Overview
In addition to several Packs that can automate email campaigns to your audience segments in Element, we also have Packs to support the inbound side of your work—collecting contact information to create profiles of users through forms and landing pages.
To use any Pack in the Library, you must first set up your Packs Tokens. Click here to learn more about Packs Tokens.
Video Guide
Video Guide
Below are two Packs that assist your marketing efforts. The main difference between these is that one is hosted via Pages on Element, and the other is a form you can embed on your institutional website.
Embeddable Request for Information (RFI) Form
When installing this Pack, you'll need to configure your communications preferences.
Sender email address and name: configures the reply-to email address and name of the sender in messages that are sent.
Contact info: Populates the footer fields in the associated emails
Configure Form Options
Configure Form Options
Once the Pack is installed, navigate to Forms > Embeddable Request for Information Form to configure your form’s options.
Here, you can add or remove form questions and set them as required. You can also set fields that are connected to other properties in Element.
Additionally, you can create a follow-up form to ask additional questions after the primary form has been submitted. This is sometimes useful for institutions who want to collect a physical mailing address to send out a viewbook but might be concerned that asking the address first may make some users avoid filling out the primary form. There are other use cases, but this example is one of the most common.
On this page, you can also configure form colors, set admin notifications (user notifications are handled separately by the workflow installed in the Pack), and display the form’s embed code in either JavaScript or iFrame format.
If you wish to track the form in relation to an ad campaign or a Google Analytics property, you can set your Google Tag Manager (GTM) ID under the “embed code” tab.
Emails + Workflows
Emails + Workflows
By default, both Packs come with a preconfigured email/SMS thank you message and a workflow that sends the message to users who submit the form. Feel free to edit as needed and then set your workflow to “active” when you’re ready for it to run.
Prospect Gen and Capture Page
When installing this Pack, you'll need to configure your communications preferences.
Sender email address and name: configures the reply-to email address and name of the sender in messages that are sent.
Contact info: Populates the footer fields in the associated emails
Configure Page Options
Configure Page Options
Once the Pack is installed, navigate to Engagement > Pages to configure your new landing page.
From here, you can navigate to the following tabs to edit your page content, design, and settings.
Design and Content: Customize the content of your page. This page suggests some content areas based on landing page best practices by default.
Setup: Here, you can configure your page title, description, and brand assets. You can also enter your Google Tag Manager (GTM) ID to connect the landing page to your GTM account. This is helpful if you want to collect data from a digital ad campaign or a Google Analytics property.
Social Media: This tab allows you to load your institution’s social media account URLs and add live feeds to your page.
Locker: The locker can be activated to pre-populate the form and personalize the content on this landing page based on other data collected from the user in Element.
Domains: On this tab, you will see your primary domain/URL for the page. You can configure the external domain to point to that page. Visit this guide for more information about configuring an external domain.
Emails + Workflows
Emails + Workflows
By default, both Packs come with a preconfigured email/SMS thank you message and a workflow that sends the message to users who submit the form. Feel free to edit as needed and then set your workflow to “active” when you’re ready for it to run.