How to add a signup form

Posted on Monday, January 7th, 2013.

To add a signup form to your account follow the steps below:

1. Log into your account.
2. From the main menu click the “Subscribers” icon.

3. Within the Subscribers section click “Signup Forms” then “Add a Signup Form”.

4. On the next page enter in a name for the signup form then click the “Add” button. NOTE: The name of the signup form will not be displayed to the subscriber. This is for your reference only.

5. Once the system has created the signup form record a set of tabs will be displayed to further configure the signup form. NOTE: You need to go through each tab to correctly configure the signup form.
6. Detail Tab – do not click the “Is Active” option yet as the signup form has not been configured yet. Click on the “Form” tab.

7. Form Tab – this tab accepts the signup form’s presentation HTML template. The presentation template provides a wrapper around the signup form fields and functions that are displayed to the subscriber. The template needs to have inserted into the HTML the [%mm_content%] tag where the signup form fields are to be added and the [%mm_title%] tag added to the HTML title element. NOTE Please contact customer support if you would like us to add these tags to your template.

Also on the “Form” tab add in the title of the signup form in the “Subscription Page Meta Title” field – this will appear in the web browsers title window so make sure its descriptive.

You can edit the CSS for the signup form by altering the CSS code in the “CSS for Fields” field but only do this if you have a good understanding of CSS.

Enter in the text for the button that will appear on the signup form such as “Subscribe”.

Click the “Save” button to save the configuration and then click the “Fields” tab.

8. Fields Tab – this tab presents the subscriber fields within your account that can be added to the signup form. To add a subscriber field to the signup form click the associated check box.

To make the subscriber field mandatory for the subscriber click the associated “Mandatory” option. To list the subscriber fields in order enter in numeric values to sequence the subscriber fields.

Click the “Save” button to update the configuration then click the “List” tab.

9. List Tab – this tab allows you to select the mailing lists that will be displayed to the subscriber on the signup form.

Click the “Save” button to update the configuration then click the “Signup” tab.

10. Signup Tab – this tab is split into 3 sub sections:

A. Signup Page – on this sub tab there are 3 HTML enabled fields that allow you to add in text to the area before the signup form fields, the area before the mailing lists and also the text to display if the signup form is not active. NOTE: You can add colours, images and different font sizes to the sections but it is recommended that you keep formatting to a minimal to avoid distracting the subscriber from signing up.

Once you have entered in the text for each area click the “save” button then click the second sub tab “Confirm Email”.

B. Confirm Email – this sub tab allows you to configure the email that is sent to the subscriber to confirm their subscription to your mailing lists. The email needs to contain the [%mm_confirm_link%] tag which is used to add in the confirmation link for the subscriber to click to confirm their subscription. NOTE: the email content accepts a full HTML template and can be different to the HTML presentation template mentioned in Step 7 – Form Tab above.

Click the “Save” button to update the configuration then click the “Email Sent Page” tab.

C. Email Sent Page – this sub tab allows you to provide the text for the page which is displayed once the subscriber has submitted the signup form. This page offers you scope to provide links to parts of your website or add in banners to promote products and services.

If you would like the subscriber to be directed to another page other than the one automatically presented by the system then enter the full URL in the “Confirmation Email is Sent” URL field located at the bottom of the page. If this field contains a link the system will redirect the subscribers web browser to this link instead of displaying the system generated page.

Click the “Save” button to update the configuration then click the “Thank You Page” tab.

11. Thank You – this sub tab is split into 2 sub sections:

A. Thank You Page – this sub tab allows you to provide the text that is to be displayed on the page displayed to the subscriber when they have clicked on the activation link within the confirmation email described in Step 11. The image below shows a client that has provided a banner linking to their signup page for a free eBook.

If you would like the subscriber to be directed to another page other than the one automatically presented by the system then enter the full URL in the “External Link” URL field located at the bottom of the page. If this field contains a link the system will redirect the subscribers web browser to this link instead of displaying the system generated page.

B. Confirm Email – this sub tab allows you to send the subscriber an email when the subscriber has clicked the confirmation link within the confirmation email described in Step 11.

12. Preferences – this sub tab is split into 2 sub sections:

A. Preferences Page – this sub tab allows you to provide the text that is displayed on the “Change Preferences” page that is displayed to a subscriber when the subscriber wants to change their subscription details. Also add in the text to appear on the button located at the button of the page in the “Text for Change Preferences Form Button” field. For example “Update”.

B. Confirm Page – this sub tab allows you to provide the text that is displayed once the subscriber has changed their subscription preferences and click the “Update Button” located on the page.

If you would like the subscriber to be directed to another page other than the one automatically presented by the system then enter the full URL in the “Change Preferences Confirmation URL” URL field located at the bottom of the page. If this field contains a link the system will redirect the subscribers web browser to this link instead of displaying the system generated page.

The system can also send an alert email providing the subscriber fields of the subscriber who just changed their preferences. Enter the email address within the “Send email alert of change preferences” text box that will receive the alert email.

13. Unsubscribe – this sub tab is split into 3 sub sections:

A. Unsubscribe Page – this sub tab allows you to provide the text that is displayed on the “Subscription page” page. If you would like to accept comments from the subscriber then click the “Accept Unsubscribe Comments” option – this will provide a text box on the un-subscription page where the subscriber can add in comments if they wish to. Also enter in the text for the button that will appear on the un-subscription page in the “Text for Unsubscribe Form Button” field.

Click the “Save” button to update the configuration then click the “Confirm Email” sub tab.

B. Confirm Email – this sub tab allows you to send an email to the subscriber once they have submitted the un-subscribe page. To activate this option click the “Send Unsubscribe Confirmation Email to Subscriber” check box and fill in the required fields.

Click the “Save” button to update the configuration if changes are made then click the “Confirmation Page” sub tab.

C. Confirmation Page – this sub tab allows you to provide the text that is displayed to the subscriber once they have submitted the un-subscribe page.

If you would like the subscriber to be directed to another page other than the one automatically presented by the system then enter the full URL in the “Confirmation of Unsubscribe URL” URL field located at the bottom of the page. If this field contains a link the system will redirect the subscribers web browser to this link instead of displaying the system generated page.

The system can also send an alert email providing the email address of the subscriber who just unsubscribed. Enter the email address within the “Send email alert of unsubscription” text box that will receive the alert email.

14. External – this tab provides the raw HTML that provides a signup form that can be added to another website.

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