Signup Forms User Manual

Signup forms

Signup forms are the most popular tools for building a subscriber database. They let your website visitors become subscribers by entering basic details such as name and email address. The best part about signup forms is the fact that subscribers who sign up through a form are giving their consent to receive newsletters.
In this guide, we’ll take you through different phases of signup form creation, how to share your signup form online, and understand form reports and analytics.

Create signup form

Before you create a signup form, you must have a mailing list to link the form with and add subscribers to the list automatically.
Signup form creation is divided into five phases:

  1. Choose the right template – Choose a signup form from the available designs based on your needs.
  2. Customizing the signup form – Customize the font, color, style, and additional fields in your form.
  3. Adding thank you pages and signup response emails – Draft confirmation email messages and customized thank you pages.
  4. Associating signup form to a mailing list - Subscribers join the associated mailing list via this signup form.
  5. Publishing the signup form – To generate signup form code, URL, and button so that you can share it on online platforms.

Choosing a Signup Form Template

It is always easier to change an existing template than to start one from scratch.Unless you have a very specific need, we suggest choosing a template from our gallery.

To navigate to signup form templates:

  1. Select Subscribers from the Navigation bar and choose Mailing Lists.
  2. Select the Mailing List, you want to use to create a form for.
  3. Click Signup Form Tools and select Forms.
  4. Click Create Signup Form.

If you have already created a signup form, you can create another one for the by following the below steps:

  1. Select Subscribers from the Navigation bar and choose Mailing Lists.
  2. Select the Mailing List, you want to use to create a form for.
  3. Click the icon in the top-right corner and click Signup Form.

Note:

If you do not find the "create signup form" option in the Mailing List section, it means the sign up process has been disabled for that mailing list.

To enable signup form:

  1. Select Subscribers from the Navigation bar and choose Mailing Lists.
  2. Select the desired mailing list and click the More button.
  3. Click Edit List from the dropdown option.
  4. Click the Change link and allow signup form subscriptions for the mailing list.
  5. Click Save.

Select Signup Form

This is the first phase of sign-up form creation and you can select a sign-up form based on your requirements.

Compact Forms

These are short and concise forms that meet the basic subscription standards, using fields such as 'name' and 'email address'. This form comes in two types:

Vertical Form - If you're a minimalist, this form is for you. This form only contains basic fields such as 'email address' and 'name'.

Horizontal Form - If your webpage has space constraints, this is the template you need.

Long Forms

If your website or company need more information than a bare-bones signup form will provide, our advanced signup forms can be customized to suit your brand.

Forms Library

This is a repository from where you can choose a signup form from the already saved ones.

Note:

To create more signup forms, click Create Form in the top-right corner.

After you select a signup form template based on your requirements, we'll move on to the next topic: Customizing a signup form that resonates with your brand.

Customize the Form

From the customization screen, you can design the overall look of your signup form. In this section, we'll go over various levels of customization, including editing fields, adding a logo, adding background images, changing colors, font styles, adding a CAPTCHA, and more.

To customize your signup form:

  1. Select Subscribers from the Navigation bar and choose Signup Forms.
  2. Select the Signup Form associated with your desired mailing lists.
  3. Click the Edit icon that corresponds to the signup form you want to customize.

  4. Navigate through the form to edit the following:
      • Customize Fields - Customize or add new fields to ask subscribers for more information.
      • Add Special Elements - Add your lists, and CAPTCHA.
      • Customize Layout - Add your logo, customize colors, and change the font style.

Customize Fields

Any extra subscriber information can be collected through custom fields. These fields may be used to collect anything you choose, including phone numbers, gender information, diet, and political affiliation.

To add custom fields:

  1. Toggle the switch present in the top-left corner to Fields.
  2. Click next to Customize Field to add a custom field.
  3. Now, a pop-up called Add Custom Fields will appear. Fill in the following information:
    • Display Label - Give a name to the custom field.
    • Field Length - Give the length of the field.
  4. Click Save to confirm.

