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Video Information

Reference #: SPTV 6-20
Created: 00.00.00
Last Revised: 05.31.18

Web Forms - Updating Client Profiles Online (GDPR)

This video provides an advanced overview of the process of creating a Client Profile web form that allows clients to view and alter their information online. This video may be used to provide training on myStratus’ features as businesses in the European Union work to become GDPR compliant.

Please note: Because we are continually updating our library of training videos as new versions of our software are released, this video will likely show an older or newer version of StudioPlus Spectra/myStratus than you have installed. Don't worry! The video will still give you a great overview of this feature.

 

Outline:

1. Step 1
   1. Maintenance > Preferences > Web Form Preferences
2. Step 2
   1. Maintenance > Web Forms > Web Forms
   2. (Yes=True), (Yes=False) fields
   3. Preview on Web
3. Step 3
   1. Maintenance > Web Forms > Web Form Statusess
   2. Create the Submitted Status
4. Step 4
   1. Tools > Design Tools > Filter Builder
      1. Where Client Email Address is Not Blank
   2. Maintenance > Web Forms > Bulk Create Web Forms
5. Step 5
   1. Tools > Design Tools > Form Letter Builder
   2. Tools > Design Tools > HTML Email Builder
   3. Use the Client Web Form Portal URL merge field
6. Step 6
   1. Tools > Communication Wizard
   2. StudioPlus Mail
   3. Email in batches of 5,000-10,000 clients
7. Step 7
   1. Tools > Design Tools > Filter Builder
   2. Clients with Web Forms Filter Type
8. Step 8
   1. Create follow-up email
   2. Email clients using Step 7 filter

Additional Information

» Next video - Creating HTML Emails
» Spectra Training Checklist
» Online Help topic(s) - GDPR Practices (EU)