How to Create a Multichanel Subscription Form

You can grow your subscriber base using a subscription form. To do this, place it on your website or blog page. Let's talk about how to create a subscription form using our visual form builder.

Go to the “Subscription Forms” section, and click Create Subscription Form.

Subscription forms page

Select a form type or a predesigned form and go to the drag-and-drop form builder to edit the form. You can also get the HTML code of a simple form and add your scripts and styles in a third-party editor. 

Types of Subscription Forms from SendPulse

There are 4 types of forms available:

  • Embedded lets place a form in the most appropriate location on a webpage.
  • Popup allows setting up a box that will pop up on a website.
  • Floating forms stay in the same part of the screen even when a user scrolls on the page.
  • Fixed allows pinning the form in a header or footer of a website.

Subscription forms page

How to Connect Form to a Mailing List

After choosing a form type, select a mailing list that is to be updated with new subscribers. You can choose an existing list or create a new one. You can also choose several lists at the same time.

Linking a mailing list to a subscription form

Move to the form builder.

You can quickly add fields using the icon in the upper left corner. If you click it, you will see the most popular elements you may need when creating a subscription form.

Click on the icon to open the menu, and you will find the following elements: "Name," "Phone," "Address," "Date," "URL," and "Already subscribed." Left-click the desired element, and drag it to the workspace. 

Input field settings

In the left sidebar, you will find a set of elements you can add: "Input field," "Checkbox," "Radio buttons," "Drop-down," "Text," "Image," and "Spacer." You will see a blank subscription form template you will edit in the center of the workspace.

On the right, the "Element" tab will be opened for you to customize each of the elements, and the "Design" tab will be also opened so that you can customize the overall design of your subscription form.

Elements of a Subscription Form

Input box

With this element, you can add fields to the subscription form.

In the "Element" tab, enter the input field label. Optionally, you can enter placeholder text so that the user understands exactly what information is required.

Select the variable from the mailing list and the CRM contact variable where you want to save the transferred data.

Please note, if selecting a contact variable in the CRM option is not active, go to the "Form Options" > "Form Data and Type" menu, and activate the "Add subscribers to CRM" option.

Read also: "Sources of Automatically Added Deals."

To prevent the form data from being submitted before the user fills it in completely, activate the "Set as required" option.

Input field settings

Checkbox

This element might be handy for a form that suggests picking several options from a list.

For instance, when your client subscribes to your email campaigns, they will be able to select categories of updates: news, discounts, contests, event invitations, etc.

Check box settings

If the user checks the checkbox, the "yes" value will be passed, if not — the "no" value will be passed. The received information goes into the variable that you have bound to this checkbox. Do not forget to create it in the mailing list in advance.

You can use checkboxes to get formal proof of subscribers' agreement with the terms and conditions of your subscription.

GDPR Compliance

If you have subscribers from the European Union, you have to be compliant with GDPR policies.

According to the protocol, clients have to provide a formal agreement to receive emails and allow a sender to use and store their data.

Go to the "Form Options" menu. On the "Data and type of the form" tab, activate compliance with the GDPR.

GDPR compliance switcher

This action adds two GDPR related checkboxes to your subscription form. 

It is recommended to set up GDPR checkboxes as required conditions so that clients won't be able to sign up before they agree to terms and conditions.

To change the text for the checkbox, click the checkbox element in the form. On the "Element" tab, change the text in the "Checkbox label" field.

Add a link to your privacy policy into the code in the "Checkbox label" field.

Sample code with the link to the privacy policy:

<a href="https://sendpulse.com/en/legal/pp" target="_blank">

Code for adding a link

After a subscriber ticks these GDPR related checkboxes, the mailing list will be updated with new variables displaying the fact of agreement with Terms and Policies, IP address that provided approval, and the date.

GDPR variables in a mailing list

These variables can help more accurately segment your mailing list.

Radio buttons

Radio buttons are used in subscription forms to allow users to select one of several options. You need to select a value that will be passed to the variable created in the mailing list in advance.

Radio buttons settings

You can include a drop-down list in the form. To do this, set the item names in the "Options list" section. Specify the values that will be passed to the variable ​​for each of them. In the example below, you can see a drop-down list of cities — this information will help you customize your email campaigns based on a subscriber’s city.

