Successfully reported this slideshow.
We use your LinkedIn profile and activity data to personalize ads and to show you more relevant ads. You can change your ad preferences anytime.

InforUMobile UK User Guide

329 views

Published on

Aug. 2019

Published in: Software
  • Login to see the comments

  • Be the first to like this

InforUMobile UK User Guide

  1. 1. InforUMobile User Guide Copyright InforUMobile Ltd.
  2. 2. www.inforumobile.co.ukIuk.@inforumobile.coserviceLtd. IMobileInforU2 Contents Chapter 1: Creating an Account ................................................................................ 4 Chapter 2: Logging In................................................................................................ 6 Chapter 3: Account Top Up....................................................................................... 8 Chapter 4: Sending SMS Texts ................................................................................. 9 Sending a Message............................................................................................. 10 Reports................................................................................................................ 16 Chapter 5: Creating and Managing Landing Pages ................................................. 18 Creating a Landing Page ..................................................................................... 20 Editing the Mobile Version of the Landing Page ............................................... 21 Editing the Desktop Version of the Landing Page............................................. 32 Editing the Thank You Page............................................................................. 35 Landing Page Settings ..................................................................................... 40 General Settings .............................................................................................. 40 Final Approval Screen...................................................................................... 44 Reports................................................................................................................ 44 A/B Test............................................................................................................... 46 Chapter 6: Creating and Managing Registration Forms........................................... 48 Creating a New Form........................................................................................... 49 Editing the Mobile Version of the Registration Form......................................... 50 Editing the Desktop Version of the Registration Form ...................................... 59 Final Approval Screen...................................................................................... 67 Reports................................................................................................................ 69 Chapter 7: Creating and Managing Surveys............................................................ 70 Creating a Survey................................................................................................ 71 Editing the Mobile Version of the Survey.......................................................... 72 Editing the Desktop Version of the Survey ....................................................... 84 Editing the Thank You Page............................................................................. 88 Survey Settings................................................................................................ 90 Final Approval Screen...................................................................................... 93 Reports................................................................................................................ 94 Chapter 8: Managing Contacts................................................................................ 97 Contacts Screen .................................................................................................. 97 Editing a Contact ................................................................................................. 98 Status Change..................................................................................................... 98
  3. 3. www.inforumobile.co.ukIuk.@inforumobile.coserviceLtd. IMobileInforU3 Importing Contacts............................................................................................... 99 Group Management........................................................................................... 102 Optout Management.......................................................................................... 104 Field Management............................................................................................. 105 Chapter 9: GDPR.................................................................................................. 107 Chapter 10: API..................................................................................................... 109 Chapter 11: Help and Support............................................................................... 109 Notice The Information contained in this document is subject to change without notice and is not to be construed as a commitment from InforUMobile Ltd. InforUMobile assumes no responsibility for any errors that may appear in this document. For any question concerning the contents of this document, please contact service@inforumobile.co.uk.
  4. 4. www.inforumobile.co.ukIuk.@inforumobile.coserviceLtd. IMobileInforU4 Chapter 1: Creating an Account To create an account on InforUMobile visit: https://inforumobile.co.uk and press on the Create Account button on the menu: This will lead you to the account-creating page where you will be required to supply the following information: Name – The First and Last Name of the account holder. Email address – The Email address of the account holder. It will serve as the account Username. You will be required to use it, along with the password, in order to login the account. As well, this address will serve us in communicating with you on an ongoing basis. Support materials, information on how to use the Platform and tutorials
  5. 5. www.inforumobile.co.ukIuk.@inforumobile.coserviceLtd. IMobileInforU5 will be sent to it. Note that an account cannot be opened more than once for a specific email address. Password – The password you wish to use in order to access the account. It must comprise of six characters and above, of which at least one is a letter and one is a digit. For your own security, please refrain from sharing the password with any other party. After filling the form press on the Open Account button. The account will immediately be available to you. To login press on the Login button on the website. Once the account is open, an email with account information and user support materials will be sent to the email address you provided on the form. If you are using Gmail, check your Updates or Promotions tab to view this email.
  6. 6. www.inforumobile.co.ukIuk.@inforumobile.coserviceLtd. IMobileInforU6 Chapter 2: Logging In To login the Platform visit: https://inforumobile.co.uk and press on the Login button on the menu. This will lead you to the login screen where you will be required to enter your Username and Password: If you forgot one of them, you can always click on the links Forgot Password or Forgot Username. You will be redirected to recover the details required for your login. To recover your password you will be requested to enter your Username. A password
  7. 7. www.inforumobile.co.ukIuk.@inforumobile.coserviceLtd. IMobileInforU7 recovery email will be sent to the email address affiliated to this Username. If you are missing the Username you will be requested to enter your email address where you will receive a reminder of the Username affiliated to this address. If you are having trouble remembering both the email address and Username, or any other concern, please contact the support team on service@inforumobile.co.uk.
  8. 8. www.inforumobile.co.ukIuk.@inforumobile.coserviceLtd. IMobileInforU8 Chapter 3: Account Top Up In order to send SMS your account needs to have SMS credits accredited to it. To Top Up your account press on the cart icon on the Platform toolbar: This will lead you to the online purchase screen: Once on the Account Top Up screen you will be requested to fill your details on the left. If this is your first purchase you will be required to enter your payment details. From your second purchase onward, you will be able to use the payment details logged initially or change them as you see fit. On the right you will be requested to choose the SMS bundle you wish to purchase. All bundles are non-limited in usage time. Messages purchased are available for use at your own pace. After all details are entered you are to accept the Terms by checking the box and pressing on the Buy Now secured purchase button. Once the purchase is complete, a corresponding invoice will be sent to the email address you filled on the form. From here you will be able to proceed to the Sending Screen where your account balance will appear updated. As well, it will be updated on the Quota Screen accessible from the toolbar:
  9. 9. www.inforumobile.co.ukIuk.@inforumobile.coserviceLtd. IMobileInforU9 Chapter 4: Sending SMS Texts For a short video demonstration of how to send SMS press here. The SMS module is accessible by pressing the SMS icon on the Platform home screen: Once pressed the SMS Sending screen will appear: The screen is divided into two main parts. On the left you will find everything that has to do with the message content and its attributes. On the right you will find everything that has to do with the recipients designated to receive it.
  10. 10. www.inforumobile.co.ukIuk.@inforumobile.coserviceLtd. IMobileInforU10 Sending a Message To send a message: 1. Enter the Message Text in the typing pane: Once you start typing you will see the character count just under the message pane rising and the segments count updated accordingly. The Platform offers a choice of message templates. To use them press on the SMS Templates link and select the template of your choice. Once chosen the template will be inserted in the typing pane ready to be customized to your needs. You have the option of including emojies and colorful icons in your message. To do that stand with the mouse cursor on the message pane in the place you wish to insert the emoji, click on the Smiley and select the emoji of your choice. It will be inserted in the message in a Unicode format, meaning that you will see it in simple black and white colours in the message pane but in full colours on the recipients' phones. Note that emojies are considered as Special Characters, therefore they affect the message segment calculation (each segment is equivalent to 1 credit charge). Full information on message length calculation is available here:
  11. 11. www.inforumobile.co.ukIuk.@inforumobile.coserviceLtd. IMobileInforU11 To add personalized content such as First or Last Name click on the Personal Content dropdown menu and chose the type of information you wish to incorporate in the message: This will allow sending the message automatically with unique content in it to each of the recipients. To add a Landing Page/ Survey built on the Platform / attachment / Confirmation by Click / Response Request click on the relevant option under Add content and choose the content item that is to be inserted in the message:
  12. 12. www.inforumobile.co.ukIuk.@inforumobile.coserviceLtd. IMobileInforU12 2. Enter the Optout option. The Platform allows two forms of optouts – by return SMS or by link. To select the one of your choice press on the Optout checkbox and choose from the dropdown menu. Once chosen the optout details will be inserted in the message as reflected on the typing pane. 3. Set the Senders' Details. These are the details as will appear on the recipient phones.
