Form Admin (Subaccount)

This section of the help file describes actions relating to signup forms:

Global Forms

Global Forms provide translated subscription and cancellation forms that enable you to feature English, French, German, Spanish, Italian, Korean or Japanese versions on your Web site. Global forms can be set to a default language other than English.

To create Global Forms, follow these steps from the Global Forms screen:

  1. In the Subaccount list, choose a subaccount from where you wish to select a form.
  2. In the Form Name list, choose a form name. You can view the layout of each form by clicking the View Samples link to open the form in a new window.
  3. If you want to browse the form library for the subaccount, click the Prev and Next links to view all the successive forms available. When you have finished viewing the forms, click the Select link. The form window will automatically close.
  4. Click Go. This opens the Generate HTML area in the Form Admin. The Generate HTML area allows you to choose and order the subscription types to use for your Signup Form and it provides the HTML code to load your Signup Form. The Generate HTML area uses a wizard that automates the subscription set up. Refer to steps 2 through 4 for more information.
  5. Initially, the wizard will allow you to choose and order the Subscription Types which will be available on your form.
  6. Optionally, the wizard will ask you to choose a Default Subscription Type for your form. This subscription option is automatically highlighted for consumers on your form. If you have chosen only one subscription type above, the wizard will skip this step.
  7. Next, choose a preferred language for your form. After you have set up the subscription options for your form, the system will ask you to choose a Default Language to display when your form loads.
  8. When the above steps are complete, you must generate HTML Code to load the subaccount's signup form. This code is generated for you automatically and displayed on the last page of the Generate HTML area. If you want a Submit button, copy the HTML code under the Button heading. If you want a link, copy the HTML code under the Link heading.
  9. Add the HTML code you copied from the Generate HTML area to the Web site page where you want your signup form to load.
  10. You may choose more than one language for your signup form. To do this, visit the Add Language area in the Form Admin area. This allows you to add language flags or a language select box, which will translate your form into different languages.

Form Popups

Form Popups are displayed to users upon exiting a form, or at a timed interval. To create Form Popups, follow these steps from the Form Popups screen:

  1. In the Subaccount list, choose an account to modify the Form popup information.
  2. In the Form Name drop-down menu, choose a Signup Form to use for the popup. Choose from the current library of Signup Forms. You can look at the layout of the form to determine which form you are going to edit. To do this, click the selection of a banner or link advertisement by a consumer. The impact of Web advertisements are evaluated by how often consumers who see the ad click on it. the view samples link to open the form in a new window.
  3. If you want to browse the form library for the subaccount, click the Prev and Next links to view all the successive forms available. When you have finished viewing the forms, click the Select link. The form window will automatically close.
  4. Click Go. This opens the Traffic page in the Form Admin area of the Tools section.
  5. On the Traffic page, enter the Exit Popup URL and size of the pop-up window. When customers leave the Signup Form, this re-directs them to a new pop-up window to generate interest in another Web site or offer immediately.
  6. In the Exit Popup URL text box, enter a Web location to send the customer immediately after leaving the form.
  7. In the Exit Popup Attributes text box, type the height and width of the exit pop-up window in pixels. For example, on a standard monitor, a window with a height equal to 3 inches and width equal to 5 inches would require the exit popup attributes height to be 216 pixels and width to be 360 pixels.
  8. On the Traffic page, enter the Timed Popup URL. When the customer leaves the Signup Form, the Timed Popup URL re-directs them to a new popup window to get them interested in another website or offer after a specific amount of time. This is an optional feature.
  9. In the Timed Popup URL text box enter a Web location to send the customer after they view the form within the duration set by the Timed Popup Timeframe.
  10. In the Timed Popup Attributes text boxes type the height and width of the timed popup window in pixels.
  11. In the Timed Popup Timeframe text box, type the duration in seconds to wait before sending the customer to the Timed Popup URL.
  12. Click Update on the bottom of the Traffic page to save the popup information.

Web Invoicing

The Create Invoice and Link tab is used to enter the details of the invoice you wish to create and generate the link code to send to your consumer.

Before creating an invoice you should make sure you have either (or both) Credit Card and Check forms set up, as they will be needed for this process. To create an invoice and generate link code:

  1. Choose and enter the Order ID (this is for your information and record keeping and can be alpha-numeric; this will be displayed on the order form and is stored with the transaction).
  2. Enter the Product/Service description (this will be stored with the transaction and will appear on the payment form; the value is optional and should make sense to both you and your consumers).
  3. Choose the billing Invoice Type from the drop-down menu:
    • Single. Bills one time only for the purchase.
    • Recurring. Bills repetitively in a set timeframe such as every 30 days. Also can include short trial periods for the first billing.
  4. In the Bill in This Currency drop-down menu select the currency to display for the purchase from the available options.
  5. Enter the amount to charge in the Invoice Amount field.
    • If you choose Single for the frequency option, select the Use Timeframe checkbox and enter the amount of days the subscription should last for in the Days field, if applicable.
    • If you choose Recurring for the frequency option, follow these instructions after entering the Invoice Amount:
      • Enter a number in the Bill Every field to indicate how often the system should charge the Invoice Amount.
      • In the For This Many Recurrences field, enter a number from 1-99, or check the Indefinite box to leave the ending date open.
      • Click to select the Make 1st payment different than recurring amount box if you wish to charge an introductory rate or create a trial rate and time. Enter an amount in the Amount field to indicate how much to charge for the first invoice.
      • If you wish the first timeframe to be shorter or longer than the rebill timeframe, click to select the Use Timeframe box and enter a number in the Days field. If left blank, the initial timeframe will be the same as that in the Bill Every field.
  6. In the Payment Forms section, click to select Credit Card or Check (or both); these are the payment methods you wish to accept for this invoice.
    • After you select the form type/payment methods, the widget will become "active", giving you the following options:
      • Change. Click this to choose the form you wish to use with the invoice. A list of your currently active forms (credit in the credit field, check in the check field) will be displayed, click to select the form you wish to use, then click OK.
      • Make Default. Clicking this will allow you to make the currently loaded form the default for this payment type. Click OK to confirm your selection. After selecting a default, that form will automatically be chosen for that payment type any time you create an invoice. You can, however, still change the form by clicking Change.
      • Preview. Displays a pop-up window with a preview of the currently selected form. Click OK to close.
  7. Click Generate Link in the Payment Links section to create the link code for the invoice. Copy the code and place it in the email you are sending to your consumer. Note: Each time you click Generate Link a unique URL is created, enabling you to make multiple identical invoices.
  8. Click Done to discard the page after you have copied your link.