Getting Started: 

Step 1: Follow the sequence below. 

  • A: Go to the [Systems] menu
  • B: Select the[Drip-Education®] menu
  • C: Click on [Lead Generation Marketing]
  • D: Choose [CP Online Forms™]

Step 2: Click the [+Add New CP Online Form™] button, then click [OK] to confirm adding the form.

Step 3: The page will reload with a new form that now needs to be customized. Click on the [Edit Form] button to start customizing the form.

Step 4: Customize the form with Form Settings

  • Form Name: You can create your own Custom Form Inputs to capture additional data. To create Custom Fields, click the [Custom Fields] button. Form Name: Enter a name for the CP Online Form™ using characters A-Z, a-z, and 0-9. Choose a name that identifies the CP Online Form™ so it can be easily found when you have a large list of forms.
  • Form Description: Enter a description for the CP Online Form™. What you enter here will be displayed on the CP Online Form™ and Email Receipt as well as substituted for the Drip-Ed™ Variable %FormDesc%. Ex: Monthly Website Membership. If left blank, no description will be displayed.
  • Form Settings: 
    • Form Type:
      • Lead Generation Landing Page Form: Select to create Landing Pages. Using the Drip-Education System to assign email campaigns makes this a powerful tool for generating leads online.

      • Static Display Landing Page: No information is collected at all. Use this choice to display the page only. Great if you want to create a custom thank you page.

  • Form Submit Button: Enter what you want the CP Online Form™ Submit button to say. For example, 'Subscribe Now' or 'Click To Pay. '
  • Status:
    • Active: Turns ON the CP Online Form™.
    • Inactive: Turns OFF the CP Online Form™. If you try to access the CP Online Form™ while it's Inactive, you will be redirected to an error page.

Step 5: Form Inputs

Form inputs allow you to select what information is collected when processing the online form. Select your form Inputs from the list of standard inputs and custom inputs.

  • Not Included - Input will not be included in the CP Online Form™.
  • Included - Input will be included on the CP Online Form™ and will be Optional.
  • Required - Input will be included in the CP Online Form™ and is Required.

Click [Save/Next]

Step 6: Surveys (Optional)

For more information on Surveys, click HERE.

  1. SurveyS: Select the desired survey to include on the form from the drop-down menu
  2. Options: Check the boxes to include or not include the Survey's name for the patient to see, as well as the survey's description
  3. To view the changes, click [Save & Preview] or select [Save/Next] to move forward

Step 7: Actions

Patient Assignment Settings

  • Assign Patient To Provider: You can create your own Custom From Inputs to capture additional data. To create Custom Fields, click the [Custom Fields] button. Select the Provider you want the customer assigned to. If you select an associate Provider to assign the customer to, their account must remain active for the CP Online Form™ to function.
  • Assign Patient To Label: Select the Label you want to be assigned to the customer if the transaction is successful.
  • Assign Patient To Group: Select the Group you want the patient assigned to if the transaction is successful. This is optional.

Drip-Education® Campaigns

  • Assign Patient to Campaign: Select the Drip-Ed™ Campaign you want to be assigned to the customer if the transaction is successful. This is optional.

Select [Save/Next]

Step 8: Branding

  • Color Selections: The form comes defaulted with a generic color scheme. Choose to customize any part of the form colors or leave as is.
  • Background Images: You have the option to upload your own background or container image. Choose the file and select the correct settings.

Step 9: Timer

Countdown Timer Settings: (Optional) Customize a Countdown timer to display on your form. The Countdown Timer is a great way to create urgency so people take action.

  • Set the Timer Expires date and time.
  • Customize the colors of the timer or leave it as is.
  • You will use the %CountDownTimer% variable created in Step 6 and insert the %CountDownTimer% variable into the header of your form in Step 6.

Step 10: Headers
  • Header: The CP Online Form™ Header can be customized with whatever info you want. This is where you may give instructions, descriptions, thank yous, etc., so the customer knows what they should do.
    • For the most professional look, it is suggested that you create a Header Image File (PNG, GIF, or JPG) and upload it using the Insert/Edit Image button in the editor. Using the same header image on both the CP Online Form™ Receipt and the Header is a good technique for a professional look. If you leave it blank, no header will be displayed.
  • Footer: The CP Online Form™ Footer can be customized with whatever info you want. The footer is typically where you would place your company guarantees, return/cancellation policies, etc.
    • If you do use a link, be sure to instruct the link to open in a new window so the customer does not leave the form when they click it. Like the header, you can use an image file or leave it blank.

 

Step 11: Policies

  • Privacy Policy: The CP Online Form™ Privacy Policy is where you indicate your company's Privacy Policy. The link to the Privacy Policy will be placed at the bottom of the CP Online Forms™ and will open a pop-up window. Here, enter your policies, or at a minimum, use the pre-loaded content and delete the text in red font confirming you've read and agreed.

Click [Save/Next]

 Step 12: Results

Once the customer submits the CP Online Form™, it will return a result. In most circumstances, you want the customer to be redirected to a "receipt" or "thank you" page. However, you may have the need to redirect the results to your own page/script. For example, if you have a script that creates a new member account on your own website, you would want to redirect to that URL.

Besides sending the customer to a results page, the CP Online Form™ can email them a receipt. Use the two editors below to customize both the Default Receipt Page and the Email Receipt Header and Footer.

  • Default Receipt - Once a customer submits the form, they will be redirected to the Default Receipt Page.
  • Custom Results Page - Select this option if you need to redirect a customer to another page or script. Enter the CP Online Form™ Custom Results URL. If you are using a custom URL, you will need to download the Auto-Debit System® API Manual for a list of result variables that can be passed to the custom URL. If you are not sure what to do, leave by DEFAULT.

Select [Save/Next]

Step 13: Assigned Categories: 

Use the Categories to organize your Online forms, Drip-Ed Campaigns™, and Link Trackers™.

 Step 14: Links

  • Direct Link:  This is the link to this CP Online Form™. You can click it to open the CP Online Form™ in a new browser tab. In the URL, the FID can be changed to any 3-digit code. This is used to identify where you place the link. For example, if you place the link on your website, on Facebook, and on Google ads, use a unique 3-digit code for each so you can see where the link was clicked when looking at your stats.
  • Link tracker: The Drip-Ed Link Trackers™ allow you to better track your stats. By assigning this CP Online Form™ to a Drip-Ed Link Tracker™, you will be able to see who clicks the links and more. Then, use its Drip-Ed™ Variable in your email campaigns as links to the form.
    •  To generate tracker access, click on the [+ Click to Generate Link] button.