The Sign Up Module
With the Sign Up module, you can quickly and easily create a signup sheet for your brand that users can fill out on your View. You will then be able to download the user's information in Content & Apps.
Facebook Appearance
When a user goes to the Facebook tab that the module is on, they will see the following three things:
- Landing Page (optional) - You can upload an image to begin the signup experience. The user will click this image to get to the form.
- Form - This is where users will enter their information.
- Confirmation Page (optional) - You can upload an image confirming that the user's info was successfully submitted.
You can select to use any combo of these three items for your sign up, though the form section is mandatory.
Note: This module has been configured to work best in the full width module position.
Adding a Sign Up Module to a Oracle Social Marketing Content & Apps View
All modules are added to a View in the same way with our drag-and-drop interface. To get more information on this, see the Building a View: Adding Modules and Content to Views in Content & Apps help article.
Once you have added a module and given it a name, the module will open for you for edits or to add content. Back on the View layout, you'll see a callout bubble next to your module. Click the triangle to display the controls for your module. This callout will not appear on your published View and your new module will not appear on your Facebook Tab until you click Publish.
Note: You cannot have more than one Forms module, such as Custom Form, Newsletter, Sign Up, Survey, or Sweepstakes on a View at a time. You can have one Forms module and a Contest module.
Setting Up Your Sign Up Module
When you drag-and-drop a Sign Up module onto a View, it will automatically open to the edit page for that module. There are three sections you can edit or set up. They are, Form Fields, Images, and Options.
Working With the Form Fields
Your signup is started by pre-populating the form with First Name, Last Name, and Email Address form fields, and the Agree to Terms option. Users will see these fields and enter information to sign up. You can delete any of these fields or add new ones from the Add Fields section on the left side of the screen. On the left side, you see 2 categories of fields, standard and custom. Standard fields have editable set values and custom fields allow you to set your own values.
To add a field to your form: Just click on the field and it will appear in the layout area. After you've added a field, you can drag & drop the fields to rearrange them on the layout.
To edit a field: After you've added a field, click on it in the layout area. The sidebar will switch to Edit Field and a pencil icon will appear on the right side of the field.
You can edit the following ways:
- Field Labels - What you want the field to be called, or what you want a user to enter.
- Validation - You can have the field as required or set the pattern for the value that can be specified.
- User Instructions - You can enter instructions about the field for users. These will display underneath the text field.
- Additional CSS Classes - If you want to style the field to look a particular way, you can add CSS classes here.
To delete a field: After you add a field, click on it and a small X and a pencil icon will appear on the right side of the field. Click the X and the field will delete.
Adding Images
If you want to have a landing page to start your user's sign up experience, or a confirmation page once they have submitted their form, you will set them on this page.
Note: Images will not scale to fit a module position. Hence, make sure that you upload an image sized appropriately. The image sizes for module positions are:
- Left: 300 pixels
- Right: 494 pixels
- Full: 810 pixels
To upload a Landing Page image: In the Landing Page section, click Upload Image. Select the image you want from your hard drive and click Open. The image preview if displayed.
To upload a Confirmation Page image: In the Confirmation Page section, click Upload Image. Select the image you want from your hard drive and click Open. The image preview if displayed.
Adding a Link to the Confirmation Page image: You can also have the Confirmation Page image act as a link to a URL you specif. When the user clicks on the image, they will be taken to an external site. To have the image act as a link, paste the URL into the Link URL field.
Options
There are three different areas that you have the option to add or change information for your sign up. They are, Submissions, Legal, and Share.
Submission Restrictions
Use the drop-down list to set how many times a user can make a submission to your form. You can select from the following rates:
- No Restriction
- Once per Campaign
- Once per Hour
- Once per 24 Hours
- Once per Week
Note: If you set a submission restriction, the user will be asked to grant an app permission to check their voting identity.
Share Options
A Facebook Share button will appear on each page of the sign up you create. The user can click the button at any time to share the signup on their news feed. You can customize certain parts of the details that are in the Share post, such as the title, caption, and description. To edit any of these items, simply click the text field and enter the information you wish to be displayed.
Legal Options
If your sign up requires Terms and Conditions, FAQs, or a Privacy Policy, you can enter those into the text fields provided. These will appear as links at the bottom of the form portion of the sign up. When a user clicks on one of these links, it will open in a popup over the module, with the full text displayed.
Saving Your Sign Up
Once you have finished setting up or editing your Sign Up, click Save.
Signing Up Submissions
Once you have placed the Sign Up module on your View and made it live, you can begin to collect submissions. You can download these submission results as a CSV (comma separated value) file onto your computer.
To download the submissions:
- Log into Content & Apps and go to the View that your module is placed on.
- Next to the Newsletter module you will see a callout bubble with the title of your module in green text. Click on the green triangle next to the title and click Edit Module.
- Click on the Submissions section.
- You will see a link labeled Download submissions in CSV. Click on this link and save the CSV file.
Metrics Recorded for the Sign Up Module
Content & Apps captures metrics for:
- Module views
- Forms submitted
- All data submitted
Customizing a Sign Up Module
All customization happens in the brand CSS page. All modules take up 100% of the containers they are in, so you can resize them to whatever size you need with CSS.