After creating a new Prefinery project and customizing it, you are now ready to collect signups and referrals. To do this, you will need to setup a way for users to join and participate in your campaign. This is easily done by installing Prefinery on your website and implementing one or more ways to provide them your signup form.
There are two parts to this process:
After creating your new project, right after completing the project wizard you will be brought to Signup Form page.
There are two ways on how you can navigate to the Installation page. First is by simply clicking on Installation in the project dashboard sidebar menu.
Here are the specific steps:
You will now need to paste that code into the
<head>section of your website page. How you do this can vary depending on how your website was made or what it runs on.
We have prepared separate and specific instructions on how you can install the code on different website content management systems and platforms (e.g. WordPress, Squarespace, Shopify, etc.). You also have the option to Email Instructions to Developer at the top-right corner of the page.
Getting Users into Prefinery
Once you've installed the script, the next step is to display the Signup Form where you want it to be.
Continuing from the first section above:
In this step, you are provided the embed code that you need to copy by clicking on it and then paste it into the web page where you want to display the Signup Form.
We have separate and specific instructions on how you can install the script and the embed code on different website content management systems and platforms (e.g. WordPress, Squarespace, Shopify, etc.).
There are a lots of ways to get users into Prefinery.
Modal Dialog (aka Popup): To display your signup form in a modal dialog when a call to action link or button is clicked, simply add the class prefinery-form-cta to your call to action, as follows:
<button type="button" class="prefinery-form-cta">Sign Up Now!</button>
Instant Signup Link: This link is a one-click, instant signup link. The user's details are passed as parameters to the URL.
Prefinery-hosted Stand-alone Form Page: The Prefinery signup form is placed inside a standard campaign page hosted on Prefinery. It takes on the design of the embedded signup form and referral page, with its container you can style as described here. You can't set your own domain/URL for the page with this option (for that, we recommend the first two options above).
Page URL: https://i.prefinery.com/projects/PROJECT_UID_HERE/users/post
(Make sure to replace PROJECT_UID_HERE with your project's actual UID found in Settings > Project Settings > General Settings).
Raw HTML Form: If you don't want to customize the CSS of your form inside Prefinery, but instead want to use your own site's CSS, then you can paste a raw, unstyled form. Currently, this form only supports submitting e-mail address, first name, and last name. You can find this raw HTML inside your account.
REST API: With our scalable and reliable REST API you design your own form and push data to us from your back-end code, allowing you to create a 100% customizable experience for your end-users. Check out the REST API docs.
Magic Form How to Use the Magic Form Feature: Hook Prefinery into your existing form with little to no coding involved so that if an email address is submitted on it the data also gets sent to Prefinery:
The Magic Form feature is still in beta. There may be bugs, plus limitations that come with it. If you have access to add and/or edit code on your website, please avoid using Magic Form and instead use any of the other methods above. The Magic Form feature purely exist for rare situations where you don't own or have access to the code of your webpage.
What's next: If you haven't yet, check out the other options to further customize your project.
Frequently Asked Questions
Can I place the signup form on different pages on my website?
<head> tag of your website, it will run on all the site's pages. If using the embedded form option as an example to display the form, you can place the embed code anywhere on your website, even more than once in a page, and the script will automatically display the form on all instances the embed code is at.
Can I run two or more different campaigns/projects on the same website?
<head> tag and instead preferably right after the opening
<body> tag before any form embed code.