Getting Comfortable With New Webforms

Bronto's Spring 2010 Release is finally here, and with it, comes many new exciting features. One feature that we are particularly proud of is the new Webforms. We have re-designed the Webforms creation, editing, and integration work-flow to make it easier than ever to create and use the Webforms you want. In the next few weeks, we will be gradually rolling out the new Webforms to give you ample time to test out the new creation process, decide if you want to use them, and then begin actually integrating the Webforms into your email marketing efforts.

New Webfoms...Take Me There!

As part our effort to make your transition to the new Webforms as smooth as possible, we decided to roll out this feature over a few weeks to provide you with plenty of time to get comfortable with them. Initially, you can get to the new Webforms by going to Content->Webforms. From here, you will see this message at the top of the All Webforms page: 

Click Learn About New Webforms to continue on. You will be taken to a page that explains the new Webforms and lets you know that a transition to new Webforms is entirely up to you. The current Webforms (now known as Legacy Webforms) that you have created and the creation process you used to create them will continue to exist and function as normal, regardless of whether you decide to start testing the new Webforms. So basically, if you aren't ready for a change, fine by us! Feel free to continue business as usual. However, if you want start testing out creating some new Webforms, click Take me to new webforms.

Create Create Create

After your have clicked Take me to new Webforms, you'll be brought to the new All Webforms page. Here you will find a table containing the default Webforms for each type of Webform you can create. To begin creating a new Webform, click Create Webform. From here, you can begin playing around with the new Webforms creation process. 

If you get stuck or need a little bit of help, check out the sidebar help. Here you will find tutorials describing how to create new Webforms, as well as a video that will walk you through the basics of creating new Webforms, editing the CSS, and changing the form settings.

Take Your Time

As I said before, we are giving you a few weeks to play around with the new Webforms so you can get comfortable with creating them. After that time, you can choose to activate the new Webforms and begin using them in your email marketing efforts. The decision to activate the new Webforms is entirely up to you. You may continue to use the Legacy Webforms if you see fit to do so. We hope you take the time to explore the new Webforms feature. If you have any questions, feel free to leave them in the comments section below.

John Gunther
Technical Writer/eLearning Specialist
Editor of Brontoversity

Comments

Chris Bjorklund

So far I like what I see, but

So far I like what I see, but if I understand correctly, a) the new forms can't be used until March 28th, b) we have to re-create any webforms currently in use if we decide to go with the new forms and c) no more form pieces?
John Gunther

Chris, You are correct. You

Chris, You are correct. You can create new Webforms now, but you won't be able to use them until March 28th. The reason we did this, is to allow people plenty of time to get comfortable with creating new Webforms. Additionally, if they had any Legacy Webforms that they wanted to re-create using the new Webforms creation process, they could do that as well. Remember though, you don't have to re-create your existing Webforms, as they will continue to function. You also don't have to decide to use the new Webforms at all, that's entirely up to you. As for form pieces, those are not used in the new Webforms. We removed them so that everything you need to create a new Webform is one place instead of two. In the new Webform editor, there is no need for form pieces as you can add fields, lists, etc. via drag-and-drop right into your form. Hope this helps to clarify and let me know if you have any other questions.
Two step signup using Direct Add and a Welcome Message

[...] The first step in the

[...] The first step in the process is to make sure that your Manage Preferences page is set to collect the information that you would like to get after your contact signs up. This is as simple as adding the fields that you would like to collect to your standard manage preferences page. We’ve covered this in previous posts on Brontoversity, so I won’t go into much detail. If you need a refresher on editing webforms, please check out the following post:  Getting Comfortable with New Webforms. [...]

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