What's new?
A new design is available for all forms visible to your members! You can now display a more modern design for the sign-up form, modification form, and marketing forms that you send to your members.
Check on the new design below
Important information before updating the forms
Please make sure to read this section before updating the forms
Once updated, you will have to check on the correct display of the forms, due to possible margin errors between the previous design and the new one. Verifying the forms is really important to ensure optimum display to your members.
You will find below a tutorial on how to verify your form's display step by step.
Note that once the update is done, there is no return to the previous version possible
The forms have to be updated with the new design before the xx/xx/xxxx. Past this date, you have not manually done the update, it will be done automatically. You will still have to verify the good display of the forms.
Updating the forms with the new design
If you wish to proceed to the update and have access to the new design, on the modal displayed on your back-office, click on "Update and verify"
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How to verify your forms' display
Step 1 - Verify the member forms
There are 2 member forms :
the sign-up form that is filled out by the member when registering
the modification form that is used when the member wants to update their personal information on the profile
Step 1.1 Verify the sign-up form
Go the Settings > Member forms and click on Sign-up form, it will display the form preview
Then click on Personalization
You now have to check on the display for every type of layout : mobile, small screen, average screen, large screen. Each layout is automatically displayed to your members depending on the size of the screen of their device.
Click on each layout to display the preview below and check on the disposition of the fields by paying extra attention to the margins between the fields
If you see that there is a bad display for one or several layout type (as shown in the example below), activate the "edit layout toggle"
Arrows will now appear above and below each field to allow you to re-organize their disposition according to the display that you wish to push to your members. Drag and drop the fields to position them as wanted.
Please, make sure that there is no blank space at the bottom of the form
Once all layout types are verified and display correctly the form fields, click on Save. A message will appear to confirm that all modifications were correctly saved.
You can now turn off the toggle "edit layout" to exit the edition mode
Your sign-up form is now up to date and verified !
Step 1.2 Verify the confirmation form
Once the sign-up form is validated, go back to Settings > Member forms and click on Modification form to display the preview
Then click on Personalization
Now repeat the exact same steps as mentioned above for the sign-up form to verify each type of layout
Once every layout type is verified and corrected, click on Save
Your modification form is now up to date and verified!
Step 1.3 Confirm verification of the member forms
Now that both the sign-up form and modification form have been verified, you can click on the "Verify" button on the blue banner to go to the next step
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Step 2 - Verify the marketing forms
Verifying the marketing forms is only mandatory if you have some in Marketing > Forms. If you do not have any marketing forms, go directly to Step 3
Step 2.1 Verify each marketing form
To verify your marketing forms go to Marketing > Forms. For each form that you have created, repeat the same steps as mentioned below :
Click on the form that you want to verify to display the preview
Then click on Configure
Then go to the Customisation tab
As for the member forms, here you will have to verify the layout for every layout type
If one or several layouts are not correct, turn on the Edit layout toggle to activate the edit mode
Arrows will now appear above and below each field to allow you to re-organize their disposition according to the display that you wish to push to your members. Drag and drop the fields to position them as wanted.
Please make sure that there is no blank space at the bottom of the form
Once all layout types are verified and display correctly the form fields, click on Save. A message will appear to confirm that all modifications were correctly saved.
You can now exit the edit mode by turning off the "edit layout" toggle.
Your marketing form is now up to date and verified!
Be sure to repeat these steps for each of your marketing forms
Step 2.2 Confirm verification of the marketing forms
Now that all your marketing forms have been verified, you can click on the "Verify" button on the blue banner to go to the last step
Step 3 Finish verification
Once you have confirmed the verification of your member forms, and of your marketing forms is applicable, a modal appears for you to confirm that you have completed all the steps of the verification
Click on "Verified and finish" and then Close to exit the verification process
All forms visible by your members are now updated with the new design!