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Web Forms

Utilities: Web Forms

Web forms include a variety of forms commonly used in ListManager.

Various types of forms can be created, including Subscribe Forms , Unsubscribe Forms ,

Member Profile Forms , Survey Forms , and Referral Forms . In addition, templates for these forms can be created and saved for later use.

For Subscribe and Unsubscribe forms, only the HTML required for the form is created here. This is then inserted (copy-pasted) into your desired web page. The HTML is dynamically created here, but cannot be saved or edited.

Member Profile, Survey, and Referral Forms can be edited, copied, deleted, and reused. They can be inserted into your mailing content with the Content: Insert URL function.

New Subscribe Form

Utilities: Web Forms: New Subscribe Form Overview

ListManager makes it easy for you to sign up new members. First, use the New

Subscribe Form pages to create subscribe and unsubscribe forms. Edit the HTML generated if you wish. Then, copy the HTML into a page on your Web site, and visitors will be able to sign up for your lists.

Learn more

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Utilities: Web Forms: New Subscribe Form

This page helps you to create a subscription form. Once you are done creating your form, view the HTML and copy it into the web page you'd like to have a subscribe form.

For a step-by-step guide to making your subscription form, see Utilities: Web Forms:

New Subscribe Form .

NOTE: If you have changed the name of the server admin to be something other than

Admin, this form will not work properly.

Subscribe forms only show the lists that a specific list administrator has rights to.

NOTE: Your web forms won't work if the host name assigned to ListManager is incorrect. If your form isn't working properly, check the URL to Web Interface in Utilities:

Administration: Sites .

If you are not already on the New Subscribe Form page: In the left Navigation bar, select Utilities: Web Forms: New Subscribe Form .

Ask subscribers for name/Require password

Select whether you'd like your form to ask for the subscriber's name and a password, and whether these will be required or optional. The defaults you see for the subscribe form are set in Utilities: List Settings: Discussion Forum Interface: New Subscriber

Requirements .

IMPORTANT As of version 9.2, ListManager started inserting code for password validation into your subscribe form. Any subscribe forms created with ListManager 9.1 or earlier will no longer function. You must update your subscribe form(s) using

ListManager 9.2 or later.

Confirmation

Select whether or not you'd like your subscribers to confirm their membership, or what kind of welcome message they should receive. The options are:

Send One Confirmation Message

One confirmation message will be sent, even if the subscriber subscribes to many lists. The confirmation sent will be from the first list the member subscribed to. By replying to the confirmation message, subscribers will become normal members of all lists to which they have subscribed, and receive a hello message from each.

It is strongly recommended you confirm all new memberships to prevent malicious people from signing up others to your lists.

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Do Not Confirm and Send Only One Hello

The subscriber will not be confirmed. A single hello message welcoming subscribers will be sent from the first list subscribed to.

Do Not Confirm and Send a Hello Message for Each List

The subscriber will not be confirmed. A hello message welcoming subscribers will be sent from every list subscribed to.

Do Not Confirm and Do Not Send a Hello Message

The subscriber will not be confirmed, and no hello message welcoming the subscriber will be sent.

Destination URL (optional)

The URL subscribers will be taken to after filling out your form. If no URL is specified, they will be taken to a generic page thanking them for subscribing.

NOTE: Be sure to type the full path. For example, if you want to direct members to the

Lyris web site, type:

http://www.lyris.com

If you leave out the http:// and only type www.lyris.com, ListManager inserts a path to a subscribe subfolder, so the full URL ends up being this: http://<servername>/subscribe/www.lyris.com

Append subscribe information to destination URL

Set if you'd like to append subscribe information along with the URL when the form is passed along. This information includes the name and email address of the subscriber as well as the list name(s) and any demographic data that may be captured.

Show Confirming Web Page

If set to "yes", users will see a ListManager confirmation page after subscribing, informing them that they have successfully subscribed, or if they need to confirm their membership. They will then be taken immediately to the destination URL page if one is set above, otherwise they are taken to a generic "thank you for subscribing" page.

If set to "no", the confirmation page will not appear, and the user will be taken directly to the destination URL page (or generic page).

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The default for this is set to "yes", and it is recommended that this confirming page be visible (leave set to "yes").

NOTE: If no Destination URL is defined, and Show confirming web page is set to

"no", then when the subscriber submits the form, it will not redirect anywhere; the subscribe form page will just be refreshed. It is advisable to either set the confirmation page to "yes", enter a destination URL, or both.

Lists

Select the Lists that subscribers can join. By default, only the list you are logged into will be displayed. To select more lists, click choose lists. You will be taken to Utilities:

Web Forms: New Subscribe Form: Choose Lists . You will only be able to see lists that you are able to access with your administrative rights.

Demographics

By default, no demographic data will be added. To add fields for users to fill in with demographic information, click choose demographics. You will be taken to Utilities:

Web Forms: New Subscribe Form: Choose Demographic Fields .

NOTE: If you request a date field, the user must enter it in one of the following formats: yyyymmdd yyyymmddhhmm yyyymmdd hh:mm yyyy/mm/dd hh:mm:ss

Preview of your form

The subscribe form you've created will be displayed here. When it looks right, click get

HTML. You will be taken to a page which displays the HTML for your form. Copy it and paste it into the HTML for the page you'd like to have your subscription form.

