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Content

Use Case(s)

Use the Form Base module to update basic form settings at any time needed. In order to update Form Fields or Form Layouts, please contact Clubessential.

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From here, you can update the Admin email or add multiple emails by using a semicolon to separate emails.

Anyone listed on the Admin email will receive an email once a form is filled out so long as those settings are activated which will be reviewed further in this documentation.

Form Activation & Expiration:

Set your form to be active or to expire by using the calendar picker.

You may even determine the time of day using the clock picker.

A form must be active for anyone to fill out the form.

Notification Emails:

You may determine if Admins receive a notification email when forms are filled out, and/or if they should receive the form details in the notification email.

Use the designated checkboxes to determine this.

It is recommended to keep active the  ‘Include Submission Details in Admin Email’. This will allow Admins to review form data in real time.

Custom Event Notifications 

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Directory Disclaimer 

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Sidebar Marketing 

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Statement Window 

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Cross Marketing in Event Notifications

Each time a member registers for an event, a confirmation email is sent to that member. The confirmation email presents a key opportunity to make an impression using Cross Marketing. Event Notifications can be edited globally for all confirmation emails, or individually per event notification. For larger events, it is best to place the Cross Marketing piece in the Global Notifications so all members receive the communication. For targeted marketing based on past events, groups, or type of member; it is best to edit the Event Notification individually.

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Editing Global Notifications

Only Admins are able to access Site Notifications. Hover over Admin in the left hand corner of the screen, click on Site Notifications.

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Click on the Edit box next to Edit Default Notifications.

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Click Registration Received to edit Global Registration Received Notifications.

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Edit Default Event Notifications by opening the Click to Edit.

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This will open the Editor, with the Default Notifications. Delete the default and type your own, or Add additional content to the Default Notification.

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This editor works just like the Editor used throughout the website. You may add plain text, imagery, and hyperlinks. 

It is recommended to use Snippets to personalize messages.

 Snippet Examples:

• • ##MEMNAME## : this will add the member’s name to the notification

  • ##EVENTTITLE##: this will add the event title name to the notification

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Click Save once you’ve added your desired content.

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Click Update Notification for the custom notification to update.

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Editing the Directory Disclaimer

The Directory is a highly trafficked area of the website. Members may use the Directory to access other member or staff information. Members are also likely to visit their own profile often to update information. The Directory offers prime real estate for Cross Marketing general events to members.

If you’re an Admin, hover over the Admin tab and click on Directory / Roster.

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If you’re an Editor, hover over the Admin link in the main navigation and click Main Tools > Directory.

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Once the Editor is open, add text, imagery, and hyperlinks as desired. This works just like the Editor used throughout the website. Click Save once complete.

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The Cross Marketing material will then show above the Member List in the Directory.

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Editing Sidebar Content Areas 

Sidebar Content Areas typically reside within the side panel of content pages on the website. These marketing areas can be global or page specific. For general Cross Marketing, edit the global sidebar content area. For targeted marketing, edit the page specific sidebar content area.

Global Sidebar Example: An end of year club celebration which would appeal to the majority of members should be placed in the global sidebar content area so this information is available no matter what page the member travels to.

Page Specific Sidebar Example: If you have a Golf Tournament coming up, it will be best to place this marketing information on Golf pages to attract Golf Members. 

Navigate to the page in which you wish to add the Cross Marketing Information, and open the Click to Edit in the Sidebar Area.

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This will open the Editor, which is the same editor used throughout the website. From here, you can add imagery, text, and hyperlinks. Save once complete.

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Editing the Global Sidebar will show on all pages of the website, while editing the Page Specific Sidebar will only show on that specific page.

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Editing Online Member Statements

If your website is utilizing Online Member Statements, you may use this as another area to Cross Market. Some members may only use the website for statements and payments, making this another highly trafficked area on the website.

Access the Online Member Statement portal where it is located in the main navigation.

Once the Statement window is open, hover over Admin and select Edit Statement Layout.

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Again, hover over Admin, and choose Edit Statement Header or Edit Statement Footer.

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This will open the Editor, which is the same editor throughout the website. You can add text, imagery, and hyperlinks as desired. Save once finished.

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The Cross Marketing material will then show in the Statement Window.

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FAQs

Q: I want to cross market to specific members, but not all members. Where is the best place to cross market?

A: If you’re trying to target certain members, you can try to cross marketing in a specific email campaign using target marketing. Set up appropriate groups that include the proper members. You may also want to place cross marketing pieces in page specific sidebars to market on pages that the type of member you’re trying reach would access frequently (ex: market a Golf Tournament on the page specific sidebars on Golf Pages only).

