This document provides steps for creating a triggered response email, which contains a document link from the document rack, after the completion of a web form. All necessary documents must first be added to the Document Rack in order to be attached to the email. Refer to the DMX335 procedures for uploading a PDF document to the Document Rack.
Step 1 Log into Digital Communication
Step 2 Select the Product Suite product and the Web Forms module
Step 3 Click Begin
Step 4 Fill out the required details for the Web Form
4.1 Enter a Web Form Name
4.2 Modify the Browser title, if desired
4.3 Enter a Response Notification Email Address, if desired
4.4 Enter a Description, if desired
4.5 Click the drop-down arrow to Store your web form in a folder, if desired
4.6 Place a checkmark in the box for Link web form to an email campaign
Step 5 Enter in the Expire notification email address
Step 6 Choose expiration criteria
6.1 Choose from calendar or enter a specific date and time for the web form to expire, and/or
6.2 Enter the number of web form responses needed to cause the web form to expire
Step 7 Choose expiration message by selecting the applicable radio dial
7.1 Redirect to a chosen web page -or-
7.2 Enter an expiration message
Step 8 Once complete, click Continue
Step 9 On the Greeting tab, select the desired Greeting type from the drop-down menu
9.1 Fill out the required information
9.2 Click Continue
9.3 Optionally, select an Analytics Type for gathering recipient data
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- Google Analytics
- Custom Javascript
- Custom HTML
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Step 10 On the Contact Info tab, from the field type drop-down menu, select Web Form Email or Web Form Email w/Verify
Note: The Web Form Email or Web Form Email w/Verify are required in order for an email to be sent when an individual fills out the web form. If these fields are not showing in the list, return to the Details page to place a check in the Link Web Form to an email campaign box.
Step 11 Click Add
Step 12 To add additional field types, click on the desired field within the drop-down menu
12.1 Click the Add button
12.2 Repeat this process until all desired contact fields have been added
Step 13 Click Continue
Step 14 Add the desired Confirmation information. Click Continue
Step 15 Click Continue
Step 16 In order to complete the web form Questions tab, “Click, Drag, and Drop” the PDF document icon to the desired location on the page. The document cell editor window will automatically pop up.
Step 17 First, type in the desired question related to the document
17.1 If the Document is required, place a check mark in the Required box.
Note: All fields marked as Required can be placed into the web form email as a merge field. The Email Merge Field Name will be displayed when selecting merge fields to place in the email.
17.2 Select the desired display option for the document within the drop-down list
17.3 Select the desired Document Rack folder which contains the documents being made available within the web form.
17.4 Designate the Email Merge Field Name
17.5 Once the question setup is complete, click the Add button
Step 18 Optionally, preview the web form
Step 19 Click Continue
Completed Web Form Example
Step 20 If desired, make changes to Settings
Step 21 Click Finish
Step 22 Click Dashboard from the main menu
Step 23 To Publish your Web Form, click the Options icon on the web form
Step 24 Click Yes on the Confirmation Message
Note: If desired, the web form can be added to the website by using the link provided.
Step 25 Once the web form is built with a document rack folder selected, build an email in response to the web form
Step 26 Click the Module drop-down arrow and select Emails
Step 27 Click New or Template within the Web Form card to begin creating your web form email
Step 28 Link the email to the web form by selecting the published web form name from the Link From Web Form drop-down menu
Step 29 Complete the remaining fields within the Basics page and click Continue to advance to the Editing your email page
Note: Anything in italics is an optional field as noted below. Some of the fields will auto populate from Account Settings.
- Name
- Description (optional)
- Store your email in a folder
- Would you like to use the DocuMatix Editor or would you like to import HTML instead?
- Yes, use the DocuMatix Editor – create email within the DocuMatix tool
- I have HTML I would like to use – load HTML code from outside source
- Layout Mode
Note: Mobile Layout Mode is for a single column email, commonly used for easy viewing on a mobile device. Desktop Layout Mode allows for multi-column emails for viewing on a computer.
Step 30 Select the desired email element, “Click, Drag, and Drop” the corresponding icon into the body of the email being created
Step 31 To insert a merge field, hover over the desired text cell and click the Edit icon
Step 32 Click the Insert Merge Field icon
Note: Merge fields that were defined during the web form creation step will now be available to use within the email.
Step 33 In the edit cell, place your cursor where you want to insert the merge field and
click the icon
Step 34 Under the Web Form tab, click the radio button next to the desired merge field to insert, then click the Insert Merge Field Into Email button
Step 35 Complete the email design
Step 36 To publish the email, click the Dashboard tab
Step 37 From the email list, click Options icon of the desired email to publish, and click Publish from the menu
Note: Below are examples of a web form and a web form response email with a link to a document within a Document Rack.
Sample Web Form
Sample Web Form Email
Article Reference: DMX315