Utilities: Web Forms: New Subscribe Form: Choose Lists

This page displays the lists that are available to you. The list you are logged into is displayed as the chosen list. To select other lists, click on them under Available Lists and click the > button to move them to the Chosen Lists. Only the lists that the specific list administrator has rights to will be shown here. To deselect a list, click on the list name and click the < button to move them to Available Lists. You may use the Ctrl key to select multiple lists at a time.

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Utilities: Web Forms: New Subscribe Form: Choose Demographic Fields

This page displays the demographic fields that are available to you in your Members table. To select demographic fields to include in your form, click on them under

Available Demographics, and click the > button to move them to the Chosen

Demographics. To deselect a demographic field, click on the list name and click the < button to move them to Available Lists. You may use the Ctrl key to select multiple fields at a time.

New Unsubscribe Form

Utilities: Web Forms: New Unsubscribe Form

This page helps you to create an unsubscribe form. Once you are done creating your form, view the HTML and copy it into the web page you'd like to have a subscribe form.

For an overview of unsubscribe forms, see Utilities: Web Forms: New Subscribe Form

Overview .

Unsubscribe forms only show the lists that a specific list administrator has rights to.

NOTES

 If you have changed the name of the server admin to be something other than

Admin, this form will not work properly.

 Your web forms won't work if the host name assigned to ListManager is incorrect. If your form isn't working properly, check the URL to Web Interface in Utilities:

Administration: Sites .

Email Notification

If set to yes, those who unsubscribe will receive an email notifying them whether or not they have unsubscribed successfully. If set to "no", they will not receive this notification.

You may customize the goodbye message by creating a goodbye document in Content and then selecting it in Utilities: Automated Messages: Document Associations .

Confirm

If set to "yes", those who unsubscribe will be taken to a web page which will ask them if they are sure that they want to unsubscribe. Otherwise, they will be unsubscribed immediately without confirmation.

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Lists

Select the Lists that subscribers can leave. By default, a member will be unsubscribed from the current list. To select another or multiple lists, click choose lists. You will be taken to Utilities: Web Forms: New Unsubscribe Form: Choose Specific Lists to

Unsubscribe . You will only be able to see lists that you are able to access with your administrative rights.

(Optional) Destination URL

The URL members will be taken to after filling out your unsubscribe form or clicking on the unsubscribe URL. If no URL is specified, they will be taken to a generic page telling them they have unsubscribed.

NOTE Be sure to type the full path. For example, if you want to direct members to the

Lyris web site, type:

http://www.lyris.com

If you leave out the http:// and only type www.lyris.com, ListManager inserts a path to a subscribe subfolder, so the full URL ends up being this:

http://<servername>/subscribe/www.lyris.com

Append unsubscribe information to the destination URL

This option will pass information about the unsubscribing member into the destination

URL, potentially to be used by a script. The options are: e = Email address. id = Member id and character uniquely identifying this member. l = Lists, separated by spaces. c = Confirm unsubscribe via email. Options are (T)rue or (F)alse. n = Send email notification of the unsubscribe. Options are (T)rue or (F)alse. u = Destination URL after unsubscribing. w = Show page asking unsubscribers to confirm before completing unsubscribe a = Append unsubscribe information to destination URL. Options are (T)rue or

(F)alse.

Show confirming web page

If set to "yes", users will see a quick confirmation page after unsubscribing, informing them that they have successfully unsubscribed. They will then be taken immediately to the destination URL page if one is set above, otherwise they are taken to a generic

"thank you for unsubscribing" page.

If set to "no", the confirmation page will not appear, and the user will be taken directly to the destination URL page (or generic page).

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The default for this is set to "yes", and it is recommended that this confirming page be visible (leave set to "yes").

Note that if no Destination URL is defined, and Show confirming web page is set to

"no", then when the user saves the unsubscribe form, it will not redirect anywhere; the unsubscribe form page will just be refreshed. It is advisable to either set the confirmation page to "yes", enter a destination URL, or both.

Your Unsubscribe URL

This page can also generate an unsubscribe URL that you can put in your ListManager mailings. Each member receives a unique unsubscribe URL (using their member ID and a checksum character), so members can unsubscribe successfully even if they forward their email to a different account. The checksum character is a security precaution that prevents others from inadvertently or maliciously unsubscribing others by changing the member ID.

Based on the other settings you've selected on this page, you can opt to have members taken to a confirm dialog that will ask them if they are sure they want to unsubscribe, and/or have them sent an email notification that they have been unsubscribed.

Preview of your Form

The unsubscribe form you've created will be displayed here. When it looks right, click

get HTML. You will be taken to a page which displays the HTML for your form. Copy it and paste it into the HTML for the web page you'd like to have your unsubscribe form.

Utilities: Web Forms: New Unsubscribe Form: Choose Specific Lists to

Unsubscribe

This page displays the lists that are available to you. Only the lists which are available to the specific list administrator will be displayed here. To select specific lists, click on them under Available Lists and click the > button to move them to the Chosen Lists. To deselect a list, click on the list and click the < button to move them to Available Lists.

You may use the Ctrl key to select multiple lists at a time.

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Member Profile Forms

Utilities: Web Forms: Member Profile Forms

Member profile forms allow list members to see and edit what information ListManager is using for them: the email address, lists subscribed to, and any additional demographic information.

