FBI! Library
Contents
FBI! Library
Each form you create resides in the Form Build It! Library. You could also call the Library your "Form Management Center."
This is where you can preview, edit, deactivate, and test current forms. You can also delete a form that you no longer want and/or create a new form based on an existing one.
The Library presents each form's data in 4 rows...
- Form name and status
- associated Thank You Page
- AutoResponder e-mail
- Notification e-mail
At the bottom of each form's data outline, there are also links to delete the form and to create a new form based on this one.
To add a form to one of your pages, you must select a Form Block from the block selector in SiteBuilder. Wherever you place the block, the form will display when the page is live.
Do you upload your own HTML pages? Review the specific help for the Upload Your Own Help module to collect the necessary code for the form and the tag and file name for its Thank You page.
Form Data
- Click preview to view the form's format.
- Click on deactivate to remove the form from every page it is on.
- Click on activate (if you see it) to reactivate the form again.
- Click on edit to make any changes to the fields, their position, or any custom field variables.
The first row of your form's data outline tells you its current status. A newly created form is Active by default.
In other words, if you use the Form Block to insert this form into a Web page (or you copy and paste the HTML code into an HTML editor), it will be fully functional.
Editing a form is easy. Just click on its edit link, and modify using FormBuilder.
Are you planning to deactivate this form? Double-check that you have removed references to it from all of your Web pages to prevent any confusion.
Once the form is deactivated, it will show as Not Active in the first row, and you will see the word "activate" to the right.
Tips
- Deactivating a form does not remove it from the Library. It is still available for future use.
- If you deactivate a form, the confirmation message displays a list of the Web pages using that form, and tells you that the form will not be seen on those pages. Use that list to update the content of each affected page, especially if you refer to the form in the text.
- If you reactivate the form, you will have to add the Form Block to any page where you want the form to appear.
- After you edit a form, remember to also edit the page where it's displayed. Using the "Edit a Page" tools, select that form again from your list in SiteBuilder's Form Block. If you upload your own pages, get the code for the form in the Upload Your Own HTML module, paste it into the page, and upload the page again (you can use Quick Upload It! to upload the edited page).
Thank You Page Data
- Click preview to view the Thank You Page with its current content.
- Click edit to modify the content of the page.
Preview or edit your Thank You Page here (i.e., the Web page your visitor sees after submitting your form).
You cannot deactivate the Thank You Page, but you can customize it.
AutoResponder Data
- Click on the preview link to view a single AutoResponder message. Click on the Preview drop down menu and select one of the e-mails if you created a sequential AutoResponder.
- Click on deactivate (if you see it) to sever the AutoResponder from the form.
- Click on activate (if you see it) to reactivate the AutoResponder and re-attach it to the form.
- Click on edit to change the content of the AutoResponder. In the next window, select the e-mail to edit and click on Edit this e-mail.
- Click on add to attach a new AutoResponder to the form.
This row displays whether or not an AutoResponder followup e-mail message (or a series of followup e-mails) has been created and will be triggered by submission of this form. You can activate or deactivate single or sequential AutoResponder e-mails by clicking the appropriate links.
Use the preview link to view a single AutoResponder e-mail, and the Preview menu to view all sequential e-mails. Click on "edit" to modify those e-mails.
If you did not set up an AutoResponder when you built the form, you can set it up here by clicking on the "add" link.
Tip
- If you did not complete some of the e-mails for a sequential AutoResponder, you will see them in the Preview menu list (since the number of messages was set earlier), but you will receive an error message if you select them. Edit them first before you use the Preview menu.
Notification Data
- Click on edit to change the Notification address or the content of the message.
- Click on preview to preview the message you and any partners will receive.
- Click on deactivate to turn off the Notification. The link will now say "activate."
- Click on activate to turn on the Notification. The link will say "deactivate" again.
This row shows the Notification status for this form (i.e., to which e-mail addresses a notification is being sent, and whether notification is currently active).
You can preview the Notification message and edit both the message and the e-mail addresses here.
Test this Form
- Click on Test this form.
- Fill out and submit the form.
- Close the test window. Check that you receive a Notification e-mail (if you set one up).
- Check that the Thank You Page displays and has the text you want.
- Check that you receive an AutoResponder e-mail (if you set one up). If it's a sequential AR, complete the opt-in request and submit it.
- Make any changes or fixes until everything displays and works the way you want it.
This button tests the functionality of the form and its Thank You Page, AutoResponder, and Notification.
Tips
- If you do not like the layout of the form, close the window and click on "edit" in the first row. Things like background color and width of the form are done in the Form Block in SiteBuilder, or in your HTML editor.
- If you did not receive Notification, check that you set it up; you will see "add" instead of "edit" in the second row if you did not. Click on "add" to add Notification. Click on "edit" to change the e-mail address, or to add CC addresses.
- If you decide to change the wording of your Thank You Page, click on "edit" in the third row.
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If you did not receive an AutoResponder, check that you did set one up. You will see "add" instead of "edit" in the fourth row if you did not. Click on "add" to add a single or sequential AutoResponder.
If you want to change the content of your single AutoResponder, or of any e-mail in a sequential AutoResponder, click on "edit" in the fourth row.
You cannot change the number of e-mails sent out in a sequential AutoResponder, or the schedule of mailings.
Delete this Form
- Click on Delete this form.
- Confirm the deletion.
- Check the Web pages listed in the confirmation message and remove any references to the form.
Use this option to permanently remove this form (and the Notification, Thank You Page, and AutoResponder associated with it) from the Form Build It! Library.
Note: this is not the same as deactivating a form. Once you delete a form, it is gone for good. If you think you might wish to use a form again, use the deactivate link in first data row instead.
Tip
- FBI! removes the deleted form from every Web page that contained it. Double-check that there is no reference to the deleted form on those pages.
New Form Based Upon This One
- Click on New Form based upon this one.
- Edit any text and form fields.
- Preview and Build the form.
It can be much faster to use this option to build a new form if it will be similar to one that already exists.
Tip
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If you use this to copy a form with a sequential AutoResponder, the copy will have the same number of e-mail messages, and the same mailout interval and time schedule.
Do you want more or fewer e-mails, or a different mailout schedule? It's best to create a new form by clicking on the Create a New Form button.