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WebProfiler

Introduction

The Profiler tool allows you to create forms on your Web site to obtain customer feedback, contact information, and anything else you would like to ask your customers. The Profiler Manager records and stores the results from the forms you build. To fully utilize the Profiler tool, you must first build your forms within the WebWizard™ editor.

• Creating a Form
  

• Profiler Options within WebWizard
  

• Assigning Special Functions and Actions
  

• Profiler Manager

Creating a Form

1. Log into WebWizard. Select the WebProfiler icon and the WebProfiler Editor will be displayed in the Left Step

WebProfiler icon

The Profiler icon and menu

1. Select Add WebProfiler Form.

2. A prompt asking you to name your form will appear. Name your form and click OK.

3. Two Form tags will appear on the page you are working from. These tags will not appear on your actual site but simply let you know where the form begins and ends.

WebProfiler Options in the WebWizard Editor

Add/Edit Text Field
Use text fields to create a single line text box for questions that require a short answer.

1. Select Add/Edit Text field from the WebProfiler menu. The WebProfiler Text Box Editor will appear.

2. Fill out the text box options. The options in this window are:

• Name - The name of the field that you are creating, as in "birthday" or "horoscope sign." You must name the elements of your questions in order to retrieve information about them in the Profiler.
  

• Default Text - Anything typed in this box will appear inside the box on your form. You may leave this box empty.
  

• Width - This controls the visible number of characters that may be placed within the text box. You may also leave this box empty.
  

• Max Size - This determines the maximum number of characters that may be entered in the box.

3. Left click inside the Form Tabs on the page where you want the text box to be placed.
   
   
   The Form Tabs
   
   
4. Click Update. The created text box will appear within the form tags in your WebWizard Editor.

For information on the name of a certain text field, refer to Quick Check.

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Add/Edit Radio Button Set
Use radio buttons to create a round button that will be filled in when selected. Radio buttons are often used in making a single selection out of a list of answers.

1. Select Add/Edit Radio Button Set from the WebProfiler menu. The WebProfiler Radio Button Editor window will appear.

The Radio Button Editor

1. In the Name text box, enter a name for the radio button set.

2. In the bottom text box, enter a name for the value of the radio button choice. Your site viewers will not see this name; it is for your benefit when tracking in the WebProfiler Manager.

3. Click Add Element to add more radio button options. Name each new element.

4. Left click inside the Form Tabs on the page where you want the Radio Button Set to be placed.
   
5. Click Update. The created radio button set will appear within the form tags in your WebWizard Editor.

To remove a radio button option, click the radio button next to option you want to delete and click Remove Element.

Add/Edit Checkbox
Use checkboxes for questions that may have multiple answers.

1. Select Add/Edit Checkbox. The WebProfiler Checkbox Editor will appear.

2. Name your checkbox set. This will be of use when using the WebProfiler Manager and QuickCheck.

3. Left click inside the Form Tabs on the page where you want the check box to be placed.
   
   

4. Click Update. The created checkbox set will appear within the form tags in your WebWizard Editor.

There is also a checkbox labeled Default Value. This determines whether the default status is checked or unchecked. Checking the checkbox will result in a checked default status.

Add/Edit Drop-down List
Use a drop-down list when you want one answer to be selected from a list. To choose from a pre-selected set of answers, see View Question Library.

A drop-down menu

1. Select Add/Edit Drop-down list from the WebProfiler menu. The WebProfiler Drop-down List Editor will appear.

2. Name your drop-down list. This will be the name you refer to when using the WebProfiler Manager and QuickCheck.

3. Create your drop-down list by typing the first entry into the empty text box below the naming field.

4. Add additional selections by clicking the Add Element link and typing in the text box that appears.

5. Left click inside the Form Tabs on the page where you want the Drop Down List to be placed.
   
   
6. Click Update. The drop-down list will appear within the form tags in your WebWizard editor.

Remove any option you have created by clicking on it and selecting the Remove Element link.

Add/Edit Text Area
Use a text area to create a text field with more than one line. This is typically used for answers requiring several lines of text.

  1. Select Add/Edit Text Area from the WebProfiler menu. The WebProfiler Text Area Editor window will appear.

  2. Fill in the text box options in the window. The options in this window are:

• Name - The name that you assign this field will be of use in the WebProfiler Manager and QuickCheck.
  

• Default Text - Anything typed in this box will appear inside the box on your form. You may leave this box empty.
  

• Rows - ROWS run horizontally and by placing a number in this box you control the HEIGHT of your text box.
  

• Columns - COLS stands for Columns and by placing a number in this box you control the number of characters that can be typed across the text box, thus controlling the WIDTH.

3. Left click inside the Form Tabs on the page where you want the Text Area to be placed.
   
   
4. Click Update. The created text area will appear within the form tags in your WebWizard Editor.

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Add Submit Button and Add Reset Button
After you have created your form, you need to add submit and reset buttons to your page. The submit button will send the form from the subscriber to you and the reset button will clear the form so that the user may start over.

