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Create a Subscription Management Form

Create a subscription management page to let people choose what kind of content they want to receive from you. In this guide, we’ll walk through how to create a Drip form and give people the option to choose how often they hear from you and what kind of emails they receive from you. 

Before you get started, you’ll need: 

  • A way to host your subscription management page. Create this page on your own website or use a landing page tool to create one. 

  • A confirmation page to confirm people’s updated preferences.

  • An established system for how you email people on your list. Whatever you choose, make sure you keep it consistent.

    • This might look like:

      • A “weekly” segment and a “monthly” segment.

      • People divided by topic areas.

    • If you have a weekly segment indicated by a custom field called newsletter_frequency that equals weekly, make sure you only send broadcasts to those people once per week.

Your established segmentation system will be used to build your form, so this is important.

In this example, we will use a form to set custom fields to update subscription settings.

Create an Embedded Form

Embedded form fields for your subscription management form

Learn how to Create an Embedded Form in our User Manual. You will use the HTML markup from this form to insert it into the subscription management page on your website or landing page builder. You’ll only be using the HTML from this form, so disable the Form Widget option by toggling OFF the Enable Form Widget option.

Include all fields that you want to collect from a person in the embedded form under the Fields tab. At a minimum, you will need an email field, which is mandatory for all Drip forms. Include a first_name field to collect first names anytime someone updates their preferences so you can personalize your emails down the road. 

 If you send emails on a periodic basis and allow people to choose how often they get these emails, you should allow them to modify that. For example, if you allow someone to receive emails twice weekly or twice monthly, add a drop-down selector for someone to choose their frequency preference. This drop-down selector would update a custom field called newsletter_frequency, indicating how often the person wants to receive emails. If you allow people to pick topics they want to hear from you about, you can include checkboxes for them to select their topics.


Modify Form with Drop-Down and Checkboxes

Embedded form HTML code

Now that you’ve added the fields for the information you want to collect, copy the HTML that the Drip embedded form provides into a text editor of your choice.

Follow the instructions for How to Add a Drop-Down Selector, Radio Buttons, and Checkboxes to an Embedded Form in our User Manual.

Here’s an example of a form that allows someone to change their frequency and their topics:

Subscription management form

This form will:

  1. Require an email address, so you know who is updating their preferences.

  2. Ask for a first name, so if you don’t already have one for that person, they can add it to their profile.

  3. Ask how often people want to be emailed through a drop-down selector. The form will set a custom field called newsletter_frequency with either weekly or monthly.

  4. Ask what kind of content people want to receive through a series of checkboxes. Each checkbox will update a custom field for each topic. Customers can pick from a number of topics (topic 1 or topic 2) which will update custom fields of the same name with yes or no. If the Topic 1 checkbox is left unchecked, for example, the topic_1 custom field value will be no.

Here’s the form code with modifications for a drop-down selector for newsletter_frequency and two checkboxes for topic_1 and topic_2:

HTML form code

Copy and paste the exact code below into your HTML, but be sure to update the field names to reflect your setup.

Drop-down selector for newsletter_frequency:

<select name="fields[newsletter_frequency]">

 <option value="weekly">Weekly</option>

 <option value="monthly">Monthly</option>

 </select>

Checkbox for topic_1:

<input type="hidden" name="fields[topic_1]" value="no" />

 <input type="checkbox" name="fields[topic_1]" value="yes" />

Checkbox for topic_2:

 <input type="hidden" name="fields[topic_2]" value="no" />

 <input type="checkbox" name="fields[topic_2]" value="yes" />

Test the Form

Post-Signup Settings

Activate the form in Drip, then paste the modified code into your subscription management page. Submit the form using your own email address and then confirm your address was updated as you expected in Drip.

At this point, consider creating a success, or thank you page to confirm that people’s preferences are saved. Once you create this page, add its URL to your Drip form in the Custom Post-Submission Page area.

Alternatively, you can modify the default Drip form confirmation message to show a “Your subscription preferences were saved” message.

Add a Link to your Default Footer

Footer

Now that your form is live and working, share it with the people on your list in the footer of your emails. Go to your account settings and add a link to your Default HTML Footer to add this link to new text builder emails. For existing text builder emails, go into the Settings tab of the email to manually update the footer with your new link. For existing visual builder emails, click on the lock icon and manually add a link to the form.

Use your New Preferences for Segmentation

Segment for the newsletter frequency custom field

Use the fields from your subscription management form in all of your Broadcasts.

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