Q: What happens if I’m not using my cross marketing sidebar?

A: This will be blank for members and they won’t see anything. This does not throw off the design and only Admins/Editors can see the click to edits. You do not always need to have a cross marketing piece placed in these sections.

Best Practices

1. When utilizing Cross Marketing, it is best to try to be as directional as possible. Decide if the material you are Cross Marketing is best suited for all members, or specific types of members. Knowing to whom you are marketing should then help you decide whether to place this in global areas, or specific areas of the website.

2. Many of the Cross Marketing areas have limited space, so remember to size images appropriately and keep information short. Cross Marketing is most efficient when the message is short and enticing. It is also best to link to either the event or page you’re trying to Cross Market so members can access the full information easily.

3. Keeping your Cross Marketing areas up to date helps keep the information informative and useful. Once an event is over, be sure to update the Cross Marketing section so old information is not being marketed.

4. Looking to enhance how, where, and when to market? Check out information on Site Statistics to lean on analytics to determine the best places on the website to market, along with the best day of the week and time of day. Information on Site Statistics is located here.

Downloadable Guide

Cross Marketing - Guide

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• These are the email addresses that will receive notifications when submissions are submitted. There must be at least one. Multiple Addresses may be added separating each with a semi-colon.

• Form Category: Useful for form organization. When viewing your formbase, you can select a specific category of forms to view. 

• Form Activate and Expiration: These allow you to set when a form is active. Members will be unable to fill out a form while it is inactive. This is useful if the page resides on a page and has intervals of open registration. 

• Form HTML

  • Header - This is an area directly above the form where you can place form titles, introduction paragraphs, etc.

  • Footer - The area directly under the form (beneath the submit button) Useful for adding notes if needed

  • Confirmation - This option allows you to update the pop-up window that appears after submission. Has all of the options that the legacy editor offers.

• Submit Button Text - Change the text in this field for the "submit" button to contain different verbiage.

Form Setup (2nd Section)

• Users Can Submit Form One Time Only - Check this box if you want to restrict the amount of submissions a member can make to 1

• Allow Users to Edit Their Input Once Submitted - When checked, users can edit the form after submissions. They must submit again for changes to reflect in the results

• Show "Required Questions" Text - When checked, the asterisk and required question explanation at the bottom of the page will be displayed.

• Show "Complete Another Form" Button on Confirmation - Displays a button that will reload the form with fields cleared so that it may be filled out again.

• Enable Member Picker for Admin Submissions - Allows admins to easily pick from the member roster to fill out the form as a site member.

• Auto Launch Member Picker if Enabled - When checked, the member picker will launch on default when an admin views the form.

• Select Date Format - Allows the change of how the dates are displayed throughout the form

• Show Reset Button in Plugin View - Displays a reset button next to the submit button that will clear all values in form fields.

• Allow URLs in Textboxes - By default, forms will now be submitted if hyperlinks or URLs are typed within text field. This is to prevent spam submissions on public forms. Select the Checkbox to turn off this content filter.

Notification Settings

• Anti-Spoof Admin Email - This allows you to specify an additional email address if you are not receiving emails to the Admin Email address to avoid spoof blocking by mail servers.

• Send Email to Admin on Submission - Uncheck if you don't want emails sent to specified Admins upon submission.

• Send Email to User on Submission - Uncheck if you don't want emails sent to specified users upon submission.

• Include Submission Details in Admin Email - Check to display details of the form in the Admin email when submitted. The details will display in the format selected.

• Include Submission Details in User Email - Check to display details of the form in the user email when submitted. The details will display in the format selected.

• Submission Details Format - Use the dropdown to choose how the form details are displayed. It can either be a carbon copy of the form, lined with all questions, or lined with only answered questions.

• User Email Html - Select "Click To Edit - New"  to use the new editor to update the email that Users receive upon submission. Use the Click To Edit to do the same using the legacy editor to update the email that Admins receive upon submission. Allows you to add styling and club branding to the email. If untouched, the default email will be used.

• Admin Email Html - Select "Click To Edit - New"  to use the new editor to update the email that Admins receive upon submission. Use the Click To Edit to do the same using the legacy editor to update the email that Admins receive upon submission. Allows you to add styling and club branding to the email. If untouched, the default email will be used.

• User Email Subject - Update the subject line of the email sent to users upon submission of the form.

• Admin Email Subject - Update the subject line of the email sent to Admins upon submission of the form.

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Best Practices

FAQs

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