  13. 13. www.inforumobile.co.ukIuk.@inforumobile.coserviceLtd. IMobileInforU13 When sending messages to UK numbers use the platform default identifier: 447860041419 as sender ID. If you want to use a different number or an your business name (up to 11 regular English characters, letters only without spaces), please send us your request by email to - service@inforumobile.co.uk. We will configure your account accordingly. Until this is arranged, please do not send messages with your customized ID as they will NOT be delivered due to operator regulations. Note: When sending messages to Irish phone numbers please use up to 11 alphanumeric characters of your choice. If you wish to use a number you can insert: 353861803115. Do NOT use your own phone number as an identifier since the operators will NOT deliver the messages due to their spam regulations. If you have any requests or questions on this matter please contact us on service@inforumobile.co.uk. Set the delivery time. The message can be sent immediately or later at a delayed time of your choice. Set the sending time of your preference: 4. Moving on to the right side of the screen, insert the recipients to whom the message is designated. Here you have three option:
  14. 14. www.inforumobile.co.ukIuk.@inforumobile.coserviceLtd. IMobileInforU14  Selecting specific contacts by clicking the Contacts tab.  Selecting Contact Groups from the Groups tab.  Copy-pasting numbers from an Excel file to the Contacts pane under the Phone numbers tab: These will be pasted in a column format:
  15. 15. www.inforumobile.co.ukIuk.@inforumobile.coserviceLtd. IMobileInforU15 You are not restricted to using one option or the other. Any combination of the three tabs can be used. Whatever combination you chose you will find a summary of the recipients amount under the Contacts pane. If we wish to add personalized content in messages sent to numbers that are NOT logged as Contacts on the Platform, you will be required to do the following: a. Paste the information in two columns – the first will be the numbers, the second will be the personalized content. b. Stand with the mouse cursor in the relevant place where you wish to insert the content on the message pane. c. Select the Custom option under the Personal content dropdown menu. Note: when sending the message the Platform will automatically:  Filter duplicate numbers if there are any. The message will only be sent once to each number it is designated to reach.  Add "0" prefixes to numbers that have lost their prefix due to the Excel file format.
  16. 16. www.inforumobile.co.ukIuk.@inforumobile.coserviceLtd. IMobileInforU16  Not send the message to numbers that have until this point optedout or that were removed by you on the Platform Contacts Management module. 5. Send a test message. It is recommended to proofread the message before sending it to the entire distribution list. If you wish to do so, enter your phone number in the designated field. The message will be sent to the designated number only. Once all message settings are in place press the SEND SMS button at the bottom of the screen and the message will be sent out. Reports The Platform includes numerous reports to assist you in tracking your messages after they have been sent. These can be accessed from the Reports menu: The main ones of which are:
  17. 17. www.inforumobile.co.ukIuk.@inforumobile.coserviceLtd. IMobileInforU17 Detailed Messages - Allows viewing a breakdown of all messages sent by phone number and sent date. Each message in this report bears a status:  Sent – The message has reached the recipient's phone operator. From there it is due to be delivered to their phone.  Received – The message reached the recipient's phone. This is the most common status.  Confirmed – The message reached the recipient and he/she pressed on the Confirm by Click link that was included in it, if included.  Not Received – The message was sent but did not reach the recipient's phone and will not reach it later on. The common reasons for this status are that the phone number does not exist, that the line is disconnected or that the device has been closed for a long time. Summary Distribution/ Campaigns Report – Allows viewing bulk sendings/campaign batches from a birds eye view, notably to how many recipients it was sent, how many of them did not receive it, how many clicked on content links if included in it, conversion percentage and amount of optouts. A sending is considered as a campaign batch in the following cases: a. A sending batch that includes 100 recipients and above. b. A sending that was tagged using the tagging option on the sending screen under Additional Options. Message Summary – Allows viewing a breakdown of the amount of messages sent by month. Future Message Report – Allows seeing all the messages scheduled to be sent at a delayed time, if set on the sending screen in this manner. Once the time has come to send the delayed message it will be sent and it will no longer appear in the report. If it hasn't yet been sent and you wish to stop the delayed sending for any reason, you can do so via the report as long as the message still appears on it, i.e was not sent yet. Response Report, Confirmed Messages and File Downloads – These reports allow seeing a breakdown of the recipients who have reacted to the advanced content sent to them within the message. Those who sent a response if requested in the message, those who pressed the confirm by click and those who have downloaded a file if sent within the message. Note - messages are stored on the reports for a duration of 3 months. After that they are archived. If you wish to view older messages you must use the Search Report. Search - Allows locating a message that was sent over 3 months ago and that has been archived since. In this report you can search messages according to recipient phone number, tagging and sent date.
  18. 18. www.inforumobile.co.ukIuk.@inforumobile.coserviceLtd. IMobileInforU18 Chapter 5: Creating and Managing Landing Pages For a short video demonstration of how to build a Landing Page press here. The Landing Page module is accessible by pressing the Landing Pages icon on the Platform home screen: Once pressed you will arrive on the welcome screen. To create a new page press the button:
  19. 19. www.inforumobile.co.ukIuk.@inforumobile.coserviceLtd. IMobileInforU19
  20. 20. www.inforumobile.co.ukIuk.@inforumobile.coserviceLtd. IMobileInforU20 Creating a Landing Page By pressing the Create Landing Page button you will arrive at the first Stage of the Landing Page wizard where you will be required to select a template. You can choose either a designed template or a blank one as appears at the very bottom of the templates screen. To select a template hover with your mouse over it and press Select: This will lead you to the Landing Page editing area:
  21. 21. www.inforumobile.co.ukIuk.@inforumobile.coserviceLtd. IMobileInforU21 The editing area is divided into 3 parts: Mobile Version of the page, Desktop Version and General Settings. Editing the Mobile Version of the Landing Page In the center of the screen you will find the Stage – a phone screen that includes all the page elements. The main page elements include text boxes, images, lead form and call to action buttons. On the right of the screen you will find the elements menu. Each element can be dragged to the Stage and placed anywhere you wish. Once placed it can be moved around the page simply by dragging and dropping.
  22. 22. www.inforumobile.co.ukIuk.@inforumobile.coserviceLtd. IMobileInforU22 As you will see, the menu includes a large variety of optional elements to be included in any order you wish on the Landing Page. You can drag any number of elements from the menu to the Stage. To browse through the various element options use the arrows on top and under the menu list:
  23. 23. www.inforumobile.co.ukIuk.@inforumobile.coserviceLtd. IMobileInforU23 When hovering over the Stage elements action items will appear over them. Each element can be deleted, it can be duplicated (in which case the duplicate will be placed at the end of the Landing Page and may need some dragging to the intended position) and it can be edited. To edit an element press the editing icon: Once pressed the editing attributes will appear to the left of the Stage. Editing a Text Box To edit a text box press on the editing icon over it and on the Edit Text button that will appear on the left:
  24. 24. www.inforumobile.co.ukIuk.@inforumobile.coserviceLtd. IMobileInforU24 Once pressed a lightbox will open in which you will be able to actually edit the text. You can run over the given template text or change its phrasing by typing the desired text in the box. To change the font type, size, color, etc. use the upper toolbar buttons, as you may be accustomed from other editing softwares. Once done press OK in order for the changes to be saved: To change the text box background press on Edit Background: Select the color of your choice in the lightbox that will open. To view all color options press More Colours and select a tone from the palette:
  25. 25. www.inforumobile.co.ukIuk.@inforumobile.coserviceLtd. IMobileInforU25 To change the text box padding, as to allow a wider or narrower box space, simply insert pixel values in the padding fields. As well you can alter the line height and text box radius by entering the values you wish. Once done press the Save button at the bottom of the screen:
  26. 26. www.inforumobile.co.ukIuk.@inforumobile.coserviceLtd. IMobileInforU26 Editing an Image To edit an image hover over it on the Stage and press the editing icon. This will open an image settings lightbox. Click the Choose File button to upload an image from your computer: If you wish, you can insert a URL and Image Tag in the lightbox fields. When done press Save. Editing a Leads Form To edit a leads form press the editing icon appearing when hovering over it. This will open the editing options on the left. You will find at the top a breakdown of the fields that are included in the form:
  27. 27. www.inforumobile.co.ukIuk.@inforumobile.coserviceLtd. IMobileInforU27 Each field naming can be edited by typing its updated name in the box, it can be set as a required field by ticking the "Required" box, its position can be moved around the form by dragging it from the blue rectangle on the left and it can be deleted. To add a new field that does not currently exist in the given form, press the "Add" Dropdown: You will find a long list of optional fields to be incorporated in your form. To select any of them click the desired option with the mouse. The field will be inserted at the bottom of the form. To reposition it drag it from the blue rectangle on the left:
  28. 28. www.inforumobile.co.ukIuk.@inforumobile.coserviceLtd. IMobileInforU28 To change the form design – field colours, background colours, font colour and the likes - press on the colour fan under "Field Design". A lightbox will open to enable setting the various colour attributes of the form. Once all options are set press on Save: To edit the submit button browse down and go to "Submit Button Design". The call to action can be typed in the box while the design aspects are to be set under the adjacent colour fan. As well you can edit the button size, call to action font and further attributes:
  29. 29. www.inforumobile.co.ukIuk.@inforumobile.coserviceLtd. IMobileInforU29 Further down you will find the option to edit the Thank You page which the Landing Page visitor will encounter once they have submitted the form. We will get into details about the Thank You page further on. To edit the Form Notifications you will required to go to the Page Settings tab. We will go into details concerning this as well further down the User Guide. Once you are finished editing the above form aspects press on the Save button at the bottom of the settings area as to ensure your changes are saved. Editing a Click2Call Button To edit a Click2Call button hover over the button on the Stage and press the editing icon. This will open the editing options on the left.
