Opt-In Forms

Opt-In Forms allow visitors to a web page to fill out a form and be added to Mailing Lists in Whatcounts Publicaster Edition. The Opt-In Form Builder creates a basic HTML/JavaScript form that can be placed on any website.

There are three types of Opt-In Forms.

  1. Single Opt-In Form: Adds the subscribers to the specified Mailing Lists as Active and does not send them an email.
  2. Notified Single Opt-In Form: Adds the subscribers to the specified Mailing Lists as Active and sends them a specified email. 
  3. Double Opt-In Form: Adds the subscribers to the specified Mailing Lists as Pending and sends them a specified email with a link that needs to be clicked for them to become Active. The link in the email is created with the code snippet [~DOConfirmation~]Confirm Subscription[~EndDOConfirmation~]

An Opt-In Form can submit data to multiple Mailing Lists at a time.  The fields that appear in Step 3 of the form builder are a list of all fields found on the primary list that are selected in Step 2. If a field exists on one list but not another and they are both chosen, the data submitted into that form field can only post into the list that includes that field. For instance if List A has Email and Firstname fields and List B has just Email, new subscribers who fill in the Firstname field on the form will only have that data submitted into List A. Because of this it is recommended that before setting up the form, all lists are created/edited in the List Manager to include the same fields.

On Step 2 of the Opt-In Form Builder, the form can be set to either Add New Subscribers and Update Existing Subscribers or Add New Subscribers Only which lets you decide whether this form can only add new subscribers, or can also be used to update existing subscribers data. If you have a password field from you list included in this field, be sure to use Add New Subscribers Only.

All forms can re-direct subscribers to a specific page after the form is submitted. This page can be any web page created for this purpose, a Landing Page, or the subscriber's Subscriber Preferences page. You can also set the form to not redirect anywhere, and this should only be used for automated posts to a form, as it would direct subscribers to a blank page. You can also re-direct subscribers who are already opted out to a specific page. This page should instruct subscribers to email you requesting to be made Active again, as Opted Out subscribers can only be made active manually by a user.

Once the form is created, the code should be customized and inserted into the desired webpage. This can be a page on your site, or one of our Landing Pages. Once a form is saved, you can test and preview a form using the Preview link on the main Opt-In Forms page.

Forms that are built as Notified Single or Double Opt-In Forms will create a Distribution Report for the email, which allows for tracking of the subscribers who receive the confirmation emails.  The "Confirmations" Campaign Series is typically used for the confirmations, but a custom Campaign Series can be selected instead to sort the report into another series. For instructions on viewing these reports, click here.

As an alternative to having subscribers fill out the form, the Facebook Connect option can be enabled for a form, allowing subscribers to click a Facebook Connect button to automatically subscribe with data from their Facebook account. The data from Facebook is added to specified fields on the opt-in form.

Opt-In Forms can also be added as an application to a Facebook page, allowing subscribers to sign up directly from there.  For instructions on implementing an Opt-In Form form on Facebook, click here

Forms can also submit to another location (like a CRM) using the POST feature.  In Step 2 of the form builder, check the box by Activate Optin POST Back URL?  and enter the URL for the form action for a form generated by another system (like Salesforce), then in Step 3 enter field names for that other form by each field under Target Variable Name. When subscribers enter their information and click Submit, the data will be sent to both action URLs to submit the data to both forms. Check out the full tutorial on how to do this on our company blog, here

Conversion Tracking can also be used on subscribers who opt in and then convert on your website. For more information, click here.


