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Give a name to your form; select the date you want the data submission to be activated. This is the date when the Tell-a-Friend system will start accepting data requests for this form. Select a suitable termination date, which is when the Tell-a- Friend system will stop accepting data for this form. The termination date is very useful if you tie the Tell-a-Friend form with a limited-time promotional activity. Select the messages that you created earlier as appropriate. Enter the maximum number of submissions (friend referrals) that a person (the originator who received your e-mail campaign message) can make. This limit is needed to protect your sys- tem against people who would try to add many friends’ addresses if there is any promotion attached to the Tell-a-Friend campaign. For example, if you offered the top 100 people with the most friends submitted and/or friend subscriptions some prizes, some people would submit too many e-mail addresses. For each submission, assign a score for the originator by setting the Score Per Submission field. This score is given to the originator every time she fills out the Tell-a-Friend form received via an e-mail campaign or other means. Whenever a friend referred by the originator opts into become a subscriber by clicking on the subscription link in the e-mail she receives, the originator can get another score for delivering a new lead or customer. This score is set by Score Per Subscription field. If you have any reason to disallow one or more IP address or IP networks from submitting Tell-a-Friend referrals, you can ban them using the Disallow Submissions from IP field. Enter a single IP such as 192.168.1.123 or partial IP (net- work address) such as 192.168 per line. If you want to restrict access to the form setup or report scripts, use the Restrict Form Setup/Report to IP field. Click on the Add Form button and you’ll see a screen similar to Figure 13-6. Figure 13-6: Form information. 466 Part III: Developing E-mail Solutions 17 549669 ch13.qxd 4/4/03 9:26 AM Page 466 Copy the information given in the textarea box; you need this for your actual HTML Tell-a-Friend form. The form action of your HTML Tell-a-Friend form has to be exactly as shown in this screen. Also, the hidden field set stores the formid needed in your form. Each Tell-a-Friend form must include ◆ A valid form action that points to the Tell-a-Friend form processor application. ◆ A hidden field that has the formid assigned during form setup. ◆ An originator e-mail field. Typically, this will be a hidden field if the form is used in an e-mail campaign. It can be an input field as well if you want the user to enter his e-mail address or your e-mail campaign software cannot customize a message with e-mail fields. I’ve provided two sample Tell-a-Friend forms in the taf directory. You can modify these forms to fit your requirements. For example, say you want to use sample_taf_form1.html in an e-mail campaign where the message will embed this form. In this case, you need to make sure that the following hidden field is set up correctly: <input type=hidden name=origin value=’nobody@domain.com ‘> Change the value to a personalization tag that your e-mail campaign software will replace with the e-mail address of the person who is receiving the campaign. For example: <input type=hidden name=origin value=”{EMAIL}”> If your campaign software will personalize the message where {EMAIL} will be replaced with the e-mail address of the recipient of the campaign, then you can use this tag. For testing purposes, you can hardcode this value to your own e-mail address for now. After you have the messages and form set up, you’re ready to test the Tell-a- Friend system. Send the Tell-a-Friend form via e-mail to yourself or use your web browser to load it on your browser. Figure 13-7 is a Tell-a-Friend form received by a user as part of an e-mail campaign. When the user fills out the form and clicks on the button to submit, she will be entering the friends into the Tell-a-Friend system. The friends she enters will receive an e-mail message that introduces the product or service to them. Such a message can look like the one shown in Figure 13-8. Remember: This message is created using the taf/apps/templates/ taf_frnd_msg.html file and the message body contents you entered via the mes- sage manager application. If the friend decides to subscribe, she can click on the subscription link; or she can choose to remove herself from any mailing in the future. By default, you should never include any of the friends who do not respond either way in any future mailing. Chapter 13: Tell-a-Friend System 467 17 549669 ch13.qxd 4/4/03 9:26 AM Page 467 Figure 13-7: A Tell-a-Friend form received by a user. Figure 13-8: Message to a friend as referred by the originator. 468 Part III: Developing E-mail Solutions 17 549669 ch13.qxd 4/4/03 9:26 AM Page 468 If the friend decides to subscribe by clicking on the subscription link, she will get another mail confirming that she has been subscribed. This message look like what you see in Figure 13-9. Figure 13-9: A message to friend who subscribes. Remember: This message is created in the message body contents you entered via the message manager application. Whenever a user (originator) submits friends via the Tell-a-Friend form, she gets a message as well. This message can look as shown in Figure 13-10. Figure 13-10: A message to the originator who referred friends. Chapter 13: Tell-a-Friend System 469 17 549669 ch13.qxd 4/4/03 9:26 AM Page 469 The originator can view her score report by clicking on the appropriate link. Remember: This message is created using the taf/apps/templates/ taf_orig_msg.html file and the message body contents you entered via the mes- sage manager application. If the originator wants to see the clicks on the link to view the score report, she’ll see a screen similar to Figure 13-11. Figure 13-11: The score report for the originator. You can also view the activity report of a Tell-a-Friend form by selecting the form from the Main Menu (http://yourserver/taf/apps/taf_mngr.php) and clicking on the View Form Activity Report. A sample report is shown in Figure 13-12. Figure 13-12: A form activity report. 470 Part III: Developing E-mail Solutions 17 549669 ch13.qxd 4/4/03 9:26 AM Page 470 . Tell-a-Friend form by selecting the form from the Main Menu (http://yourserver/taf/apps/taf_mngr .php) and clicking on the View Form Activity Report. A sample report is shown in Figure 13-12. Figure

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