The Create Web Forms subtab is found under the Forms tab.

The third type of form is the Account Profile Sign-Up Form.

Forms -> Create a Website Form (Account Profile)

Click on the image to begin the video.

NOTE - If you're a business owner and wish to edit your form, it's best first to make a copy first and make changes to the copy. Once satisfied with your changes, you can make the form the default Account Profile form.

Step 1 - Account Profile Form Selection

When using the Account Profile Form, there is an option to make the form the default one (if multiple forms exist). When an email broadcast sends, the view my profile links use the default profile. You can learn more about the default profile in the Create an Email/SMS Campaign video.

Select whether a Double Opt-In Confirmation should be used. We highly recommend using Double Opt-In Confirmation to verify members emails and display accurate email statistics. If you wish to send a "Thank You Promotion Email or SMS," do so here. Alternatively, an autoresponder can be created to send an email and or SMS immediately or after a given amount of time. You can also attach an immediate message to the contact list. More about attaching immediate SMS Message to a contact list can be found in the Create a Contact List video. The “Thank You Promotion Email/SMS” and Member List SMS, if attached, are sent within seconds, whereas autoresponder triggers send in two-minute intervals.

If you would like notification of new members details, check the box. If you anticipate a large audience, this feature can be distracting.

If your web form is promoted publicly, captcha security may be favored.

Next, Select Sender Profile and Choose Member List the contact will join upon sign-up, and all fields you would like to display on the web form. When the member list. The required, and optional fields are found inside creating a member list-> Set The Permission For Default Fields. If checked on the web form and then removed from the member list, the fields will dynamically remove from the form field. Real-time form changes are a powerful dynamic feature. When creating a web form, feel free to select all form boxes and easily remove them in the future with a few clicks.

Once complete, click the Next button.

Step 2 - Splash/Log-In Page

Before making any changes to this page, it is to note, that the Administrator will no longer be able to make custom changes from the Edit Reward Program page (The Command Center) if manual color/image changes are made inside the form.

On the Splash Page first choose a Solid Color Page or Transparent Page. Edit any text on the form you wish. Colors can be changed using the editor, and options at the top of the page. More details can be found in the Create an Account Profile video (above).

Once complete, click the Next button.

Step 3 - Member Sign-Up Page

Next, verify the Account Profile Logo is accurate and choose the change the background if desired. There is an array of custom background images to choose from. Choose any background color, primary and secondary colors and feel free to play with all additional settings on the page. More details can be found in the video. It's best not to make any changes to the form itself unless you know HTML.

Once complete, click the Next button.

Step 4 - Confirmation Page

The confirmation page can be customized to your liking. Change any text you wish or redirect the user to an existing website URL.

If using the double opt-in confirmation options, the double opt-in sections will appear. A message will display informing the member they must check their email to confirm their membership. Use the default settings or change the text. You may also redirect the member to an external website.

Double Opt-In Confirmation Page Options
After 5 seconds, the member can loop back to the original form, the newly created user profile or they can stay on the confirmation page. We do not recommend sending new subscribers to their account profile as they have not confirmed their membership. Note, redirection is only possible if keeping the member on the systems confirmation page. Redirection is not possible if taking the member to an external web page.

Double Opt-In Email Options
Use the default double opt-in email text or choose make any modifications you choose. The HTML version will send to HTML email clients, and the Text version will send the email 'Text Only' clients. Dynamic content tokens can be added to each email. A deeper discussion about email tokens can be found in the Create an Email/SMS Campaign video.

Once complete, click the Next button.

Step 5 - Form Completion Page Options

Choose what the form completion page will say or redirect the member to an external website URL.

After 5 Seconds Redirect to
If he using the software's form completion Thank You page, you will have the option to redirect the member after five seconds. Choose to loop the member back to the original form, the newly created user profile, or stay on the page above. Redirection is not possible if directing the new member to an external URL.

Thanks Email Options
Enter the “Thank You” email text in the provided forms. The HTML version is for those members whose email client allows HTML and the text version is for those email clients that do not allow HTML. Additionally, enter any SMS text you would like to send to the member.

When creating an email and SMS thank you message, only one message will send to the member. The software will send the members preferred method of communication. If you wish to send both an email and SMS message, you can do so by creating an “Immediate ‘Join List’ SMS Campaign” found inside of the create a contact list, as well as an email autoresponder. Alternatively, you can create an email and SMS autoresponder. The “Immediate ‘Join List’ SMS Campaign” found inside of the create a member list sends within 10 to 15 seconds whereas the autoresponder takes roughly 2-3 minutes.

Learn more about sending “Immediate ‘Join List’ SMS Campaign” inside of the Create a Contact List video.

Once complete, click the Next button.

Step 6 - Error Message Options

If an error occurs during the sign-up process, enter an error message or use the default settings.

Once complete, click the Next button.

Step 7 - End User Login

Choose whether the Logo should be inside or outside of the Log-In Page. Make any custom color changes you wish using the text editor and custom options above.

My Account Home Page
Finally, choose which options will display on the members profile. Most options on the members profile can be turned On or Off and the name of the tab can be changed.

When finished click Save button.

Learn about Refer-a-Friend next.