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Utilities: Web Forms: Member Profile Forms

 

Member profile forms allow list members to see and edit what information ListManager is using for them: the email address, lists subscribed to, and any additional demographic information.

 

They may be used instead of an unsubscribe form or unsubscribe link to allow members to opt out of lists selectively. They are also useful as a way for members to change their email address or other demographic information stored in ListManager.

 

Note: the HTML for the form may not be embedded in your website; it must be served from the ListManager web server. However, you may edit the HTML of the form to match the look and feel of your website.

 

Once you have created a member profile form in ListManager, you may link to it, either in your mailings or using a link on your website.

 

To create a link to your member profile form

 

1. In the left Navigation bar, click Content, and then click New Content.

2. Select either the Text or HTML tabs.

3. Click Insert URL.

4. Select the Profiletab.

5. Select the HTML Profile Form you'd like to use.

6. Click insert.

 

The URL that is generated may also be inserted into a form on your website. Here is a sample of the code. Note that the values to pass below are from the URL generated. For example, if the URL generated from the wizard is http://yourserver.example.com/subscribe/profile?f=4257&id=%%memberidchar%%, enter the number "4257" for name="f". Example:

 

<form method="post" action="http://yourserver.example.com/subscribe/profile">
 <b>Edit your member profile</b><p>
 Email Address: <input class="forminput" value=" type="text" size="20" name="email"><P>
 <!-- UNCOMMENT TO ALWAYS ASK FOR A PASSWORD -- Password: <input class="forminput" value=" type="password" size="20" name="pw"><P> -->
 <input type="hidden" name="f" value="4257"><input type="hidden" name="sublists" value="listname"><input type="submit">
</form>

 

Note: Your web forms won't work if the host name assigned to ListManager is incorrect. If your form isn't working properly, check the URL to Web Interface in Utilities: Administration: Sites.

 

Finding Member Profile Forms

From the drop-down menu, select List, Site, or Server member profile forms. Note that the options available here will depend on the access level of the logged in user. Server administrators can see server, site, and list member profile forms. Site administrators can see site and list member profile forms. List administrators can see member profile forms for the lists administered by them.

 

Twenty member profiles for the list are displayed. To view more, click Show more. Repeatedly clicking Show more will show greater numbers of profile forms at a time. Click Next to see the twenty ten profiles, Previous to see the last twenty.

 

You may change the sorting order of the profile forms by clicking the up or down triangles next to Name and Description. By clicking the top arrow, the sort order will be ascending (a-z); clicking the bottom arrow makes the sort order descending (z-a).

 

Viewing or Editing Existing Member Profile Forms

To view a member profile, click on the profile form title. You will be taken to the Edit Member Profile Form screen, where you can preview, edit, and save the member profile.

 

Copying Member Profile Forms

Click Copy next to the profile form you'd like to copy. ListManager will show you the old title and description, and will ask for the new title and description. To copy this member profile form to another list, select another list from the "New list" drop-down menu. In this way, the profile form can be copied and applied to multiple lists. Note that this option is not available for site or server level forms, only list level forms.

 

Click copy to save the copied profile form. It will then appear on the main member profile list.

 

Deleting Member Profile Forms

Click Delete next to the profile form you'd like to remove. ListManager will ask you if you're sure before deleting the form.

 

Download as a File

Click the disk icon to download the list of forms in CSV format.

 

More

 

1. Utilities: Web Forms

2. Utilities: Web Forms: Member Profile Forms

1. Utilities: Web Forms: Member Profile Forms: New Member Profile Form: Profile

2. Utilities: Web Forms: Member Profile Forms: New Member Profile Form: Advanced

3. Utilities: Web Forms: Member Profile Forms: New Member Profile Form: Preview

4. Utilities: Web Forms: Member Profile Forms: Choose Lists

5. Utilities: Web Forms: Member Profile Forms: Choose Demographic Fields

6. Utilities: Web Forms: Member Profile Forms: Edit Member Profile Form