The Site Visitor Signup Box gives your website visitors a simple method to subscribe to your email publications and thus be added to the appropriate subscriber lists in your account. This tools allows you to create multiple sign up forms within the same account, which means that you can use these forms on your website, or various landing page campaigns, as needed.
Before getting started, you will need to decide the following:
- The name of the default list that you want all new subscribers to be added to. Create this list in advance of building your sign up form.
- What additional data fields (if any) you’d like to capture in addition to email address? Create any fields you may need in advance of building your sign up form.
- Are any of those additional fields required, or will they be optional?
Creating a Website Signup Form
- Click Tools
- Click Site Visitor Signup Box
- Click Add Form to add a new signup form
- Enter a Form Name, used for internal reference.
- Enter a Thank You Page URL if you would like to specify a the page you want subscribers to be forwarded to once they sign up for the list.
- Otherwise, use the generic thank you page provided.
- Triggered Message: Select a message to be sent to the subscribers after they sign up for the list.
- To create a Triggered Message, follow the steps in the Triggered Emails wiki article.
- Add Custom Fields that will be editable fields on the sign up form.
- Select a Default List that all subscribers using this form will opt into.
- If you want the subscribers to have the option to sign up for more lists, select some additional lists.
- If a list does not already exist, Create a New List and then come back to this screen.
- Edit the Display Options
- Edit the Description Text
- Add a List Description
- Update the Subscribe Button Text
- Change the Form Width
- Change the Background Color
- Edit the Border Size
- Customize the Border Color
If you would like to enable a captcha, to verify a human is submitting the form, you can implement this using our integrated Google reCAPTCHA™, check the reCAPTCHA™ Enabled checkbox and type in the domain(s) where the form will be hosted.
- If you plan on using the form on a website inside an iframe, please include both the default domain where the form is hosted as well as your website's domain (e.g. "ci.criticalimpact.com,website.com")
More information on Google reCAPTCHA™ can be found here.
If you would like to enable the double-opt-in process, please check the Double Opt-in Enabled checkbox. For more details on this topic, please read the Enable and Customize Double Opt-in Process wiki article.
If you would like to be informed of submission results, enable the Submission Notification. If this is enabled, you'll receive a notification email every time this signup form is submitted. To enable this, you will need to follow the steps below:
1. Expand the Submission Notification section and check the Submission Notification Enabled checkbox.
2. Enter email addresses that receive notification emails in the Recipient Email Addresses text field. Multiple email addresses can be entered by separating by comma (ex: firstname.lastname@example.org, email@example.com).
3. Click the Edit Notification Template button to open the message editor
4. Edit the subject of the notification email in the Subject text field
5. Select the From address of the notification email from the From dropdown list
6. Edit the body message of the notification email in the text area. The %%formvalues%% merge variable will be replaced with submission results in the notification email.Note: The notification email supports only inline CSS for styling, and it does not support merge variables like %%firstname%%.
- In the left panel where a Critical Impact logo is shown by default, click Change Image to insert your company's logo at the top of the form.
- If you want to remove the image, click Remove Image.
- Once the preview form of the form on the left side of the screen looks good, click Save Form and Generate HTML.
- Once you save the signup form, we provide a permalink to a signup form landing page, as well as the HTML code that you can copy and paste to use on your own site.
Customize the HTML of a Created Form
- Click Tools
- Click Site Visitor Signup Box
- Highlight the created form by clicking it once
- Click Edit HTML
- Customize the HTML and save your changes
You can modify the HTML code as much as you’d like, just be careful not to change the “form” variable names or anything related to the actual form field names or input. This means that you can totally customize the look of the signup form via HTML, but the form and input names must stay the same.
Insert Sign Up Form on Your Website or Email Campaign
When you create a signup form, you'll be led to a screen where you'll see these options for inserting the form onto your website or into your email campaign:
- A permalink to the signup form that you can use as a link in your email messages.
- HTML code to copy and paste onto another web page (note: if you use use this option, it won't be automatically updated when this form is updated with this tool.
- iFrame code to copy and paste onto another web page (note: this option will automatically update the form on your website when the form is updated with this tool).
- Use this option with Wordpress pages.
- You'll probably want to change the height property in the iFrame code to make it appear as expected on your website.
Create a Facebook Signup Form
If you'd prefer to add a sign up form to your Facebook page, please follow the steps in the Create a Facebook Signup Form wiki article.
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