Drop-down list settings

Messenger

You can add buttons that allow users to follow you on social media to your subscription form.

Select the "Messenger" element, and drag it to the subscription form.

messenger

To add a new button that allows users to follow you on social media, click Add a button, and select a social network.

messenger

You can edit your button text or remove it, leaving only the icon.

messenger

Provide a link to your social media account.

You can also add a chatbot to which the client will subscribe after clicking on your Facebook Messenger or Telegram button. Select a chatbot and a subscription-triggered flow from the dropdown list.

messenger

Click Apply.

Set your button alignment: center, right, or left.

messenger

Text

Add texts to the form using the "Text" element. You can format the text in the "Element" tab.

Text settings

Image

Insert an image using the "Picture" element. The maximum size of an image is up to 1 Mb and 600x600 pixels. You can center, right, or left align your image using the “Element” tab.

Image settings

Spacer

You can use the “Spacer” element to add some extra space to your form. In the "Element" tab, set the spacer to the desired height.

Spacer settings

Customizing the Subscription Form Design

You can set the background for your form, round the corners, choose the width, and so much more. Let's go to the "Design" tab, and go over all the design customization possibilities.

Spacer settings

Field Layout

Customize the subscription form vertically or horizontally.

Full Width

This option will allow you to stretch the background of your subscription form to the site’s full width.

Form Width

Adjust the form width from 200 pixels to 960 pixels.

Form Background

Set the form background to suit your site. To do this, click the “rgba” icon. You will see the color palette and will be able to select the desired color.

You can use the transparency slider to set the transparency of your form’s color. If you set it to the lowest position, the background of the form will become completely transparent.

Spacer settings

Background Image

To attract the user's attention, use a theme-appropriate image. The recommended size is 496x600 pixels, and the recommended volume is 102117 bytes.

Spacer settings

Outline

By default, the subscription form outline is gray and has a size of 1 pixel. If necessary, you can set the desired size (from 0 to 15 pixels) and select your color.

Inner Padding

This setting allows you to customize the padding from the outer border of an element to its content. Your indents can be from 5 to 40 pixels wide. Take a look at the image below, where we applied the maximum indentation.

Spacer settings

Corner Rounding

The larger the number of pixels, the rounder the corners. The maximum number of pixels is 30.

Font

Open the drop-down font menu, and select the desired one.

Spacer settings

If you are building a pop-up form, there are additional settings that will be displayed in this section:

Background

This option allows you to set the color and transparency of the background that will be displayed around your pop-up window. The lower the position of the slider, the greater the transparency. In the example below, we have selected green background color with medium opacity.

Show effect

The subscription pop-up can be displayed with an animation effect. To do this, use "Shake," "Scale in," "decrease," "slide right/left," and other options. Next, we will go over the settings from the "Input fields and names" section.

Margin Size

There are three size options available: S (small), M (medium), and L (large).

Field Background

Click on the field background settings icon. You will see the color palette and will be able to choose the desired color (in our case, it is white).

Spacer settings

Borders

They can be from 1 to 4 pixels wide, and you can also choose their color and transparency.

Rounded corners

The “input field” rounding has a range between 0 and 25 pixels.

Labels position

In the drop-down menu, you can choose to position your input field names the following way: “On the top of the field,” “To the left of the field,” “Hint inside the field.”

Spacer settings

You can also specify the input field font size and color and make it bold and italic.

How to Set Up Form Options

After you have created the form design, set up the form parameters. You can get to settings by clicking "Form Options" in the upper right corner.

Spacer settings

Form Data and Type

In the "Form Data and Type" tab, you can enter the form name, select your mailing list (or lists), set tags, activate adding subscribers to CRM, and specify the site where you want to place your subscription form.

You need to enter the exact domain name where you host your website. For example, if your site is located on the www.example.com domain, you need to specify "www." If you enter the wrong domain, your subscribers will not be able to subscribe through your subscription form.

You can also select language for errors and notifications and select the form type: "Embedded," "Pop-up," or "Floating."

The "Pop-up" and "Floating" subscription form types have the following additional settings:

Display condition

You can choose how to display the subscription form on your site: “On page load,” “On button click,” “When scrolling to a part of the page,” and “When cursor leaves the page.” You can choose when exactly to display the subscription form if the user visits the site.

