Create And Customize Web Signup Forms: Subscribing to One or Several Segments (Checkboxes)

Last Updated: Sep 11 2020 01:51 pm UTC

Every list has its own web sign-up form, however, one or more lists may have several segments. You can create segments after the subscribers are already on the list based on their needs, but you can be one step ahead if you give the new subscribers an option to choose which segments they want to be in.

This is useful if you have just one list and want to avoid your contacts unsubscribing by giving them the option to stay on the list and only be informed about the topics they are interested in. As a result of having several segments, you can replace unsubscribed contacts with contacts who update their preferences.

Note: You can add the Update profile form in your campaigns by using merge tag #[UPDATE_PROFILE]#. This will insert an “Update Profile” link to a URL where the user can update his/her contact information.

If you don't see the desired field in your web form, make sure it is one of the displayed fields.

Adding Segments in your Sign-up Form

Adding segments is not much else than adding new value for every subscriber on the list. This can be used, for example, to subscribe to your newsletter in a particular language.

Start by going to web form section and select a list. 

Add a new field to your list by clicking on "select form fields". Choose a "checkbox" type and define the options. This should be a required field.

When that's done, go to the segments section and create a segment for each given option (in this example language). Do not forget to enable auto-update.

Now every new subscriber will have an option to choose a language and will be automatically added to a particular segment. You can now send content that is relevant to the subscriber.

Instead of changing the language, they want to be contacted in, you can also use checkboxes to determine other preferences/interests:

  • Events (concerts, seminars, conferences, workshops, trade shows etc.)
  • Special offers (flash sales, coupons, free shipping, competitions etc.)
  • Experience level (beginner, intermediate, advanced etc.)
  • Products of interest (fashion, electrical goods, food, cosmetics etc.)
  • ...
Note: Based on the new or existing value, always consider how you will approach subscribers who have chosen more than one option. For example, you can create one campaign in several languages. You can see how to do that in another support article Campaigns in Several Languages.

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