In this article, you’ll learn how to create an Update Profile form and customize its design, content, behavior, and fields collected.
Maintaining your contacts’ details and preferences up-to-date ensures they receive your communication and helps you increase their engagement.
Brevo offers an Update profile form to help you collect updated information about your contacts, such as their details, preferences, and even which lists they want to be subscribed to. We recommend including a link to this form in the footer of all your emails to help your contacts share their preferences with you.
Creating an Update Profile form
- Go to Contacts > Forms.
- Click on the Update profile tab.
- Here, you will find a ready-to-use default Update Profile form which you can already include in the footer of your emails campaigns and transactional emails.
- Or, click Create an update profile form to start fresh and customize a new Update Profile form. Next, give your form a unique name to locate it easily within your forms listing
- Click Next to save your form.
You can access it anytime from the Update profile tab in the Formssection.
Customizing form design
The next step will be about designing and shaping your form.
Customize form styling
Similarly to subscription forms, you can personalize your update forms by modifying:
- Background
- Image
- Buttons
- Text fonts, sizes & colors
- Form fields (add as many fields as you want)
- Instruction text (directing users how to subscribe)
- Success message (confirming that a user has successfully updated their information)
Collect your contacts’ details
Add additional form fields to collect information about your contacts and/or update existing contact attributes (such as a text, number, date, category, or boolean values). You may also add a multi-list field to allow your contacts to declare new interests or update their preferences and place them in corresponding lists.
Each new form field will correspond to a contact attribute or contact list:
- Text (contact attribute)
- Number (contact attribute)
- Date (contact attribute)
- Multi-list subscription (contact list)
- Double opt-in (contact attribute)
Customize form layout
You can drag and drop various form elements blocks, including Title, Text, Image & Divider, to your form similar to Form Fields. To further customize your form design, click on the Form Design tab on the left panel of the form editor.
Review the mobile view
All Brevo forms are designed responsively. You can display your Update Profile form in mobile mode to preview how it will look on your contacts’ devices. Simply toggle the view from desktop to mobile on the top of the form editor.
Managing form settings
Next, choose whether you want to send your contacts a confirmation email or simply redirect them to a custom landing page or to a confirmation page.
This section is the same as for subscription forms, you can learn more about it here.
Customizing form messages
In this section, you will be able to customize all the messages displayed by the form in these cases:
- Success message: successful update of your contact's preferences and details
- Invalid user information: invalid data entered by your contact
- Error message: system error occurs while processing a contact's update
- Empty field: a required field is not completed by the contact
Including your form in an email campaign or transactional email footer
The Update Profile form link is unique to each contact and email. It will automatically be pre-filled with the data of each of your contacts receiving your email.
The process for adding an Update Profile form link in your emails is different based on the editor you are using to build your email:
To customize which Update Profile form link to insert in the footer of your email:
Option 1: From the Design
- In your campaign design, click where you want to add the link to your Update Profile form.
- Click the link icon.
- Enter the following information:
- Type of link: select Update your preferences
- Use an update profile form: select the form that you want to link
- Link title: if not done already, enter the text of your link
- Click Update.
Option 2: From the campaign creation flow
- When creating an email campaign, access the Additional settings at the very bottom of your screen.
- Click Edit settings.
- In the Subscription section, check the Use an update profile form box and select the form of your choice in the drop-down list.
- Set other additional settings if needed and click Save.
In the Simple Editor or HTML editor, you will need to manually add an Update Profile form link placeholder. To manually add an Update Profile form link in an email:
- In the HTML editor, add the {{ update_profile }} placeholder in an HTML hyperlink tag <a>.
- In the Simple editor, click the Insert link icon. Then paste the {{ update_profile }} placeholder in the URL field, and enter the text you want to display in the Link title field.
By default, the Brevo update profile form is available to your recipients but you can choose a custom one from the Additional settings of your email campaign.
Limitations when testing the Update Profile form
When testing an Update Profile form, note that some limitations apply:
- The email address used for testing must be in your Brevo contacts.
- The form can only be used up to five times for the same email address within one campaign.
- The form can only be used for up to five days following the initial attempt for the same email address within one campaign.
In case you are not following these limitations, the following error message will appear:
Sorry, this link has expired |
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