Chapter

Chapter - Create Forms

Create forms for subscribing and unsubscribing from the newsletter

Article

Create legally compliant double opt-in forms
With the Forms feature, you can create forms with drag and drop for things like: You can use these forms directly or embed them on your own website. Legally compliant registration forms for newsletters If you want to use the form for newsletter sign-ups, the system offers the option of legally compliant Double Opt-In verification. Checkbox for consent So that a... Read more
Create a new form
To create or edit registration forms, open the Forms tab in your browser or click Create Form in the [ProductName] add-in for cobra. To create a new form, click on one of the form templates. The Form Editor will open automatically and load the template. The Form Editor works the same way as the Drag & ... Read more
Form elements
Most of the elements for creating a newsletter are also available for creating forms. There are a number of additional elements and properties for creating forms. All of these elements have field properties for placeholder text, the database field, the data type, and the tab index. In addition, a field can be defined as a required field, so... Read more
Selection element (drop-down list)
A selection field is a drop-down list with predefined values that your visitors can (or must, if the field is mandatory) select. The placeholder is not a selected or selectable value. The type of this field is always Text. A list of values to choose from can be specified in the Values field in the Field Properties, with each... Read more
Checkbox elements
For example, the checkbox allows your customers to indicate interests or subscribe to different newsletters within a form. The value of the checkbox is stored in cobra in a Yes/No field. The "Group" field allows you to group multiple checkboxes together. If the group is defined as a required field, at least one checkbox must be selected. The selected... Read more
Double opt-in confirmation element
To enable legally compliant registration for your newsletter, your registration form must contain a special checkbox for double opt-in confirmation. This is not to be confused with the normal checkbox. A verification email for double opt-in confirmation will only be sent to the sender if this checkbox is present and activated when the form is sent. 
Input fields
A simple field for entering data. The following data types are available for selection: Depending on the browser, the type of field is validated differently by the browser's internal functionality and additional control elements may be inserted, e.g. for selecting a number. 
Button element
The button element is a multi-functional button. It can be placed centered, left-aligned, or right-aligned. The function is determined by the options on the hyperlink panel: SCREENSHOT: Functions for Buttons in Forms In addition to the familiar options for setting hyperlinks, buttons in forms also have the option "Execute function." Info window When the form is submitted, the ... Read more
Integrate form on homepage
Once you have saved your form, you can publish it using the Publish button in the toolbar. There are two ways to use the form: HTML for a website Opens a dialog with the HTML code of the form, which you can copy and paste into the appropriate place on your homepage. The HTML code uses inline styles instead of CSS classes. This ensures that... Read more
Customize double opt-in confirmation emails
If you are currently in the form editor, close the editor by clicking the cross in the top right corner to return to the form dashboard view. Your new signup form has been added to the "My Forms" section. Here you can access your forms, edit the confirmation email for double opt-in confirmation, and a series of... Read more
Set up automatic email series
After confirming a sign-up (or immediately after submitting a single opt-in form), you can automatically send one or more emails to your new subscribers, for example, a welcome email. To do this, click "Add Email" in your list of forms. The automated email editor will open with a new, blank email: Unlike when creating a newsletter, there is... Read more
Duplicate forms
Unfortunately, duplicating a form is not quite straightforward. The following procedure is recommended: 3. Scroll to the bottom of the code until you reach the section shown below: 4. The value in the FormCategory field is important here, it's 201. Note this value. The FormCategory field determines which form registrations are assigned to and which series... Read more
Create a subscription management form
If you have numerous addresses in stock and send out newsletters on various topics, it would be beneficial if your readers could manage these settings themselves in a subscription management form. If you use cobra, the new settings should also be automatically transferred to your CRM system. This example is intended to show how you can create a form for... Read more