  30. 30. www.inforumobile.co.ukIuk.@inforumobile.coserviceLtd. IMobileInforU30 Here you are to:  Optional - Edit the Call to Action if you wish to change the default text"Call Us".  Mandatory - Insert the Phone number that is to be dialed by the page visitor once they press the button. Please use numbers bearing an international code prefix prior to the number.  Optional - Edit the design attributes of the button. To do that press on the colour fan. Note that you can edit the design attributes, or upload a button image from your computer, or otherwise use an image from the button gallery offered on the Platform:
  31. 31. www.inforumobile.co.ukIuk.@inforumobile.coserviceLtd. IMobileInforU31 Once done press the "Save" button Note - Click2Call buttons are available only on the Mobile Version of the page since they are designated for Mobile usage only, as opposed to Desktop. Editing the general Mobile design To edit design and content attributes pertaining to the entire Mobile page version (as opposed to a specific element in it) press on the "Mobile Settings" button at the top of the screen: Here you will be able for example to set the page background color or image.
  32. 32. www.inforumobile.co.ukIuk.@inforumobile.coserviceLtd. IMobileInforU32 Editing the Desktop Version of the Landing Page To edit the Desktop Version press on the Desktop Tab at the top of the screen: Editing the Desktop Version is very much similar to the Mobile one. The elements are spread around the Stage, they can be moved by dragging. When hovering over them you will notice their contours (marked in a light blue frame) and action icons. Emphasis related to the editing of the Desktop Version A. The Desktop Version of the page is deployed horizontally, much like a Desktop computer screen. The Stage is much larger than the Mobile Stage. B. When designing the page we can set a background both for the Stage and for the area around the Stage – the wrapper. The background can be uniform for both or different, depending how we want our page to look like. It can comprise of a still image or texture or of a video. To edit the background press on the "Desktop Settings" button at the top of the screen. There you will find the various editing options the Platform provides:
  33. 33. www.inforumobile.co.ukIuk.@inforumobile.coserviceLtd. IMobileInforU33 C. Among these are included the Wrapper design attributes (what appears around the Stage and wraps it, whether it's an image, texture or a video) and the Stage dimensions. Unlike on the Mobile version where the width is fixed and the length is a function of the number of elements inserted to the Stage, on the Desktop Version we can determine the width and length of the Stage. The default values are 900 pixels width and 500 pixels length but these can be changed by simple setup on the Desktop General Settings pane. D. Unlike in the Mobile Version, in the Desktop one the elements menu is on top of the Stage and is divided into types by tabs. E. The menu contains elements relevant for usage on a Desktop computer, as opposed to the Mobile (hence elements such as Click2Call and Navigation do
  34. 34. www.inforumobile.co.ukIuk.@inforumobile.coserviceLtd. IMobileInforU34 not appear on the Desktop menu). Each element can be dragged to the Stage by use of the mouse: Each element can be edited by clicking on its editing icon, after which a lightbox of attributes will open for sake of the editing. F. Unlike in the Mobile Version, on the Desktop one you can use layers and place elements one over the other. To change the layer placement of a certain element will press its arrows action icons – arrow pointing up, arrow pointing down. G. Another difference between the Desktop and Mobile editing lies in the leads form. While in the Mobile Version the form is editable as one chunk, on the Desktop each field is to be dragged from the menu, placed on the Stage and designed separately. To view all fields available use the scroll:
  35. 35. www.inforumobile.co.ukIuk.@inforumobile.coserviceLtd. IMobileInforU35 H. If you wish to have a clear static indication of the elements' contours check the Show borders box under the Desktop Stage. I. If you wish to be assisted by grid-lines to align the elements on the Stage add them by ticking the Show guidelines box: Editing the Thank You Page Once a visitor fills the Lead form (or any other type of form on your Landing Page) they will arrive at a thank you page where they will be able to see that the details were logged and the information they submitted has been received. This thank you page can be edited, much like the main page. To do so press the Edit Thank You Page button under the Desktop or Mobile Settings button:
  36. 36. www.inforumobile.co.ukIuk.@inforumobile.coserviceLtd. IMobileInforU36 To edit the Thank You Page the same editing principles apply in both Desktop and Mobile Versions. All page elements are available for incorporation from the menu, apart for the form elements. Feel free to include any relevant information on this page as to ensure your leads are nurtured while waiting for you to get back to them. Once you've finished editing the Thank You page press on the Save & Return to Main Page button at the top of the editing area:
  37. 37. www.inforumobile.co.ukIuk.@inforumobile.coserviceLtd. IMobileInforU37 The same applies to editing of the Mobile Thank you Page
  38. 38. www.inforumobile.co.ukIuk.@inforumobile.coserviceLtd. IMobileInforU38 Preview To see a live preview of the Page you are creating while working on it press the Preview button on the right hand corner of the screen: Mobile Version:
  39. 39. www.inforumobile.co.ukIuk.@inforumobile.coserviceLtd. IMobileInforU39 Desktop Version: A new browsing tab will automatically open for you to see the Landing Page as you have created it and as your visitors will see it. Previewing the Desktop version will reflect the entire page - Stage and Wrapper around it:
  40. 40. www.inforumobile.co.ukIuk.@inforumobile.coserviceLtd. IMobileInforU40 If you go back to making editing changes on your page and wish to see the updated version previewed you can either press on the Preview button again or go back to the browsing tab opened earlier and refreshing it. Landing Page Settings On the Landing Page Settings Tab you will find the various settings options related to both the Mobile and Desktop Versions of the page: The main of which are: General Settings Under General Settings you will find the page name as to ensure you recognize it easily on the Platform reports. Note that the name you give will appear on the page's browsing tab, unless specified otherwise under the Meta Tags Settings further down the Page Settings screen. As well you will be able to determine which versions of the page are to be activate – whether Mobile or Desktop or both.
  41. 41. www.inforumobile.co.ukIuk.@inforumobile.coserviceLtd. IMobileInforU41 Leads Management Once a visitor submits a form on the page you can be notified of it to allow returning to them quickly and efficiently. In this respect, you have three notification options that can be used simultaneously: Leads Notification by Email – Enables an email with the leads details to be sent to a designated email address the moment the lead submits the form. Periodical Leads Report by Email – Enables receiving a report once every few days set and in it will be included all the leads accumulated since start of the present month. Leads by API – Enables to send all leads online to a designated API address of our choice. Notification by SMS - Enables to receive a text message notifying us that a lead was received.