To create a single opt-in form

  1. Go to Administration > Opt-In Forms. This will display the Opt-In Forms page showing all existing forms. 
  2. Click the gear icon on the right and choose Create New Optin Form. This will display Opt-in Form Builder ( Step 1 of 3) with the following fields:
    • Opt-in Form Name: Choose a name for the Opt-In Form. This will not be seen by subscribers.
    • Opt-in Form Type: Choose Single Opt-in.
  3. Click Next. This will display Opt-in Form Builder ( Step 2 of 3) with the following fields: 
    • Primary Mailing List: Choose the primary list subscribers should be added to from this form. Only fields included on this list can be used in the form.
    • Add List: Click this button to display a drop-down menu to add another list subscribers will be added to by this form.
    • This optin form should: Choose Add New Subscribers and Update Existing Subscribers to allow existing subscribers to update their data through this form, as well as new subscribers to be added or Add New Subscribers Only to allow only new subscribers to be added through the form.
    • Where should the subscriber be taken after they signup? Choose where subscribers will be re-directed after submitting the form. This can be a Static URL, such as a page on your site created for this purpose, and this option displays a field for a URL; a Landing Page, which displays a drop-down menu to pick from your landing pages; the subscriber's Subscriber Preferences Page, or Transactional Email, No Redirect Required, which will not re-direct the form.
    • Previously Opted Out Page URL: Enter a URL here for the page subscribers should be brought to if they have already Opted Out from a list in this account, and can not be added as active to this list. The page should instruct them to email a user of your account so they can be made active again. This is often left blank.
    • Activate Optin POST Back URL? Check the box and enter a URL into the field to have data from this form also posted to that URL for collection in another system.
    • Notification Email: To have notifications of every signup sent to specified email addresses, check the box by I would like to receive a notification email when someone signs up. , choose whether to send the email to all of the recipients or just one of the recipients under Send Notification Emails To, enter the addresses, separated by semicolons, under Send Notification Emails To:, and enter the subject line for the email under Notification Subject line.
  4. Click Next. This will display Opt-in Form Builder ( Step 3 of 3) showing a checkbox to Enable Facebook Connect for this form and a table showing each of the fields on the primary list for this form. For each field, choose the following options.
    • Check the box under Included to include the field on the opt-in form. The Email field is always included.
    • Type in name or instruction for each field under Display As. The subscriber will see this name by the field when filling out the form.
    • Choose how data is entered into the field with the drop-down menu under Field Data Type
    • Choose whether the field will be required to be filled out to submit the form, or whether the field requires an email address to be entered into it, under Validation, by choosing either None, Required, or Email.
    • Choose the field order by entering a number value in the field below Display Order
    • If the Post Back Url feature was enabled on the previous page of the form builder, there will also be a Target Variable Name column. For each included field, enter the field name that should be used to when the data is posted to the Post Back URL.
  5. Click Finish. This will display the Opt-in form code page, showing the code that can be placed on a web-page to create the form. Any Drop-down menus, checkboxes, radio buttons, and hidden fields used in the form may need options added for them in the code. 

To create a notified single opt-in form

  1. Go to Administration > Opt-In Forms. This will display the Opt-In Forms page showing all existing forms. 
  2. Click the gear icon on the right and choose Create New Optin Form. This will display Opt-in Form Builder ( Step 1 of 3) with the following fields:
    • Opt-in Form Name: Choose a name for the Opt-In Form. This will not be seen by subscribers.
    • Opt-in Form Type: Choose  Notified Single Opt-in.
  3. Click Next. This will display Opt-in Form Builder ( Step 2 of 3) with the following fields: 
    • Primary Mailing List: Choose the primary list subscribers should be added to from this form. Only fields included on this list can be used in the form.
    • Add List: Click this button to display a drop-down menu to add another list subscribers will be added to by this form.
    • This optin form should: Choose Add New Subscribers and Update Existing Subscribers to allow existing subscribers to update their data through this form, as well as new subscribers to be added or Add New Subscribers Only to allow only new subscribers to be added through the form.
    • Where should the subscriber be taken after they signup? Choose where subscribers will be re-directed after submitting the form. This can be a Static URL, such as a page on your site created for this purpose, and this option displays a field for a URL; a Landing Page, which displays a drop-down menu to pick from your landing pages; the subscriber's Subscriber Preferences Page, or Transactional Email, No Redirect Required, which will not re-direct the form.
    • Previously Opted Out Page URL: Enter a URL here for the page subscribers should be brought to if they have already Opted Out from a list in this account, and can not be added as active to this list. The page should instruct them to email a user of your account so they can be made active again. This is often left blank.
    • Activate Optin POST Back URL? Check the box and enter a URL into the field to have data from this form also posted to that URL for collection in another system.
    • Confirmation Email: In the drop-down menu, choose the email creative that should be sent to every subscriber that signs up. This email creative would need to be created in the Email Manager before the form can be created. Edit the subject line for the confirmation email by Subject Line.
    • Select the mailing address that should be used in the confirmation email by Choose Physical Address for this mailing:
    • Select which campaign series the reporting for the confirmation email distribution should go to by Campaign Series.
    • Select what addresses should be used for the the From/Reply to address for the confirmation email by From Address and Reply To Address.
    • Notification Email: To have notifications of every signup sent to specified email addresses, check the box by I would like to receive a notification email when someone signs up. , choose whether to send the email to all of the recipients or just one of the recipients under Send Notification Emails To, enter the addresses, separated by semicolons, under Send Notification Emails To:, and enter the subject line for the email under Notification Subject line.
  4. Click Next. This will display Opt-in Form Builder ( Step 3 of 3) showing a checkbox to Enable Facebook Connect for this for this form and a table showing each of the fields on the primary list for this form. For each field, choose the following options.
    • Check the box under Included to include the field on the opt-in form. The Email field is always included.
    • Type in name or instruction for each field under Display As. The subscriber will see this name by the field when filling out the form.
    • Choose how data is entered into the field with the drop-down menu under Field Data Type
    • Choose whether the field will be required to be filled out to submit the form, or whether the field requires an email address to be entered into it, under Validation, by choosing either None, Required, or Email.
    • Choose the field order by entering a number value in the field below Display Order
    • If the Post Back Url feature was enabled on the previous page of the form builder, there will also be a Target Variable Name column. For each included field, enter the field names that should be used to when the data is posted to the Post Back URL.
  5. Click Finish. This will display the Opt-in form code page, showing the code that can be placed on a web-page to create the form. Any Drop-down menus, checkboxes, radio buttons, and hidden fields used in the form may need options added for them in the code. 

