Set up the Subscribe page

In this article

Customize your subscribe page options

Customize the look of your subscribe page

Publish your subscribe page

Test the subscribe form

Tips for CRM-integrated accounts

 

Building an email list full of engaged and loyal fans is one of the best things you can do for your business. Every website should have some form of email signup to stay connected with customers. In WordFly you can create a custom subscribe page which can either be hosted by WordFly or hosted on your own website.

 

 

 

First step, customize your Subscribe page options.

 

Follow the steps outlined below to put together the options on your subscribe form.

 

1.  Go to Account.

 

2. Select Subscribe Options.

 

3. Customize your Subscribe options.

 

Here’s what you can customize:

  • Select the list you would like new subscribers to be added to. We suggest creating a new list called something like “Website signups”.
  • Add or remove form fields, reorganize the fields to display in a specific order, and mark any fields as required. Email address will always be added by default and will be required.
  • Enable preferences for your Subscribe page. Checking this box will pull in any preferences you have set up under Account > Preferences. Learn more about creating preferences. Are you a Tessitura-integrated WordFly account? Learn more about setting up preferences here.
  • Finalize your subscription confirmation email text. You can customize your subject line, body text and From/Reply to settings for your subscription confirmation email. This is a plain text email that is sent to the subscriber immediately following their subscribe process. Every part of the email is editable. The only required element is the data field ##LINK## which must be present to save the page.

 

4. Click Save.

 

 

 

Second step, customize the look of your WordFly Signup subscribe page.

 

Follow the steps outlined below to put your brand into your subscribe form.

 

1.  Go to Account.

 

2. Select Subscribe Options > Pages.

 

3. Start customizing your Subscribe landing pages!


There are three landing pages to customize: Subscribe Form, Subscribe Confirmation 1, and Subscribe Confirmation 2. 

 

Here are some things you can do:

  • Hover over the text area to update the content.
  • The banner image can be removed and replaced with your own banner image on any of the pages. The image should be exactly 600x125 pixels.
  • Add a Content Theme to customize the fonts and text colors on your pages.
  • Add a Background Theme to customize the background colors of your pages.
  • Any edits for form fields should be made under Account > Subscribe Options.

 

 

4.  Be sure to click "Save Template" to save your changes.


 

5. Select “Save and Publish” at the end of this page to enable your subscribe landing page.

(Refresh the page to see a date/time stamp of when you published this page. If you have selected two-step unsubscribe you will have 3 pages to ‘Save and Publish’.)

 

If you ever need to go back to the WordFly default design, select Revert to Default in the More Actions menu.

 

 

Third step, publish your WordFly Signup subscribe page.

 

Follow the steps outlined below to put your brand into your subscribe form.

 

1. Go to Account.

 

2. Select Subscribe Options Settings.

 

3. At the top of the page: Select one of two options for hosting your subscribe form:

 

Option 1: Copy the “Link to your subscribe form”. Use this URL on your website or emails to direct people to your sign up form. Note: You can use HTTPS for the link if you prefer.


Option 2: Or host the subscribe form on your website. Click “view the HTML” to copy the HTML needed for the subscribe form to work on your website.

 

Once the subscribe pages are live on your website any new sign-ups will go into the list you assigned for the subscribe page. Subscriber’s already signed up on this list they will appear as a duplicate import, but even if a subscriber is a duplicate WordFly will save any preference changes on their record during a subsequent sign up.

 

 

 

How can I test the WordFly Signup subscribe form before putting it on my site?

 

You can use the link for your site to test your subscribe form before making it publicly accessible to your customers.

 

1. Go to Account.

 

2. Select Subscribe Options.

 

3. Copy the “Link to your subscribe form” at the top of the page.

 

4. Load this link in your browser to test the subscribe process.

The subscribe pages must have a ‘Save and Publish’ date stamp to be live with your changes.

 

 

 

If I use a CRM to manage my subscribers, which email signup form should I use?

When possible, it’s better to use a signup form that sends new signups 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 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 signup form and a CRM-integrated signup 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 subscribers in two databases. Extra effort for CRM integrated users.
  • The primary purpose of the WordFly subscribe form would be to give an easy sign up for individuals interested in a weekly update but probably not membership information
  • The WordFly subscription does not go back to your CRM; however accounts can become sync'd once a record is created in the CRM with the same email address.
  • Added bonus for Tessitura-integrated customers: WordFly can send preference updates back to Tessitura from the subscribe page when there is a customer number (CrmSubscriberID) already logged in WordFly for the subscriber record. Organizations must be using our preferences integration for this to happen. Learn more.