They may be used instead of an unsubscribe form or unsubscribe link to allow members to opt out of lists selectively. They are also useful as a way for members to change their email address or other demographic information stored in ListManager.

NOTE: the HTML for the form may not be embedded in your website; it must be served from the ListManager web server. However, you may edit the HTML of the form to match the look and feel of your website.

Once you have created a member profile form in ListManager, you may link to it, either in your mailings or using a link on your website.

To create a link to your member profile form

1. In the left Navigation bar, click Content, and then click New Content.

2. Select either the Text or HTML tabs.

3. Click Insert URL.

4. Select the Profile tab.

5. Select the HTML Profile Form you'd like to use.

6. Click insert.

The URL that is generated may also be inserted into a form on your website. Here is a sample of the code. Note that the values to pass below are from the URL generated.

For example, if the URL generated from the wizard is http://yourserver.example.com/subscribe/profile?f=4257&id=%%memberidchar%%, enter the number "4257" for name="f". Example:

<b>Edit your member profile</b><p>

Email Address: <input class="forminput" value=" type="text" size="20" name="email"><P>

<input type="hidden" name="f" value="4257"><input type="hidden"

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name="sublists" value="listname"><input type="submit">

</form>

NOTE: Your web forms won't work if the host name assigned to ListManager is incorrect. If your form isn't working properly, check the URL to Web Interface in Utilities:

Administration: Sites .

Finding Member Profile Forms

From the drop-down menu, select List, Site, or Server member profile forms. Note that the options available here will depend on the access level of the logged in user. Server administrators can see server, site, and list member profile forms. Site administrators can see site and list member profile forms. List administrators can see member profile forms for the lists administered by them.

Twenty member profiles for the list are displayed. To view more, click Show more.

Repeatedly clicking Show more will show greater numbers of profile forms at a time.

Click Next to see the twenty ten profiles, Previous to see the last twenty.

You may change the sorting order of the profile forms by clicking the up or down triangles next to Name and Description. By clicking the top arrow, the sort order will be ascending (a-z); clicking the bottom arrow makes the sort order descending (z-a).

Viewing or Editing Existing Member Profile Forms

To view a member profile, click on the profile form title. You will be taken to the Edit

Member Profile Form screen, where you can preview, edit, and save the member profile.

Copying Member Profile Forms

Click Copy next to the profile form you'd like to copy. ListManager will show you the old title and description, and will ask for the new title and description. To copy this member profile form to another list, select another list from the "New list" drop-down menu. In this way, the profile form can be copied and applied to multiple lists. Note that this option is not available for site or server level forms, only list level forms.

Click copy to save the copied profile form. It will then appear on the main member profile list.

Deleting Member Profile Forms

Click Delete next to the profile form you'd like to remove. ListManager will ask you if you're sure before deleting the form.

Download as a File

Click the disk icon to download the list of forms in CSV format.

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Utilities: Web Forms: Member Profile Forms: New Member Profile Form:

Profile

Title

Enter a descriptive Title for your member profile. This will not be seen on the Web site when the form is inserted. A title is required in order to save the member profile form.

Description

Enter a relevant Description for your member profile. The description in this field will not be seen on the Web site when the form is inserted. A description is required in order to save the member profile form.

To create a title other than "Your subscription profile" for the form, you will need to edit the HTML directly.

Form Fields

Name

Select the Name option for the member profile form. A name can either not be asked for at all, or optionally asked for. There is no option to force a user to enter a name.

Password

Select if you would like to ask for or not ask for a Password to access the member profile form. The password will not be displayed when you enter it. If a user is a member of one or more lists requiring a password, the system will not allow this user to access the member profile form unless a valid password is entered. Note that once the member profile form is accessed (using the correct password, if any), then the user is allowed to change the password. In this case, ALL the passwords on the lists that are checked on the profile will be updated to the new password, thus making all checked lists have a consistent password. If the current setting requires a password, it cannot be set to a blank (nonexistent) password. The default option here is Do not ask for a

password.

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Display list description

If set to "yes", the list description as well as the list name will be displayed on the profile form. If set to "no", only the list name will be displayed. To view and edit list descriptions, see Utilities: List Settings: Basic Information . The default for this is set to

"no".

For example, if the list name is "Example List", and the description is "Example

Customers Only":

"no" (do not display list description), will display:

Example List on the member profile form.

"yes" (display list description) will display:

Example List : Example Customers Only

Lists

Select the Lists that subscribers can update a member profile for. By default, only the list you are logged into will be displayed. To select more lists, click choose lists. You will be taken to Utilities: Web Forms: Member Profile Forms: Choose Lists . You will only be able to see lists that you are able to access with your administrative rights.

Demographics

By default, no demographic data will be added. To add fields for users to fill in with demographic information, click choose demographics. You will be taken to Utilities:

Web Forms: Member Profile Forms: Choose Demographic Fields .

Utilities: Web Forms: Member Profile Forms: New Member Profile Form:

Advanced

Applies To

Select the list, site, or server setting that this member profile form Applies to; the level set here determines the access level required to edit the member profile. Because server administrators can set who has the ability to change these forms, the options available here depend on your access level. Server administrators can edit the server, sites, and lists. Site administrators can edit sites and lists, and list administrators only edit the lists accessible to them.