Edit Field:

  1. Toggle the switch in the top-left corner to Fields.
  2. Click the Settings icon on the left of each field by hovering over the field.

  3. The Field Properties pop-up will appear, which displays the following elements:
    • Field Name - The name of the field.
    • Field Title - The title of the field that will be displayed to subscribers. Make sure you give a name that helps subscribers understand the purpose of the field easily.
    • Mark as required field - Choose whether to make a field mandatory for subscribers to fill in.
    • Mark as hidden field - When a subscriber tries to sign up through a form, the hidden fields auto-fill themselves. Later, you can filter the subscribers based on hidden field and create segments to target a set of subscribers.

Add Logo

You can add the company logo to your signup form. If you are sharing your signup form on Twitter, this may help your subscribers easily recognize your brand.

To add logo:

  1. Click on Add Logo in the signup form. The Image Gallery pop-up will appear, where you can either choose a file from the recently uploaded images or from your image library.
  2. Click Upload on the top-right corner of the pop-up to upload new images to the image library.
  3. Choose an image file from your computer, then click Add.

Edit/Delete logo

  • To edit a logo, click the Change link located below the logo.
  • To delete a logo, click the Delete link located below the logo.

Note:

The maximum size for the image is 1024 x 1024 pixels. The maximum file size is 1MB, and supported image file types are *.png, *.jpg, *. Jpeg, *.gif, *.bmp.

Customize layout

Customize your signup form using design tools. You can change the font type, font color, or size.

Page

  • Background Color - Add color to the page's background to complement the rest of your page.

  • Font - Edit the font type and color.

  • Padding - Increase and decrease the space between the page border and content body by adjusting the pixel padding.

  • Background Image - Instead of a background color, you may choose to have a background image.

Heading

  • Background Color - Add a background color to the heading of your signup form.

  • Font - Edit the font style and color.

  • Padding - Increase and decrease the space between the page border and content body by adjusting the pixel padding.

  • Border - Add or remove a border, increase or decrease the border thickness, and customize the border as solid, dotted, or dashed.

Body

  • Background Color - Add a background color to the signup form body.

  • No Fill - If you don't want a background color, click the No Fill icon.

  • Padding - Increase and decrease the space between the page border and content body by adjusting the pixel padding.

  • Font - Edit the font type and color for the body text.

  • Border - Add or remove a border, increase or decrease the border thickness and customize the border as solid, dotted, or dashed.

Form

  • Field Color - Change the background color for your fields.
  • Field Title - Change the field title's font size, style, and color.
  • Field Text - Change the field text's font size, style, and color.
  • Field Border - Customize the border thickness, color, and style.
  • Required Text - This is the privacy policy at the foot of your signup form. You can decide the text color, font size, and style.

Button

  • Font - Edit the body text font type and color.
  • Border - Customize the border thickness, color, and style.
  • Border Radius - Change the button's area and corners.
  • Padding Right and Left - Increase and decrease the space on the sides of your button.
  • Padding Top and Bottom - Increase and decrease the space on top and bottom of your button.

Logo

Align the logo to the left, right, or center, as well as increase or decrease the logo size with the elements provided.

Add special elements

The Add Special Elements option is located below the Field Customization option. The following options are available:

The privacy policy will be included by default. You can edit the message or remove the privacy policy entirely.

  • Multiple list subscription

    Multiple list subscription lets subscribers join other mailing lists via the signup form you have created. All you have to do is just link the mailing lists in the signup form. Follow the below steps to do this.

    1. Toggle the switch present at the top-left corner to Lists.
    2. Enable the option Multiple List Subscription under Add Special Elements.
    3. Drag and drop the desired mailing lists onto the form.
  • CAPTCHA

reCAPTCHA protects your mailing list from spam bots by differentiating between humans and bots. reCAPTCHA requires users to pass a simple test designed to be easy for humans but impossible for bots. Zoho Campaigns allows you to add reCAPTCHAs to your sign-up form to prevent spam bots from joining your mailing list.

