Rules of Thumb
Five simple rules to follow that will result in success.


Build a Form
A Form is a web page object consisting of selections/entries that allow a Visitor to provide information about themselves. For a complete definition of a template, see the Glossary.


Build a Template
With respect to Landing Pages and Microsites, a Template is a base page definition that serves as a general pattern for many web pages. For a complete definition of a template, see the Glossary.


Build a Page
A page contains your content and forms, making them accessible to your costumers. Using OnDialog's simple editing features creating your pages is a breeze. For a complete definition of a page, see the Glossary.


Build a Microsite
In its most simplified form a Microsite is a collection of Landing Pages to collectively convey either a promotional concept. For a complete definition of a template, see the Glossary.


Create a Target Market
A target market is a specific subset of potential site visitors defined by a rule based on PURL Data fields and values. For a complete definition of a template, see the Glossary.


Create Targeted Content
Targeted content is web page content to be displayed whenever a site visitor's PURL Data matches a corresponding target market. For a complete definition of a template, see the Glossary.


Glossary

Build a Form

Step 1) From the Content menu, select “My Forms.”

Step 2) From the My Forms menu, select "Add Form".

Step 3) In the top-left box, called Form Settings, name your form.

Step 4) In the top-right box, select Add a New Field.

Step 5) Here you can either type your field name in the box next to Field Name, or you can copy an already existing field from your CRM system. To copy a field from your CRM system, click “Copy Settings From.” A popup window will display the fields you currently have set up in your CRM system. When you find the field you want to copy, double-click the field name. This will place the field’s name and label in the Form Builder.

Step 6) Once you have named your field, you may now choose what type of field you want to use, be it a textbox, radio button, checkbox, drop-down menu, hidden, a captcha or a submit button. NOTE: In order for your field to map to your CRM system, your field type and name must match what you have setup in your CRM system.

Step 7) In the box next to “Default Text,” type what you want displayed next to the field in your form.

Step 8) Now choose how wide and how tall you want your field to be by changing the values for “Width” and “Height.”

Step 9) If you want the field to be required for anyone filling out the form, choose the type of validation you want to require. Then enter the message you want users to receive if they fail to answer this field correctly.

Step 10) Repeat the above steps until you have created all the fields you want to include in this form.

Step 11) You are now ready to create your form’s layout. You may do this by dragging and dropping each field name into the Form Layout area at the bottom of the Form Builder. (Hint: You may click “Auto-Layout” to automatically add your fields to the form layout. Since you can rearrange the fields once they are in the Form Layout area, clicking “Auto-Layout” is a quick and easy way to add your fields to the form’s layout without having to drag and drop each field.)

Step 12) To move your fields in the Form Layout area, simply drag and drop the fields. To delete a field from the Form Layout, drag and drop the field in the Form Layout area to the trash can image at the top left of the layout area. NOTE: Deleting the field from the Form Layout area does not remove the field from the form. To delete a field from the form completely, click on “Delete” next to the field name in the Form Fields list in the top-right corner of the Form Builder. (Hint: You may clear your form’s layout and start the layout process with a clean slate. To do this, click “Clear” in the form layout area.)

Step 13) Once your layout is complete, you may alter the way your form appears by using the tools in the Form Settings area in the top left of the form builder. The basic editing mode is the default selection. To edit your form’s HTML, simply click “Advanced” next to Form Layout in the Form Settings area.

Step 14) To change the symbol displayed next to any fields that are required in your form, place your cursor in the box next to Field Required Symbol and delete the default asterisk symbol. Now type the symbol you want to use.

Step 15) Next you can choose where your field labels are positioned on your form. Do this by clicking the drop-down menu next to Field Label Position and choosing to place your labels to the left, right, top or bottom of your field. To see how your form will appear on a webpage, click the “Preview” button in the Form Layout area. You may preview your form’s layout at anytime while using the Form Builder.

Step 16) Next you can change the way your form’s font is displayed. Do this by clicking on Example Text, opening a pop-up window. In this pop-up window you can choose the type of font you want to use, the size of your form’s text, how bold or how light you want your text to appear how you want to align your text within the form and whether you want to underline or overline your text. You may also choose what color your font will be displayed. To change your text’s color from the user’s browser default settings, simply type the name of the color you want to use. For example, type “red” for red.

Step 17) Once you are finished stylizing your form’s text, click “Save and Close.”

Step 18) Now you are ready to decide what you want to happen once a user completes the form by using the options in the Post-Submission Settings area on the left side of the form builder.

Step 19) To have the data from the form sent to your Salesforce account, check the box next to “Send data to Salesforce.” From here you can choose how you want the data entered to Salesforce, you can choose what lead assignment rule you want the form’s data to follow and you can assign the form to a particular campaign that you have set up in Salesforce.

Step 20) To have the data from the form sent directly to an email address, check the box next to “Send data to an email address.” From here you enter the email address you want the data sent to by typing the address in the Address field, and you choose to receive the data as either a text or HTML email.

Step 21) Next you can choose to send an email to the user after they have completed the form. To do so, check the box next to “Send an email to the visitor.” Now you enter the subject line for the email, as well as the name you want the email to be sent from and the email address from where you want the email to be sent. NOTE: The subject and names are not required to send a post-submission email. However, an email address from where the email will be sent is required.

Step 22) Then choose the field from your form that will contain the user’s email address. NOTE: In order to send the user a post-submission email, your form must include a field in the form that contains the user’s email address.

Step 23) To personalize the email the user will receive, you can choose to enter their first and last names into the email by clicking the drop-down menus next to the First Name and Last Name fields. Neither field is required in order to send a post-submission email and you may choose to include either the first or last name, or both. NOTE: In order to include the user’s first and/or last name in the post-submission email, you must include fields in the form that contains this information.

Step 24) To choose what page the user is directed to after completing the form, click the box next to “Send visitor to a page or URL.” Click the radio button next to Landing Page in order to send the user to a page you have created in OnDialog LP. After clicking the radio button, click on “Click to choose” to select the page you want to use. To direct the user to a URL outside of one you have created in OnDialog LP, click the radio button next to URL. Then type the page’s URL address in the box next to Destination.

Step 25) Now that you have stylized your form through the Form Field Settings, you have created the form’s fields, you have created the form’s layout, and you have chosen your form’s post-submission settings, click “Update Form” to save the form.

Step 26) You are now ready to insert your form on a page or template.