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Destination URL (Optional)

After clicking Save Changes on the profile form, the user will be taken to the URL specified here. If no URL is specified, they will be taken to a generic page thanking them for entering a member profile.

NOTE Be sure to type the full path. For example, if you want to direct members to the

Lyris web site, type:

http://www.lyris.com

If you leave out the http:// and only type www.lyris.com, ListManager inserts a path to a subscribe subfolder, so the full URL ends up being this:

http://<servername>/subscribe/www.lyris.com

Show confirming web page

If set to "yes," users will see a quick confirmation page after creating or editing the member profile, informing them that they were successful. They will then be taken immediately to the destination URL page if one is set above, otherwise they are taken to a generic "thank you" page.

If set to "no," the confirmation page will not appear, and the user will be taken directly to the destination URL page (or generic page).

The default for this is set to "yes," and it is recommended that this confirming page be visible (leave set to "yes").

Note that if no destination URL is defined, and Show confirming web page is set to

"no", then when the user saves the member profile, it will not redirect anywhere; the member profile page will just be refreshed. It is advisable to either set the confirmation page to "yes", enter a destination URL, or both.

Utilities: Web Forms: Member Profile Forms: New Member Profile Form:

Preview

Preview of your form

The member profile form you've created will be displayed here. When it looks right, click

Save. Note that the title displayed here will be "Your subscription profile", and not the actual title of the survey, which needs to be edited in the HTML itself.

Once the member profile is saved, you will be taken to a page which displays the HTML for your form. Make any necessary changes to the HTML, and then copy and paste this

HTML onto the web page where you would like to have your member profile form.

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Utilities: Web Forms: Member Profile Forms: Choose Lists

This page displays the lists that are available to you. The list you are logged into is displayed as the chosen list. To select other lists, click on them under Available Lists and click on the > button to move them to the Chosen Lists. Only the lists that the specific list administrator has rights to will be shown here. To deselect a list, click on it and click on the < button to move them to Available Lists. You may use the Ctrl key to select multiple lists at a time.

Utilities: Web Forms: Member Profile Forms: Choose Demographic Fields

This page displays the demographic fields that are available to you in your Members table. To select demographic fields to include in your form, click on them under

Available Demographics, and click on the > button to move them to the Chosen

Demographics. To deselect a demographic field, click on it and click on the < button to move them to Available Lists. You may use the Ctrl key to select multiple fields at a time.

Utilities: Web Forms: Member Profile Forms: Edit Member Profile Form

Title

Edit the profile form Title. The title entered here will not be displayed on the Web site containing the profile form.

Description

Edit the profile form Description. The description entered here will not be displayed on the Web site containing the profile form.

Applies To

Select the list, site, or server that this member profile form Applies to. Because server administrators can set who has the ability to change these forms, the options available here depend on your access level. Server administrators can edit member profile forms for the server, sites, and lists. Site administrators can edit member profile forms for sites and lists, and list administrators can only edit the member profile forms for lists accessible to them.

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HTML

Displays the HTML originally created for the member profile form. Any changes to the

HTML can be made here directly, and once the form is saved, it can then be repasted into your Web site.

Preview button

Displays what the Member Profile form will look like on your Web site.

Survey Forms

Utilities: Web Forms: Surveys

ListManager's surveys are a great way to engage and interact with your readers.

ListManager includes an easy survey form builder to create a questionnaire that asks for single, multiple or open-ended responses. A link to the survey can be included in your mailing to track list members' responses, or you may post the form on your website.

After conducting the survey, view and analyze the results in Reports: Surveys. These results may be published on your website if desired, or shown to survey takers after completing the questionnaire. You may see the overall results for the survey, or view responses for individual members.

After using a survey, you can segment on the response. ListManager's dynamic segment clause wizard allows you to target those who respond to a particular question in a specified way, or those who don't respond at all.

The first step in creating and using surveys in ListManager is to create a survey form in

Utilities: Web Forms: Surveys. Then, link to this form when building content by clicking

insert url and selecting the Survey tab.

To track the responses of list members, you must link to ListManager's survey form in your mailing. You may also insert the HTML of the form generated here in your web site to track responses from web site visitors.

The survey form ListManager generates may be edited to match the look and feel of your email publication or website.

You may edit the HTML header and footer (the HTML before and after the actual questions) on the Utilities: Web Forms: Surveys: New/Edit Survey: Advanced tab. You may also edit the actual survey questions in Utilities: Web Forms: Surveys: New/Edit

Survey: Basics.

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You may edit the HTML source directly by clicking

Edit Source

, but once you edit the source directly, you may not use ListManager's survey form builder to edit the questions further.

NOTE: NOTE Your web forms won't work if the host name assigned to ListManager is incorrect. If your form isn't working properly, check the URL to Web Interface in Utilities:

Administration: Sites .

Creating and Using Surveys

To include a link to a survey in your mailing, you’ll first need to make a survey form:

1. In the left Navigation bar, click Utilities, point to Web Forms, and then click

Surveys.

2. Click create new.

3. Give your survey an Internal survey name and Survey name to display.

4. Click add+next to Questions to ask to add a multiple choice or text entry question.

5. Click preview to see what your form will look like.

6. Save your survey form. You may edit the HTML of your form once it’s been created by navigating to Utilities: Web Forms: Surveys, and selecting the form.

