How-To: Perform minor edits on Landing Pages

1.0 Objective

Objective of this guide is to enable our clients to perform minor field and constraint edits on Landing Pages (eg. default value, field label, field position, max char limit, etc)

2.0 Table of Contents

Expand for Table of Contents

• 1.0 Objective
• 2.0 Table of Contents
• 3.0 Intended Audience
• 4.0 Prerequisites
• 5.0 I want to…
  • 5.1 Update the default value of a field
  • 5.2 Update the Label, Placeholder/example text or the Helper text of a field
  • 5.3 Update whether a field should be required or not
  • 5.4 Update minimum or maximum characters or values of a field
  • 5.5 Update the Format constraints of a Number field
  • 5.6 Change the required Format of a Date field
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3.0 Intended Audience

Internal: Business Analyst & Support Onboarding; External: Company Admins

4.0 Prerequisites

• Company Admin user role is required

• Understanding of identifying Landing Pages within Transactions and opening them from Templates is required

• Basic understanding of the Responsive Landing Page Editor UI is required

5.0 I want to…

5.1 Update the default value of a field

• Identify the field and click into it so that the cursor is blinking

• Enter the value

  

5.2 Update the Label, Placeholder/example text or the Helper text of a field

• Identify the field and click on it

• On the Properties Panel (right side) identify the property you wish to change under Labels

• Enter the value into the appropriate field

• Label

  • this changes the text on or above (depending on presence of value or placeholder)

• Placeholder

  • this changes the blended text that will appear inside the field

• Helper

  • this changes the fine print text that appears below the field

    

 5.3 Update whether a field should be required or not

• Identify the field, checkbox, radio button or other section on the LP and click on it

• On the Properties Panel navigate to the Validation section

• Select the appropriate option:

  • Not required

    • no one will be required to enter data or make a selection

  • Required for recipient

    • the field will need to have data entered or a selection made by the recipient in the workflow, however the publisher is not required to take action

  • Required for publisher

    • the field will need to have data entered or a selection made by the publisher before they send it to their recipient

5.4 Update minimum or maximum characters or values of a field

• Identify the field (text, number, date) and click on it

• Navigate to Validation on the Properties Panel

• Identify the minimum or maximum constraint you wish to change

  • Text Widget

    • can adjust Minimum and Maximum characters

  • Number

    • can adjust Minimum and Maximum Value as well as Min/Max characters

  • Date field

    • can adjust Minimum and Maximum date values, as well as Min/Max Allowed Age (in years) and additionally Prevent Past or Future Dates

      

5.5 Update the Format constraints of a Number field

• Identify the field and click on it

• Navigate to the Format section on the Properties Panel

• Modify the field constraint via any of the fields or checkboxes:
  - Prefix - adds a prefix to the number (eg $, %, etc)
  - Suffix - adds a suffix to the number (eg USD, °F, etc)
  - Thousands Separator - automatically add a comma for digit grouping to enable rapid judgement of number of digits in a number (eg 1234.56 becomes 1,234.56)
  - Decimal Limit - defines the maximum number of decimal placeholders displayed
  - Require Decimal - writes out decimals to the decimal limit, even if they are zero (eg 123 becomes 123.0000 with a decimal limit of 4)
  - Allow Negative - allows data entry of negative numbers

  

  
  

5.6 Change the required Format of a Date field

• Identify the date field and click it

• Navigate to Content on the Properties Panel

• Modify the Format Date dropdown value to the desired pre-set format

  

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