  42. 42. www.inforumobile.co.ukIuk.@inforumobile.coserviceLtd. IMobileInforU42 Of course, apart for sending notifications, all leads information is automatically stored on the Platform and can be accessed whenever you wish. To see the leads info go to the reports tab on the top menu and press on the Export form details button related to the page in question: Alternatively, you can go to the Leads tab on the menu and see the leads received from each of the pages you built on the Platform. These can be managed by status. Adding Leads to your Contacts If you wish to integrate their details into your Contacts Data Base, in order to among others be in touch with them in the future via SMS, you will find under Additional Actions the checkbox Add lead details to Contacts: Once you tick the checkbox a Drop Down menu with a list of all you Contact Groups will open for you to select to which Group you wish to affiliate the leads. To integrate the lead a Group must be chosen. If you have yet created the designated Group you wish to use, go first to the Contacts module and press there on Create Group:
  43. 43. www.inforumobile.co.ukIuk.@inforumobile.coserviceLtd. IMobileInforU43 Tracking The Platform provides various tracking options for your Landing Page: Analytics & Remarketing: Allows tracking a variety of metrics related to the Landing Page performance, including browsing scope, conversion rates, the ability to generate audiences from the visitors and more. The code is obtainable on the Google Analytics site and is required to be pasted in the designated box. Conversion Code: The code used to track Landing Page conversions within a Google AdWords advertising campaign. To use it on the Landing Page copy-paste it into the designated box. Facebook Pixel: A code that allows tracking the Landing Page performance on Facebook, including measurement of browsing scope, conversions, audience generation and more. The code is obtainable on Facebook Ads Manager and is required be inserted in the box. Google Tag Manager: A tool that allows you to manage multiple codes on your Landing Page from one place in a centralized manner. It can include a combination of Analytics codes, conversion codes, and other codes. In order to use the tool it is required to define the different codes in the Google Tag Manager (GTM) interface and plant the GTM code obtained in the box on the Settings Screen: After having finished all your settings do not forget to press the Save button at the bottom of the screen as to ensure all your changes are logged appropriately.
  44. 44. www.inforumobile.co.ukIuk.@inforumobile.coserviceLtd. IMobileInforU44 Final Approval Screen Once your settings are saved you will be diverted to the final approval screen of the Landing Page creation wizard. On this screen you will find:  The Landing Page URL. Note – though you may have built a separate version of the page for Desktop and Mobile the URL is unique. Once a visitor reaches your page the Platform will recognize their browsing device and will present the relevant version of the page. Desktop (and tablet) visitors will see the Desktop Version, Mobile visitors will see the Mobile Version, assuming both have been set as active on the Settings Screen  The Landing Page Short URL. This URL will serve you to send the page link to your customers by SMS.  Preview of the page versions.  A QR code that can be downloaded to bring traffic to the page from offline.  Send SMS campaign button – transfers to the SMS Sending Screen in which you will find the page's short URL automatically incorporated in the message wording pane. Reports
  45. 45. www.inforumobile.co.ukIuk.@inforumobile.coserviceLtd. IMobileInforU45 Once you have created your Landing Page you can go to the reports and see the results of its views. On My Landing Pages screen you will see a list of all the pages you have created todate on the Platform. You will be able to recognize each by the name you gave it. For each you will see:  The number if views accumulated - how many times the page was presented on Desktop and how many times on Mobile.  How many Lead Forms were submitted.  How many times the Click2Call button was pressed.  What is the current Conversion Rate – Forms plus Calls divided by Views. If you click on the Plus icon on the left you will find a breakdown of the data by traffic type – Mobile vs. Desktop. Each page can be accessed for editing by clicking its name or pressing the editing icon on the right. Note: the page is live from the moment it is created. Any change you make in it will be seen by viewers the moment it is made. On the Reports tab on the top menu you will find the list of your pages, their main stats and action buttons:  Statistics – Will lead you to seeing the results in a graphic format and with a breakdown by traffic source.  Export form details- Allows downloading to your computer an Excel workbook with the data left by each lead who submitted a form.  Export calls – Allows the same in reference to the Click2Calls.  Export SMS traffic – Allows the same with one addition – each lead is indicated also by their phone number. This is useful when sending the page by SMS and marking on the SMS Sending Screen the "Allow Identification" option
  46. 46. www.inforumobile.co.ukIuk.@inforumobile.coserviceLtd. IMobileInforU46 It enables sending the page URL with a postfix to recognize the visitor who accessed it and avoid the need of asking them for their phone number. A/B Test It is very common to run A/B Tests on landing pages as to optimize their results. To run a test on the Platform press the Tools tab on the menu, and then press A/B Test and Create New A/B test. You will arrive on the A/B Test creation screen where you will be able to select the Pages you wish to compare (up to 5) and set the viewing percentages (default set at 50%-50% but can be of course changed as you see fit). Once the test is up and running you will see the conversion results on the A/B Test screen and will be able to amend the percentages or edit the pages for optimization.
  47. 47. www.inforumobile.co.ukIuk.@inforumobile.coserviceLtd. IMobileInforU47 Note:  A given page can participate in one A/B Test only at a time.  Once the Test has been activated it can no longer be reversed to Draft. Nonetheless, you can pause the test at any moment you wish by pressing the Pause button.  The Test URL is always Version A's URL.  Once a Test is running you will not be able to delete Version A from the Platform. If you wish to stop driving traffic to it go to Edit A/B Test and drop the viewing percentages for A to zero (0%). Subsequently you will be required to reallocate viewing percentages to the remaining versions.
  48. 48. www.inforumobile.co.ukIuk.@inforumobile.coserviceLtd. IMobileInforU48 Chapter 6: Creating and Managing Registration Forms For a short video demonstration of how to build a Registration Form press here. The Registration Forms module is accessible by pressing the Registration Forms icon on the Platform home screen: Once pressed you will arrive on the welcome screen. To create a new form press the Create Form button:
  49. 49. www.inforumobile.co.ukIuk.@inforumobile.coserviceLtd. IMobileInforU49 Creating a New Form By pressing the Create Form button you will arrive at the first Stage of the Form wizard where you will be required to select a template among the various templates the Platform offers. You can choose either a designed template or a blank one as appears at the very bottom of the templates screen. You can select either a Popup template or a Registration Form template. The difference between the two is that regular registration forms are those found fixed on websites, while popus pop up on the website after a given amount of time the visitor visits the website page. In general, there is no difference in the creating process of both types of forms. To select a template hover with your mouse over it and press Select: This will lead you to the Form editing area:
  50. 50. www.inforumobile.co.ukIuk.@inforumobile.coserviceLtd. IMobileInforU50 The editing area is divided into 3 parts: Mobile Version of the Form, Desktop Version and General Settings. Editing the Mobile Version of the Registration Form In the center, you will find the Stage – a phone screen that includes all the form elements:
  51. 51. www.inforumobile.co.ukIuk.@inforumobile.coserviceLtd. IMobileInforU51 To the right of the screen you will find the elements menu. Each element can be dragged to the Stage and placed anywhere you wish. Once placed it can be moved around simply by dragging and dropping it with the mouse. When hovering over the Stage elements action items will appea. Each element can be deleted, it can be duplicated (in which case the duplicate will be placed at the end of the Form) and it can be edited. To edit an element press the editing icon: Once pressed the editing attributes will appear to the left of the Stage.
