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Using Sign-Up Forms

Sign up formOne of the most important parts of email marketing is your list of subscribers. Creating and growing that list can be one more task a busy small business owner has to do, and sometimes you need a little help. To make it easier for you to grow your list we offer forms that you can use on your website, blog, social media or your email.

In just a few steps you can create a sign up form that coordinates with your website and helps your business grow.



 

Design your form


To start creating your form, go to the Contacts Tab in your account and click the Signup forms button.


You'll then see a lightbox that will offer you two different options to choose from when thinking about how you'll distribute your sign-up form. You'll need to decide between before you reach the design phase:


Sign-Up Form


Hosted Sign-up Forms - This option is hosted within your VR account and includes a link that you can distribute to your email lists, across your social platforms, etc, to encourage customers to sign-up for your list. Hosted Sign-up forms feature three different steps:

 

Step 1: Design your form - pick a template, then add the fields you wish to collect.
Step 2: Design your thank you page - add some thank you text or redirect to your website.
Step 3: Share your sign up form - copy the URL or HTML and share as you please


Embeddable Sign-up Forms - By adding a few values to a form, you'll be able to generate an HTML code that can be embedded into your website or blog, allowing customers to sign-up for your list.Embeddable Sign-up Forms feature two steps:

 

Step 1: Design your form - Add the fields you wish to collect.
Step 2: Copy & Paste your HTML

 

Contact info collected from a signup form will be marked as opt-in so you know how the address came to be on your list. But if you want to keep track of when people are signing up, create a list just for your signup form. That way you’ll know the source of all the addresses on the list, and the date they signup.

 

Editing the sign up form


Hosted Sign-up Forms - Themes


At the top of the form example you’ll see different themes. We’ve designed them to work with the email templates in your VR account plus a few others, or you can select a plain one that doesn’t conflict with your website design. You can click through the different templates to find the one you like the best.

 

Design your sign up form


Title fields


Your form will start off with four lines for Headline, Sub-headline, Details and at the bottom Footer, but you can take as many of those out of the form as you like. You'll want to have some information about the sort of emails you plan send and frequency. Click the box next to the field you don’t want to use and it will disappear from your form. Then click on the name of the field, a purple box will appear; fill in the info your subscribers will need to know about your email and the data you’re collecting.

These are just like other text fields in your account, so you can make edits to the text using the menu on the right. Select the font style and size, bold, change text color, whatever you want to do. Or match up the font and colors from your website to help the form blend in more.


Fields

On the left side you have the option to collect lots of different information from your subscribers. Email address is already select and is a requirement for the form. But you can select any number of fields from the left, just keep in mind the less you ask of your subscribers, the more likely they are to fill in the form. The following are the fields you can collect in your form, each are added in the order you see in the list here:

  • First Name
  • Last Name
  • Marital Status
  • Gender
  • Email Address
  • Work Phone
  • Home Phone
  • Website
  • Mobile Phone
  • Fax
  • Title
  • Company
  • Address 1
  • Address 2
  • City
  • Postal Code
  • State/Region
  • Country

You can add or subtract fields as you like, you’ll notice they get added right away. Remember, it’s easier to ask for more details after someone has signed up then to collect all the data at the initial sign-up. If you ask too much on your form people will wonder why you need so much for an email and not fill in the form.


Signup form

Once you like the way the form looks, click Next in the bottom right corner. You’ll see a preview of what the form will look like, and if you want to add a URL for a page your subscribers will be sent to once they finish entering their info, add it in the box in the top left.

Need to change the order of your fields? Use the up and down arrow toggle buttons, located on the left side of each field to re-order them as you please.

Arrow Toggles



Design your thank you page - Hosted Sign-up Forms


Once you’ve designed your hosted sign-up form you’ll move to the next step, the Thank You page.

There are two options here. You can have a thank you page, one that matches the template you selected in step one, or you can have your new subscribers redirected to a website that you choose. So if you’ve already created something specific on your website or you have a landing page, you can use that instead.

To use the redirect option just add a URL to the box in the top left of the page. This will then be the only option your subscribers see, they won’t see the thank you page. You can always delete the URL if you decide you want to use the thank you page instead.

 

url


To edit the thank you page, click any of the text boxes and make your changes; use the menu to the right if you need to. We have some suggested text for you on this page, but be sure to change it since it’s not complete.

We suggest you add your company name and postal address to the footer, to let your subscribers know they have the right form and to be in compliance with some spam laws.

When everything looks the way you want, click next and your changes will be saved. If it all looks good, click Next in the bottom right, and you’re done! 

Edit your thank you page

 

Share your sign up form - Hosted Sign-up Forms


You're nearly there! At this point you've created and edited both your sign up form and your thank you page. This is the last step! Remember that you can link or embed hosted sign-up forms depending on your preferences or business needs.

Step 3 - Signup Forms

You can copy the URL you see in the Share the Link box and share your form anywhere you like - your blog, website, or social media. Since it’s a URL, you can include it in emails if you like, or even tweet it.

Instead of sharing your link, you also have the option to embed your form into your website or blog. To use this option click the button that says “Generate Code” in the Embed Code box. We’ll give you the code you need to use the form on your website or blog, you just need to copy it and then paste it into the HTML code of your site. If you have someone who manages your website for you, you’ll just need to give the code to them.

Editing Form & List Names

On this page, you can also edit the name of your sign-up form and the list that will receive it.  To edit the name of your sign-up form, click the ' Edit Name' link on the page.

Edit Form Name

In the lightbox that appears, type the name you'd like to use for your form and select a list for the contacts to be added on. You can create a new list or use an existing list.

SUP Form Edited Lightbox


To edit your list only - click on the 'Edit List Name or Use Existing List'.

Editing Lists

Under 'Select One' in the lightbox, choose the list for your form.

Select a List


If you want to see the form in action, click the View form on the web button in the bottom right corner. This page will also let you test out the form to make sure it's working the way you want it to.

Embeddable Sign-up Forms

The embeddable form will not have images from any of the templates, it will only show the boxes for the fields you’ve selected. The template images are used only for the hosted URL option, since there is nothing else on that page.

Fields

Although there are no designed themes for embeddable sign-up forms, you'll still need to select the fields that you would like to include. To re-order any of the fields, simply toggle between the arrows located to the left of each field.

Embeddable Sign Up -Step 1

Copy & Paste Your Form

Once you've selected the fields you'd like to include in your embeddable sign-up form, you'll be ready to copy and paste the html to your blog or website. You can click directly into the html box and copy the code or simply use the green 'copy' button, located underneath the code box.

Copy & Paste - Embeddable Sign ups

If you need to make changes you can do that at any time, your forms stay live as you edit them and can be updated at any time.

 



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