
  2. Click the Preference Site to edit.
  3. Click the Page you wish to edit.
 
A series of buttons appear above the edit pane in the Preference Site Page Editor which allow you to drop different elements into the page. The buttons to the left insert general HTML elements, such as headers, tables, and list items. The four buttons to the right insert Site specific elements, described below.

Fields

Click the FIELDS button to select and insert the field contents or description or to add a form input or selection field.  Fields are Contact Data or Custom Contact Data demographic values. The list of Fields will appear to the right of the edit pane and remain visible until you click the FIELDS button a second time.

  • Field Contents: ${field_name} -- Insert a tag to call in the data stored for the contact in the defined field.  Due to privacy concerns, these data fields will not be populated to display existing data in a Subscribe Site form.
  • Field Description: ${customdesc_field_name} -- Insert a tag to call in the Description of a Custom Field.  For example, if you have a custom field name ‘Birthdate’ with the description “Date of Birth”, the tag ${customdesc_Birthdate} will convert to 'Date of Birth' in the preference site.  This is useful to use a in place of the field name if the field name is not user friendly.
  • Form Input Box: Insert a text box preceded by a label including the name of the data field.  For example, selecting the first_name field will display 'Enter First Name:' followed by a text box in which the Contact can enter their name.
  • Form Selection List: Insert a selection list box with several standard options.  This option only exists for the State field.
  • Customer Key Field: In realms with Customer Key enabled, the form must be setup to use the Customer Key to determine the Contact.  The Customer Key field can be hidden so that Contacts do not see it. 

Lists

Click the LISTS button to insert a List selection element.

The Select Lists popup allows you to easily find lists by displaying Lists in a specific Folder or Filter the lists using a string of 3 or more characters.  Click a list to select it.  To select multiple lists, simply single click each list to include.  To quickly select every list, click the All Lists checkbox.  To continue, click SELECT.

In the Choose Formatting popup, select to display the lists in a table or in separate lines.  Each list will appear with Yes and No radio buttons followed by the List name, where Yes indicates 'Subscribe' and No indicates 'Unsubscribe'.  You can change these labels to accommodate your needs. 

NOTE: It is not possible for a Contact to unsubscribe from a list on a subscribe site. The No button next to each list is to give the user the option to avoid subscribing to that particular list when using the Site.

Each site has some alternate options:

  • Subscribe Site: To add an easy option for a Contact to opt-in to all lists in the form,  select "Add the ‘Subscribe All’ control".  Click OK to insert the List options into your Site.
  • Unsubscribe Site:  To quickly select every list, click the All Lists checkbox.  To allow Contacts to opt-out from all lists in the realm with one click, click ADD GLOBAL OPTOUT. To continue, click SELECT. 

    To add an easy option for a Contact to opt-out of all lists in the form,  select "Add the ‘Unsubscribe All’ control".  This is different from a Global Opt-Out, which creates an opt out record for all lists in the realm, not just all lists in the form.  Click OK to insert the List options into your Site.
  • Manage Site: To quickly select every list, click the All Lists checkbox.  To allow Contacts to opt-out from all lists in the realm with one click, click ADD GLOBAL OPTOUT. To continue, click SELECT.

    To add an easy option for a Contact to opt-in to or opt-out of all lists in the form, select "Add the ‘Subscribe All’ and 'Unsubscribe All' controls".  Click OK to insert the List options into your Site.

Format

Click the FMT button to insert a set of three radio buttons which allow the Contact to choose a preferred email format: Multipart MIME, HTML, or Plain Text. This Contact selected format will be applied to all selected lists. If this option is not provided, the default format will be set to plain text.

NEXT

Click NEXT to insert a button to continue to the Next page of the Site.  It is required to submit data in any form or view a follow up or external Landing page.  It is not required on the last page of the Site. You may edit the button label by changing the value, for example change:

value="Next »"

to:

value="Subscribe Now"

 
 

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