Once you’ve created a survey, insert a link to it in your Content:

1. In the left Navigation bar, click Content, and then click New Content.

2. Select the HTML tab.

3. Click insert url.

4. Select the Survey tab.

5. Select the survey you’d like recipients to answer in the drop down box.

6. Enter the text you’d like recipients to click on to take the survey.

7. Click insert.

8. Continue to create your Content as usual.

A link to your survey will be inserted into your Content. After you’ve mailed your content, and at least one recipient has taken the survey, you can see the results in

Reports: Surveys.

Finding Survey Forms

From the drop-down menu, select List, Site, or Server survey forms. Note that the options available here will depend on the access level of the logged in user. Server administrators can see server, site, and list survey forms. Site administrators can see site and list survey forms. List administrators can see survey forms for the lists administered by them. The list or site to which the survey applies is displayed next to the survey form description.

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Twenty survey forms for the list are displayed. To view more, click Show more.

Repeatedly clicking Show more will show greater numbers of survey forms at a time.

Click Next to see the next twenty, Previous to see the last twenty.

You may change the sorting order of the survey forms by clicking the up or down triangles next to Title and Description. By clicking the top arrow, the sort order will be ascending (a-z); clicking the bottom arrow makes the sort order descending (z-a).

Viewing or Editing Existing Survey Forms

To view a survey form, click on the survey form title. You will be taken to the Utilities:

Web Forms: Surveys: Edit Survey page, where you can preview or edit the survey form.

Copying Survey Forms

Click Copy next to the survey form you'd like to copy. ListManager will show you the old title and description, and will ask for the new title and description. To copy this survey form to another list, select another list from the "New list" drop-down menu. In this way, the survey form can be copied and applied to multiple lists. Note that this option is not available for site or server level forms, only list level forms.

Click Copy to save the copied survey form. It will then appear on the main survey list.

Deleting Survey Forms

Click Delete next to the survey form you'd like to remove. ListManager will ask you if you're sure before deleting the form.

Creating New Surveys

To create a new survey, click the create new button. This will take you to the Utilities:

Web Forms: Surveys: New Survey: Basics page.

Download as a File

Click on the disk icon to download your list of survey forms in CSV format.

Utilities: Web Forms: Surveys: New Survey: Basics

Internal survey name

Enter the internal survey name of the survey form, for reference or descriptive purposes only. This name will not be seen on the Web site when the form is inserted. An internal survey name is required in order to save the survey form.

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Survey name to display

Enter the display name for the survey, which will be seen on the web form by survey takers. A survey name to display is required to save the survey form.

Survey Questions

Questions to ask

Displays the number of questions in the survey, and description of each, including the responses and the question orientation. Click add to be taken to the Utilities: Web

Forms: Surveys: New Survey: Add Survey Question page, where you may create a new question to be added to the survey.

The buttons next to the questions perform the following functions:

up - moves the question one position up in the order that it will appear on the survey form. For example, clicking "up" next to question #2 will move that question up one position to become question #1.

down - moves the question one position down in the order that it will appear on the survey form. For example, clicking "down" next to question #1 will move that question down one position to become question #2.

Remove - deletes the question from the survey.

Edit - takes you to the Edit Survey Question Parameters page, where you can make changes to the question itself.

Preview

See what the survey looks like. If you'd like to change the questions, create or edit them from the Basics page. If you'd like to change the HTML header and footer, edit them on the Advanced tab. If you'd like to change the HTML source, click edit source. Note that once you edit the source, you may not edit the questions using ListManager's survey form wizard.

edit source

Edit the source HTML of the survey directly. Note that once you edit the source, you may not edit the questions using ListManager's survey form builder.

Save

Save the survey, and return to the main Utilities: Surveys menu.

Cancel

Cancel any changes made, and return to the main Utilities: Surveys menu.

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Utilities: Web Forms: Surveys: New Survey: Advanced

Applies to

Select the list, site, or server setting that this survey form applies to; the level set here determines the access level required to edit the survey form. Server administrators can edit server, sites, and list surveys. Site administrators can edit sites and lists, and list administrators only edit the lists accessible to them.

Destination URL (optional)

After clicking Save on the survey form, the respondent will be taken to the URL specified here. If no URL is specified, respondents will be taken to a generic

ListManager page thanking them for taking the survey.

NOTE Be sure to type the full path. For example, if you want to direct members to the

Lyris web site, type:

http://www.lyris.com

If you leave out the http:// and only type www.lyris.com, ListManager inserts a path to a subscribe subfolder, so the full URL ends up being this:

http://<servername>/subscribe/www.lyris.com

Show confirming web page

If set to yes (the default), respondents will see a quick ListManager confirmation page after taking the survey, informing them that they successfully completed the survey.

They will then be taken immediately to the destination URL page if one is set; otherwise they are taken to a generic ListManager "thank you" page.

If set to no, the confirmation page will not appear, and the user will be taken directly to the destination URL page (or generic page).

Note that if no destination URL is defined, and Show confirming web page is set to no, then when the user saves the survey, it will not redirect anywhere; the member profile page will just be refreshed. It is advisable to either set the confirmation page to yes", enter a destination URL, or both.

Show chart of results

Specifies whether users should see the current results of the survey after successfully completing it. If a destination URL is specified, survey takers will be taken to that page after clicking ok on the results page.

