How do I set up a Web Form?
To learn more about setting up Web Forms, click here.
What are Web Form emails?
A web form is used to gather information. A web form email is an automated response to a submitted web form.
Any web form can be paired with a web form email. The email can have information entered from the web form merged into the email.
The following are some examples of how web forms and web form emails are used by other Marquis clients.
Externally (member or customer-facing):
- request additional information (e.g., Document within a Document rack) – this can be paired with a follow-up email to the person requesting, with a link to the documents they requested)
- gather new email addresses
- update contact information – a web form email could be delivered to an internal email box of a person who would fulfill the request
- opt in to operational text messaging
- contests or giveaways
- virtually anything where data is gathered
Internally (employee-facing):
- staff recognitions – a web form email could send this in for consideration or directly to an all staff email address (depending on how you handle your staff recognition process)
- facilities request forms – this could be paired with a web form email to deliver the request to the facilities group
- suggestion box
- contests or giveaways entries
- virtually anything where data is gathered
How do I set up a Web Form email using a Document Rack?
To learn more about setting up a Web Form Email using the Document Rack, click here.
How does a refer-a-friend program help my business?
Peer-to-peer marketing is a driver behind purchasing decisions.
The act of referring a friend, colleague, or family member increases the chances that the potential customer will purchase from your business.
How do I set up Refer-a-friend?
To learn more about setting up Refer-a-friend, click here.
How can I embed a video in my email?
NOTE: Some email providers remove embedded videos.
To learn more about embedding a video in email, click here.
What is an email snippet?
An email snippet, designed to complement the email subject line, gives the subscriber quick insight as to the contents of the email by displaying the first portion, call to action, or summary of the actual email. Often, the email provider displays who the email is from, the subject line, and a snippet of the email.
How do I hide the email snippet?
The email snippet may be hidden by setting the snippet text color the same as the background of your email.
For further assistance, reach out to the Support department at 877-362-8628 or dsupport@gomarquis.com.
Can I recall an email?
No. Once published and in queue, the email cannot be recalled. The queue begins five minutes prior to launch time.
Can I stop an email scheduled to launch in the future?
Yes, if the email is scheduled to launch in more than five minutes, the email may be stopped with assistance from support.
The support department may be reached at 877-362-8628 or dsupport@gomarquis.com.
To learn more about how to demote (stop) an email, click here.
What are merge fields?
Merge fields are placeholders in the email template which allow emails to be personalized. The placeholder is filled with information from the data/CSV file. Using a personalized greeting (such as “Hi, Jeff” or “Good morning, Samantha”) is more friendly and inviting than a generic greeting.
How do I add a merge field?
To learn more about adding merge fields, click here.
What is a CSV file?
A CSV file is a comma separated value file. The Digital Communication Platform uses CSV files to load data (e.g., email addresses, merge fields used in emails). For the Digital Communication Platform, the CSV file must contain a header row with column names and the column names must not contain spaces or quotation marks.
How do I resolve errors when uploading a data (CSV) file?
First, verify the following:
- Confirm that the data file is a .CSV (comma delimited) file type.
- The data file contains a header row (the column names will be used to map to custom fields or merge fields).
- The header row cannot contain any spaces (including spaces before or after field name).
- If any of your column headings are surrounded by quotes, remove the quotation marks.
After verifying the above steps, some additional troubleshooting steps may be necessary:
- Delete 10-15 columns to the right of the data, to remove any potential spaces in the empty columns that might not be visible.
- Delete the header row and add a new one.
- Alternatively, copy the data and paste in a new spreadsheet, and save with a different name.
How do I link a survey, web form, event, or document to an email?
To learn more about linking a survey, web form, event, or document (from a document rack), click here.
To learn more about replacing a URL with linked text, click here.
How do I create a shortened URL using the Digital Communication Platform?
Within the Digital Communication Platform, short URLs may be created by using a Generate Short URL button.
This tool will work for any URL and may be used with web forms, surveys, the document rack, etc.
To learn more about creating a short URL, click here.
What is a variable image in an email?
Variable images allow you to send different images to different clients to customize and individualize the communication process.
For example, you may want to include the photo of the specific service rep who helped a member. Your clients will feel that the company knows them, cares, and is paying attention.
What is a variable URL in an email?
Variable URLs allow you to send different web pages to different clients to customize and individualize the communication process.
How do I add variable content to an email?
Two types of variable content are available, variable images and variable URL.
Variable Images
To learn about adding a static image with variable text overlay, click here.
Variable URL
To learn about adding variable URL with partial merge fields, click here.
To learn about adding variable URL with full merge fields, click here.