CAPTCHA in Signup forms

We recommend turning on the captcha feature to prevent spam-bots from filling out your signup form.

More options

  • Preview Form - Click thePreview button located at the top of the customization page to see a preview of your signup form.
  • Change Template- Click More in the top-right corner and select Change Template from the dropdown options.
  • Reset Form- Click More and select Reset Form to reframe the form from the beginning. Doing this will cause you to lose any and all the saved edits to the form.
  • Click Save and Proceed once you are done with the customization to continue to the next process.

Adding thank you pages and response emails

When a visitor submits information through a signup form, they will be redirected to a 'thank you' page. You can customize this page, or use our default thank you page.

In this section, you will learn how to design and host your own thank you page, and customize your autoresponder content.

To navigate to the response setup signup form:

  1. Select Subscribers from the Navigation bar and choose Mailing Lists.
  2. Select the desired mailing list.
  3. Click Signup Form Tools and select Forms.
  4. Click the desired form and go to the ResponseSetup.
  5. Select Edit icon to set the response messages and emails.

Set up Signup Thank You page

Thank your subscribers when they sign up to your newsletters. Make use of our default Thank You page, redirect subscribers to a URL, or provide an inline message. You can also customize your Thank You page content.

The response can be page can be customized with an option to open in the same window, new window, or as an inline popup with a small, customized browser message.

Design your signup thank you page

  1. Select Subscribers from theNavigation bar and choose Mailing Lists.
  2. Select the desired mailing list.
  3. Click Signup Form Tools and select Forms.
  4. Click the Edit icon that corresponds to the signup form you want to customize.

  5. Go to the Response Setup.
  6. Select Edit icon to set the response messages and emails.
  7. Click the Signup thank you page.

You can use the Zoho Campaigns default thank you page or modify it to requirements. To edit the page, follow these steps:

  1. Click the Customize link corresponding to confirmation email. A Thank You Page - Customization pop-up will appear.
  2. Scroll down to the confirmation email template, select any content to customize it.
  3. Click Save.

Add logo

Click Upload to add a logo from your recently uploaded images, or from your image gallery.

Note:

Maximum image size is 1024 x 1024 pixels. Maximum file size is 1MB and supported image file types are *.png, *.jpg, *. jpeg, *.gif, and *.bmp.

Page

  • Background Color - You can add background color to complement your page.

  • Padding - You can increase and decrease the space between the page border and the body text by adjusting the pixel padding.

Heading - Here, you can edit the font style, size, and color.

Body

  • Background Color - Add background color to the signup form body.
  • Border - Add or remove a border, increase or decrease the border thickness and customize the border as solid, dotted, or dashed.
  • Padding - Increase or decrease the space between the page border and body text by adjusting the pixel padding.
  • Font - Edit the body text font style, size, and color.
  • Font - Edit the body text font style, size, and color.

Redirect to a custom URL - Redirect the subscribers to a different URL and show them your personalized thank you message.

Confirmation email

This is an email sent to subscribers' email address they used for signup. This email includes a button that the subscribers need to click to confirm the authenticity of their email address.

To customize the confirmation email, follow the instructions below:

  1. Select Subscribers from the&Navigation bar and choose Mailing Lists.
  2. Select the desired mailing list.
  3. Click Signup Form Tools and select Forms.
  4. Click the Edit icon that corresponds to the signup form you want to customize.
  5. Go to the Response Setup>.
  6. Select Edit icon to set the response messages and emails.
  7. Click the Confirmation email.
  8. Click the Customize link corresponding to confirmation email. A Confirmation Email - Customization pop-up will appear.
  9. Scroll down to the confirmation email template, select any content to customize it.
  10. Click Save.

Set up Confirmation Thank You Page

You can send subscribers to a thank you page for their confirmation as well. Again, you can either make use of a default page or redirect the subscriber to another URL.