To create a double opt-in form

  1. Go to Administration > Opt-In Forms. This will display the Opt-In Forms page showing all existing forms. 
  2. Click the gear icon on the right and choose Create New Optin Form. This will display Opt-in Form Builder ( Step 1 of 3) with the following fields:
    • Opt-in Form Name: Choose a name for the Opt-In Form. This will not be seen by subscribers.
    • Opt-in Form Type: Choose Double Opt-in.
  3. Click Next. This will display Opt-in Form Builder ( Step 2 of 3) with the following fields: 
    • Primary Mailing List: Choose the primary list subscribers should be added to from this form. Only fields included on this list can be used in the form.
    • Add List: Click this button to display a drop-down mneu to add another list for subscribers to be added to by this form.
    • This optin form should: Choose Add New Subscribers and Update Existing Subscribers to allow existing subscribers to update their data through this form, as well as new subscribers to be added or Add New Subscribers Only to allow only new subscribers to be added through ther form
    • Where should the subscriber be taken after they signup? Choose where subscribers will be re-directed after submitting the form. This can be a Static URL, such as a page on your site created for this purpose, and this option displays a field for a URL; a Landing Page, which displays a drop-down menu to pick from your landing pages; the subscriber's Subscriber Preferences Page, or Transactional Email, No Redirect Required, which will not re-direct the form.
    • Previously Opted Out Page URL: Enter a URL here for the page subscribers should be brought to if they have already Opted Out from a list in this account, and can not be added as active to this list. The page should instruct them to email a user of your account so they can be made active again. This is often left blank.
    • Activate Optin POST Back URL? Check the box and enter a URL into the field to have data from this form also posted to that URL for collection in another system
    • Confirmation Email: In the drop-down menu, choose the email creative that should be sent to every subscriber that signs up. This email creative would need to be created in the Email Manager before the form can be created, and needs to have the code snippet [~DOConfirmation~]Confirm Subscription[~EndDOConfirmation~] in it to create the conformation link. Edit the subject line for the confirmation email by Subject Line.
    • Select the mailing address that should be used in the confirmation email by Choose Physical Address for this mailing:
    • Select which campaign series the reporting for the confirmation email distribution should go to by Campaign Series.
    • Select what addresses should be used for the the From/Reply to address for the confirmation email by From Address and Reply To Address.
    • Notification Email: To have notifications of every signup sent to specified email addresses, check the box by I would like to receive a notification email when someone signs up. , choose whether to send the email to all of the recipients or just one of the recipients under Send Notification Emails To, enter the addresses, separated by semicolons, under Send Notification Emails To:, and enter the subject line for the email under Notification Subject line.
  4. Click Next. This will display Opt-in Form Builder ( Step 3 of 3) showing a checkbox to Enable Facebook Connect for this for this form and a table showing each of the fields on the primary list for this form. For each field, choose the following options.
    • Check the box under Included to include the field on the opt-in form. The Email field is always included.
    • Type in name or instruction for each field under Display As. The subscriber will see this name by the field when filling out the form.
    • Choose how data is entered into the field with the drop-down menu under Field Data Type
    • Choose whether the field will be required to be filled out to submit the form, or whether the field requires an email address to be entered into it, under Validation, by choosing either None, Required, or Email.
    • Choose the field order by entering a number value in the field below Display Order
    • If the Post Back Url feature was enabled on the previous page of the form builder, there will also be a Target Variable Name column. For each included field, enter the field names that should be used to when the data is posted to the Post Back URL.
  5. Click Finish. This will display the Opt-in form code page, showing the code that can be placed on a web-page to create the form. Any Drop-down menus, checkboxes, radio buttons, and hidden fields used in the form may need options added for them in the code. 

To implement an opt-in form

  1. Go to Administration > Opt-In Forms. This will display the Opt-In Forms page showing all existing forms.
  2. Click the Form Code button to the right of the desired form. This will display the Form Code page, including a textbox with HTML code for the form below Opt-in form code for... with the name of the form.
  3. Edit the code to include any values for fields set to radio-button, checkbox, or drop-dopwn menu. In the line of code setting those fields, add value="" tag, with the value to post between the quotes. If there is public content set up for the selected list, the opt-in form will populate automatically with the values in the public content.  For more information on editing HTML forms, click here.
  4. Copy the code and insert it into the webpage the form should appear on.

To preview an opt-in form

  1. Go to Administration > Opt-In Forms. This will display the Opt-In Forms page showing all existing forms.
  2. Click the Preview button to the right of the desired form. This will display a rendered version of the form in a new tab where it can be viewed and tested.

Edited Fri, May 23, 2014 2:27 PM

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