Capturing new subscribers is an important strategy for optimizing your email marketing campaigns. An easy way to obtain new subscribers is through a signup point on your website. Listrak makes it easy to add HTML to your website to with form code. 

Generate Form Code

1. Navigate from the home menu to Support.
2. Go to Code Support.
3. Then Subscribe Contact Form.
4. On the Code Support: Contact Subscribe Form page, select your options:

  • Segment Field Groups to Include: This option allows you to collect additional data on the form by saving it to your Listrak Profile fields. Select additional field groups to include in your subscribe form beyond email address. After the form code is generated, you can easily remove any profile fields you do not want to display. You can make edits to fields you want to use when you generate the form code. The fields and field groups must be created prior to generating your form code.

  • After submission, redirect to: You can design the form to redirect to a custom page after a contact fills out the form (which is recommended for a better user experience). Enter the URL in the text box. If you don’t put anything here, the page will automatically redirect to Listrak’s generic subscription confirmation page.

5. Enable Double Opt-In: Used to require your contacts to confirm their subscription by clicking through the double opt-in system message when this is turned on. After the contact signs up through your website, a message that will be sent to them asking them to click to confirm. This message is located under Authoring > System Messages > Double Opt-In.

💡 This setting is not recommended.

6. Send Welcome Email: Used to send the “Welcome” system message located under Authoring > System Messages > Welcome. This is not the same as Welcome Series campaigns. Please note that when turned on, this will not place your contacts into your Welcome Series solution. 

💡 We don’t recommend using this feature but instead encourage you to use a fully developed Welcome Series campaign. Typically, this is left at the default setting of No.

7. Include External Events: You have the option to select external events to execute on signup. This places your subscribers into a Conductor conversation as selected by these settings, such as your Welcome Series solution, upon subscription.

8. Click Update.

9. Click Select All at the top right of the form code text area to copy the code.

10. Place the subscribe form code directly onto your website, or have your web developer brand the code for you as needed. You can also edit the appearance by following the steps below.

💡 If you use the form code from the application, a customer who unsubscribes and then attempts to re-subscribe will receive a double opt-in message regardless of your settings above.


Editing Form Code

The code you created may contain additional profile fields you do not want to include in a specific form, or you may want to edit the appearance. You can edit the form code to change these elements. The screenshots below show the code in Adobe Dreamweaver for editing, but you can also use notepad or a similar external code editor.

Copy the raw code from the Subscribe Form window in Listrak and paste it into your external code editor. You will immediately see that there are a few things in the code that aren’t necessary for this form. In the example below you can delete elements you do not need in a specific form.

RAW HTML FROM LISTRAK

Delete Form Headlines

Start at the top of the <table>.

Delete the ‘Please fill out this information’ row. Be sure to start with the beginning <tr> tag, and select everything until the ending <tr> tag.

Delete Unneeded Table Rows

Follow the process above until you are left with information would like to collect. For example: address, the source you created (e.g. AccountCreate), any necessary customer fields (first name, birthdate, zip code, etc.), as well as the sign up button.

⚠️ DO NOT DELETE THE FORM OR INPUT TAGS AT THE TOP OF THE PAGE. Those elements are what will allow your form to work.

After you’ve finished deleting what you don’t need, your form should look something like below:

Hiding Form Elements

You may have information you would like to collect information automatically on the form, but not show this information on the form. This is often done to track information, such as source.

Find the <tr> row that defines the information you want to hide.

Select the first <label> tag, and highlight everything until you hit the </label> tag (illustrated below). Delete this information.

Find the value="off" attribute at the end of this same section of code.

Change "off" to "on". This will allow the field to be hidden on the form, but will still pass the correct source value when someone subscribes.

Now you're finished - the code is ready! You can now save your text file locally on your machine as filename.HTML, and double-click the file to open it in your default browser.


Testing

Test the form by submitting your information. You should see the following confirmation screen if you did not define a redirect URL when you generated the code. If you did select a redirect, you should be taken to that page.

Now, go back into Listrak to make sure that your information was processed. The subscription may take a few minutes to appear.

With the same marketing list selected in the left-hand corner when the code was generated:

  1. Navigate from the home menu to Contacts.

  2. Then Search for a Contact.

  3. Enter the address you used to test.

  4. Click Search.

  5. Click the email address link to make sure that all of the correct segmentation information was imported.

6. Once you’ve confirmed that everything is passing correctly, you’re done! You can now paste the code onto your site and use the external event in tandem with a Listrak Conductor Conversation to deploy automated messages.

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