The response can be page can be customized to show up as a thank you page or as an inline popup with a small, customized browser message.

Design your confirmation thank you page

  1. Select Subscribers from the&Navigation bar and choose Mailing Lists.
  2. Select the desired mailing list.
  3. Click Signup Form Tools and select Forms.
  4. Click the Edit icon that corresponds to the signup form you want to customize.
  5. Go to the Response Setup>.
  6. Select Edit> icon to set the response messages and emails.
  7. Click the Confirmation thank you page.

You can use the Zoho Campaigns default thank you page or modify it to requirements. To edit the page, click Customize icon and follow these steps:

  1. Click the Customize link corresponding to confirmation email. A Thank You Page - Customization pop-up will appear.
  2. Scroll down to the confirmation email template, select any content to customize it.
  3. Click Save

Add Logo

Click the Upload button to add a logo from your recently uploaded images, or from your image gallery. You can also upload the image from your computer by clicking the Upload from Computer.

Note:

Maximum image size is 1024 x 1024 pixels. Maximum file size is 1MB. The supported file types are *.png, *.jpg, *. jpeg, *.gif, and *.bmp.

Page

  • Background Color - Add background color to the signup form body.
  • Padding - Increase or decrease the space between the page border and body text by adjusting the pixel padding.
  • Heading - Edit the heading text font style, size, and color.

Body

  • Background Color - Add background color to the signup form body.
  • Border - Add or remove a border, increase or decrease the border thickness and customize the border as solid, dotted, or dashed.
  • Padding - Increase or decrease the space between the page border and body text by adjusting the pixel padding.
  • Font - Edit the body text font style, size, and color.

Redirect to a custom URL - In this case, you can configure a page URL so that the subscriber gets landed to a landing page after sign up confirmation.

Resubscribe Email

This is a confirmation email sent to those who have previously unsubscribed and want to resubscribe. The email will be sent to the address provided by them and includes a button for the subscribers to confirm their interest in resubscribing to the newsletter.

To customize the resubscribe confirmation email, follow the instructions below:

  1. Select Lead Generation from the Navigation bar and choose Lead Source.
  2. Select Subscribers from the Navigation bar and choose Mailing Lists.
  3. Select the desired mailing list.
  4. Forms.Click the Edit icon that corresponds to the signup form you want to customize.
  5. Go to the Response Setup>.
  6. >Select Edit> icon to set the response messages and emails.
  7. >>Click the&nbsp Resubscribe email.
  8. >>>Click the Customize> link corresponding to confirmation email. A Confirmation Email - Customization pop-up will appear.
  9. Scroll down to the confirmation email template, select any content to customize it.
  10. Click Save

Once you set up the response messages, click Save and Proceed to the next step.

Make a signup form default to a mailing list

Default signup forms are provided in the Subscribe link located in the email marketing footer of the campaigns you send. It helps email recipients signup to the respective mailing list via this subscribe link.

The first form you associate to a mailing list acts as the default signup form.

To change the default signup form for a mailing list:

  1. Select Subscribers from the Navigation bar and choose Mailing Lists.
  2. Select the desired Mailing List.
  3. Click Signup Form Tools and select Forms.
  4. Select the desired signup form.
  5. Select the More icon in the top-right corner and click Make as Default.

Note:

A mailing list must have a default signup form. The first form you associate to a mailing list acts as the default signup form.

If you don’t assign a signup form to a mailing list, it will have a default form that Zoho Campaigns uses.

A signup form that is the default for a mailing list cannot be associated to a different mailing list unless and until you associate a different form as default to that mailing list.

Publish your signup form

This is the final phase of the signup form creation process. By this point, you have customized your form and relevant thank you pages.

We provide some options to share your signup form, including embedding it on your website, sharing it on social networking sites, posting a direct URL, and including a signup form for our WordPress users, etc.

To publish your signup form:

  1. From the Navigation bar choose Subscribers and select MailingLists.
  2. Click Signup Form Tools and select Forms.
  3. Click the Signup Form you want to publish.
  4. ​Click Publish Options.

