Grow your list: create a sign-up form

General form management

In each list management page, you will find a “Sign-up forms” button that leads you into the form creation manager:

A subscription or sign-up form is definitely the best way to collect new customers and grow your permission-based list: adding it to your website in a relevant place will drive the visitors’ attention to make a quick and safe subscription to your newsletter.

We have streamlined the creation process to make it as easier as possible: in a few steps you can get both a direct link hosted on our server and the HTML code to install the form directly on your website.

Depending on your privacy policy, you can create both opt-in or double opt-in forms. The first type allows a direct registration without any other confirmation: the user enters his data and email address, clicks on “Subscribe”, receive a welcome message and that’s it. It’s only available for the highest privacy policy available, Executive Chef. The double opt-in process, on the contrary, implies that the user clicks on a link on a confirmation email before being actually subscribed — thus verifying his identity and email address.

To start creating a new form, start entering its general information (name, description and default language):

Then you can choose a template (we offer a vast choice of ready made layouts) and customize it freely. The form editor is based on a drag-and-drop system to make it extremely easy to add, remove or switch each element.

form_4

 

In the following sample, we drag and release a “Header” box and then we edit it changing its text, font style and font size.

The same can be done with all other element provided on the right.

Acting on the icon with three lines you can also change the fields order: click on one of them without releasing, then drag-and-drop the field where you prefer.

Note that if you have created a custom field, it will be available among the default elements. For instance, if you have created a numeric field for the users’ age, you can add it to the subscription form to ask it during the subscription. All data are synchronized automatically.

eMailChef allows you also to create a translated version of your form, for multilingual websites. Simply click on “Add translation”: a copy of your form will be produced, and you can translate its text directly.

Once you’ve finished the editing, click on “Setup preferences”. The first step here is to create the subscription confirmation email. This transactional message will be sent to the user right after he opted in on the web form, to confirm his subscription. You can also upload your brand logo as an image file: eMailChef will take care to edit it in order to make it fit within the email.

Now it’s time to decide whether you want to create an opt-in or a double opt-in form. (For the differences, see above).

1. Single opt-in

In this case you simply need to write a welcome message that will appear on your website right after the user has subscribed. For instance.

You can also decide to send a thank you email to confirm that everything went well. You may copy the welcome message text or add something else. The default text is a simple “Thank you for joining our newsletter!”. You can also upload your logo: eMailChef will automatically edit it to fit into the email.

2. Double opt-in

If you want to implement a double opt-in process, you need to specify first of all a subscription confirmation email. It will be sent to the user right after he opted in on the form: inside there’s a link (identified by the tag [confirm_link]) that the user must click in order to confirm his registration (and thus the validity of his address). eMailChef provides in the box a default text to guide you. You can also upload your logo: the system will automatically edit it to fit into the email.

The next step is to create a message alert that will appear on your website, showing that the subscription confirmation email has been correctly sent. Finally, a welcome message that will appear on the website only once the user clicks on the link provided in the subscription confirmation email, thus finalizing the double opt-in process.

In order to send to your subscribers a correctly formatted welcome email, eMailChef make use of an internal tag system to achieve this goal. Have a look to those tags, would you? You’ll find them easy to understand and – eventually, if you need it – to manipulate them.

{{h1#Subscription Confirm}} for the Title (in the body of the email)
{{button#[[confirm_link]]#Yes, subscribe me to the list}} for the confirmation button
{{a#[[unsubscribe_link]]#Click Here to Unsubscribe}} to add an unsubscribe link

Please note that you can customize the italicized words after #.

In addition to that, eMailChef creates a few placeholders: some of them are fixed, pre-generated ([[email]], [[first_name]], [[last_name]]), some of them are generated from the custom fields that you created (i.e. date of birth, country, etc.).

You can also decide to send a thank you email to confirm that everything went well. You may copy the welcome message text or add something else. The default text is a simple “Thank you for joining our newsletter!”. You can also upload your logo: eMailChef will automatically edit it to fit into the email.

Finally, click on “Get the code”: eMailChef allows you both to copy the HTML lin and paste it wherever you prefer in your website, or to link the form as a static address.