Use this link to share with your colleagues:
How to Use the PatronManager Signup Form: https://help.pm.leapevent.tech/a/1291763
So you're using a PatronManager Signup Form? Great! Below, we'll show you how to:
- First, see if you're using the new, simple, embeddable Signup Form
- Get the appropriate iframe code to embed your form into your website
- Add, remove, or edit fields on your form
- Make changes to the look of your Signup Form
Lastly, we'll address some Frequently Asked Questions (FAQs).
Let's jump in!
Pro-tip!
If you're using Emma, you can also use Emma signup forms; they're a great choice for more design options, lightbox functionality, and more!
1. First, see if you're using the new, simple, embeddable Signup Form
It's likely we've already created a simple, embeddable Signup Form for you with background and font colors to match your website. However, you may be still using an older Signup Form, which is not embeddable.
1.1. Click the app launcher, then search and click "Signup Forms"
1.2. Click the form called "Signup Form"
1.3. Click the Public URL
1.4. What does your form look like?
If it doesn't have a header, you've got the simple, embeddable Signup Form. Hooray!
If it does have a header (e.g. your logo or a "Join our mailing list!" banner), you're using the non-embeddable form. You can either:
- Use the "Public URL" link on the previous page to link your patrons to your form, or
- Submit a support request via the Community and ask us to switch you to the embeddable form
Once we switch you to the simple, embeddable form, you (or your web developer) will need to embed an iframe into your organization's website to use the Signup Form.
2. Get the appropriate iframe code to embed your form in your website
If you're using the simple, embeddable form, you (or your web developer) can iframe the form right into your own website. Your patrons will sign up for your email list there, and their information will come to PatronManager. Neat!
2.1. Click the app launcher, then search and click "Signup Forms"
2.2. Click the form called "Signup Form"
2.3. Copy the Public URL
You'll need it in just a second.
2.4. Insert your Public URL into this embed code
Paste your URL into the indicated spot here:
<iframe src="Signup_Form_URL" style="border-width:0" width="500" height="1000" frameborder="0" scrolling="no"></iframe>
Be sure to keep the quotation marks in the code. In the example above, this would be our final embed code:
<iframe src="https://patrontest-15887b804e2.secure.force.com/signup/?cfid=a051K00001idVP6QAM" style="border-width:0" width="500" height="1000" frameborder="0" scrolling="no"></iframe>
2.5. Embed the iframe into your website
If you're not sure how to do this, ask your website's developer for assistance.
3. Add, remove, or edit fields on your form
We recommend adding as few fields as possible to your Signup Form.
Studies tend to show the longer a form is, the more likely your patrons will give up and stop filling it out mid-form.
If you want to collect more information than the standard First Name, Last Name, and Email Address on your Signup Form, you'll need to add it to your form fields.
There's an optional Personal Pronouns field that can be added to Signup Forms to allow your patrons to optionally share their preferred pronouns!
In the example below, we'll show you how to add the custom, recommended "Mailing List Preferences" field.
Heads up!
Date fields, like "Birthday" aren't supported by PatronManager Signup Forms. As such, we recommend you instead use two picklist fields: one for Birth Month and one for Birth Day. Click here to see how to create new fields, then come back here to add those fields to your form.
If you're interested in being able to use date fields on Signup Forms, suggest a Product Idea via the Client Community - your input helps drive the future of PatronManager!
3.1. Click the app launcher, then search and click "Signup Forms"
3.2. Click the form called "Signup Form"
3.3. Scroll to the bottom and click New Field
3.4. Fill in the form as follows and click Submit
-
Full Name: select the field you're adding from the drop-down list
- Tip: you'll only be able to select fields from the Contact object
- Label: this is how your patrons will see your field labeled when they use your Signup Form
- Required: check to require that your patrons fill the field out; most of the time, you should leave this field blank
-
Layout Direction: we recommend Vertical
- Tip: this option only appears for multi-select picklist fields
- Rank: the order your field will appear on your form; higher numbers appear lower on the form
- Click Submit!
3.5. Look at your field and edit if necessary (click the "Edit" link)
In the example below, we accidentally put the Mailing List Preferences too high up on the form - we wanted to put it at the very end of the form.
3.6. Update your field as necessary and click Submit
In the example below, we'll just increase the "Rank" from 20 to 50, placing the field lower on the form.
3.7. Looks great! If you ever need to delete a field, click the "Del" link
Do not delete the Email, First Name, or Last Name fields! These are crucial to correctly qualifying incoming Contacts.
3.8. Here's how our field appears on our signup form:
4. Make changes to the look of your Signup Form
If you're using the simple, embeddable Signup Form, we can change the background color, font, and font color of your form to match your website - just submit a support request via the Community.
If you're using the non-embeddable form, we won't be able to update your form, but we can switch you over to the simple, embeddable Signup Form as explained above.
Frequently Asked Questions (FAQs)
If you'd like to make a copy of your PatronManager Signup Form, your best bet is to create a new Signup Form and copy over the settings from your current form.
Specifically, you'll want to make sure to to copy over the following settings:
- From Email Address: Unless you want patrons who sign up on this new form to receive their welcome email from another address, you'll want this to match your current Signup Form
- Active: Make sure this form is available for use
-
Welcome Email Template: Unless you want patrons who sign up on this new form to receive a different welcome email, you'll want this to match your current Signup Form
- Learn how to edit these Classic Email Templates here
- Use Responsive Stylesheet: If this is checked on your current Signup Form, make sure it's checked here too
- Stylesheet Resource: Make sure this matches your current Signup Form
- Stylesheet Path: Make sure this matches your current Signup Form
If you'd like an easier way to make a copy of a Signup Form, let us know by suggesting a Product Idea!
If you're experiencing any problems with your Signup Forms, you can disable Captcha on your Signup Forms.
Please note that, in general, we recommend keeping the Captcha verification on your Signup Forms on, because this will help prevent spam signups from bots, which could require cleanup via a paid Data Project with our team.
No worries, we've got you covered.
1. Use the App Launcher to go to PatronSignup Settings
2. Click Edit
3. Check "Disable Captcha"
4. Click Save
Need to re-enable Captcha? Follow these steps and instead, uncheck "Disable Captcha" in step 3!