Email Subscription Form

Overview

Looking for a way to grow your network of supporters and potential donors and members? Try using a Subscription Form page to let website visitors sign up for a regular newsletters, special announcements or anything else.

E-mail Subscription Form page can be used by people who are not yet in your database - in this case they will be added to your database as a new contact - or by existing members and other contacts, to indicate their interest in a particular topic.

You can create as many subscription form pages as you want, for example you could have a "Weekly Newsletters",  "Monthly Tips", and a for "Quarterly Report" pages. Whenever a person sign-ups via a particular page, his contact record in your database (existing or newly created) is marked with Subscription sources corresponding to the name of that page. You can find all contact records marked with a particular subscription source via Advanced search under Contacts - and then use E-mail blasts function to send appropriate e-mails to this group.

Each subscription form can have all or some of the Common fields you have set up.

Once the form is submitted, you can send a customizable e-mail to the subscriber and/or a copy to the administrator. Note: the same e-mail template is used across all subscription pages. 

Setting up a subscription form page

To add a subscription form, click the [Add page] button and select "Subscription Form" from the functional pages tab (See How to add web pages).

To modify the settings of the subscription form, click on [Edit Settings]:

Description

Provide a brief introduction that will be placed on top of the subscription page. You can use formatting options and insert links, pictures and documents.

Specify fields

You can control what common contact fields are included on the form. The minimum required fields are: First Name, Last Name, E-mail

Send confirmation e-mailto:

You would indicate here who gets a confirmation e-mail when someone subscribes. The options are Administrator and/or Submitter. The confirmation e-mail template can be modified by going to Settings > Contact Settings > Subscription form e-mail.

Viewing and modifying Subscriptions

You can view and edit a contacts subscription via E-mail subscriptions tab on their Contact card. The subscriptions will be listed in the section titled "Subscription sources". The source will be the name or the page the subscription happened on.

To edit what the contact is subscribed, clicking [Edit Subscription Sources]. This will show you a list of all the subscription form pages on your site so you can unsubscribe or subscribe a contact to them:

Emailing subscribers

To e-mail users who have subscribed using a particular form, do an advanced search search for "Subscription Sources" - see the example here: Sending e-mail blasts

See also:

• View e-mail subscriptions for a contact
• Sending e-mail blasts