In June 2021, we launched a new place to set up your Subscribe page. We will be adding a new single field signup option as well in the near future. If you are new to WordFly, please get in touch with us before implementing the code below. If you are using an older version, we recommend upgrading to the new code when it is available.
In this article
WordFly has a basic single field email signup form that can be placed on any website. This 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.
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 sign up 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 allows for a signup thank you confirmation page after the subscriber submits their signup. This value is setup in the HTML for the "Confirmation Redirect URL" value. If no redirect URL is provided in the value field the form will use the WordFly Subscribe thank you page. Note: This confirmation page must load for the confirmation email to send to the subscriber. This is required for double opt-in confirmation.
- 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.
- The web-page this form is added to may not contain any other forms as these will interfere with the data posting. Take note if your website is using web-forms.
- REQUIRED: A subscriber list must be selected for the main WordFly Signup subscribe form for basic signup to function (regardless of whether the main form is used).
1. Create a new subscriber list in your WordFly account.
To create a list in WordFly, follow the steps in this article 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.
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