Website Code

This is a conventional way to add signup forms to your website. Just copy the generated code and paste it wherever you want the signup form displayed on your website.

Signup form for WordPress Users

The Zoho Campaigns plugin for WordPress allows your blog visitors to subscribe to a mailing list. Your signup forms can be embedded in your website/blog with just a short bit of code.

Including header to website’s header.php – For WordPress users

If you have a WordPress- based website, you'll need to add the script part of your signup form code into the header section of your website for your signup form to work properly.

To apply this JavaScript to every page of your site, you can add either the call for the JavaScript or the script itself to your header.php template file—between the meta tags and the style sheet link—just as you would if you were using JavaScript in a typical HTML page.

"To use JavaScript repeatedly within your site, you can either set the call for the JavaScript, or the script itself, in the head of your header.php template file, between the meta tags and the style sheet link, no differently than you would if you were using JavaScript in any HTML page."

Short URL

Here, the signup form is in the form of a URL that can be posted social media such as Facebook, Twitter, and LinkedIn. Upon clicking the link, the user will be redirected to a page with the signup form.

Button

This is the simplest way to subscribe to mailing lists. The signup form is in the form of a call-to-action button and is a great way to generate leads at events and webinar registrations.

Raw HTML

Raw HTML is the basic HTML code that does not contain CSS or JavaScript. You can customize the code to your requirements.

>No CSS

Embedding a No CSS code for your signup form will not have any form of design that is provided by Zoho Campaigns. You can however modify the code to your requirements.

No Javascript

Embedding a No JavaScript code for your signup form will not include CAPTHCA, tracking code, multiple list subscription, and date field in your signup form.

Signup form for Facebook Users

If your Facebook page has been integrated with Zoho Campaigns, you can embed the signup form as a tab in your Facebook page. This way, your fans and visitors can sign up and be added to your Zoho Campaigns mailing lists.

To add a signup form on your Facebook page:

  1. Go to Publish Options and click Facebook Page.
  2. Click Associate.
  3. Select your Facebook account page from the dropdown menu.
  4. Click Save and Publish.

The signup form will be published on your Facebook page.You can view the form by clicking Visit my Facebook Page.

Publish signup form through Iframe

If you are not interested in embedding the JavaScript code, we do provide the option to publish your signup form through iframe. An iframe is an HTML section embedded within another HTML section of a webpage.

  1. Select Subscribers from the Navigation bar and choose Mailing Lists.
  2. Select the Mailing List you want to use, then click Signup Forms.
  3. Click the More icon that corresponds to the Signup Form, you want to embed.
  4. Select Get Code and click iFrame Code.
  5. Copy the iframe code and paste it into your website's HTML. Make sure to adjust the form's width and height dimensions before publishing it to your website.

Once, the signup form code has been added, you can view the signup form on your website.

QR Code

A matrix barcode which is scannable by mobile phones in order to access the signup form. Visitors can scan the QR code to get redirected to your signup form.

Associating Automation tools for your Signup Form

The automation tools are an advanced option to push subscribers joining via the signup form to different entities and perform different actions on them. All you have to do is associate the signup form to those entities, by following the steps below:

Push to Workflow

Associate a workflow to your signup form to perform a lot of different actions on the subscribers joining via this signup form. Once associated, subscribers will automatically be pushed to the workflow and the specified actions will take place.

User Scenario

Mia runs an e-learning site that offers courses like French, German, Japanese. She creates a signup form for each of the courses and wishes to offer the French learning subscribers with a few additional learning materials for the current month. Let us look how workflow helps her do this.

Mia creates an activity-based workflow and associates it to the the signup form created for the French course. This activity-based workflow assigns the tag "French Subscribers_offer" with the lead score of 10 to every subscriber coming in that month.

