Building Your Signup Form

Knowledge Level: 
Time: Less than 5 minutes
Suggested Skills: General
Objective: Signup forms allow your organization to collect more contacts with whom your organization can communicate. You can use a signup form to collect other information as well, such as names, salutations, birthdays and more. By providing list options, you also provide the contact with more control over what types of communications they receive. This article outlines how to set up a signup form.

1

Go to Forms > Sign Up

2

Select 'New Signup Form'

3

Establish Your Form Settings

1. Name Your Form

2. Choose your opt-in type

  • Single: Requires no action on part of patron. Patron will begin receiving emails. 
  • Double: Requires patron to confirm email address via a link delivered to their inbox before they begin receiving emails. 

3. Choose how patrons will be subscribed

  • Patrons will be added to the lists you have selected for them OR
  • Patrons will be able to choose which mailing lists to subscribe to. Only the lists you select will be viewable to the patrons via this form. 

4. Edit the text as necessary to instruct your patrons as to how they should subscribe

5. Select the mailing lists associated with this form

Check any 'default selection' boxes to pre-select the lists for the patron. Additionally, you can click and hold the dots to change the order of the lists on your form. 

6. Add any emails to receive notification when a new patron is added via the form

Click 'Save and Continue' 

4

Build Your Form

Common Fields:

Click on 'ADD>>' to add the field to your form or '<<REMOVE'. to remove it. To mark a field as required, click the asterisk from gray to orange. Alternatively, click again to mark it gray and not required. Use the up and down arrows to edit the order in which the fields appear.

Custom Fields:

If you want to collect information about contacts that isn't represented by standard contact fields, create custom contact fields. For example, use a custom field to store patron information such as birthdays or gender, if provided to you.  Custom fields can also be used in coordination with your output sets in Tessitura.

Formatting:

Adjust the font, size and color of text, button, background and border. 

Click Next

5

Create Your Thank you message

Patrons will see this immediately upon clicking the button from your sign up form. Check the box at the bottom of the screen if you would like to either display the message and redirect to a URL after a certain period of time or not display the message and immediately redirect to another URL (for instance, if you wanted to create your own custom website page thanking patrons for signing up).

6

Confirmation email (if double opt-in selected)

If double-opt in is your opt-in type (see Step 2, item 2), edit the email message patrons will receive in their inbox. The link will be inserted by mail2 at time of send. 

7

Welcome Message

Edit your welcome message that patrons will see upon subscribing successfully to your list(s). Check the box at the bottom of the screen if you would like to either display the message and redirect to a URL after a certain period of time or not display the message and immediately redirect to another URL (for instance, if you wanted to create your own custom website page welcoming new list subscribers)

Click Finish

8

Integrate the form into your website

Recommended Options

  1. Open form in a browser using a direct link: copy and paste the link into text or an image as a hyperlink. This will open a new page for patrons to use your form. This is the simplest and quickest way to integrate into your website, although we recommend option 2 (iframe) if you have access to HTML source code.
  2. Embed form using an iframe: Copy and paste the code into your HTML page. This is the recommended option if you have access to your HTML source code on the page. It will enable you to display the form within your website while also remaining dynamic as you add/subtract lists or edit formatting. 

Advanced Options (recommended only for those with more advanced HTML knowledge)

  1. Pop-up: Place the first section of code in between the <head> and </head> tags of your html page. The second section of code should go in the body based on where you'd like the text link to appear.Pop-up via image button: Place the first section of code in between the <head> and </head> tags of your html page. The second section of code should go in the body based on where you'd like the image link to appear. **You can also create your own image and upload to your media library. Change the image source URL in the HTML to your own hosted image. Ensure your hosted image has public permissions. You'll want to insure your image/button has the right pixel ratio to appear appropriately.**
  2. Add form as full HTML page: Copy and paste the code to be its own web page within your website. This is static HTML, so with every change/update to your lists or styling, you will need to update the HTML. 
  3. Embed as HTML widget: This option has limited design and functionality. We do not recommend this option.

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