Set up embedded email signup

Article author
Miguel Panayotty
  • Updated

In Summer 2021, we launched new Subscribe pages and new embedded signup code.
If you are using an older version, we recommend following the steps below to upgrade to the new code.

 

 

 

 

How it works

Kickstart your signups with embedded signup code that can be placed on any website. This form sends email addresses into one subscriber list that lives in WordFly. Your customer will enter their email address into the field and click Join. A new browser tab will open and they will be redirected to the full Subscribe page where they can fill out the rest of their information and select preferences. After submitting the form, your customer will receive a confirmation email. When they click the confirmation link, they will be added to your list.

 

What to expect

  • A subscriber list must be selected for the main WordFly Signup subscribe form. This list assigned to the form must remain active (not deleted) in WordFly as long as the signup form is available on your website.
  • The basic single field email signup form only collects email address. No other fields or preferences can be included in this view. Add them to your Subscribe form instead.
  • The form uses the WordFly Subscribe confirmation email and landing pages to ensure that all signups are double opt-in and secure. After the subscriber clicks Join, they will be redirected to the full WordFly Subscribe page where they can enter additional info and preferences. Their email address will be pre-populated. 
  • WordFly will continually manage unsubscribes, hard bounces and abuse complaints on the list assigned to the embedded 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.

 

 

 

Configure your embedded form


1. In Subscribers > Lists, create a new subscriber list

Adding a label to this list can help flag it as a special list in your account so that it does not get deleted or updated in any other way.

 

2. In Pages, customize your Subscribe page, confirmation email, and confirmation pages

After a subscriber adds their email to our signup form, they are redirected to these pages.

 

3. Publish the Subscribe pages

This step makes the pages visible to the public. 

 

4. Click the More Options link to reveal the Embed code. Copy and paste it into a text editor for your website developer.

If needed, you can customize:

  • the text inside the <label></label>
  • the text inside the placeholder
  • the text inside the <button></button>

You can add branding as needed in your CSS.

 

5. Add the code to your website wherever you would like it to appear.

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

 

 

 

CRM considerations

 

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

When possible, it’s better to use a signup form that sends addresses into your CRM. For example, our Tessitura- and Centaman-integrated customers should consider an integrated email signup form. This would be custom-built by your website development team 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 signup form and a CRM-integrated signup form:

  • Emails go directly into WordFly, no integration in CRM
  • Requires sending separate emails to WordFly signup 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 signup option for individuals interested in a weekly update but not membership information

 

 

 

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