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The default for this setting is "no", meaning survey takers will not be shown a chart of the survey's results before being taken to a confirming web page or destination URL.

Prevent duplicate survey fillout by TCP/IP

Determines whether duplicate responses will be allowed for the survey coming from the same IP address. This may be important in order to not have survey results skewed due to multiple responses from one IP address, which may throw off the statistical outcome of the survey. To allow duplicate responses, set to "yes". To disallow them, set to "no".

The default for this setting is "no".

Prevent duplicate survey fillout by member ID

Determines whether duplicate responses will be allowed for the survey coming from the same member ID. This may be important in order to not have survey results skewed due to multiple responses from one member, which may throw off the statistical outcome of the survey. To allow duplicate responses, set to "yes". To disallow them, set to "no".

The default for this setting is "yes".

Number Questions

Select "yes" if you would like the questions in your survey to be answered, and "no" if they are to be listed without numbers. The default setting for this is "no".

The default for this setting is "no".

Header

Displays the HTML that is displayed before the survey questions. You may edit the

HTML here and still be able to edit the survey questions. If you edit the source directly, you will no longer be able to edit the survey questions using ListManager's Add/Edit

Survey Question wizard.

Footer

Displays the HTML that is displayed after the survey questions. You may edit the HTML here and still be able to edit the survey questions. If you edit the source directly, you will no longer be able to edit the survey questions using ListManager's Add/Edit Survey

Question wizard.

Preview

See what the survey looks like. If you'd like to change the questions, create or edit them from the Basics page. If you'd like to change the HTML header and footer, edit them on the Advanced tab. If you'd like to change the HTML source, click edit source. Note that once you edit the source, you may not edit the questions using ListManager's survey form wizard.

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Edit source

Edit the source HTML of the survey directly. Note that once you edit the source, you may not edit the questions using ListManager's survey form builder.

Save

Save the survey, and return to the main Utilities: Surveys menu.

Cancel

Cancel any changes made, and return to the main Utilities: Surveys menu.

Utilities: Web Forms: Surveys: New Survey: Preview

Preview of Your Form

The survey form you've created will be displayed here. When it looks right, click Save.

Once the survey form is saved, you will be taken to a page which displays the HTML for your survey. Make any necessary changes, and then copy and paste this HTML onto the web page where you would like to have your survey form.

Utilities: Web Forms: Surveys: New Survey: Add Survey Question

There are two types of survey questions which can be added to your survey form; multiple-choice and text entry. Click Select next to the desired question type. This takes you to the Utilities: Web Forms: Surveys: New Survey: Survey Question Parameters page, where the questions themselves are entered.

Multiple choice questions can have as many choices as necessary, and can be arranged vertically or horizontally. Answers can be required or not required, and can be set to allow multiple answers. In addition, an "other" field can be created for survey takers to enter an option that may not be available in the multiple choice options.

Text entry questions allow a survey taker to fill in a text response to a question. The answer can be required or not required.

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Utilities: Web Forms: Surveys: New Survey: Survey Question Parameters

The descriptions here are both for creating new survey questions and for editing existing survey questions.

Multiple Choice Questions

One-line Description

Enter the description for the question itself. For example:

What is your favorite color?

Multiple choices, one on each line

Enter the possible choices for the survey question entered above, one on each line.

They will automatically be separated as individual responses. For example: red blue green yellow orange purple other

Optional Help Text

This is optional, and is intended to help the survey taker understand the question or add more detail to the question itself. This will appear immediately below the question on the survey form. For example:

If your favorite color does not appear here, please select

"other" and enter below.

Answer Required?

Determines whether or not this answer will be required or not required in order to submit the survey. Requiring it will force the survey taker to respond.

How many answers?

Determines if the question should be answered by one answer only or if multiple answers will be allowed. This will depend on the nature of the question. In the above example, if it is assumed that an individual can have only one favorite color, then it should be set to one answer only. In other cases, multiple answers may be appropriate; for instance, in a question type where the survey taker selects the countries they have travelled to.

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Question orientation

Select the orientation of the physical appearance of the multiple choice answers. If

vertical, the answers will be bulleted, one on top of the other:

red

blue

green

yellow

orange

purple

other

If horizontal, they will appear next to each other:

red blue green yellow orange purple other

If the menu option is selected, potential answers will appear in a drop-down menu, where the survey taker can scroll up and down to select the correct answer.

Optional fill-in "other" label

This text will appear before the blank field allowed to describe the "other" option. If this is left blank, there will be no "other" field associated with this question. If only one answer is acceptable for the question, then one of the answers must be selected, or the

"other" radio button must be selected and the text entered. If more than one answer is allowed, the "other" answer can be one of the answers. In this example, an appropriate title might be:

Other favorite color

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Text Entry Questions

One-line description

Enter the description for the question itself. For example:

Describe your position at your company.

Optional Help Text

Please include your job title, how long you have held this position, and a brief description of your duties and responsibilities, as well as any other relevant information.

Answer required?

Determines whether or not this answer will be required or not required in order to submit the survey. Requiring it will force the survey taker to respond.

Utilities: Web Forms: Surveys: Edit Source

Important note: Once you have made changes to the survey's source directly, you may no longer use the survey form builder to edit your survey; all future changes must be made by editing the source directly.

