Note: This article only applies to TalkBox accounts in mirror mode. If your account isn't in mirror mode or you need a detailed tutorial on how to use forms please see our creating a webform support article.
When TalkBox is in mirror mode, forms should be used only to gather additional information from your contacts. They should not be used to update information already stored in your membership system, as it will be overwritten once the next data integration takes place.
Step 1: create additional fields in TalkBox
In the Contacts menu select 'Fields', then click 'New Field' to add fields as required.
Step 2: create & configure a form
From the Tools menu, select 'Forms, then 'Hosted Forms' and click on 'Add a new hosted form'.
Drag a new field block onto your form and ensure that 'External ID' is selected. You can change the field label to suit your particular ID (e.g. member number or card number).
We recommend adding a text block with a “Do not edit” note below or adjacent to this field.
View in editor:
View on form:
If you want to add TalkBox form information to your member system, we recommend setting up form notifications to be emailed to the staff member responsible for updating your system. You can add the staff member's email address in form settings, under 'Send a notification email (e.g. to yourself)'.
Step 3: link form to communication & send
Create a new communication and include a link to your form. Ensure the 'Fill in contact's details' box is ticked before sending; this will automatically populate the external ID field on each form so it can be matched to the correct contact.
Test your communication and the form link to ensure all member ID information has merged correctly.
Once you've tested your communication you can launch it.