  52. 52. www.inforumobile.co.ukIuk.@inforumobile.coserviceLtd. IMobileInforU52 Editing the Form Element To edit the Form press the editing icon appearing when hovering over it. This will open the editing options on the left. In these you will find at the top the fields included in the form: Each field naming can be edited by typing its name in the box, it can be set as a required field by ticking the "Required" box, it can be moved by dragging it among the other fields and it can be deleted. To add a new field open the "Add" Dropdown:
  53. 53. www.inforumobile.co.ukIuk.@inforumobile.coserviceLtd. IMobileInforU53 You will find a long list of optional fields to be incorporated in your form. To select any of them click the desired option with the mouse. The field will be inserted at the bottom of the form. To reposition it drag it from the blue icon on the left: To change the form design – field colours, background colours, font colour and the likes - press on the colour fan under "Field Design". A lightbox will open to enable setting the various colour attributes of the form. Once all options are set press on Save:
  54. 54. www.inforumobile.co.ukIuk.@inforumobile.coserviceLtd. IMobileInforU54 To edit the submit button browse down and go to "Submit Button Design". The call to action can be typed in the box while the design aspects are to be set under the adjacent colour fan. As well you can edit the button size, call to action font and further attributes:
  55. 55. www.inforumobile.co.ukIuk.@inforumobile.coserviceLtd. IMobileInforU55 If you wish to include text prior to form fields (in the example below this would be the Call to Action Title and Additional Info) press the Edit Text button: This will open a light box in which you can type your text and design its appearance by use of the toolbar buttons.
  56. 56. www.inforumobile.co.ukIuk.@inforumobile.coserviceLtd. IMobileInforU56 Further down you will find the option to edit the Thank You page which the visitor will see once they have submitted the form. We will get into details about the Thank You page later on. To edit the Form Notifications you will required to go to the Form Settings tab. We will go into details concerning this as well further down the User Guide. Once you are finished editing the above form aspects press on the Save button at the bottom of the Form Settings area as to ensure your changes are saved. Editing a Text Box To edit a text box press on the editing icon while hovering over it and on the Edit Text button that will appear on the left. Once pressed a lightbox will open in which you will be able to actually edit and type in your text wording. To change the font type, size, color, or set a link to all or part of the text use the upper toolbar. Once done press OK in order for the changes to be saved:
  57. 57. www.inforumobile.co.ukIuk.@inforumobile.coserviceLtd. IMobileInforU57 To change the text box background press on the Edit Background button: In the lightbox that will open select the colour from the options or press More Colours to select a tone from the palette:
  58. 58. www.inforumobile.co.ukIuk.@inforumobile.coserviceLtd. IMobileInforU58 To change the text box padding, as to allow a wider or narrower box, simply insert pixel values in the padding fields. As well you can alter the line height and text box radius by entering the values you wish. Once done press the Save button at the bottom of the screen: Editing an Image To edit an image hover over it on the Stage and press the editing icon. This will open an image settings lightbox. Click the Choose File button to upload an image from your computer:
  59. 59. www.inforumobile.co.ukIuk.@inforumobile.coserviceLtd. IMobileInforU59 You can insert a URL and Image Tag in the lightbox fields. When done press Save. Editing the Desktop Version of the Registration Form To edit the Desktop Version press on the Desktop Tab at the top of the screen: Editing the Desktop Version is very much similar to the Mobile one. The elements are spread around the Stage, they can be moved around by dragging. When hovering over them their contours appear (marked in a light blue frame) and action icons appear. Emphasis related to the editing of the Desktop Version A. Unlike in the Mobile Version, in the Desktop one the elements menu is on top of the Stage and is divided into types by tabs. B. Unlike in the Mobile Version, on the Dsktop you can use layers and place elements one over the other. To change the layer placement of a certain element press its arrows action icons – pointing up / pointing down.
  60. 60. www.inforumobile.co.ukIuk.@inforumobile.coserviceLtd. IMobileInforU60 C. Another difference between the Desktop and Mobile editing lies in the Form body. While in the Mobile Version the Form is editable as one chunk, on the Desktop Version each field is to be dragged from the menu, placed on the Stage and designed separately. To view all fields available use the scroll: D. When designing the Desktop Form we can set its dimension. To do so we will press the "Desktop Settings" button at the top of the screen. There we will find the various editing options the Platform provides. Among these are included the Stage dimensions. Unlike on the Mobile Version where the width is fixed and the length of the Stage is a function of the sum of elements it contains, on the Desktop Version we can determine the width and length of the Stage. Each template is set to default values but these can be changed by simple setup on the Desktop General Settings pane:
  61. 61. www.inforumobile.co.ukIuk.@inforumobile.coserviceLtd. IMobileInforU61 E. If you wish to have a clear static indication of the elements contours on the Stage you can check the Show borders box under the Desktop Stage. F. If you wish to be assisted by grid-lines to align the elements on the Stage you can add them by ticking the Show guidelines box:
  62. 62. www.inforumobile.co.ukIuk.@inforumobile.coserviceLtd. IMobileInforU62 Editing the Thank You Page Once a visitor fills the Form he/she will arrive at a Thank You page where they will be able to see that the details were logged and the information they submitted has been received. This Thank You page can be edited, much like the main page. To do so press the Desktop or Mobile Settings button and the Edit Thank You Page button thereafter:
  63. 63. www.inforumobile.co.ukIuk.@inforumobile.coserviceLtd. IMobileInforU63 For the Thank You Page the same editing principles apply in both Desktop and Mobile Versions. Once you finished editing the Thank You page press on the Save & Return to Main Page button at the top of the editing area: The same applies to editing of the Mobile Thank you Page Preview If you wish to see a preview of the Form you created press the Preview button on the top right hand corner:
  64. 64. www.inforumobile.co.ukIuk.@inforumobile.coserviceLtd. IMobileInforU64 Registration Form Settings On the Form Settings Tab you will find the various settings options related to both the Mobile and Desktop Versions of the Form: We have a long list of settings available for us to configure, the main of which are:
  65. 65. www.inforumobile.co.ukIuk.@inforumobile.coserviceLtd. IMobileInforU65 General Settings Under General Settings you will be able to name your Registration Form, as to ensure you recognize it easily on the Platform reports. As well you will be able to determine which versions of the Form you wish to activate – whether Mobile or Desktop or both (the default is for both). Leads Management Once a visitor submits the Form you can be notified of it to allow returning to them quickly and efficiently: Leads Notification by Email – Enables you to receive an email with the lead's details the very moment the lead has submitted the Form. Periodical Leads Report by Email – Enables receiving a report once every few days you set and in it will be included all the leads accumulated since start of the present month. Leads by API – Enables sending all leads online to a designated API address of your choice. Notification by SMS - Enables receiving a text message notifying you that a lead has been received.
  66. 66. www.inforumobile.co.ukIuk.@inforumobile.coserviceLtd. IMobileInforU66 Of course, apart for sending notifications, all leads information is stored on the Platform and you can access it whenever you wish. To see the leads info go to the Reports tab on the menu and press on the Export form details button related to the Form in question:
  67. 67. www.inforumobile.co.ukIuk.@inforumobile.coserviceLtd. IMobileInforU67 Alternatively, you can go to the Leads tab on the menu and see the leads received from each of the Forms you built on the Platform. These can be managed by status. Tracking The Platform provides you with various tracking options for your Forms: Analytics & Remarketing: Allows tracking a variety of metrics related to Form's performance, including browsing scope, conversion rates, the ability to generate audiences from the visitors and more. The code is obtainable on the Google Analytics site and is required to be pasted in the designated box. Conversion Code: The code used to track Form conversions within a Google AdWords advertising campaign. To use it on the Landing Page copy-paste it into the designated box. Google Tag Manager - A tool that allows you to manage multiple codes on your Form from one place in a centralized manner. It can include a combination of Analytics codes, conversion codes, and other codes. In order to use the tool it is required to define the different codes in the Google Tag Manager (GTM) interface and plant the GTM code obtained in the box on the Settings Screen: After having finished all your settings do not forget to press the Save button at the bottom of the screen as to ensure all your changes are logged appropriately. Final Approval Screen Once your settings are saved you will be diverted to the final approval screen of the Form creation wizard. On this screen you will find:
  68. 68. www.inforumobile.co.ukIuk.@inforumobile.coserviceLtd. IMobileInforU68  The Form URL. Note – though you may have built a separate version of the Form for Desktop and Mobile the URL is unique. Once a visitor reaches your Form the Platform will recognize their browsing device and will present the relevant version of the Form. Desktop (and tablet) visitors will see the Desktop Version, Mobile visitors will see the Mobile Version, assuming both are activated.  The Form Short URL. Relevant if the Form is to be sent by SMS to any recipient.  Embed Code – To be inserted on the website if we wish to incorporate a fixed Registration Form.  Popup Code - To be inserted on the website if we wish to incorporate a Popup Form.  Preview of the Form Mobile and Desktop Versions.  A QR code that can be downloaded to bring traffic to the Form from offline.
