Creating and Editing a Form in MyEmma
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This guide was created or last modified prior to 2019, and screenshots or individual steps may now be out of date. If you need assistance with the steps below, please email the Help Desk at ts@dornsife.usc.edu.
MyEmma provides the ability to create sign up forms that you can embed in your website. Website visitors can sign up to receive your MyEmma newsletters and other mailings. MyEmma offers two different kinds of forms to be created: lightbox forms and a traditional form. Follow the instructions provided below to create a sign up form.
Creating a Lightbox Form
- Log into MyEmma and select Audience at the top of the screen. The Audience screen displays.
- Scroll down the screen to the Your signup forms section. By default the Lightbox forms tab is selected.
- Select the Create a new form option, located on the right side of the screen. The New Form page displays.
- On the right side of the screen is a Create Form section. The Create Form section contains 8 steps that assist you in creating a new form.
- As you enter information into the Create Form fields, the center of the screen previews the form you are creating.
- After entering of selecting field options, select the Next option to advance through the form creation. Fields highlighted in blue are required fields and cannot be removed from the form.
- You are also able to adjust the look and feel of your form. You can modify the heading title, font color, buttons, and more. However, you may choose to not modify the look and feel of the form and accept the default values by selecting the Next option.
- In Step 5 of the form creation process, you will be asked to select an Audience Group. Defining an Audience Group allows you to designate recipients for a specific mailing, similar to an Address Book within e-mail clients. Each mailing you create can have a different Audience Group. You can also re-use an audience group for multiple mailings, once you have defined the Audience Group. Audience Groups can be created manually by entering each recipients e-mail address, or by importing a spreadsheet of contacts. If you have not already defined an Audience Group in MyEmma, you will need to do so before you can proceed to Step 6.
- In Step 6, you can define where and when your form will be displayed. From the Location sub-tab, designate where you want your form to display. You will be required to enter the URL of where the form should display. Select the Timing sub-tab to specify when you want your form to display. You can designate a specific date or time range.
- Select the Next option after you have entered information on the Location and Timing sub-tabs. Step 7 displays.
- In Step 7, You create the text for your confirmation message. The confirmation message is displayed after visitors complete filling out your form.
- Select the Next button. Step 8 displays.
- In Step 8, the code to embed in your site's HTML is displayed. Copy the code to the clipboard of your computer by selecting the Copy to clipboard option.
- After copying the code to the clipboard, select Save & activate to save and activate your form.
Your lightbox form is now complete. Repeat these steps to create additional lightbox forms.
Creating a Traditional Form
- Log into MyEmma and select Audience at the top of the screen. The Audience screen displays.
- Scroll down the screen to the Your signup forms section. By default the Lightbox forms tab is selected.
- Select the Classic forms tab.
- Select the Create a new form option, located on the right side of the screen. The New Form page displays.
- This screen displays all the options available to you for the creation of your signup form. First, enter a name for the signup form in the Signup name field. Enter a name that identifies this form well, in the event that you need to edit the form at a later time.
- Next, select a notification setting. From the drop-down menu, select when you would like to be informed of new signups. You may select Never, Everytime someone joins, Daily, or Weekly.
- The center of the screen provides the ability to edit different aspects of your signup form or related processes. Select a tab to edit the corresponding section of your signup form or related processes. You can select Signup, Thank you, Confirm it, Track it, and Manage preferences email. For more information on working with the different tabs, view the corresponding section in this topic.
- The lower portion of the screen displays the editing area, which you can use to customize your form.
- At the top of the editing area, you can select Your Image Here to insert a header image of your choosing. The Signup Image screen displays.
- Select the Upload a new image button at the top of the screen. The Signup Image screen changes to display a select an image and a Browse... button.
- The select an image button allows you to select an image you have previously added to your MyEmma image library. The Browse... button provides the ability to upload a new image. Locate the image you want to upload. A preview of your image displays.
- The name of the image is displayed in the corresponding field. If you want to use alternative text, in the event the image doesn't load, enter that text into the Add Alternative Text field.
- Next, select the save button. The Edit your signup form page reloads and displays the image you uploaded.
- To edit the header text that appears directly under the header image, place your cursor in the header text box that is surrounded by a broken, grey line.
- Enter the text you want to appear at the top of the signup form. You can use the editing tools, located on the right side of the screen, to format the header text.
- Next, edit the form fields, if necessary. You can re-order the form fields by changing the number in the order field. You can re-name the fields, as needed, by placing your cursor in one of the display name fields and entering new text. You can require a form field by selecting the corresponding checkbox. You can also hide a form field, if you do not want individuals signing up to receive your newsletter to be able to edit the field.
- After editing the form fields, you must select the audience group to which you want new subscribers to be added upon subscription. Select the add or remove groups button on the right side of the form fields. The Add your audience groups screen displays.
- Select the Add checkbox next to the audience group to which you want to automatically add new subscribers. If you want to provide subscribers the ability to select their own audience group, select the corresponding Display checkbox(es) adjacent to the audience group(s) you want to provide for selection.
- After you have finished editing the form, select the Save button, located at the bottom side of the screen. The name of the audience group that you have selected will appear on the New Form screen.
- The last step in creating your form is to publish the form. Select the Publish this form button, located on the right side of the screen. The Link to your signup screen information displays.
- You can choose to link to the form, embed it in a website, insert the form as a JavaScript object, use a Signup ID, or create the form as a pop-up screen on a website. Copy and paste the corresponding code, as is appropriate.
Your form has been created. Repeat these steps to create additional forms.