Sign Up Form

May not be available in all accounts. Contact us for additional information.

The Sign Up Form feature is a part of the Preference Center functionality and offers a simple method for individual users to capture new contacts.

Although all of the sign up form functionality is controlled by settings, a Sign Up Form window has been added to the Contacts area of the system to provide quick access to these features.

NOTE: These features are not intended to be or replace a CRM system and may not be appropriate for companies with multiple user accounts.

Our Preference Center operates at the one-to-one level, meaning the preferences of a single individual recipient as stored within a single user account. If a recipient may be stored within multiple user accounts at your company, you would need to turn on Contact Editing and Group Editing for a single account that shares groups out to other users. Contact your administrator or us for additional help.

To activate the sign up form for your account:

  1. Click Contacts in the main navigation menu.
  2. In the Advanced drop down menu, select Sign Up Form.
  3. If you have not previously activated the sign up form, click the Activate Sign Up Form button.
  4. By activating the sign up form, the following actions will be automatically taken:
    • The "Contact Editing" setting will be turned On
    • Contacts will be required to provide First Name, Last Name and Email Address details when signing up
    • Contacts will be added a new group called Sign Up Form after signing up

To modify the configuration of your sign up form:

  1. Click Contacts in the main navigation menu.
  2. In the Advanced drop down menu, select Sign Up Form.
  3. The Sign Up Form window includes several tabs to making managing your sign up form easy:
    • Sign Up Form URL - provides the hyperlink you can distribute or display for contacts.
    • New Contact Details - outlines how new contacts will be stored in the system.
      • The "Contact Editing" setting allows you to control the text that displays on the sign up form as well as which fields of information will be gathered from new contacts.
      • The "Group Editing" setting allows you to present a list of groups to the recipient so they can choose which communications they want to receive.
      • The "Sign Up Automatic Group" setting controls where new contacts will be placed (this is not something that your contacts can see or control).
      • The "Welcome Email" setting allows you to choose a campaign to be sent automatically to new contacts added via the sign up form.
    • Other Deployment Options - provides additional options for how the sign up form could be deployed or promoted, including short URL and QR codes. The "€œEmbed" sub-navigation item includes options to change the style for how the sign up form appears, including font, colors, and width.
    • Deactivate - allows you to turn off the sign up form.