  69. 69. www.inforumobile.co.ukIuk.@inforumobile.coserviceLtd. IMobileInforU69 Reports Once you created your Form you can go to the reports and see the results. On the My Forms screen you will see a list of all the Forms you created todate on the Platform. You will be able to recognize each by the name you gave it. For each you will see:  The number if views accumulated - how many times the Form was presented on Desktop and how many times on Mobile.  How many Forms were submitted.  What is the current Conversion Rate – Calculated as per Forms divided by number of Views. If you click on the Plus icon on the left you will find a breakdown of the data by traffic type – Mobile vs. Desktop. Each Form can be accessed for editing by clicking its name or pressing the editing icon on the right. Note: the Form is live from the moment it is created. Any change you make in it will be seen by viewers the moment it is made. Moving on to the Reports tab on the top menu, you will find the list of your Forms, their main stats and action buttons:  Statistics – Will lead you to seeing the results in a graphic format and with breakdown by traffic source.  Export form details- Allows downloading to your computer an Excel workbook with the data left by all leads who submitted the Form.  Export SMS traffic – Allows the same as Export Details with one addition – each lead is indicated also by their phone number.
  70. 70. www.inforumobile.co.ukIuk.@inforumobile.coserviceLtd. IMobileInforU70 Chapter 7: Creating and Managing Surveys For a short video demonstration of how to build a Survey press here. The Surveys module is accessible by pressing the Surveys icon on the Platform home screen: Once pressed you will arrive on the welcome screen. To create a new Survey press the Create Survey button:
  71. 71. www.inforumobile.co.ukIuk.@inforumobile.coserviceLtd. IMobileInforU71 Creating a Survey By pressing the Create Survey button you will arrive at the first Stage of the Survey wizard where you will be required to select a template among the various templates the Platform offers. You can choose either a designed template or a blank one as appears at the very bottom of the templates screen. To select a template hover with your mouse over it and press Select: This will lead you to the Survey editing area:
  72. 72. www.inforumobile.co.ukIuk.@inforumobile.coserviceLtd. IMobileInforU72 The editing area is divided into 3 parts: Mobile Version of the Survey, Desktop Version and General Settings. Editing the Mobile Version of the Survey In the center of the screen you will find the Stage – a phone screen that includes all the Survey elements, the main of which are the questionnaire, text boxes and images:
  73. 73. www.inforumobile.co.ukIuk.@inforumobile.coserviceLtd. IMobileInforU73 On the right of the screen you will find the elements menu. Each element can be dragged to the Stage and placed anywhere you wish. Once placed it can be moved along the Survey page simply by dragging and dropping it by help of your mouse. When hovering over the Stage elements action items will appear over them. Each element can be deleted, it can be duplicated (in which case the duplicate will be placed at the end of the Survey) and it can be edited.
  74. 74. www.inforumobile.co.ukIuk.@inforumobile.coserviceLtd. IMobileInforU74 To edit an element press on the editing icon. Once pressed the editing attributes will appear to the left of the Stage. Editing the Questionnaire To edit the questionnaire press the editing icon appearing when hovering over it. This will open the editing options on the left. In these you will firstly find the fields that are included in the questionnaire: Each field naming can be edited by typing its name in the box, it can be set as a required field by ticking the "Required" box, it can be moved by dragging it and it can be deleted. To add a new field open the "Add" Dropdown. You will find a long list of optional fields to be incorporated in your questionnaire. These are divided into general questions (such as name and email address) and more survey oriented ones (such as rating and matrix):
  75. 75. www.inforumobile.co.ukIuk.@inforumobile.coserviceLtd. IMobileInforU75 To select any of them click the desired option with the mouse. The field will be inserted at the bottom of the form. To reposition it drag it from the blue icon on the left: To change the general form design – field colours, background colours, font colour and the likes press on the colour fan under "Field Design". A lightbox will open to enable setting the various colour attributes of the form. Once all options are set press on Save:
  76. 76. www.inforumobile.co.ukIuk.@inforumobile.coserviceLtd. IMobileInforU76 You will notice that some fields have an editing button adjacent to them. In this case you will be able to edit the filed specific properties by clicking the icon:
  77. 77. www.inforumobile.co.ukIuk.@inforumobile.coserviceLtd. IMobileInforU77 In the lightbox that will open you will have the possibility of editing the question name, the rating scale, its values and the various design attributes available by clicking on the colour fan on the right side of the pane. Once you are finished editing the question press the Save button at the bottom of the lightbox. Note - For each rating it is possible to receive a Managerial Alert on the response received. This is especially practical when you wish to be immediately notified of a respondent who gave an answer you are in need of dealing with immediately, for example – someone who rated your service very low. The Platform offers numerous options of receiving notifications on Survey responses, the Managerial Alert is one of them and is unique since it is designed to help you in being aware of specific responses as opposed to all responses received. To use it tick the Managerial Alert checkbox alongside the relevant rating option:
  78. 78. www.inforumobile.co.ukIuk.@inforumobile.coserviceLtd. IMobileInforU78 On the Settings Screen you will be able to determine the email address to which this specific alert will be sent. Editing the Submit Button To edit the submit button browse down the questionnaire editing area and go to "Submit Button Design". The call to action can be typed in the box while the design aspects are to be set under the adjacent colour fan. As well you can edit the button size, call to action font and further attributes:
  79. 79. www.inforumobile.co.ukIuk.@inforumobile.coserviceLtd. IMobileInforU79 Further down you will find the option of editing the Thank You page which the visitor will see once they have submitted the questionnaire. We will get into details about the Thank You page further on. To edit the Form Notifications you will required to go to the Form Settings tab. We will go into details concerning this as well further down the User Guide. Once you are finished editing the above questionnaire aspects press on the Save button at the bottom of the settings area as to ensure your changes are saved.
  80. 80. www.inforumobile.co.ukIuk.@inforumobile.coserviceLtd. IMobileInforU80 Editing a Text Box To edit a text box press on the editing icon over it and on the Edit Text button that will appear on the left:
  81. 81. www.inforumobile.co.ukIuk.@inforumobile.coserviceLtd. IMobileInforU81 Once pressed a lightbox will open in which we will be able to actually edit and customize the text. To change the font type, size, colour, etc. use the toolbar buttons. Once done press OK in order for the changes to be saved: To change the text box background press on Edit Background button: In the lightbox that will open select the color from the options or press More Colours to select a tone from the palette:
  82. 82. www.inforumobile.co.ukIuk.@inforumobile.coserviceLtd. IMobileInforU82 To change the text box padding, as to allow a wider or narrower box simply insert pixel values in the padding fields. As well you can alter the line height and text box radius by entering the values you wish. Once done will press the Save button at the bottom of the screen: Editing an Image To edit an image hover over it on the Stage and press the editing icon. This will open an image settings lightbox. Click the Choose File button to upload an image from your computer:
  83. 83. www.inforumobile.co.ukIuk.@inforumobile.coserviceLtd. IMobileInforU83 You can insert a URL and Image Tag in the lightbox fields. When done press Save. Editing the general Mobile design To edit design and content attributes pertaining to the entire Mobile page version (as opposed to a specific element in it) press on the "Mobile Settings" button at the top right hand side of the screen: Here you will be able for example to set the background color or image of the entire Survey page.
