Creating a single custom sign-up form for multiple sub-accounts

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Hello,

We have five sub-accounts that are all connected under our umbrella account. We would like to create a single sign-up form where our customers can see all the lists we have available in all our sub-accounts and select the lists they want to join (check boxes, buttons, etc.).

Are there instructions somewhere for how to do this?

Thank you!
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City of Vancouver, Washington

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Posted 6 years ago

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Ben Vance, Alum

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Hi! Emma gives you the ability to create a sign up form for each individual sub-account that you have, but there’s not a way to create a form that encompasses all of your accounts together from within the Emma application. You can find more information about creating sign up forms here.

This could technically be possible using Emma’s open API. Using the API, a web developer could create a custom form for you. You can find all of our API documentation here. I do want to note that our API is a self-service tool, and the support team here does not offer direct assistance with coding or troubleshooting API calls.

I hope this helps!
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Kelly

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I'm wondering if I can change the "From" field in a sign up form? I have forms that are assigned to specific programs and would like the envelope information to match. This seems like a similar issue as the above. For example, I have a sign up form and email campaign that comes "FROM: ContinuingEd@uwf.edu" however, I also need a sub campaign and sign up for a particular program that runs through Continuing Ed, but needs to be labeled appropriately as "FROM: BehaviorAnalysis@uwf.edu" because this particular audience segment would be confused if they received an email from ContinuingEd and not from the actual program - BehaviorAnalysis - as this audience would have no reason to associate their program with ContinuingEd even though it does run through ContinuingEd. They would need to see content arriving in their inbox from the program itself, and I also need that on the sign up forms. 
(Edited)
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Katie Lewis, Official Rep

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Hi! I see you also posted this in this conversation, so I wanted to let you know that we’ll be getting back with you there. What Ben’s talking about here is for an account setup where there’s a master account and several sub-accounts beneath it. (Think a university with an account each for their English department, alumni relations, etc., or a company with HR and development accounts beneath it.)

That’s not the account type you have, so the answer’s a bit different. We’ll be with you in the linked conversation soon! :)
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Kelly

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Well, I am a university and I do admin programs running through our department, so this might be helpful information for me too. Is there some documentation that explains these account types? I currently manage our master account which is Continuing Ed, but I have several other departments that run their marketing through us and those programs are tied to completely different departments. For example, I send email campaigns for Geographic Information Systems which is under the College of Arts and Sciences; however, the particular program I do marketing for, runs through Continuing Ed. We never list "Continuing Ed" on envelope or From fields because they are not our programs. It's confusing I know. We basically handle anything that is not degree seeking and therefore those programs do not run through their respective departments. We don't want to confuse the students by sending them an email or sign up form that comes from Continuing Ed when they are expecting content from Geographic Information Systems. 
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Tyler Scott, Employee

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Hello! In case there are some other folks following along I’ve provided some additional information here on Agency and Org accounts. These are some great options for organizations such as Universities with multiple departments and programs.