Internal survey name

Displays the Internal survey name of the survey, for reference or descriptive purposes only.

Survey name to display

Displays the display name for the survey, which will be seen by survey takers.

Applies to

Select the list, site, or server that this survey form applies to. Because server administrators can set who has the ability to change these forms, the options available here depend on your access level. Server administrators can edit survey forms for the server, sites, and lists. Site administrators can edit survey forms for sites and lists, and list administrators can only edit the survey forms for lists accessible to them.

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HTML

Displays the HTML originally created for the survey form. Any changes to the HTML can be made here directly, and once the form is saved, it can then be repasted into your Web site.

You should make sure that your questions are exactly as they want them to be before editing the HTML. If you change the HTML directly, you will no longer be able to edit the survey's questions through ListManager's survey form builder.

You may edit the HTML header and footer (the page content that is displayed before and after the actual survey questions) on the New/Edit Survey: Advanced tab.

Preview button

Displays what the survey form will look like when email recipients click through to it or if you insert it into your Web site.

Referral Forms

Utilities: Web Forms: Referral Forms

Referrals allow your list members to invite their friends to join your list. You may track how many friends were referred by list members, how many opened or clicked on a tracking link in the invitation, and how many ultimately joined the list. For details on how the referral feature works, see Referral Tracking .

How Do Referral Forms Work?

Referral forms are part of a three-step process, which works as follows:

1. You send out a mailing to your list with a referral link asking members to invite their friends to join the list.

2. List members click on the link, and enter the email addresses of those they'd like to invite, and an optional message for them.

3. The invited members receive an email message telling them how to join the list. If they follow the instructions in the invitation, they become a list member.

To use the referral feature, you must first create an invitation—a message that will be sent to those referred telling them how to join the list. This can be accomplished easily

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using the Invitation Template in Content , which can be customized to fit your needs.

Next, you must create a referral form , the web page members are taken to when they want to invite a friend to join the list. Finally, you must insert a referral link into your mailing (or into the mailing content).

NOTE: Your web forms won't work if the host name assigned to ListManager is incorrect. If your form isn't working properly, check the URL to Web Interface in Utilities:

Administration: Sites .

Referral Form Main Page

Finding Referral Forms

From the drop-down menu, select List, Site, or Server referral forms. Note that the options available here will depend on the access level of the logged in user. Server administrators can see server, site, and list referral forms. Site administrators can see site and list referral forms. List administrators can see referral forms for the lists administered by them.

Twenty referral forms for the list are displayed. To view more, click Show more.

Repeatedly clicking Show more will show greater numbers of referral forms at a time.

Click Next to see the next twenty, Previous to see the last twenty.

You may change the sorting order of the referral forms by clicking the up or down triangles next to Name and Description. By clicking the top arrow, the sort order will be ascending (a-z); clicking the bottom arrow makes the sort order descending (z-a).

Viewing or Editing Existing Referral Forms

To view a referral form, click on the title. You will be taken to the Edit Referral Form screen, where you can preview, edit, and save the form.

Copying Referral Forms

Click Copy next to the referral form you'd like to copy. ListManager will show you the old title and description, and will ask for the new title and description. To copy this referral form to another list, select another list from the New list drop-down menu. In this way, the referral form can be copied and applied to multiple lists. Note that this option is not available for site or server level forms, only list level forms.

Click copy to save the copied profile form. It will then appear on the main member profile list.

Deleting Referral Forms

Click Delete next to the referral form you'd like to remove. ListManager will ask you if you're sure before deleting the form.

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Using Referral Forms

There is a three-step process to do this:

1. Create an Invitation

The invitation is sent to those who are invited to join your list by your members.

Referrers can optionally add their own message (if your referral form allows it). Note that you can include clickthrough links in the invitation message. For details on how to create the invitation, see Content: New Content from Template .

2. Create a Referral Form

The referral form is a web page where your list members will enter in the email addresses of people they would like to invite to join your list. Only members can refer others to join a list. To learn how to create a referral form, see Utilities: Web Forms:

Referral Forms: New Referral Form and to learn how to create one from a template, see

Utilities: Web Forms: Referral Forms: Referral Form From Template .

3. Create a Referral Link

In order for your members to be able to invite friends to join your list, you must insert a referral link into your mailing. This is done in Content, by clicking the Insert URL button on either the Text Message or HTML Message tabs. To learn how to do this, see

Content: Insert URL: Referrals .

Utilities: Web Forms: Referral Forms: New Referral Form

Title

Enter a descriptive Title for your referral form. A title is required in order to save the referral form.

Description

Enter a relevant Description for your referral form. A description is required in order to save the referral form.

Applies To

Select the list, site, or server setting that this referral form Applies to; the level set here determines the access level required to edit the referral form. Server administrators can

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edit the server, site, and list referral forms. Site administrators can edit sites and lists, and list administrators only edit the lists accessible to them.

HTML

Enter the HTML for the referral form. If you are using a template to create the referral form, the HTML will automatically be inserted here when the template is selected. For more information on creating referral form templates, see Utilities: Web Forms: Web

Form Templates: New Referral Form Template .

