How can I set up a basic single field email signup form?

WordFly has a basic single field email signup form that can be placed on any website. Learn more about this option in this support post.

 


Topics covered in this article:

What is the basic single field email signup form

Configuring your basic single field email signup form

Considerations for CRM integrated customers

 

 

What is the basic single field email signup form

 

The basic single field email signup form sends email addresses into one subscriber list that lives in WordFly. You can have multiple basic signup forms across your website that populate subscriber addresses to different lists. When you're ready to send emails to subscribers you will select the list that corresponds to your basic signup form.


Example of basic single field email sign up,

basicsinglefieldemailsignup.PNG

 

 

What to expect with the basic single field signup form:

  • The basic single field email signup form only collects email address.
  • No other data fields (First and Last Name, Phone number, Address etc) can be included in the form.
  • Preferences cannot be included in the form.
  • Default preferences cannot be assigned to subscribers who signup through this form.
  • The form uses the WordFly subscribe confirmation email and landing pages to ensure that all signups are double opt-in.
  • The form populates addresses to one subscriber list in WordFly.
  • This list assigned to the form must remain active (not deleted) in WordFly as long as the signup form is available.
  • WordFly will continually manage unsubscribes, hard bounces and abuse complaints on the list assigned to the basic single field email signup form.

 

WordFly also has a subscribe landing page which offers subscriber preferences. If you're interested in a more formal page with preference options (versus the basic single form here), check out this article!

 

 

 

Configuring your basic single field email signup form

 


1. Create a new subscriber list in your WordFly account.


To create a list in WordFly, follow the steps in this support post but don't import any subscribers.

 

Tip: [Optional] Assign a Label to your basic single field email signup list. A label can help flag the list as a special list in your account so that it does not get deleted or updated in any other way.

 

2. (Optional) Create a “thank you/confirmation page” for your email sign ups.

After a subscriber adds their email to our sign up form they can be redirected to a confirmation page on your website. This page is linked to from the basic single field email signup HTML code (continue reading for more details), but the actual page needs to be available on your website.

 

3. (Optional) Go to Account > Subscribe Settings to configure your subscribe page confirmation email. Save your changes.

This email will be used to collect the double opt-in for your email signups using this form. This is the same email that will send if you decide to use the WordFly Signup subscribe landing page in the future. This step is optional because WordFly will use the default email confirmation if no changes are made.

 

4. (Optional) Go to Account > Subscribe Pages to click "Save and Publish" for your Subscribe Confirmation 2 page.

This step ensures the confirmation landing page is published. This is the page subscribers see after confirming their signup from the email confirmation. This step is optional because WordFly will use the default Subscribe Confirmation 2 landing page if no changes are made.

 

5. Email WordFly support for the “Basic single field email signup form”.

Email support and include in your request:
•    The name of your email signup subscriber list in WordFly
•    (optional) The URL for your “thank you/confirmation page”

 

6. WordFly support will reply with your basic single field email signup code.

 The code will be attached as a text file attachment.

 

7. Download the attachment code from WordFly.

 

8. Configure basic single field email signup code on your website.

Once the signup form is configured on your website any new email signups will go directly into the list assigned to the form.

 

 

 

Considerations for CRM integrated customers

 

If I use a CRM for managing my subscribers, what email sign up form should I use?

 

When possible, it's better to use a sign up form that sends addresses into your CRM. For example, our Tessitura and Centaman integrated customers should consider an integrated email sign up form. This would be custom built by your in-house website development teams with the appropriate API calls back to your CRM database. This is the best approach because it creates an account in your CRM system for the subscriber. Subscriber management is easier when you keep all the relationship management within one system.  

 

Considerations for using both the WordFly sign up form and a CRM integrated sign up form:


•    Emails go directly into WordFly, no integration in CRM
•    Requires sending separate emails to WordFly sign up list and CRM list. Segmentation would be required to ensure you are suppressing subscribers from receiving emails twice across both emails.
•    Managing subscribers in two databases. Extra effort for CRM integrated users.
•    Primary purpose: This would be an easy sign up for individuals interested in a weekly update but not membership information

 

 

 

 

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