Setting up a form

The ‘Profile management’ Web page can contain numerous different input fields or form fields. A ‘Profile management’ Web page can look something like this:

Designing form fields with your own CSS classes

You can store your own CSS classes in the CSS class field for all form fields of the ‘Profile management’ Web page. You can maintain the respective CSS class both within the dynamic Web page under Style > Stylesheet or in an external stylesheet. You can integrate the external stylesheet under Style > Stylesheet URL. For further information, please see Designing form fields with your own CSS classes.

Overview of form fields

Below is an overview of the form fields that are usually contained in a ‘Profile management’ Web page. This is followed by an overview of form fields that are less commonly used in a ‘Profile management’ Web page.

Frequently used fields for the ‘Profile management’ Web page

Name

Description

Headline

You use this form element to insert a heading on the Web page.

Text field

You use this form element to insert a one-line text field on the Web page.

Users can either enter a new text in this text field or change a text already displayed there.

You set up this form element using the following fields:

(Text already displayed on the Web page is the text that is stored for the current user in the recipient table column selected in the Column drop-down list (below)).

Name

In this field, you enter a name for the text field (for example, ‘First name’).

If you leave this field blank, Inxmail Professional automatically uses the name of the recipient table column that you assign in the Column field (below).

Column

You use this drop-down list to assign a recipient table column of the ‘Text’ data type. Inxmail Professional stores the data entered by users in the text field of the Web page in this recipient table column for every user.

Before you can select the relevant recipient table column in the Column drop-down list, you must create it in the recipient table of the relevant mailing list (Creating a new column).

If you assign a recipient table column of a different data type, Inxmail Professional cannot store the entered data. An error message is displayed.

‘Profile management’ Web page: If data is already stored for the user in this recipient table column, then this data is displayed in the entry field when the Web page is called up.

Setting

In this drop-down list, you can set the following:

  • Editable: The form element is editable and is not a mandatory field (that is, users may complete the text field but are not required to do so).
  • Mandatory field: The form element is editable and is a mandatory field (that is, users must always enter a text in the text field).
  • Inactive: The form element is not editable.

Check box

You use this form element to insert a check box on the Web page. The check box allows users to enable or disable a function.

 

Settings

 

Name

In this field, enter a name for the Check box form element (for example, ‘I wish to receive further information on the products.’).

If you leave this field blank, Inxmail Professional automatically uses the name of the recipient table column that you assign in the Column field (below).

Column

In this drop-down list, you assign a recipient table column of the ‘Yes/No’ data type. Whether users have enabled the Check box form element is stored for every user in this recipient table column.

‘Profile management’ JSP template: If a value is already stored for the user in this recipient table column, then the form element is enabled or disabled accordingly when the Web page is called up. The settings for the Preselected check box (below) are then ignored.

Setting

In this drop-down list, you can set the following:

  • Editable: The form element is displayed on the Web page and is editable. The form element is disabled when the Web page is called up.
  • Editable (preselected): The form element is displayed on the Web page and is editable (that is, users can enable or disable the check box). The form element is enabled when the Web page is called up.
  • Mandatory field: The form element is a mandatory field. The form element is disabled when the Web page is called up.
  • Mandatory field (preselected): The form element is a mandatory field. The form element is enabled when the Web page is called up.
  • Hidden (preselected): The form element is not displayed on the Web page. It is enabled (in the background).
  • Inactive: The form element is displayed on the Web page but is not editable. The form element is always disabled.
  • Inactive (preselected): The form element is displayed on the Web page but is not editable. The form element is always enabled.

Value

(selected)

(not selected)

In these fields, you define which values are stored (in the recipient table column specified in the Column drop-down list) when the Check box form element is enabled or disabled.

Enter ‘true’ in the Value (selected) field.

Enter ‘false’ in the Value (not selected) field.

As you must always assign a column of the ‘Yes/No’ data type for the Check box form element, you must always enter the values ‘true’ and ‘false’ in the Value (selected) and Value (not selected) fields.

Drop-down list

You use this form element to insert a drop-down list on the Web page. In the drop-down list, users can select values (selection items) that you have defined.

Setting

 

Name

In this field, you enter a name for the drop-down list (for example, ‘How did you find us?’).

If you leave this field blank, Inxmail Professional automatically uses the name of the recipient table column that you assign in the Column field (below).

Column

You use this drop-down list to assign a recipient table column. Inxmail Professional stores the value users selected in the form element in this recipient table column for every user.

‘Profile management’ Web page: If a value is already stored for the user in this recipient table column, then this value is preselected in the drop-down list when the Web page is called up.