To associate workflow:

  1. Select Subscribers from the Navigation bar and choose Mailing Lists.
  2. Select the desired mailing list.
  3. Click Signup Form Tools and select Forms.
  4. Select the desired signup form.
  5. Click Automation Tools and select Push to Workflow.
  6. Click Associate Workflow and select the desired activity-based workflow from the dropdown list to associate to the signup form.
  7. Click Associate.

Note:

You can have one workflow associated to the signup form, at a time.

Disable Workflow

You can pause a workflow when you don't need the actions specified to take place on the subscribers. To pause the workflow:

  1. Select Subscribers from the Navigation bar and choose Mailing Lists.
  2. Select the desired mailing list.
  3. Click Signup Form Tools and select Forms.
  4. Select the desired signup form.
  5. Click Automation Tools and select Push to Workflow.
  6. Click the Disable link in the Workflow Details section.

Check out Workflow Reports

You can learn how many subscribers have been pushed into the workflow by following the below steps:

  1. Select Subscribers from the Navigation bar and choose Mailing Lists.
  2. Select the desired mailing list.
  3. Click Signup Form Tools and select Forms.
  4. Select the desired signup form.
  5. Click Automation Tools and select Push to Workflow.
  6. Check the section Real-time data to know the subscribers that were pushed into the workflow.

Push to Zoho CRM

This option enables you to push the subscribers joining via this signup form to your CRM account and store them as a contact or a lead. Before pushing your campaign status to CRM, make sure you have created a text area field exclusive for Campaigns status in Contacts or Leads module.

To associate your CRM account:

  1. Select Subscribers from the Navigation bar and choose Mailing Lists.
  2. Select the desired mailing list.
  3. Click Signup Form Tools and select Forms.
  4. Select the desired signup form.
  5. Click Automation Tools and select Push to Zoho CRM.
  6. Click Configure Mapping and select the action you want to perform.
  7. Click Save.

Note:

You can have one workflow associated to the signup form, at a time.

To configure Mapping

  1. Select Subscribers from the Navigation bar and choose Mailing Lists.
  2. Select the desired mailing list.
  3. Click Signup Form Tools and select Forms.
  4. Select the desired signup form.
  5. Click Automation Tools and select Push to Zoho CRM.
  6. Click Configure Mapping.
  7. Select the CRM account and module and the respective fields to push the subscribers details.
  8. Click Save.

Disable Push to Zoho CRM

You can pause the action for a certain period when you do not need to push the subscribers to CRM. To pause the action:

  1. Select Subscribers from the Navigation bar and choose Mailing Lists.
  2. Select the desired mailing list.
  3. Click Signup Form Tools and select Forms.
  4. Select the desired signup form.
  5. Click Automation Tools and select Push to Zoho CRM.
  6. Click the Disable link in the Push to CRM Details section.

Check out Push to CRM Reports

You can learn how many subscribers have been pushed to Zoho CRM by following the below steps:

  1. Select Subscribers from the Navigation bar and choose Mailing Lists.
  2. Select the desired mailing list.
  3. Click Signup Form Tools and select Forms.
  4. Select the desired signup form.
  5. Click Automation Tools and select Push to Zoho CRM.
  6. Check the section Real-time data to know the subscribers that were pushed to the CRM modules.

Signup Form Reports

Insights and analysis

You can view the number of visitors who have submitted and confirmed their subscription. The following data is represented in the form of a doughnut chart:

  • Form Views - Number of visitors who have visited pages embedded with your signup form.
  • Submitted Subscribers - Number of subscribers who have submitted their data via your signup form but haven't confirmed their subscription yet.
  • Confirmed Subscribers - Number of subscribers who have confirmed their subscription and have been added as subscribers to your mailing list.
  • Button Views - Number of subscribers who have seen your signup button rather than the direct signup form.

Top five signup locations

This tells you where the majority of your signups come from by region/country. Location details can be useful for targeting your marketing campaigns at a specific locality. It also helps you segment your mailing lists much more precisely.