A standard example of HTML for a referral form is:

<html>

<head>

<title>Refer a Friend</title>

</head>

<tr>

<td>

</td>

</tr><tr>

<table>

<tr>

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 <br>

<b>You can invite your friends to join this list by filling out the form below.<br>

We'll send them some information about the list and a sample issue!</b>

</font>

</td>

<tr>

<td>

<font face="verdana, arial" size="-2">Your email:</font><br>

<input type="text" name="SenderEmailAddr" size="30" MAXLENGTH="100"

VALUE="[mf_html::quoteFormValue $SenderEmailAddr]">

</td><td>

<input type="text" name="SenderFullName" size="30" MAXLENGTH="100"

VALUE="[mf_html::quoteFormValue $SenderFullName]">

</td>

</tr><tr>

</tr><tr>

<td><font face="verdana, arial" size="-2">Email:</font></td>

</tr><tr>

<font face="verdana, arial" size="-2">Friend #1</font>

</td>

</tr><tr>

<font face="verdana, arial" size="-2">Friend #2</font>

</td>

</tr><tr>

<font face="verdana, arial" size="-2">Friend #3</font>

</td>

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</tr><tr>

</tr><tr>

<font face="verdana, arial" size="-2">Message subject:</font><br>

<input type="text" name="SenderSubject" size="66" MAXLENGTH="200"

VALUE="[mf_html::quoteFormValue $SenderSubject]">

</td>

</tr><tr>

</tr><tr>

<font face="verdana, arial" size="-2">Your message:</font><br>

<textarea name="SenderMessage" cols="50" rows="4">[mf_html::quoteFormValue

$SenderMessage]</textarea>

</tr><tr>

<input type="checkbox" name="SendCopyToReferrer" VALUE="T"[if {

$SendCopyToReferrer=="T"} { return " CHECKED" } else { return "" }]>Send me a copy of this message

</font>

</td>

</tr><tr>

</tr><tr>

</tr>

</table>

</td>

</tr>

</table>

</form>

</center>

</body>

</html>

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Utilities: Web Forms: Referral Forms: Referral Form From Template

Referral form templates can be created and saved, and then used to create a referral form. To see how to create referral form templates, see Utilities: Web Forms: Web Form

Templates: New Referral Form Template .

Once the template is created, it will appear on the Choose a Template drop-down menu. ListManager includes a default referral form template, which can be edited or used as is. Select the template from the drop-down menu and click OK. This inserts the

HTML from the template into the referral form you are creating.

Utilities: Web Forms: Referral Forms: Edit Referral Form

Title

Edit the referral form Title. The title entered here will not be displayed on the Web site containing the profile form.

Description

Edit the profile form Description. The description entered here will not be displayed on the Web site containing the profile form.

Applies To

Select the list, site, or server that this member profile form Applies to. Because server administrators can set who has the ability to change these forms, the options available here depend on your access level. Server administrators can edit the referral forms for server, sites, and lists. Site administrators can edit referral forms for sites and lists, and list administrators only edit referral forms for the lists accessible to them.

HTML

Displays the HTML originally created for the referral form. Any changes to the HTML can be made here directly, and once the form is saved, it can then be repasted into your Web site.

Preview

Displays what the Referral form will look like on your Web site.

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Web Form Templates

Utilities: Web Forms: Templates: Referral Form Templates

Referral form templates allow you to create and save templates for a referral form, which you may want to use repeatedly. Once these are created here, they appear as options in the drop-down menu when creating a referral form from a template .

Note that referral form templates, which are web forms, should not be confused with content templates.

Referral Form Template Main Page

Finding Referral Form Templates

From the drop-down menu, select List, Site, or Server referral form templates. Note that the options available here will depend on the access level of the logged in user.

Server administrators can see server, site, and list referral form templates. Site administrators can see site and list referral form templates. List administrators can see referral form templates for the lists administered by them.

Twenty referral form templates for the list are displayed. To view more, click Show

more. Repeatedly clicking Show more will show greater numbers of referral form templates at a time. Click Next to see the next twenty, Previous to see the last twenty.

You may change the sorting order of the referral form templates by clicking the up or down triangles next to Name and Description. By clicking the top arrow, the sort order will be ascending (a-z); clicking the bottom arrow makes the sort order descending (za).

Viewing or Editing Referral Form Templates

To view a referral form template, click on the title. You will be taken to the Edit Referral

Form Template screen, where you can preview, edit, and save the template.

Copying Referral Form Templates

Click Copy next to the referral form template you'd like to copy. ListManager will show you the old title and description, and will ask for the new title and description. To copy this referral form template to another list, select another list from the "New list" dropdown menu. In this way, the referral form template can be copied and applied to multiple lists. Note that this option is not available for site or server level forms, only list level forms.

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Click copy to save the copied template. It will then appear on the main referral form template list.

Deleting Referral Form Templates

Click Delete next to the template you'd like to remove. ListManager will ask you if you're sure before deleting the form.

Utilities: Web Forms: Templates: Edit Referral Form Template

Note that referral form templates, which are web forms, should not be confused with content templates.

Title

Edit the referral form template Title.

Description

Edit the referral form template Description.

Applies To

Select the list, site, or server that this template Applies to. Because server administrators can set who has the ability to change these templates, the options available here depend on your access level. Server administrators can edit the templates for server, sites, and lists. Site administrators can edit the templates for sites and lists, and list administrators only edit templates for the lists accessible to them.