Customize Other Web Forms: How to Setup and Customize an Opt-In Confirmation Email (VIDEO)

Last Updated: Aug 30 2016 12:13 pm UTC

 

The Opt-in Confirmation Email is sent to subscribers to confirm that they intended to subscribe to your list. They will be required to click on a confirmation link.

To setup and customize an opt-in confirmation email:

  1. Select the Web Sign up Forms Option from the Lists Menu. This will open the Form and Email Design Wizard

  2. The first step is to select the list from the Mailing List Drop Down.

  3. Next, select the Opt-in Confirmation Email from the Resources Drop Down.

Resource Settings

The Resource section of the Form and Email Design Wizard provides you a way to specify the email settings such as title and sender details:

  • Title—the title of the email. By default, this will be the same title as the list.
  • From—the name of the sender. This is auto-populated with a merge tag of the Sender's Name currently selected for your list. For more information about sender names, see the support topic, “How to Change Your Sender Names.”
  • Reply-To—the reply-to address of the sender. This is auto-populated with a merge tag of the Sender's Email address currently selected for your list. 
  • Subject—the subject of the email. This is auto-populated with the merge field representing the first and last name of the subscriber and a default subject.
  • Confirmation link—the text that appears above the confirmation link in the email.

WYSIWYG Panel

The WYSIWYG panel shows you a real-time representation of your form or email as you are working on it. Changes you make to fields, labels, colors, sizes, images, etc. are reflected as you make them.

Editing Text

You can edit any of the text in the WYSIWYG panel of the Opt-in Confirmation Email by clicking on the Edit Icon. This will open the Edit Content window.

The Edit Content Window is a WYSIWYG editor with similar features that you would find in a word processor. Through this editor you can:

  • Change the font formatting (bold, italic, underline, or strikethrough)
  • Modify the font justification (left, center, right, and justified)
  • Select a font format (such as Heading 1, Heading 2, etc.)
  • Choose a font family (such as Arial)
  • Select merge tags to include from your list
  • Change the font size
  • Change the font color
  • Highlight fonts, and
  • Even apply a customized CSS to highlighted text.

When you are finished making changes to the text, you can click the Save Changes to commit them (which will close the window and return you to the Form and Email Design Wizard) or you can click the Cancel Link to cancel your changes and close the window. 

Note: You are limited to 300 characters of text.

Saving Your Changes

When you have finished making your changes, click the Save Changes Button at the bottom of the editor window.


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