  84. 84. www.inforumobile.co.ukIuk.@inforumobile.coserviceLtd. IMobileInforU84 Editing the Desktop Version of the Survey To edit the Desktop Version press on the Desktop Tab at the top of the screen: Editing the Desktop Version is very much similar to the Mobile one. The elements are spread around the Stage, they can be moved by dragging. When hovering over them their contours (marked in a light blue frame) and action icons appear. Emphasis related to the editing of the Desktop Version A. The Desktop Version of the Survey is deployed horizontally, much like a Desktop computer screen. The Desktop Stage is much larger than the Mobile Stage. B. When designing the page you can set a background both for the Stage and for the area around the Stage – the wrapper. The background can be uniform for both or different. To edit the background press on the "Desktop Settings" button at the top of the screen. There you will find the various editing options the Platform provides:
  85. 85. www.inforumobile.co.ukIuk.@inforumobile.coserviceLtd. IMobileInforU85 Among these are included also the Stage dimensions. Unlike on the Mobile version where the width is fixed and the length is an aggregate of the elements the Stage contains, on the Desktop Version we can determine the width and length of the Stage. The default values are 900 pixels width and 500 pixels length but these can be changed by simple setup on the Desktop General Settings pane. C. Unlike in the Mobile Version, in the Desktop one the elements menu is on top of the Stage and is divided into types by tabs. D. Each element can be edited by clicking on its editing icon, after which a lightbox of attributes will open and on which can edit whatever we wish.
  86. 86. www.inforumobile.co.ukIuk.@inforumobile.coserviceLtd. IMobileInforU86 E. Unlike in the Mobile Version, on the Desktop one you can use layers and place elements one over the other. To change the layer placement of a certain element press its arrows action icons – arrow pointing up, arrow pointing down. F. Another difference between the Desktop and Mobile editing lies in the questionnaire fields accessibility. While in the Mobile Version the questionnaire is editable as one chunk, on the Desktop each field is to be dragged from the menu, placed on the Stage and designed separately. To view all fields available use the scroller: G. If we wish to have a clear static indication of the elements contours across the Stage we can check the Show borders box under the Desktop Stage.
  87. 87. www.inforumobile.co.ukIuk.@inforumobile.coserviceLtd. IMobileInforU87 H. If you wish to be assisted by grid-lines to align the elements on the Stage add them by ticking the Show guidelines box:
  88. 88. www.inforumobile.co.ukIuk.@inforumobile.coserviceLtd. IMobileInforU88 Editing the Thank You Page Once a visitor submits the questionnaire they will arrive at a thank you page where they will be able to see that the information they submitted has been received. This thank you page can be edited, much like the main Survey page. To do so press the Edit Thank You Page button under the Desktop or Mobile Settings button: Once arrived on the Thank You Page editing area the same editing principles apply in both Desktop and Mobile Version. All page elements are available for incorporation from the menu, apart for the form elements. Once you finished editing the Thank You page press on the Save & Return to Main Page button at the top of the editing area:
  89. 89. www.inforumobile.co.ukIuk.@inforumobile.coserviceLtd. IMobileInforU89 The same applies to editing of the Mobile Thank you Page
  90. 90. www.inforumobile.co.ukIuk.@inforumobile.coserviceLtd. IMobileInforU90 Survey Settings On the Survey Settings Tab you will find the various settings options related to both the Mobile and Desktop Versions of the Survey, the main of which are: General Settings Under General Settings you will be able to name the Survey you have built, as to ensure you recognize it easily on the Platform reports. Note that the name you give will appear on the browsing tab unless specified otherwise under the Meta Tags Settings further down the Settings screen. As well you are able here to determine which versions of the Survey you wish to activate – whether Mobile or Desktop or both. Response Management Once a visitor submits a questionnaire you can be notified of it in any of the following ways: Periodical Response Report by Email – Enables you to receive a report once every few days you set and in it will be included all the response data accumulated since start of the present month.
  91. 91. www.inforumobile.co.ukIuk.@inforumobile.coserviceLtd. IMobileInforU91 Notification by Email – An email with the questionnaire details immediately sent to a designated email address of your choice. Managerial Alert on Particular Replies – Will be sent to a designated email of your choice, to be determined here. Leads by API – Enables sending all replies online to a designated API address of your choice. Notification by SMS - Enables to receive a text message notifying that a response was received.
  92. 92. www.inforumobile.co.ukIuk.@inforumobile.coserviceLtd. IMobileInforU92 Of course, apart for sending notifications, the Platform stores for you all the questionnaire data and you can access it whenever you wish. To see the info go to the Reports tab on the top menu and press on the Export Response button related to the Survey in question: Tracking The Platform provides you with various tracking options for your Survey: Analytics & Remarketing: Allows tracking a variety of metrics related to the Survey performance, including browsing scope, conversion rates, the ability to generate audiences from the visitors and more. The code is obtainable on the Google Analytics site and is required to be pasted in the designated box. Conversion Code: The code used to track Survey conversions within a Google AdWords advertising campaign. To use it on the Landing Page copy-paste it into the designated box. Google Tag Manager - A tool that allows you to manage multiple codes on your Survey from one place in a centralized manner. It can include a combination of Analytics codes, conversion codes, and other codes. In order to use the tool it is required to define the different codes in the Google Tag Manager (GTM) interface and plant the GTM code obtained in the box on the Settings Screen:
  93. 93. www.inforumobile.co.ukIuk.@inforumobile.coserviceLtd. IMobileInforU93 After having finished all your settings do not forget to press the Save button at the bottom of the screen as to ensure all your changes are logged appropriately. Final Approval Screen Once your settings are saved you will be diverted to the final approval screen of the Survey wizard. On this screen you will be required to Publish your Survey. Important: It is recommended NOT to publish the survey before it is fully ready for use and before you are entirely sure of your question phrasings, structure and rating scales. Use the same question format and structure for both Mobile and Desktop versions. Do not use the exact same question wording for more than one question in each questionnaire. All these aspects, if not observed, will affect the presentation of the data on the Visual Stats Screen. Once published you will see on the Approval Screen the following information:  The Survey URL. Note – though you may have built a separate version of the Survey for Desktop and Mobile the URL is unique. Once a visitor reaches your
  94. 94. www.inforumobile.co.ukIuk.@inforumobile.coserviceLtd. IMobileInforU94 survey the Platform will recognize their browsing device and will present the relevant version of the page. Desktop (and tablet) visitors will see the Desktop Version, Mobile visitors will see the Mobile Version, assuming both are activated.  The Survey Short URL. This URL will serve you to send the Survey link to your customers by SMS.  Preview of the Survey versions.  A QR code that can be downloaded to bring traffic to the Survey from offline.  Send SMS button – transfers to the SMS Sending Screen in which you will find the Survey's short URL automatically incorporated in the message wording pane. Reports Once you have created your Survey and published it you can go to the reports and see the results. On My Surveys screen you will see a list of all the Surveys you created todate on the Platform. You will be able to recognize each by the name you gave it. For each you will see:  The number if views accumulated - how many times the Survey was presented. Pressing the "+" on the left will give you a breakdown of Desktop vs. on Mobile views.  How many questionnaires were actually submitted.  What is the current Conversion Rate – Questionnaires divided by number of Views. Moving on the to Reports tab on the top menu, you will find the list of your Surveys, their main stats and action buttons:  Statistics – Will lead you to seeing the results in a graphic format. Here you will find the data received for each question organized in a chart, each reply bears an ID and in general the information is presented in a clear manner as to allow you reaching relevant conclusions concerning the raw data accumulated from the Survey. This presentation mode is extremely useful for managerial reports:
  95. 95. www.inforumobile.co.ukIuk.@inforumobile.coserviceLtd. IMobileInforU95
  96. 96. www.inforumobile.co.ukIuk.@inforumobile.coserviceLtd. IMobileInforU96  Export Responses - Allows downloading to your computer an Excel workbook with all the raw data received.  Export SMS traffic – Allows the same with one addition – each respondent is indicated also by their phone number. This is useful when we send the Survey by SMS and mark on the SMS Sending Screen the "Allow Identification" option. It enables sending the Survey's URL with a postfix to recognize the browser that accessed it and avoid the need to ask them for their phone number.
