Step-By-Step Instructions

Turning On Email Marketing for a Form

1. Open the form you want to connect to email marketing. You'll see a field labeled "Connect this form to an email marketing campaign?"

   

2. You'll see two radio buttons: "Yes" and "No". Click the "Yes" button.

3. When you select "Yes," a new section will appear below with more options.

   

4. Don't worry—we'll go through each one step by step.

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Choosing Your Email Marketing Groups

1. After you click "Yes" to connect email marketing, the first thing you need to do is choose which group (or groups) people should be added to.

2. Look for the field labeled "Groups". This field will have a box where you can select groups.

   

3. Click inside the box. A list of your email marketing groups will appear.

4. Click on the group name you want to use. For example, if you want people added to your "Newsletter Subscribers" group, click on that name.

   Important: You can select more than one group. If you want someone added to multiple groups (like "Newsletter Subscribers" AND "Website Contacts"), click on each group name. They will all appear in the box.

   

5. You must select at least one group. If you don't select any groups, you'll see an error message when you try to save the form.

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Connecting the Email Field

1. Next, you need to tell the system which field on your form contains the person's email address.

2. Look for the section labeled "Email" field.

   

3. Click on the dropdown menu. You'll see a list of all the fields from your form.

   

4. Find the field that collects email addresses. It might be called "Email," "Email Address," "Your Email," or something similar.

5. Click on that field name to select it.

   Important: You must select an email field. Without an email address, the system cannot add someone to your email marketing list.

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Connecting "First Name" and "Last Name" Fields

If your form collects first names and last names, you can connect those fields too. This helps personalize your emails (like saying "Hi Sarah" instead of just "Hi").

"First Name" Field

1. Look for the section labeled "First Name" field or something similar.

2. You'll see a dropdown menu. Click on it.

3. You might see an option that says "Detect Automatically". This is a helpful option! If you have a "Name" field on your form that collects both first and last names, the system can automatically figure out which part is the first name.

4. If you want to use automatic detection, select that option. Otherwise, select the specific field from your form that collects first names.

5. If you don't want to collect first names at all, you can select "No field selected" at the top of the list.

"Last Name" Field

1. Look for the section labeled "Last Name" field or something similar.

2. Follow the same steps as you did for the first name field.

3. Again, you can choose "Detect Automatically", select a specific field, or choose "No field selected".

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Connecting Other Form Fields

1. Your form might collect other information, like phone numbers, addresses, or company names. If your email marketing system has fields for this information, you can connect them too.

2. Look for additional sections below the first name and last name fields. These might be labeled with names like "Phone", "Company", "Address", or other custom field names.

3. For each one, click the dropdown menu and select the matching field from your form.

4. If you don't have a matching field on your form, select "No field selected". This is okay—you don't have to connect every field.

5. Only connect fields that make sense. For example, if the email marketing field is called "Phone" and your form has a "Phone Number" field, connect those two together.

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Customizing the Opt-In Message

When someone fills out your form, they'll see a checkbox asking if they want to subscribe to your emails. You can customize the words that appear with this checkbox.

Opt-In Field Label

This is the main question that appears above the checkbox.

1. Look for the field labeled "Opt-in field label".

   

2. Click inside the text box and type your question. For example:

   • "Would you like to receive our newsletter?"
   • "Stay updated with our latest news?"
   • "Join our email list?"

If you leave this box empty, the label will default to "Subscribe to our email newsletter?"

Opt-In Checkbox Label

This is the text that appears right next to the checkbox itself.

1. Look for the field labeled "Opt-in checkbox label".

   

2. Click inside the text box and type the text you want. For example:

   • "Yes, send me updates!"
   • "Yes, I want to subscribe"
   • "Keep me informed"

If you leave this box empty, the label will default to "Yes, I want to subscribe to your email newsletter."

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Setting the Checkbox to Be Checked Automatically

You can choose whether the email subscription checkbox is already checked when someone opens your form, or if they need to check it themselves.

1. Look for the question "Check opt-in checkbox by default?"

   

2. You'll see two radio buttons: "Yes" and "No".

   If you click "Yes": The checkbox will already be checked when someone opens the form. They can uncheck it if they don't want to subscribe. This option usually gets more people to subscribe because they might not notice the checkbox is already checked.

   If you click "No": The checkbox will be empty when someone opens the form. They have to check it themselves if they want to subscribe. This option is more polite and gives people a clear choice.

3. Choose the option that feels right for your organization and your relationship with your website visitors.