Harvey & Thompson Ltd: Sign-up form, Manage Preferences, SMS opt-out - Implementation Consultancy
- Regular price
- Price on Application
- Sale price
- 34 Service Credits Sale
Project details
Summary:
- Creation of 1x sign-up form
- Creation of 1x preferences page
- Creation of 1x SMS opt-out form
- Creation of 1x contact update automation for sensitive topics opt-out
Signup form:
- The signup form will be hosted on https://handt.co.uk/ in the footer.
- It will replace the existing signup form in place
- It will capture:
- Mobile number
- optin type (hidden)
- form source (hidden)* optional
- Marketing preferences
- Retail: Jewellery, Watches, Coins
- Financial Services: Pawnbroking, Travel money, Gold buying, Western union
- Custom actions
- Neither email or SMS will be mandatory fields, a contact can supply one or the other - a dialog alert will display if a contact attempts to submit without at least one field being populated
- Only preference categories to be displayed on the initial form. If either / both are selected, the preferences will expand and be auto-checked - a contact can de-select each preference
- Redirect
- H&T to supply redirect URL for form submit
Preferences form:
- The preferences form will be hosted on a Dotdigital page, only accessible to the contact via a 'preferences' link in a Dotdigital campaign
- Dotdigital will create a separate (branded) thank you page for form submit - this can either be hosted on H&T, or remain in Dotdigital
- The form will pre-populate information we already have for a contact
- The form will capture
- Firstname
- Birthday
- Marketing Preferences (same as sign-up form)
- Mothers day optout
- Fathers day optout
- Christmas optout
- Valentines optout
- Custom functionality
- If a preference parent category is selected, each preference is auto-checked - the contact can uncheck any irrelevant topics
SMS optout form:
- A branded unsubscribe form specifically for SMS
- Dotdigital will create a branded confirmation page
- If a contact has previously supplied both email and mobile, only the mobile number will be unsubscribed
- The form only needs to capture the contact number and the opt-out button
- H&T to supply page content
- For sensitive topics (Mothers day, Fathers day, Christmas and Valentines day), Dotdigital will create a sorting automation to add/remove contacts from each respective address book - the address book will be used as an exclusion when sending occasion-based comms
- The account must be switched to Unified Contacts before Dotdigital can begin the work
- The sign-up form and preferences form will use a combination of JavaScript and HTML for custom functionality
- Custom CSS will be applied for check-box styling to hide browser default and overlay branded checkboxes
- It is H&T responsibility embed the signup form code on the website - this should be added to a staging store first so functionality and UX can be tested
- If the preferences form / SMS optout form confirmation pages need to be hosted on the website, Dotdigital will supply the embed code and it is H&T responsibility to implement this - H&T will need to supply the hosted URLs
Item | Notes | Assets required | Cost |
Signup form | Using the design supplied, Dotdigital will | Please confirm/provide | 15 Credits |
Create a sign-up form using Dotdigital signup form code | The redirect URL – where will contacts be direct to when they complete the form | ||
Apply the generated code to a Dotdigital page | Any hidden fields that need to be collected e.g.,”SIGNUP_SOURCE” = “Footer” | ||
Style the form | The address book to add respondents to | ||
Apply customisations | We can set this up if required | ||
Set both email + SMS to be non-required, but set an alert that “at least one field must be completed” | Do the contacts need to enrol to an automation such as a welcome program? | ||
Custom check-box styling and select functionality | If yes, please supply the program ID – this can be found in the URL in the program builder. It doesn’t not need to be activated and can just be a placeholder program | ||
Hidden preferences to only show and pre-check when either category is selected, or if ‘both’ is selected – the page will expand to show each individual preference | Supply any brand colours, fonts and logo’s – alternatively we can take this from the website (applicable for all forms) | ||
Internal QA | Please also create the marketing preferences in the account – one for ‘both’ does not need to be created – (this is also applicable for the preferences form) | ||
External testing | |||
Provide H&T with the embed code snippet | |||
H&T web team will need to add this to the website | |||
If there is a staging site this can be applied to in the first instance, this would be ideal | |||
*note that Dotdigital cannot support with adding this to websites | |||
Preference Centre | Using the design supplied, Dotdigital will | Please confirm/provide | 14 credits |
Create a preferences form using Dotdigital sign-up form code | The friendly part of the URL for the form e.g., mysubdomain.co.uk/manage-preferences | ||
For the 4x sensitive topics, we will need to set these temporarily to public data fields to generate the code – we will revert them to private within ~10 minutes | The redirect confirm page | ||
Add the generated code to a Dotdigital page | |||
Apply styling and customisations | |||
Custom checkboxes | Create a standalone confirmation page in Dotdigital – we can also provide embed code for the confirmation page if this needs to be hosted on the website on a non-indexed page | ||
Auto-select all preferences if parent category selected | Please supply content if Dotdigital need to build | ||
Pre-populate with existing data and preferences | Please create 4x Yes/no data fields for each of the sensitive opt-outs, or we can create these | ||
I would suggest we make email address non-editable – please confirm | |||
Internal QA | |||
External testing | |||
Once signed-off, we will submit the form in account settings to make this the default preferences form | |||
This then gets approved by our Deliverability team, and they will send the account owner a notification to confirm it is approved | |||
*optional: SMS only opt-out form | We can create a simple SMS opt-out form – this only needs to show | The friendly part of the URL for the form e.g., mysubdomain.co.uk/sms-optout | 4 credits |
Branding | The redirect confirm page | ||
SMS number | |||
Unsubscribe CTA | |||
Happy for H&T to supply a mock-up if preferred | Create a standalone confirmation page in Dotdigital – we can also provide embed code for the confirmation page if this needs to be hosted on the website on a non-indexed page | ||
Please supply content if Dotdigital need to build | |||
*optional: sensitive topics list sorting automation | We can use an automation to add/remove contacts from each sensitive top address book | H&T to create the address books, or let Dotdigital know what they should be called and we can set them up | 1 credit |
34 credits |
Cost and additional information
- Number of credits = 34
Professional Services Terms
The work described hereunder must be redeemed within 12 months from purchase, on a date and time to be agreed with dotdigital. Unless due to the availability of Engagement Cloud, any failure to instruct dotdigital to commence or agree the work described (in whole or in part) will result in forfeiture of the entirety of the fee and no credits or refunds, pro rata or otherwise, will be provided. In addition to the dotdigital Terms, this product is also subject to the terms found at: https://dotdigital.com/terms/ps-terms/