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The default save actions

Abstract

The list of default save actions that you can apply to forms.

You can assign actions to web forms after form verifications have successfully taken place and the visitor submits the form. These are called save actions and are similar to form verifications but will not return the visitor to the form if they fail. Some of these default save actions are used to create or edit users or roles in Sitecore’s security model. These are referred to as security actions.

The Web Forms for Marketers module contains the following default save actions:

Default Save Action

Description

Add Contact to a Contact list

Adds a contact to a list.

A contact is defined based on the context, the lists are defined in the Contact List field. This save action verifies that the context user is logged in. If the user is not logged in, no action is taken.

Change Password

Changes a Sitecore user’s password.

A user is identified based on the values selected in the User Name and Domain fields. This save action first verifies that the user exists. If the user does not exist, no action is taken.

Create User (Security action)

Creates a new Sitecore user based on the information supplied by the visitor in specified form fields. This save action checks whether the user already exists, and if the user does not exist, a new user is created. If the user does exist, the user’s information is updated.

Create Item

Creates a new item in the content tree every time a visitor clicks the Submit button on a form.

Edit Role Membership (Security action)

Adds a Sitecore user to a role, or removes the user from a role. If the user does not exist, the user is created with a randomly generated password.

Enroll in Engagement Plan

Places a visitor in a specific state in an engagement plan, after they successfully submit a form.

The Enroll the visitor drop-down list contains all the relevant check boxes from the web form that define the condition. You select the conditions that must be met before the visitor is placed in an engagement plan and you select a state in the engagement plan.

Register a Campaign

Registers a visitor as a member of a campaign, after they successfully submit a form. In the Select Campaign dialog box, you select a campaign that you want to associate with the form.

Note

You cannot associate the web form with an umbrella campaign group.

Register a Conversion

Registers a conversion for the successful completion of an existing goal that you select.

The Register Conversion drop-down list contains all the check box and list fields in the web form. By default, the save action always registers a conversion for the selected goal. You can also choose to only register a conversion when a visitor selects a specified check box in the form.

Send Email Campaign Message

Enables you to send email messages using the Email Experience Manager module. This means that you can use the functionality of the Email Experience Manager module and send already created email messages.

Send Email Message

Sends an email message every time a visitor clicks the Submit button on a form. The recipient and body of the email can differ for each form. The email is sent using the SMTP protocol.

The item for this action contains the following fields:

  • To – the addresses of the direct recipients of this email message separated by a semi-colon (;)

  • CC – the copied (CC) recipients of this email message separated by a semi-colon (;)

  • Subject – the subject line of this email message

  • Body – the text of the email message

In the Insert Field, you can select from a drop-down list the form field value that you want to insert into the body text.

The settings that are defined using this editor are stored in the form item. To add the value from a form field to the To/CC/Subject fields, click the appropriate field name.

You can also specify different SMTP settings for the Send Email Message save action.

Send MMS

Sends an MMS message every time a visitor clicks the Submit button. The recipient and body of the MMS message can differ for each form.

The item for this action contains the following fields:

  • Recipient – the phone number and MMS gateway of the recipient of this MMS message. Use the drop-down list to select the form field of the SMS/MMS Telephone type that you want to define the recipient’s phone number.

  • From Number – the phone number that sends the MMS message

  • Send Message – the condition that should be met to send the MMS message. By default, the save action always sends the MMS message to the selected recipient. You can also choose to send the MMS message only when a specified check box or list value in the form is selected by the visitor. Select the check box or list field in the form from the drop-down list.

  • Message Body – the text of the MMS message. You can use the Rich Text Editor tools while composing a message. Click Insert Field to add the value from a form field to the MMS message. This exchanges the chosen field with the chosen value when the action is executed.

You can also specify different SMTP settings for the Send MMS save action.

Send SMS

Sends an SMS message every time a visitor clicks the Submit button. The recipient and body of the SMS message can differ for each form. The SMS message is sent as plain text.

The item for this action contains the following fields:

  • Recipient – the phone number and SMS gateway of the recipient of the SMS message. Use the drop-down list to select which form field to use for the recipient’s phone number. Only SMS/MMS Telephone fields can be used with this action.

  • From Number – filled in automatically depending on the method used to send the SMS. The default method is not set.

  • Send Message – the condition that should be met before the SMS message is sent. By default the save action always sends the SMS message to the selected recipient. You can also choose to send an SMS message only when a specified check box or list value in the form is selected by the visitor. Select the check box or list field in the form from the drop-down list.

  • Message Body – the text of the SMS message. Click the arrow next to this field to add the value from a form field to the SMS message.

Tell a Friend

Used by a website visitor to send a predefined email to another person. This web form save action uses the Send Email Message save action. The action uses the values entered in specific form fields to compose the email message.

Update Contact Details

Updates the current contact details, based on the information supplied by the visitor in the fields that are specified in the web form.

In the Update Contact Details wizard, the value entered in the field selected in the Form Field column is used as the value in the field selected in the Contact Details column.

User Login (Security action)

Logs in a Sitecore user based on the values entered into the selected form fields, when no password is provided. The save action first verifies that the user exists. If the user does not exist, no action is taken.

Select the Associate existing user with this visitor check box to link the visitor’s browser, IP, and geographical information with the existing user information.

User Login with Password (Security action)

Logs in a Sitecore user based on the values entered into the selected form fields and checks whether the password is valid. The save action first verifies that the user exists. If the user does not exist, no action is taken.

Select the Associate existing user with this visitor check box to link the visitor’s browser, IP, and geographical information with the existing user information.

Logout

Logs a Sitecore user out if the form is submitted successfully. This action requires that the Sitecore user is logged in.