You can create advanced web signup and unsubscribe forms at the click of a mouse. This will enable your contacts to opt in to or unsubscribe from single or multiple address books and to collect/append valuable additional data fields.
To create a web signup form, select Contacts from the navigation menu and then select Signup forms from the dropdown displayed.
This screen is split into three separate steps:
- Form mode - you have a choice of a form that can subscribe or unsubscribe to/from either one or multiple address books. Use the radio buttons to make the appropriate choice.
- Address books - select the address book(s) that are being subscribed to or unsubscribed from. If you selected a single address book in the first step then you will only be able to select one address book. Use the radio buttons to make the appropriate choice.
- Custom fields - by default, the system will collect the email address. Use the checkboxes to select the other contact data fields you wish to have displayed on the web form. Any data entered by the contact into these fields will automatically be added to the address book.
In the example below, we've selected a single address subscribe to the address book called 'Monthly newsletter'. You can also see the custom fields that have been selected:
If double opt-in hasn't already been enabled for your account and you want to apply it to contacts who sign up to one of your address books via this form, then check the 'Double opt-in' box. If you want to adjust any of your double opt-in email settings, go to Contacts > Advanced features > Subscription settings.
If you want to, you can add a short description of what signing up will mean to the contact (for example, the kind of email that you'll send them). This is good for best practice, and is particularly useful if you wish to be CASL compliant.
If you want all the the fields to be filled in by your new signup, and not just their email address, then simply check the Validation box.
At the bottom of the screen, you can enter a URL for a web page to send your contacts to after they have completed the signup form. In the example below, we have entered the 'newsletter sign-up thank you' page.
When you are ready, click the Create form button.
A window will now appear underneath the 'Create form' button with the generated HTML for the web form. Use your scroll bar to move down the screen.
You can now pass this code to your web developer for inclusion on your website.
An easy way to do this is to highlight the code, right click and select Copy. Now open a basic editor, such as Notepad, and simply paste the code in.
Want a secure version of the signup form?
Simply make the following tweak to the signup form code that's originally generated. For the line of code that reads:<form name="signup" id="signup" action="http://dmtrk.net/signup.ashx" method="post" onsubmit="return validate\_signup(this)">
change the action parameter to:
'rX' depends upon the region your account belongs to - so it will be either r1, r2, etc.
You could also use this function in conjunction with a triggered campaign. When a contact joins a particular address book using this web form, you can trigger a campaign to be sent to them automatically. This is done by changing the settings of the address book.