  97. 97. www.inforumobile.co.ukIuk.@inforumobile.coserviceLtd. IMobileInforU97 Chapter 8: Managing Contacts The Contacts Management area is accessible from the Platform toolbar: and from within the SMS module: Contacts Screen On the Contacts screen you will find the following information:  All Active Contacts logged on the Platform. An Active Contact is a Contact that has at least one active contact detail – Email or Phone number.  Date created.  Contact details available and their status – Phone number or Email, active or opted out. You can use the search bar to locate Contacts. The table columns can be sorted and Contacts can be exported by pressing on the Excel icon on the right. When hovering over a contact action buttons will appear. With these you can edit the Contact, edit its status and delete it.
  98. 98. www.inforumobile.co.ukIuk.@inforumobile.coserviceLtd. IMobileInforU98 Editing a Contact The Contact editing screen includes all the fields and information related to the Contact – identification, contact details, affiliation to Groups on the Platform, custom fields and status: All information is editable. Changes made must be saved by pressing the Save button. Status Change If you wish to change the status of a Contact's contact details (for example Optout the Contact from the Platform or cancel the Optout if they wish to be reinstated) press on the lock in the grid: This will open the status window in which you can make the required changes by pressing on the toggle and entering the necessary details: When done press Update and the changes will come into force.
  99. 99. www.inforumobile.co.ukIuk.@inforumobile.coserviceLtd. IMobileInforU99 Importing Contacts To import a single contact press the Add Single Contact button at the top of the Contacts screen: For a contact to be logged on the Platform it must include at least one valid contact detail – phone number or email. To import numerous Contacts press the Import Contacts button at the top of the Contacts screen: This will lead us to the Contacts Import Four-Stage wizard: Stage 1 - Import Offers two importing options: 1. Import by typing or pasting copied information in the box:
  100. 100. www.inforumobile.co.ukIuk.@inforumobile.coserviceLtd. IMobileInforU100 The details are to be entered in a row. To view examples of formats click the View examples link on the top right-hand corner. 2. Import by uploading an Excel spreadsheet. To upload the sheet press the Upload button on the File upload tab: To ensure the details are logged well it is recommended to download the example file and insert the information you wish to upload in it. Once the file is uploaded you will see its name on the screen. Press the Continue button to proceed to the second Stage of the wizard. Stage 2 – Field Assignment In this Stage you will ensure that the columns uploaded are associated to the correct Contact fields you have on the Platform in order for the data to be stored correctly. The Platform automatically assigns fields it recognizes. Any assignment can be changed by selecting a relevant option from the column header dropdown menu. Columns marked in orange are those that cannot be assigned automatically and therefore require manual assignment. If you do not wish to assign a certain field select the Ignore option:
  101. 101. www.inforumobile.co.ukIuk.@inforumobile.coserviceLtd. IMobileInforU101 Once done press continue. Stage 3– Group Assignment At this Stage you will be required to assign the newly imported contacts to the Group of your choice. You can assign them to a new Group, you can assign them to an existing Group and you can assign them to no Group at all, in which case they will be "floating" Contacts. When done press Continue. (Note: if the Group association was covered in the upload Stage the Platform will skip this Stage and will move on to the next). Stage 4 – Summary At this Stage the upload process has been completed and the Platform provides a summary of its outcome. You will see the number of New Contacts uploaded and the number of Existing Contacts updated. As well if any details have not been uploaded due to incompatible data you will be able to export them from the file the Platform provides to allow fixing on your end and uploading again once fixed:
  102. 102. www.inforumobile.co.ukIuk.@inforumobile.coserviceLtd. IMobileInforU102 Group Management To reach the Group Management area press the Groups button on the Contacts screen: On the Groups screen you will find all the Groups set on the Platform todate. For each you will see how many active Contacts it includes, when was it created, what type of Group it is and more. When hovering over a grid line action buttons will appear. With them you will be able to view the Contacts affiliated to the Group, edit the Group and delete it. Further action options are available under the top Actions button:
  103. 103. www.inforumobile.co.ukIuk.@inforumobile.coserviceLtd. IMobileInforU103 These include assign or unassigned contacts to Group, merge two Groups and more. To Create a new Group press the Create Group button: This will lead to the Group creation screen where you will set the Group attributes (such as Category for tagging purposes) and will import Contacts to the Group:
  104. 104. www.inforumobile.co.ukIuk.@inforumobile.coserviceLtd. IMobileInforU104 Optout Management Optouts on the Platform are managed at a contact detail level – Phone number and Email address apart. On the Optouts screen you will find all optouts accumulated todate - those optouted on your initiative and those who optedout on their own account. Hovering over each grid-line will allow you to change the Optout status of the contact detail and view its history. To import Optouts press on the Import Optouts button: To import Optouts type or paste the list of details to be optedout in the box. These are to be placed in a column format one after the other.
  105. 105. www.inforumobile.co.ukIuk.@inforumobile.coserviceLtd. IMobileInforU105 Next insert your details on the right and press on the Remove button. The Optouts will be immediately processed by the Platform. As soon as optedout you will not be able to send messages to the numbers appearing on the list. That is true also in the event you include them in the recipients designated to receive a message you are sending. Field Management The fields allow us to organize the Contacts data we wish to store on the Platform in a methodical way as to allow managing our sendings accordingly. We will access the Fields Management area by pressing the Manage Fields button on the Contacts screen: The Platform offers numerous default fields:
  106. 106. www.inforumobile.co.ukIuk.@inforumobile.coserviceLtd. IMobileInforU106 As well it enables creating up to 20 customizable fields for your convenience. To add a Custom Field press on the Add option and create it as per your needs: To manage fields by API we recommend using the API Info. option: Once you've created your fields you will see them on the Contact editing screen, will be able to upload Contacts to the Platform bearing information concerning these fields and create dynamic Contact Groups on basis of these fields.
  107. 107. www.inforumobile.co.ukIuk.@inforumobile.coserviceLtd. IMobileInforU107 Chapter 9: GDPR The InforUMobile Platform allows you to operate your communication with your customers in a GDPR-compliant manner. This includes but is not limited to:  Mandatory requirement to confirm all Contacts you upload to the Platform have given their consent to receiving messages.  Optout import interface.  Strict enforcement of Optout mechanism for Contacts who have been optedout.  Various tools available for you to include an Optout option in each message you send as you see fit.  GDPR-Compliant registration form templates and tools.  Flexibility in deleting contact information if required. Details available here: https://inforumobile.co.uk/contact-management-and-gdpr-faqs/. In case of any question concerning the usage of the Platform in view of the GDPR you are to contact the Customer Success Team. If you are logged-in the Platform hover over the Support Icon on the toolbar and select the Open Support Request option: Once on the Support Request screen select GDPR Inquiry among the subject options and enter your request:
  108. 108. www.inforumobile.co.ukIuk.@inforumobile.coserviceLtd. IMobileInforU108 If you are not logged-in the Platform you are welcome to contact us by email / Facebook Messenger / WhatsApp/ via our website Contact Us form, as detailed in Chapter 11 of this Guide. When doing so please ensure you include in your query your Username or User Number to allow efficient processing of your matter. Both are available on the Platform toolbar:
  109. 109. www.inforumobile.co.ukIuk.@inforumobile.coserviceLtd. IMobileInforU109 Chapter 10: API InforUMobile offers a rich API for sending SMS. The documentation can be downloaded here: https://inforumobile.co.uk/api/. Chapter 11 : Help and Support Thank you for reading this User Guide. The InforUMobile Platform is extremely rich in features. This manual covers only a small part of them. We are aware that you may still have questions, in which case we invite you to contact our Customer Success Team by help of the following means:  Online Chat, accessible from the chat icon on the right hand corner of the Platform screens.  Support Request, available by clicking the Support option on the Platform menu.  Email to service@inforumobile.co.uk.  Website Contact Us form.

×