Hide on mobile

This option allows you to hide the subscription form for users who visited the site from a mobile device.

Show again

You can set the form display interval to several days to reduce the number of times the form is shown to users who simply closed it without subscribing. Set the interval from 0 (the form will be shown every time the page is reloaded) to 30 days.

Show on pages

You can set the subscription form to be shown on all pages of the site or disable it on certain pages. To stop displaying the form, select "Conditional" and "Hide" or "Show," and add a link to the page where you want to apply the condition.

Notification about subscription

A subscription notification is a message that will be displayed once the user fills out the subscription form and clicks the "Subscribe" button.

You can edit the notification title and text using a simplified editor or source code.

Notification about subscription

Opt-in Settings

You can customize how your subscribers are added to your mailing list using the optional Single Opt-in or Double Opt-in setting.

With the setting disabled, subscribers will be sent to your mailing list immediately after they have filled out your subscription form and clicked "Submit" on your website. This type of subscription is called "Single Opt-in" and is configured by default.

This type of subscription helps you add subscribers faster and not lose subscribers who may have missed your confirmation email

With this setting enabled, subscribers will be added to your mailing list after they have confirmed their subscription by clicking “Confirm” in your confirmation email. This type of subscription is called "Double Opt-in." To enable this setting, turn the toggle switch to the ON position.

This type of subscription protects your database from having irrelevant email addresses - after all, users can make mistakes when entering their email address. Also, by confirming their subscription again, the user agrees more consciously and shows that they are really interested. Subscription confirmation helps email subscribers get your emails in their "Inbox" folders. These measures help your follow-up emails get through the spam filters.

Notification about subscription

When you enable the option "Send confirmation email" after subscribing on the site, an email is sent to new subscribers with a request to confirm their subscription.

In the panel below, you can change your sender address, email subject line, and text. The confirmation link is automatically added to the email button under the {{LINK}} variable.

For the sender address of the confirmation email in the subscription form, you should indicate the corporate domain. This is important for passing spam filters and for sender recognition.

What's a corporate domain? If you already have a site and your domain is registered, you can create a corporate email address that will include your unique domain name after the @ symbol. For example, if your domain name is mycompany.ru, then the corporate address can be the following: yourname@mycompany.ru.

You can edit the text of the confirmation email using a simplified editor or through the source code.

Notification about subscription

You can also set up personalization in your subscription confirmation emails. To do this, insert the variables in the text field in the %name% or {{name}} form.

Please note that you need to create variables in mailing list and link them to form fields before you add them to confirmation emails.

Confirmation page

On the "Confirmation page" tab, you set up the page that a new subscriber is redirected to after confirming their subscription. You can choose if it will be a system page or a page on your site. If you select redirecting to a page on your website, specify the URL of this page.

Confirmation page

You can also set up a custom subscription confirmation page. To do this, go to the "Subscription Forms" > "Subscription Confirmation Pages" tab, and click New Confirmation Page.

Analytics and statistics

You can track the subscription event in Google Analytics and transfer your UTM tags using the "Analytics and statistics" tab.

Analytics and statistics

Adding the Code of the Form to a Website

Once you've set everything up, click Apply Changes and Save and get the code. You will see the “Embed Code” window where you can copy the code.

The code must be inserted into your site’s source code between the <body> tags. If you have a WordPress-based site, you can add a subscription form using the SendPulse Email for WordPress plugin. Another way to embed the form code into your website is to use Google Tag Manager.

Checking the List of your Subscribers

You can view everyone who subscribed to the selected mailing list by the subscription day and the variable with the name of your form. If you choose Double opt-in subscription method and users do not confirm their subscription via email, these users will not be added to your mailing list and you will not be able to track them.

Validating Your Subscribers with reCAPTCHA

reCAPTCHA will protect your mailing list from fake subscribers getting into it. If you send a campaign to these users, it will get you into spam. reCAPTCHA is triggered if your number of subscriptions is more than 100 per day. Once the user proves they’re not a robot, they will be redirected to the necessary page within 10 seconds.

Validate subscribers using reCAPTCHA

The reCAPTCHA will appear after you hit 100 subscribers a day.

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