Legacy Webforms: Customize Settings

About this task

Important: Only use this documentation if you know you still use Legacy webforms. The majority of Bronto application users do not.

Customizing the settings for a webform allows you to modify the internal notifications, page submission settings, associated welcome messages, and/or subscription confirmation messages belonging to the webform. The process for changing webform settings and each setting that you can change is described below.

To customize webform settings:

Procedure

  1. Go to the Edit Webform page by editing an existing webform or by creating a new webform.
  2. Click the Form Setting button. The Form Settings pop-up window will appear.
  3. From here, you can change webform settings, internal notifications, page submissions settings, welcome messages, and subscription confirmation messages.
    • Webform Settings (All Webform types): In the Form Settings section, you can choose to make the webform you are currently viewing the default for that particular type of webform. For example, if you are viewing a Manage Preferences webform, you can check this box, and then that webform will become the default Manage Preferences webform. You can also choose to use legacy div IDs for CSS Compatibility.
    • Internal Notifications (Only available for Add Contacts, Manage Preferences, Unsubscribe, Forward to a Friend, and Lookup Contacts): In the Internal Notifications section, you can choose to send an email to specified addresses when the webform is used. You can also choose to have the data collected from the webform included in the email. To specify email addresses to be notified when the webform is used, add the email addresses in the Notify these email addresses text box. Separate each email address by a comma.
    • Page Submissions Settings (Only available for Add Contacts, Manage Preferences, and Unsubscribe): The Page Submission Settings let you adjust the responses that are displayed when a contact succeeds or fails to submit an Add Contacts, Unsubscribe, or Manage Preferences webform. The text that you enter in the box used for successfully submitted forms will be used to populate the locked content block on your default Thank-You webform. Your default Thank-You webform will automatically be displayed when an Add Contacts, Unsubscribe, or Manage Preferences webform is successfully submitted. You can also choose to direct them to a URL of your choosing when they submit the webform.
    • Welcome Messages and Subscription Confirmation (Only available for Add Contacts): The Welcome Messages and Subscription Confirmation settings let you send a welcome message and/or display a subscription confirmation page when an Add-Contacts webform is successfully submitted. If you choose the Yes radio button, then a welcome message will be sent to contacts who successfully submit the Add-Contact webform. You will need to choose the welcome message you want to send from the pull-down box that appears, as well as specify a from name and address for the welcome message. If you choose the Yes, and require a subscription confirmation radio button, you will need to specify a welcome message to be sent. Additionally, your default Subscription Confirmation webform will be displayed when the Add Contacts webform is successfully submitted. If you click the No radio button, then no welcome message will be sent and your Subscription Confirmation webform will not be displayed.
    • Forward to a Friend Note (Only available for Forward to a Friend): This setting allows you to include a note that is sent to the recipient when the Forward to a Friend webform is submitted. In this note, you can include the %%!from_name%% tag, which will add the name of the recipient to the note, and/or the %%!from_address%% tag, which will add the senders email address.
  4. Click Save Settings.