How to create email sign up form?

Erin Burns

How can I create a sign up form so people can "opt in" to an email newsletter?

Scott Reuschling

Hello Erin!



You can use a User Email Preferences Form part for this purpose. You would insert this part on a page that the user can see after they've logged in to NetCommunity.



We have a couple of guides on how to use the part here:



User Email Preferences Form



Design User Email Preferences Form

Erin Burns

Thank you. Does a user need to create an account in order to subscribe? It's not entirely clear to me after reviewing those resources.

Rebecca L.

Hi Erin,


Yes, in order to use the email preferences form, users will need to have an online account & be logged in. Logging in is the only way to attach their preferences to their RE record.



If you're not actively requiring logins, another option is setting up a common form (not available with Spark) that asks for email, first & last name, and any other information you'd like to collect. Since common forms don't automatically integrate with RE, you'll need to manage your data through forms & either export for spreadsheet management offline or you can also import into RE as desired.



Email preference form or even profile form is definitely preferred so folks can opt-in/out of specific emails instead of a global yes or no. Providing the option to opt-out & update email preference is all a part of PCI compliance so keep that in mind when making your decision.

Karen Badham

Hey Erin,

A quick addition to this. Users can also access the user email preferences part if they click the link from an email that was sent via a constituent list.

Thanks!
Karen