Targeted Letters Step 4: Build Form

Build Form

The Build Form page allows you to construct the Targeted Letter form that will allow your supporters to interact with their legislators. Here, you can set your form’s fields, add images, update the color scheme, along with many other custom elements.

Much of what you'll be working with here is covered in the Visual Editor documentation, located here.  We'll cover a few of the elements which are particular to Targeted Letters. 

The Preview View not only allows you to see how your Targeted Letter form looks, but it's also functional.  You can put in an actual address and see it bring up legislator targets in the various options, such as desktop or mobile devices.

If you'd like to clear the form to re-test it, simply click one of the other View options (Outline or Edit), and then go back to the Preview view.

Under the Elements tab, you will notice that two of the options are grayed out:

This means that these options are already included on the form, and no duplicates of them can be added.  You can add multiple Image or Text elements, for instance, but not Forms or Letters.  You will have seen the Form element used in every other Activity and on your email composition page, but Letters is unique to Targeted Letters.  These two elements also share the exact same edit window, called "Let's set up your form".

Scrolling down the page, you'll see either the Letters section or the Form section, depending on which layout you've chosen.  If you hover your mouse pointer over whichever element's field you find first, you'll be shown the various editing controls available to you.  You can read more about these options here.  For now, we're only concerned about the Edit Pencil:

Once you've clicked the pencil icon, you'll be taken to the "Let's set up your form" window, which looks like this:

We'll explore the various tabs and what you can do in them to get your Targeted Letter form the way you want it.

1.  TARGETED LETTER OPTIONS -- You have two choices available to you under this tab. 

A.  What should the "find targets" button say? -- You can customize how the legislator lookup button is labeled.  If you know you're only targeting State Senators, for instance, you may have the button say, "Who is my Senator?"

B.  What message should supporters see if their leaders aren't being targeted in this campaign?  -- There may be times where a supporter's address falls outside the range of targeting for your Targeted Letter campaign.  A supporter may also enter address information that is incorrect.  This field allows you to tailor the response given to those supporters who's address information does not result in targets being found.

 2. FIELD SELECTION -- There are two choices that can be made on this tab.

A. What pieces of info do you want to collect from supporters in this form? -- This window is drag-and-drop capable.  You can move any fields you'd like your supporters to fill out from the left column to the right.  You can use the search field above the left column to quickly locate fields you'd like to use.  Once you have what you're after, you can arrange the fields that will appear on the form (the right column) by clicking and dragging each field.  To remove a field you don't want, click the trashcan to delete it from that field.  Don't worry, you won't remove it permanently.  You can always re-add the field from the pool of available options in the left column.  You can also select which fields are required or not required in the right column.

B.  What should the submit button say?  -- similar to the button renaming from the Targeted Letter Options tab, this field allows you to change how the submission button is labeled.

3.  OPT-IN OPTIONS -- There are two choices here, but one of them is depended on the first.  Leaving the first box unchecked, the "Give supporters the option to opt-in to receive email" does not include a way supporters can choose to be excluded from your email list.  If you decide you'd like to give your supporters this ability, check the box.  This is when the second choice becomes available.  You can then choose whether or not to provide supporters with topic options.  You can set which topics are made available on this list by going into your account's Settings, selecting the Message Topics from the "Switch to..." menu, and adding new topics:

4.  CONFIRMATION -- Under the question, "What should happen after someone submits the letters?", you'll see two radio buttons.  One is automatically set to "Show them a message", which you will set via the Confirmation tab.  If you choose, "Send them to a new page", you're provided with a text field where you can paste or write in the web address of the forwarding page.

Auto Responder

You can choose whether or not to include an Auto Responder to this form by selecting the appropriate radio button under the Auto Responder tab:

You can also edit the Auto Responder for all forms of this type by clicking the "Click here to edit the Auto Responder for this Activity" link.

Once you're done making your choices, you can either hit the "Cancel" button in the lower right-hand corner of the window, or click "Save" to save your settings.

If you've set up everything in your form to your liking, you can select, "Save", "Back: Compose Letters", or ""Publish This Form". 

NOTE:  When you select, "Publish This Form", the page will be rendered, a URL will be generated, and widgets will be created.  Most importantly, the page WILL BECOME LIVE.  You can select to turn the page private again, but know the default setting when publishing will be to make this a live page.

Of course, you can also choose to delete the form entirely by selecting Delete from the cogwheel icon in the lower left-hand corner of the window.


Targeted Letters Step 5: Publish This Form


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