Otherwise, Inxmail Professional automatically uses the value you specify first in the Values field as the default selection.

Multiple

choice

If you enable this check box, the user will be able to select multiple items from the drop-down list (with the CTRL key held down).

Lines

Typically, only one item is displayed for a drop-down list; the user must click to open the drop-down list and see further items. The Lines field allows you to specify that multiple items should be initially displayed.

Setting

In this drop-down list, you can set the following:

  • Editable: The form element is editable and is not a mandatory field (that is, users may select a value in the drop-down list but are not required to do so).
  • Mandatory field: The form element is editable and is a mandatory field (that is, users must always select a value in the drop-down list).
  • Inactive: The form element is not editable (that is, users cannot change the default selection in the drop-down list).

Values

In this field, you enter all values that are to appear as selection items in the drop-down list. Enter the values in the format ‘internal value;displayed name’ (for example, ‘f;female’).

The internal value is stored in the recipient table column specified in the Column field. The displayed name is displayed as a selection item in the drop-down list.

If the internal value and the displayed name are the same, then you can also enter the value in the format ‘Value’ (for example, ‘female’).

Separate the individual values with ‘\n’ (for example, ‘f;female\nm;male’).

Radio button

You use this form element to add one or more option buttons to your Web page. Users may select only one of them.

Settings

 

Name

In this field, you enter a name for the Radio button form element (for example, ‘Salutation’).

If you leave this field blank, Inxmail Professional automatically uses the name of the recipient table column that you assign in the Column field (below).

Column

In this drop-down list, you assign a recipient table column of the ‘Text’ data type. The option button users selected in the form element is stored for every user in this recipient table column (see also Value field below).

‘Profile management’ Web page: If a value is already stored for the user in this recipient table column, then the corresponding option button of the form element is preselected when the Web page is called up.

Otherwise, the first option button of the form element is always preselected when the Web page is called up.

Setting

In this drop-down list, you can set the following:

  • Editable: The form element is editable and is not a mandatory field (that is, users may select an option but are not required to do so).
  • Mandatory field: The form element is editable and is a mandatory field (that is, users must select an option).
  • Inactive: The form element is not editable (that is, users cannot change the default setting for the Radio button form element).

Value

You use this field to add an option button (value) to the form element.

You can add several option buttons to the Radio button form element (users will be able to select only one of them). To do this, add the Value field multiple times to the editing area (Opening and expanding the editing area).

When entering the option button in the Value field, enter it in the format ‘internal value;displayed name’ (for example, ‘m;Mr’).

The displayed name is specified as the name of the option button (for example, ‘Mr’).

If the user selects the option button on the Web page, the internal value (for example, ‘m’) is stored in the recipient table column specified in the Column drop-down list.

Further form fields

Name

Description

§ GDPR

Tracking Permission

Use this form element to obtain consent to personal tracking from your newsletter recipients.

‘All Tracking

Permissions’ button

This form element allows you to add a button to the ‘Profile management’ Web page that allows the recipient to consent to person-based tracking for multiple newsletters simultaneously. This button is useful when you offer multiple newsletters.

The text entered in this field is displayed on the button.

Password field

You use this form element to insert text fields on dynamic Web pages. These text fields allow users to perform masked input. In general, this concerns the entry of a password.

Name

In this field, you enter a name for the (first) password input field of the form element (for example, ‘Password’).

If you leave this field blank, Inxmail Professional automatically uses the name of the recipient table column that you assign in the Column field (below).

If the form element contains a second input field for confirming the password (in accordance with your settings in the Both checked check box below), you cannot directly enter the name of the second input field. Inxmail Professional automatically composes the name (for example, ‘Repeat password’) from the following entries:

  • Specified name for the (first) password field (for example, ‘Password’)
  • Specified text in the Style main element, Text for password repetition field (for example, ‘Repeat’)

Column

In this drop-down list, you assign a recipient table column of the ‘Text’ data type. Inxmail Professional stores the password specified by each recipient in this recipient table column.

Note: Inxmail Professional stores passwords unencrypted in the recipient table. All users with access to the recipient table can view the recipients' passwords.

On the Web page, however, user passwords are always shown masked (as dots).

Setting

In this drop-down list, you can set the following:

  • Editable: The form element is editable and is not a mandatory field (that is, users may specify a password but are not required to do so).
  • Mandatory field: The form element is editable and is a mandatory field (that is, users must specify a password).
  • Both checked: The form element is editable and is a mandatory field. In addition to the password input field, it contains a further input field for repeating the password.
  • Inactive: The form element is not editable (that is, users cannot specify a password in the password field; nor can they change their password (displayed there as dots)).