Creating an Opt-InForm

Getting Your Opt-In Form Started

  1. Click Create Opt-In Form.

  1. Type a name in the Opt-In Form Name box.

After your customer submits the form, they are sent to the Redirection page.

  1. In the Redirection PageAn individual topic within a Help system. box, type the URLUniform Resource Locator. An Internet address, as well as a standard method of naming files on the Web. A URL begins with a protocol name (such as http), followed by a colon and two forward slashes(//). Next comes the name of the internet server that the file is stored on, followed by directories that hold the file, separated by forward slashes(/). The filename comes last, as shown in the following example: for the page you want to send your customer to.

A double opt-in confirmation requires your customer to respond to an automatically-sent email before they are added to the mailing list. This gives them verification of their registration and protects you from SPAM complaints.

The Welcome message goes out to your customer as soon as they join the mailing list. It offers instant customer recognition upon sign-in and reassures the customer they signed in correctly.

  1. Under Confirmation Settings, click the Double Opt-In and/or Send Welcome Messagecheck boxes. To edit these messages, click the Edit command for the message you want to change. The steps are the usual ones for creating a message.
  2. Under Additional Options, select one or more of the following.
  • Allow update: Uses the opt-in information to update an existing record if there is one, instead of creating a new one. It is based on the email address only.
  • Allow unsubscribe: Unsubscribes existing records.
  • Show “Thank you” pop up: A small pop-up window displays that says thank you for opting in.
  • Append not replace multiple selections on update: Allows you to append values to a multiple select form rather than replace the value when the user updates their profile.
  1. Click SAVE & CONTINUE.

Choosing Demographics

  1. Under Available Demographics, click a demographic that you want your customer to fill out, and then click ADD.
  2. Repeat step until all the demographics you want have been added.

  1. Click SAVE & NEXT.

Making Demographics Required

  1. To make demographics required, select their check-boxes under Required.

  1. Click SAVE & CONTINUE.

Changing the Look of Your Text

  1. To change the font, click the Type box and select the desired font.

  1. To change the text size, click the Size box and select the desired size.
  2. To change the color, click the Color box, and then in the Color chooser window, select the desired color.
  3. Click SAVE & CONTINUE.
  4. A preview of your form is displayed. Do one of the following:
  • To go back and make edits, click BACK.
  • To continue, click SAVE & CONTINUE.

Final Steps

At this point, you must decide if you want to use HTMLHypertext Markup Language. A set of tags used to mark the structural elements of text files. HTML files include tags that create hyperlinks to other documents on the Internet. or XHTML for your form.