Create an Email Entry

An Email Entry screen asks participants to enter their email addresses.

Use an Email Entry screen to collect emails for Community recruitment, newsletters, or anything else you can think of. Participants must agree to your organization's terms and services to proceed.

To make an Email Entry screen as engaging and visually appealing as possible, try:

  • Keeping text concise.
  • Incorporating a call to action.
  • Briefly explaining what the email address will be used for.
  • Experimenting with images and background colors.
  • Selecting high-contrast text and button colors.
  1. On the Dashboard or the Activities page, click the activity name, and then click Build.
  2. Click Add Screen and select Email Entry.
    Result:

    A new Email Entry screen appears in the Activity Content area.

  3. Optional: Edit the screen name.

    In the Activity Content area, click the edit button on the right and type a new name. This name is not visible to participants.

  4. Select or clear Screen Rules.
    Option Description
    Make Response Optional

    By default, question screens require a response. Select this option to allow participants to proceed to the next screen without answering.

    You can also select or clear Show Skip.

    • When selected, a Skip Question control appears separately from the transition and submission button. Participants can click Skip Question to skip the question, or they can answer the question and then click the transition and submission button.
    • When cleared, only the transition and submission button appears. Participants click the transition and submission button to either skip the question or proceed.
    Tip: Customize the Skip Question control's text and appearance by clicking it in the preview pane.
  5. Set the respondent journey.
    This step is required for any screen that is not the last screen in the Activity Content area. You should also preview the respondent journey to ensure there are no errors.
  6. Optional: Edit the label text for the text box.
    Tip: You can change the default English string to a localized string if you are distributing the activity in another language.
  7. Type the title and format the title text.
  8. Type the subtitle and format the subtitle text.
  9. Review and edit the disclaimer statement, and format the disclaimer text.
    Disclaimer text helps you draw attention to your organization's privacy policies. If you use an active hyperlink, the link must follow the format [terms and services](TERMS URL).
    • Replace terms and services with the text of your choice.
    • Replace TERMS URL with the URL of your organization's terms and conditions.
    • Leave the square brackets and parentheses intact.
    • Do not insert spaces or characters between [terms and services] and (TERMS URL). Doing so will break the link.
    Example
  10. Add an image as a logo or background.
    Tip:
  11. For multilingual activities, add text translations.
  12. Edit the transition and submission button.
  13. Optional: Select or clear Treat the response as sensitive data.
  14. To preview the activity while still building it, on the activity toolbar, click Preview.

    The preview opens in a new browser tab. Select a device type to simulate a screen size. Device type options include:

    • Phone
    • Tablet
    • Desktop

    For multilingual activities, you can also select the preview language from the language menu.

    Previewing the activity throughout the building process gives you a rough idea of how questions will display across different screen sizes, and lets you test the overall activity flow. However, the activity's appearance may vary on different devices and mobile browsers. Testing on a real device before publishing and distributing the activity is highly recommended.

  15. On the activity toolbar, click Save.