FBI! Library
Contents
FBI! Library
Each form you create resides in the Form Build It! 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 five rows...
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Form name and status
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Thank You Page
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Autoresponder email (optional)
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Notification email (optional, although recommended)
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Data Submitted (this takes you to Get Form Data, which you'll find in Site Central's BusinessCenter)
Just below the Data Submitted row is a button to test the form. At the bottom of the form, there are 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 an FBI! Form Block in BlockBuilder. Wherever you place the block, the form will display when the page is live.
After you add the block, you'll see an example form to give you a visual cue that a form will be there when you build the page.
Do you upload your own HTML pages? Review the specific help for the Upload Your Own Help module to collect the necessary tag for the form and the tag and file name for its Thank You page.
Form
- 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 tells you its current status. A newly created form is Active by default.
In other words, if you use the FBI! Form Block to insert this form into a web page (or you copy and paste the HTML tag into an HTML editor), it will be fully functional.
Editing a form is easy. Just click on its edit link, and modify the form using Form Builder.
Are you planning to deactivate this form? Double-check that you've 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'll see the word "activate" to the right.
Tips
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Deactivating a form does not remove it from the Library. It's still available for future use.
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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.
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If you reactivate the form, you'll have to add the FBI! Form Block to any page where you want the form to appear.
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After you edit a form, remember to also edit the page where it's displayed. Select that form again from your list in the FBI! Form Block. If you upload your own pages, upload the page with the form tag again.
Thank You Page
- Click preview to view the Thank You Page with its current content.
- Click edit to modify the content of the page.
You cannot deactivate the Thank You Page (i.e., the page your visitor sees after submitting your form), but you can customize it.
Preview or edit your Thank You Page here.
Autoresponder Email(s) (Optional)
- Click on the preview link to view a single autoresponder message. Click on the Preview drop down menu and select one of the emails if you created a sequential autoresponder.
- Click on deactivate (if you see it) to sever a single autoresponder from the form. Click on activate (if you see it) to reactivate the autoresponder and re-attach it to the form.
- Click on activate to activate a sequential autoresponder. Click on deactivate to turn off the sequence.
- Click on edit to change the content of the autoresponder email/series. In the next window, select the email to edit and click on Edit this email.
- Click on add to attach a new autoresponder to the form.
This row displays whether or not an autoresponder followup email message (or a series of followup emails) has been created and will be triggered by someone submitting this form.
You can activate or deactivate single or sequential autoresponder emails by clicking the appropriate links.
Sequential autoresponders are inactive by default (indicated by red text, and the entire row is on a gray background). You can activate them after you've built at least two installments.
Use the preview link to view a single autoresponder email, and the Preview menu to view all sequential emails. Click on edit to modify those emails.
If you did not set up an autoresponder when you built the form, you can set it up now, from the library, by clicking on the add link.
Tip
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You don't have to tell FBI! how many installments you want in a sequential autoresponder. Keep adding them until you reach the number you want, or the maximum of 26. If you try to build a 27th installment, you'll receive an error message.
Notification Email (Optional, and Recommended)
- 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 email 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 email addresses here.
Test This Form
- Click on Test this form.
- Fill out and submit the form.
- Close the test window.
- Check that the Thank You Page displays and has the text you want.
- Check that you receive an autoresponder email (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, and the autoresponder.
Tips
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If you don't 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 FBI! Form Block, or in your HTML editor.
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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'll see "add" instead of "edit" in the fourth row if you didn't. Click on add to add a single or sequential autoresponder.
If you want to change the content of your single autoresponder, or of any email in a sequential autoresponder, click on edit in the fourth row.
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 Thank You Page, Notification, 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's gone for good. If you think you might wish to use a form again, use the deactivate link in the first row instead.
Tip
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FBI! removes the deleted form from every web page that contained it. Double-check that there's 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 build a new form if it will be similar to one that already exists. Simply copy it and make the changes you need.
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 email messages, and the same mailout interval and time schedule.
Do you want more or fewer emails, or a different mailout schedule? Create a new form by clicking on the Create a New Form button.