Working with Forms & Pages Templates

About Templates

Working with Templates in the Forms & Pages Tool is a quick and efficient way to create striking pages and forms that will gather Profile data from you website's visitors. 

Get started quickly with a selection of pre-defined Templates, or modify Templates that you've already created in the Your Templates tab.

You can also leave it to our Creative Services Professionals here at APSIS One and Request a beautiful custom made Forms & Pages activity to suit your needs. 

Use the left side navigation to jump to a specific section, or scroll through to read more. 

templates11.jpg

 


 

Pre-Defined Templates

Working with Pre-defined Templates will allow you to create a Forms & Pages activity quickly, and takes the hassle out of designing one from scratch. 

Choose a Pre-defined Template from our selection and replace the content with content that matches your brand, publish it to your website and there you go!

Read more about how to work with Pre-defined Templates below.

templates12.jpg

 

Expand an item to learn more: 

Changing a Pre-Defined Template

How to Change a Pre-Defined Template

To change a pre-defined Template after you've chosen one and gone into the Editor, simply click Previous step on the Bottom bar. You will be taken back to the Templates step where you can choose a different pre-defined Template.

Note that all of the changes you made in the current Template will be lost.

bottomBar2.jpg

 

Template Settings

Review the Template Settings

When in the Editor, open the Template Settings by clicking Settings on the Bottom bar. 

Read more about Template Settings...

bottomBar8.jpg

 

Request a Template

How to Request a Template

1. Select which type of activity you want to create.

templates13.jpg

 

2. Click on the Request icon.

 templates14.jpg

 

3. A Request Template wizard will open. In the Description text box, enter a description of the Template you'd like to request, and click Submit

Your default email client will open with the description you entered in APSIS One. Feel free to include any additional information or files before you send us your request!

Your request will be sent to our team at Creative Services who will get back to you as soon as possible.

templates15.jpg

 

 


 

Mappings & Consent

Using Templates is a great way to jump-start the creation of a Forms & Pages activity for your website. However, after adjusting the design, it's important that you set up your activity to collect all the important information just the way you want it gathered in APSIS One Profiles...

But it's very simple: simply review the mappings and how you collect consent.

input25.jpg

 

1. Review the Mappings

As your Forms & Pages activities will be collecting Profile data from your website's visitors, it's important that all Elements contained in the activity are mapped to the right Attribute. This will populate your Profiles with data that you can use in all your future marketing activities. 

To adjust an Element's mapping, click the Element in the Canvas and tick the Map to Attribute checkbox in the Element Options.

Read more about the Elements in the Design Panel article to get started!

 input11.jpg

 

2. Collecting Consent

If you intend to collect consent from your visitors, you must adjust the Forms & Pages activity after choosing your Template.

To collect consent, you will need a Terms & Conditions Element, at least one Input Field Element, and a Submit Button. 

The Terms & Conditions Element is essential to requesting, and therefore receiving consent for all sorts of communications and handling of personal data gathered from your website visitors. Without a Terms & Conditions Element, email addresses and mobile numbers will be stored in APSIS One Profiles without channel consent.

To adjust the consent mapping, click the Element in the Canvas and select a Consent list and Topics under Mapping, in the Element Options.

To read more about consent management, head over here.

terms7.jpg

 


 

Your Templates

These Templates are those that users in your account have saved from a draft, or have been created by our Creative Services Professionals as part of your APSIS One package. Simply click on the Your Templates tab in the Templates Wizard, or find them in the Templates tab in the Forms & Pages tool.

To learn more about the Templates tab and how to create a Template, take a look at this article.

canvas2.jpg

 

Was this article helpful?