Step 2 Creating a Subscription Form

Summary / Keywords
    subcription forms, opt-in forms, sign-up forms

Solution:

1.  Login to your email marketing tool via the Top Right dashboard by clicking on Launch Email Marketing


  
 2.  Create Demographics (Optional).

If you plan to ask your subscribers something other than their first name or last name then these are customer selected preferences or attributes that your customers can select when they sign up for your newsletter.

3.  Create a page on your site that will have the html subscription form.

Additionally, you should create a "thank you" page where subscribers will be directed after they sign up

  
4.  Proceed to Step 5 to create a Opt In Form.

For additional information on Opt In Forms click here to view the Email Labs Help Guide  under Table of Contents click on Opt-In Forms, click on Creating an Opt-In Form and follow the instructions for working with and creating an Opt In Form.

  
5.  Click on Opt In Forms, located under Advanced Features in the left hand column

6.  Click on Create Opt-In Form

7.  In Opt-In Form Name type a name for the form

     In the Redirection Page box, type the URL for the page you want to send your customers after they have         subscribed

     
  


7.1.  Optional Step

Under Confirmation Settings, click the Double Opt-In and/or Send Welcome Message check boxes.

To edit these messages, click the Edit command for the message you want to change.

The steps are the usual ones for creating a message. To learn how to create a message click on the following article:

  
  Step 4 Creating and Sending Your First Message 


7.2.  Under Additional Options you can enable the following:

Allow update: Uses the opt-in information to update an existing record if there  is one, instead of creating a new one. It is based on the email address only.

Allow unsubscribe: Unsubscribes existing records.

Show "Thank you" pop up: A small pop-up window displays that says thank  you for opting in.

Append not replace multiple selections on update: Allows you to append  values to a multiple select form rather than replace the value when the user  updates their profile

8.  Click on Save & Continue

9.  Under Available Demographics, click a demographic that you want to appear on your Opt In form and for your customer to fill out, and click ADD.

Repeat step 9 until all the demographics you want have been added.

10.  Click on Save & Next

11.  To make demographics required, select their check boxes under Required






12.  Click on Save & Continue

13.  To change the font, text, and color click on the boxes below to make the design changes. 
  



14.  Click on Save & Continue

15.  A preview of your form displays. Do one of the following:

To go back and make edits, click BACK, or to continue, click SAVE & CONTINUE.

16.  Copy the HTML in the Opt-In Form Name section, and then paste it into your web page.

17.  Click on BACK TO OPT-IN FORMS.