To add a Submit button to your page:

1. Place your cursor at the bottom of your form, within the form tabs.

2. Click on the WebProfiler icon and select Add Submit Button.

3. A prompt will appear, asking you to name your button. If you want your button to say something other than submit, enter your desired text and click OK. If you like the default word Submit, click OK.

4. A gray submit button will appear where your cursor was placed.

The Submit button

To add a Reset button to your page:

1. Place your cursor at the bottom of your form, within the form tabs.

2. Click on the WebProfiler icon and select Add Reset Button.

3. A prompt will appear, asking you to name your button. If you want your button to say something other than Reset, enter your desired text and click OK. If you like the default word Reset, click OK.

4. A gray reset button will appear where your cursor was placed.

The Reset button

To resize or move the buttons:

1. Click once on the button and either drag it to the location you want it, or drag the border to resize it.

Add WebContacts Form
This option allows you to create a contact form that will be used in conjunction with the WebContacts and WebChannels tools.

1. Select Add WebContacts Fields. The WebProfiler Channels Editor window will appear.

2. Check each option that you would like included on your form.

3. Left click inside the Form Tabs on the page where you want the WebContacts Fields to be placed.
   
   
4. Click Update. The WebContacts fields will be added to your form. More on WebContacts

View Form Library and View Question Library

• View Form Library - The form library contains a variety of pre-made forms that include questions about hobbies and interests, employment, demographics and others.

1. Select the WebProfiler icon.

2. After selecting the View Form Library option, the Insert a Pre-made Form window will appear.

3. Select a form from the drop-down list to view its questions.

4. Left click inside the Form Tabs on the page where you want the Form to be placed.
   
   
5. Select a form to use and click Insert. The form will be added to your page in the WebWizard Editor.

• View Question Library - The Question Library is made up of a variety of general questions that may be included on your forms.

1. After selecting the View Question Library option, the Insert Pre-made Question window will appear.

2. Select a question from the drop-down list to view its questions.

3. Left click inside the Form Tabs on the page where you want the Form to be placed.
   
   
4. Select a question to use and click Insert. The question will be added to your page in the WebWizard Editor.

Quick Check
This option allows you find out the name/value of any selected field that may not have been labeled with information on your form.

1. Select the form element that you want checked.

2. Select Quick Check from the WebProfiler menu.

3. A prompt with the element's information will appear. The Name is the title you have assigned that form element, and the Value is any default text you have placed within that element.

For more information on adding default text to your form, see Add/Edit Text Field.

Assigning Special Form Functions and Actions

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Form Functions

To assign functions to a form:

1. Select Edit Web Profiler Form from the WebProfiler Editor. The WebProfiler Form Editor window will appear.

Profiler Form-to-Change Editor

2. Select the form that you want to edit from the Form to Change drop-down menu.

3. You can rename the form by entering a new name in the Name field.

4. Select the options that you want to apply to your form.

• Submits to E-mail - When this box is checked, the form will submit to your e-mail when users complete it. The e-mail address used is the Visual WebTools address you entered when you registered.

• Set Recipients - Provides options for who you would like your Form results e-mailed to. You can add as many recipient addresses as you would like and then click update or you can choose the Default E-mail Address option which is the e-mail address you entered when you registered with Visual WebTools. Finish by clicking Update.

Set Recipients Window

• Success Page - This is the page that will appear to your users after completing the form. Choose your success page by clicking Select and choosing the desired file.
  

• Select Required Elements - A required element is one that must be filled in for the form to be properly submitted. Determine which questions on your form will be required by selecting them from the drop-down menu. The questions that you select as required elements will be displayed in the Currently Required box. Selecting Clear Required will clear the Currently Required box.

5.  Click Update. The functions will be applied to your form.

Form Actions

1. Select Add/Edit Form Action from the WebProfiler menu in the WebWizard Editor. The WebProfiler Form Editor window will appear.

2. Select the form you want to change from the Form to Change drop-down menu.

• If you wish to automatically add the form user to a channel upon form submittal:

  Select the channel you want to apply to the form from the forms drop-down menu and click the checkbox.

• If you want to apply an auto-response message to the form:

  Select the desired auto-response from the AutoResponder drop-down menu and click the checkbox.

3. Click Update. The actions will be applied to your form.

WebProfiler Manager

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You can access the WebProfiler Manager by selecting WebProfiler Tool icon from the V4.1 Tools Manager Bar Located at the top of the screen.

The Profiler Manager menu

Look Up Forms
This option allows you to search for all forms, search for a specific form name or use a designated time frame.

1. After selecting Look up Forms from the WebProfiler Manager, the Look Up Profiler Forms window will appear.

2. Select whether you want to search for your form by name and/or by a date range. To leave the search open-ended, you can leave the date fields empty.

The checkbox labeled Exclude Viewed will not display the forms you have already viewed. A form that is considered already viewed is one that has been displayed on the screen.

3. Click Search.

4. The Search Results screen will appear.

You can conduct multiple searches from this page.