Future Proof® Feature: NAVIS Email Subscription Form

Create sign up forms to add entries to NAVIS email campaign subscription lists

To get started:

  1. Create a new entry in the project management software to have the dev team install the “q4-navis-form” plugin on your desired site.
  2. Request account number and password from Navis.
  3. After the plugin is installed,  go to Settings → Q4 Navis Form Settings in the admin sidebar.

Required Fields:

The first two fields, “Navis Account Number” and “Navis Password” are required and will apply to all forms created in the plugin.  Fill these in with the information provided by Navis.

Creating a form:

  1. After entering the account number and password click on the “New Navis Form” button below them (if there are already existing forms the button will be below those). This will create a new numbered row with the input fields for a single form.
  2. In the first field enter the subscription lists that you would like the form to send to. If you would like it to apply to send to multiple lists, seperate each with a comma(,) with no space. For example: Newsletter,Dining.
  3. Next is the “Redirect URL” field. Here you can enter a full URL (relative urls such as /thank-you will not work) that the form will redirect to after a successful submission. Example: https://propertywebsite.com/thank-you/.

Note: This field is optional. If left blank the form will redirect back to the page it was on after sending.

  1. Place a check the box next to any additional fields you would like included in the form. All additional field choices are optional, both in form creation and when users are entering information into the generated form.

  2. Click the “Save” button in the right sidebar to save changes. You will see a “Settings Saved.” message at the top of the page if successful.

Note: If you need the same form on multiple pages you only need to create it here once.

Displaying forms:

You have two options for displaying forms created with the plugin, a shortcode and a widget. The widget option can be used in the page sidebars or footer. The shortcode is used if you need to display a form in the content of a page or post.

  • Widget:

    1. To use the widget go to Appearance → Widgets in the admin sidebar.
    2. Select the “Q4 Navis Form” widget and choose a location from the dropdown or drag and drop the widget into one of the locations on the right. The widget can be placed in multiple locations if multiple forms are needed.
    3. Enter a widget title and text if desired. Both fields are optional.
    4. Select the desired form from the “Select Form:” dropdown. Items in the dropdown are labeled by the Navis subscription lists they send to.
    5. Click the “Save” button at the bottom. Button will be greyed out if successful.

  • Shortcode:

    1. The shortcode to display a form is [q4navisform form="#"] where “#” is replaced by the number in the grey box to the left of each forms row on the “Q4 Navis Forms Settings” page.

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