How To: Create an Email Signup Form

Create a simple email signup form and capture submitted email addresses into a manageable list.

Step One
Create “Thank You” page. 
The first step in setting up a registration form of any kind is to create a page that the user will see after they click the “signup/submit” button. This page is typically a simple “Thank you for signing up. Here is what you can expect.” message.

1. From the Active Site Map, create a new page and enter any content you wish the display. 
2. Exclude from Navigation under page options. 
3. Save the page.

Step Two 
Create Registration Block 
A registration block is a form that will be presented on a site page to collect information from your visitors or site members. In this example, we will create a registration block to collect an email address from visitors who wish to join a mailing list.

1. From the AMM navigation, select “Personalization." (Note: You will need to be a Super User.)
2. From the sub navigation select “Registration Blocks.” 
3. From the Registration Blocks screen click, “Create Registration Block.” 
   1. Name the Registration Block. For this example we’ll call it, “Newsletter Signup.” 
   2. Select a Thank You page (see step 1).
   3. Options – for this example, only check the “send an email notice…” option. 
      1. Leave the “New Registrant Notification Newsletter as default,  “none.” 
      2. “Send notification to e-mail address:” Enter your email address.
         The system will send a notice to the address in this field each time a user submits the Join Our Mailing List form.
   4. Security – Leave SSL unchecked.
4. Save Registration Block.
5. Select “Registration Blocks” from the sub nav to return to the Registration Blocks page.
6. Select the “Questions” link associated with the registration block that you have just created. In this example “Newsletter Signup.”
   1. Use the drop down menu to add a question to your registration block. Select “Email Address” from under the Account Creation heading.
   2. Enter question text. This will appear as the label for the form field on the signup form. For this example, enter “Enter Email Address:”.
   3. Leave all other fields as default.
   4. Save by clicking “Save and Return To This Form” button at the bottom of the window.
   5. Close the popup window. 

Step Three 
Create List 
Next, we will create a list to capture the submitted email addresses.

1. Select “Personalization” from the main AMM navigation.
2. Click the “Create List” option associated with the “Static Lists” line under the Lists menu. 
   1. Name your list. For this example, enter “Monthly Newsletter.” 
   2. Enter a description if desired. The description will not be displayed on the website. 
   3. Leave the list type radio button as “Static List.” 
   4. Save List.

Step Four 
Add your email signup form to a page on your website.

1. From the Active Site Map, select the page to display your signup form to your site visitors. Click the desired page name link to open the “Edit Page” screen. 
2. Locate the content area where you would like to place the form. 
3. Using the “Insert Component” menu, select “Registration Block Question(s)” under the Personalization heading.  
   1. Click “Edit Options” button. 
   2. Under “List Associations” tab, click the “Add List” button. 
   3. Select “Monthly Newsletter” list. 
   4. Your selections will be automatically saved by the system. 
   5. Close the popup window. 
4. From the Edit Page screen, click “Preview Page.” Your form will now appear.

 
Step Five 
Test.

1. Enter an email address into the form and submit. The Thank You page will display. 
2. Return to the AMM.
3. Select “Personalization” from the main navigation. 
4. From the list menu, select the “View Members” option associated with your list, “Monthly Newsletter.” The address that you’ve just entered will be presented under the Member Email heading. 
5. Success.