Signup remains the important part of the whole email marketing experience. It starts with a sign-up subscription, especially if you give heed to the best practices and avoid the others such as using purchased lists. Creating subscription forms with proper format would need a little workaround when you don’t have technical background, that’s where CampaignsPlus can work with an easy way out of creating sing-up forms. And you don’t need to have any technical knowledge in order to create these forms with required fields and getting the new contact details saved with the list of your choice. We learnt about adding the two ways of adding contact details to the lists, first one was adding manually and the second was through importing feature, here is the third one through a subscription form.
Navigate to Website Forms
Main Navigation -> Website Forms -> Create a Webform
Like scheduling of an email campaign, creating signup form would take few well sorted steps to complete the process. Following area discusses all of these steps.
First Step of the Process-Setup
Name simply gives an identity to the signup form you are creating. Name doesn’t display on the form however, it is just for the internal system reference. Name is mandatory field to fill.
It is a toggle option that you can adjust according to your preference, if you switch if off the process doesn’t add a confirmation link and will consider it as single optin form. When you keep it on its default postion “ON” ensures that an email with a confirmation link will be sent to every contact that opts to subscribe. CampaignsPlus encourages using the double optin process to collect valid contacts only.
Thank You Email
By default the button is set to send the thank you email on completing the subscription process. Switch it off if you don’t want to send it.
Email New Contact Details
Whenever a new contact subscribers by filling out the signup form, details of the contact will be emailed to the email address you will provide in this field.
Do you want your subscribers to select the format of email they prefer to receive? Or you want to select the preferred format (HTML or Text) for the subscribers by yourself. In both cases, the dropdown offers you the options to select the one you prefer.
All available SMTPs/Sending Nodes appearing to make a selection of one or multiple. SMTPs are required for sending Confirmation and Thank You email to the subscribers.
Select a list to not all select the required fields to obtain information from the subscriber while signup, but also for storing the new contact details directly to the list. As soon as a subscriber completes the signup process, his details will be stored in the selected contact list. So here is the third way of adding contact details, apart from the earlier discussed manually adding contact details to list or importing contact details.
Fields that you have selected above from the selected list will appear in this box. Subscribe would need to fill the information in these fields to send the signup request and complete the subscription process.
Second Step of The process- Confirmation
From the two radio buttons what is the preferred option you want to choose.
- Show Confirmation Page- If you are selecting this option, the subscriber will be displayed a confirmation page, indicating that the subscription process is almost completed, but he/she needs to confirm the email sent with a confirmation link.
Confirmation Page Content-It shows the text that will be displayed on the page that would notify new subscriber that he needs to confirm his email to complete the subscription process. You have the ability to update the content.
- Take Contact to a Website-If you don’t want to show the contact a page with text leading to confirmation email, you can lead him to a website of yours. Just provide the URL in the field below.
Website Address- After selecting the option “Take Contact to a Website” provide the URL in this field.
Confirmation From and Reply Email
From and Reply to Email that the process will use to send confirmation email from. Both these fields are mandatory to fill.
Confirmation Email Subject
What would be the subject line of the confirmation email, provide it here in this field. It can be like “Confirm Your Subscription” etc.
Confirmation Email HTML Content
A piece of content to display in the confirmation email, it shows the default content the system keeps for a confirmation email. However you have the ability to update the content according to your choice of language and words. There is a dynamic variable behind “Confirm” that appears in the email, and it automatically updates contact status within the list if he/she clicks the link to confirm his/her email.
Custom Variables & Fields
Underneath the HTML content editor, you can add variables to personalize the confirmation email content. You can add variables like Today’s Date, Confirmation Link, Additional or Custom field variables like %%first_name%% and more. Variables are discussed in more detail under the article “Add a Campaign”.
Confirmation Email Text Content
The text box is fairly simple and needs to be filled with the text part of the confirmation email. You can use “Copy as Text” from above to automatically copy the text from HTML Editor to the Text Editor.
Third Step of the Process- Thank You
The confirmation email is intended to show a gesture of gratitude to the newly subscribed contact. Fields/ selection and the process of Thank You email is the same as we have just discussed for Confirmation Email. Refer to the 2nd part of the process if you find any difficulty.
Forth Step of the Process-Error
What would be the course of action if an error occurs during the process of signup? Take suitable option from the available ones.
- Show Error Page- If you are selecting this option, the subscriber will be displayed an error page, indicating that an error occurred during the process of signup.
Error Page Content- It shows the text that will be displayed on the Error Page to notify the subscriber that the process hasn’t been completed due to the error. You can update the content of the page otherwise proceed with the default content.
- Take Contact to Following Website-If you don’t want to show the contact an error page, you can lead him to a website of yours to make him aware of the error. Just provide the URL in the field below.
Website Address- After selecting the option “Take Contact to Following Website” you would need to provide the URL in this field.
Click “Submit” to complete the process.
List of Website Forms
As you have created the webform/signup form, you certainly have to now need to look for a workaround to use it on the web and start taking subscriptions. This page discusses how you would use the webforms you have created, how you can test a webform from the list of all available ones or can quickly add a new one by clicking “Create Webform” from the top of view table.
Navigate to List of all Webforms
Starting from selection, checkboxes that would help you tick and select multiple records from the list.
Name you have provided to make specific form identifiable among the list of all webforms. Every row of this column represents a webform entry, and rows next to it are showing the related information.
It is showing the date when the webform was setup and saved within the system.
The rows under this column will be having Yes or No values. If specific row says Yes, it means that specific form is created with a confirmation email and will follow a double optin process, and if it says No, then the form is created by keeping a single optin process of accepting subscription.
Thank You Action
Will the signup perform a thank you action? Yes or No values will be displayed.
Apart from the regular action to update and delete, you will perform some other important actions to manage the forms in your system.
|Edit||A general actions provided by every view page that will lead you to the Edit page where you will be able to update existing preferences/values with the new ones.|
|Delete||Click to delete specific webform from the table|
|Bulk Delete||Make a selection of multiple records and make use of Delete under the “Tools”.|
|Get HTML||Using one of the existing forms on the web to acquire new subscriptions is as easy as clicking this button, copying the HTML of the form, and putting it on the web to make it work.|
|Get Form||A way to test if the webform with all fields you have selected for it. Once clicked, signup form will pop up on your screen to start filling the details.|