The Forms Tab manages email/SMS/website forms using two subtabs:
- View Website Forms - select, edit, create and delete website forms. Users can copy existing forms to allow customizations of existing campaigns. Additional options allow view (i.e. copy/paste to another application) of HTML code and open the form in a separate tab of the current browser to review the form as it would look to a contact.
- Create a Form - create a new form
- Email Signup - New contacts join reward program and give their Email address
- SMS Signup - New contacts join reward program and give their mobile phone number
- Account Profile - Contacts update their information
- Refer-a-Friend - Contacts send an invitation to a friend to join the reward program
- Create Profile Form 2.0 (development only)
Distributors and administrators can view all forms. Managers and business owners see only forms for their reward program(s).