Please note that this feature may not be available in all accounts. Contact your administrator or Support for additional information.
The Sign Up Form feature is a part of the Preference Center functionality and offers a simple method for individual users to capture new contacts.
Although all of the sign up form functionality is controlled by settings, a Sign Up Form window has been added to the Contacts area of the system to provide quick access to these features. You can access it from: Contacts > Advanced Drop down list > Sign Up Form.
To activate the sign up form for your account:
- Click Contacts in the main navigation menu.
- In the Advanced drop down menu, select Sign Up Form.
- If you have not previously activated the sign up form, click the Activate Sign Up Form button.
- By activating the sign up form, the following actions will be automatically taken:
- The Contact Editing setting will be turned On
- Contacts will be required to provide First Name, Last Name and Email Address details when signing up
- Contacts will be added a new group called Sign Up Form after signing up
To modify the configuration of your sign up form:
- Click Contacts in the main navigation menu.
- In the Advanced drop down menu, select Sign Up Form.
- The Sign Up Form window includes several tabs to making managing your sign up form easy:
- Sign Up Form URL – provides the hyperlink you can distribute or display for contacts.
- New Contact Details – outlines how new contacts will be stored in the system.
- The Contact Editing setting allows you to control the text that displays on the sign up form as well as which fields of information will be gathered from new contacts.
- The Group Editing setting allows you to present a list of groups to the recipient so they can choose which communications they want to receive.
- The Sign Up Automatic Group setting controls where new contacts will be placed (this is not something that your contacts can see or control).
- The Welcome Email setting allows you to choose a Campaign to be sent automatically to new contacts added via the sign up form.
- Other Deployment Options – provides additional options for how the sign up form could be deployed or promoted, including short URL and QR codes. The Embed sub-navigation item includes options to change the style for how the sign up form appears, including font, colors, and width.
- Deactivate – allows you to turn off the sign up form.
Comments
0 comments
Please sign in to leave a comment.