To Customize Your Contact Manager Opt-In Form

1. Log in to your Account Manager.
2. Click Contact Manager.
3. In the Contact Manager account list, click Launch for the desired Contact Manager account.
4. From the Settings tab, in the Opt-In Signup Form area, click Customize.
5. From the Setup tab, enter or select the following to define opt-in form headers and customer navigation once form entry is complete:
   • Main header message text — The main header of the opt-in form. This header displays at the top of the form.
   • Description text — Describes the main header of the opt-in form.
   • When users are finished signing up — The option indicates what occurs when the customer completes the opt-in form. Select one of the following:
     • Show standard completion message — This option displays the completion message as defined in Completion message header and Completion message description, and the customer remains on the page where they completed the opt-in form.
     • Show standard completion message, and redirect — This option displays the completion message as defined in Completion message header and Completion message description, and then redirects the customer to the URL specified in Return link URL.
   • Completion message header — The message header displayed when the customer completes the opt-in form.
   • Completion message description — The description displayed when the customer completes the opt-in form.
   • Return link URL (optional) — The Web location where the customer returns after completing the opt-in form. This is required when you select Show standard completion message, and redirect.
   • Return link text (optional) — The message text displayed when the customer returns after completing the opt-in form. This is required when you select Show standard completion message, and redirect.
6. From the Content tab, enter or select the following to add, remove, rearrange, or require fields on the opt-in form:

   NOTE: You can add any existing Contact Manager field to the opt-in form and you can update the text displayed on the form for the field. The only required field on the form is Personal Email, and the customer must specify their email address when filling out the opt-in form.

   • To change the question text — Click , and enter the desired text.
   • To add a field to the form — Click , choose an existing field to receive the customer-entered information. You can use standard description text (default) or enter custom text, and then click Save Changes.
   • To remove a field from the form — Click , and then click OK.
   • To rearrange fields on the form — Use your mouse to drag and drop fields into the desired order.
   • Manage Custom Fields — Click to define custom fields. Once they've been added, you can select them from the existing field list and add them to your opt-in form. To add custom fields, enter or select the following, and then click Save:
     • Label — The name for the new field.
     • Type — The type of field. Choose from the available list.
     • Character Limit — The number of allowable characters in the new field.
     • Add Custom Field — Click to save the current field and create another.

       TIP: To save your final new field, click Save.

   • Select which groups appear on signup form — The selected groups display on the opt-in form so customers can indicate interest areas by joining.
   • Add Group — Enter the following to add a new group to your Contact Manager account, and then click Save Changes. Once you add the group, you can include it on your opt-in form:
     • Group Name — The group name as it appears in your Contact Manager account.
     • Name contacts will see when opting in — A group name displayed on the opt-in form.
     • Group Description — A description of the group to provide customers information on the interests of group members.
7. From the Look & Feel tab, enter or select the following to add a logo or other image to the opt-in form or to change its the color scheme.
   • Change image — Click to upload a logo or other image for the opt-in form.
   • Font Family — The font to be used for opt-in form text.
   • Font Color — Enter or select the ASCII color code used for the font color on text in the opt-in form.
   • Background Color — Enter or select the background color for opt-in form.
   • Border Color — Enter or select the border color for opt-in form.
8. When you complete customization, click one of the following:
   • Save — Save the changes you made to the opt-in form.
   • Save and Exit — Save the changes you made to the opt-in form and return to the Settings screen.
   • Preview — Preview the customized opt-in form.

When your opt-in form is complete, you can link to it in email, direct your website's visitors to it, or let visitors sign up right from your sebsite. See Adding a Contact Manager Signup Option to Your Website for information.