CIS 110: Online Forms – Full Training

Duration:	Three Days
Attendees:	Maximum Four people.
Pre-requisites:	A basic knowledge of html for simple online forms is recommended. For forms requiring a more creative flair, a comprehensive understanding of html and css is required.
Where:	On site at your premises or at Simplicity Training Centre Auckland
Cost:	On Site Australia or NZ $4,000 per person minimum 2, At Simplicity Training Centre $3,000 per person minimum 2, Webex $4,000 per person minimum 2
What you can expect to learn:	Create an online form to display consistently in web browsers, collect data and have form interact with data base, eg unsubscribe person in database instantly on submit of form. Comprehensive understanding of data fields and entities to ensure survey fields are mapped and data/information is collected correctly. Extract and preview survey answer data. Load new records from online form data collection. Test and check data mapping and data collection.

Includes:

Overview of Simplicity Toolbar, Database Entities and Online Form tools
- Online Library, images and associated survey pages, eg, terms and conditions
Form Setup
- Domains and url branch names
- Layout and presentation:
  Setting default options, eg, form width, background images, font size/colour/face, form alignment, banners; submit/next buttons; Style sheet options
- Page types – landing or default page, survey page(s), thank you or exit page, pre-start and promotion end pages
- Label (unique) codes and security fields to control entry in to surveys
- Survey Relationships
  Defining relationships to ensure entities linked in database
- Saving data/answers between multiple surveys
  When to save and when not to save
Survey Setup
Overview of mapping fields to data base, saving answers to tables, prospect data collection vs updating existing data
- Assigning data types, eg, text, Boolean, single pick lists, multi pick lists, drop down lists
  Adding question items
  Mapping Survey Answer and Entity fields at question level verses question item level
- Layout out/formatting of questions
- Input validation
  Control type of data being entered into fields, eg, letters only in name fields.
- Sensitive data
  To display database information or not to display information
- Name integration
  Populating Salutation, Letter Carrier and other associated name derivatives from basic name fields
- Address integration (if subscribed to RightAddress)
  Cleaning address to AU/NZ Post Standards
- Captcha mechanism
  Avoid “bots” and spam
- Entry restrictions (de-duping)
  eg, entry limited to one per person
- Promotion code validation
  Product barcode or keycode entry requirements
Data Loading
Loading prospect records collected from Online Form entry into the database
Publishing survey answer views
How to preview answers
Testing Recommendations
Customer Interaction Studio
CIS102 training is recommended.
Set up Campaign for survey relationship to provide reporting benefits
Preview and/or export survey answers
Setup Email campaign to test Specified Entity Mapping in survey
Campaign report
View basic campaign analysis report