Recently confirmed subscribers

This is a list of recently confirmed subscribers for a particular signup form. This report lets you see the status of your new subscribers.

Add Tracking Text to Signup Form

You can add unique tracking text into your signup form to monitor a web page or blog. This helps you view reports based on the number of visits to a signup form page and analyze which page is has been visited the most.

This data is represented in the form of a doughnut chart.

Customize tracking text

To add tracking text in the signup form:

  1. Select Subscribers from the Navigation bar and choose Mailing Lists.
  2. Select the desired mailing list.
  3. Click Signup Form Tools and select Forms.
  4. Select the desired signup form.
  5. In the Publish Options page, click Customize Tracking Text. A popup will appear.

  6. Click Add new text to enter a tracking name.
  7. Click Save to confirm.

Alternate method:

  1. In the Signup form Reports page, click Customize Tracking Text. A popup will appear.
  2. Click Add New Text to enter a tracking name.
  3. Click Save to confirm.

Once the tracking text has been added successfully, you can generate a signup form code embed it on the signup page.

Map Your Field

Once you create the tracking text, you can map it to a custom field in your mailing list. You can then create a segment to filter the subscribers coming from a particular web page/blog and send an email campaign to those subscribers.

To map tracking text to a contact field:

  1. From the right side of the Tracking Code page, click Map Text to Field.
  2. Select a Field Name from the dropdown menu.
  3. Click Save to confirm.

Sign up From Facebook

You can track visitors that have subscribed through the signup form on your Facebook page.

  • Form Views - Number of visitors who have visited your signup form.
  • Submitted Subscribers - Number of subscribers who have submitted their data via signup form but haven't confirmed their subscription yet.
  • Confirmed Subscribers - Number of subscribers who have confirmed their subscription and have been added as subscribers to mailing list.

Sign up From WordPress

If you have added a signup form to your WordPress site, you can track the subscription status from your Zoho Campaigns account. You can view the following data under WordPress Reports.

  • Form Views - Number of visitors who have visited your signup form.
  • Submitted Subscribers - Number of subscribers who have submitted their data via signup form but haven't confirmed their subscription yet.
  • Confirmed Subscribers - Number of subscribers who have confirmed their subscription and have been added as subscribers to mailing list.

Untracked Reports

Some marketers prefer to manually edit the signup form tracking code to embed in their webpage. In this case, the tracking text would not be entered in the signup form reports.

For these cases, we provide these reports based on untracked signup forms:

  • Form Views - Number of visitors who have visited your signup form.
  • Submitted Subscribers - Number of subscribers who have submitted their data via signup form but haven't confirmed their subscription yet.
  • Confirmed Subscribers - Number of subscribers who have confirmed their subscription and have been added as subscribers to mailing list.

Helpful Tips

Add subscribers to a mailing list - Always have a dedicated mailing list for subscribers coming via the signup form. This will help you group your subscribers in a specific mailing list rather than sending them to All Subscribers.

Choose the right template- It is always good to do some homework before you select a signup form template. Look at different elements such as website complement and layout, comprehensiveness, and length before selecting a template that meets your requirements.

Include multiple lists- Always give your subscribers options about what type of information they want to receive. You can do this by including the check box for receiving more newsletters on different topics.

Email Frequency- Subscribers are very conscious about how frequently they receive email newsletters. We recommend that you to mention the frequency of your email newsletter output.

Less is more – This is a simple principle to keep in mind while creating a signup form. Try to provide fewer fields to fill in, only adding them when you feel it is mandatory.

Avoid too many mandatory fields – Users often become apprehensive when entering their mobile numbers on signup forms. An ideal signup form will have fields for the user’s name, email address, and city. Anything beyond this can be offputting for subscribers.

Engage subscribers after sign up - Don’t limit a subscriber’s engagement to filling out the signup form. One of the best ways to engage subscribers is by redirecting them to a landing page.

Include Privacy - Subscribers are wary about how you deal with their data. It is always best to have a disclaimer that you are serious about the privacy policy.

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