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Integration Using Subscription Forms

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Subscription Forms are the gateway to your mailing list. Subscribers can come directly to your application to subscribe, or you can create individual, customized subscription forms and embed them anywhere on the web.

Create as many subscription forms as you like, and tweak the settings so the form looks and behaves just the way you want it.

Manage Subscription Forms

To manage subscription forms, click on the Integration tab.

A default subscription form is generated for each install, and will remain there as a fallback option if no other subscription form is specified. You can “Edit” the default subscription form, or “Add” any number of new ones.

Subscription Form Settings

The first section when you’re adding or editing a subscription form is the main form settings (NOTE: the default form will not contain this section).

Here you can modify the form information, such as Name, Type (Subscribe, Unsubscribe, or both), associated Lists, and more. Check off all fields you’d like to appear in the form.

Multiple Lists

If you select multiple Lists, another section of the page will appear for you to modify.

These additional options have default values, so you can leave them alone, if you wish. But it’s worth reviewing what each additional option provides you.

Under List Options, you can set whether the user is allowed to choose which of the multiple lists they’d like to subscribe to, or unsubscribe from. If you choose the first option, Allow user to select lists they wish to subscribe to or unsubscribe from, each list will appear as a checkbox in your subscription form:

If you choose Force user to subscribe to or unsubscribe from all lists selected above, there will be no list checkboxes in your form:

Under Opt-In/Out Confirmation, you can set whether the user will receive an separate email confirmation for each list they select, or a single email confirmation containing all lists they select.

Form Completion Options

The second section is called Form Completion Options, and is used for all subscription forms you create, as well as the default subscription form. This section tells the system what to do when a user interacts with your subscription form.

There are four scenarios when dealing with subscription forms:

  • Successful Subscription: Used if Opt-In is turned off.
  • Awaiting Confirmation: Used if Opt-In is turned on.
  • Confirmed Subscription: The landing page that a user arrives on after clicking the “Confirm Subscription” email link.
  • Subscription Error: Any type of error when processing the actual subscription form.

… and three redirection choices:

  • Default Message: Uses the default system message.
  • Custom Message: Create any custom message, including personalization tags.
  • Redirect to URL: Supply a URL to have the page redirect to.

There are three sections that you can apply redirection methods to:

  • Subscription: Used when subscribing.
  • Unsubscription: Used when unsubscribing.
  • Other: Used for other sections of the software (like Account Update).

Get Integration Code

Your final step is to obtain the actual code that you can embed on your site. When you click “Update & Continue,” you’ll be taken to another page that allows three types of integration:

  • HTML
  • Link
  • Popup Link

Copy the code from the textbox and paste on your site!

Advanced Error Handling With PHP

If your subscribers encounter an error when they try to subscribe or unsubscribe, they will be shown a generic “An error has occurred” message. Sometimes, it may be more useful to show them a more descriptive error message, which lets them know why the error occurred, so that they can remedy the situation, or contact you for assistance.

If you click the Integration tab again, you will notice there are additional integration options on the bottom of the page. One of the options says “Advanced Subscription Form Integration.” If you click this tab, you will notice a text box with some sample PHP code. We provide this code to you so that, if an error should occur during subscription/unsubscription, you can use this script to show the specific error message to your subscribers.

Some minimal PHP knowledge is required to use this script, but it is essentially very easy to implement. The first step is to set your subscription form’s “Subscription Error” redirection link under Form Completion Options to a .php page on your site.

Now, if an error occurs when your subscribers are filling out your subscription form, they will be redirected to this page (which is called “error.php” in this example). If you already have your Subscription Error and Unsubscription Error pages set to an .html page, that is okay — you can simply change the extension of the file from .html to .php.

Now you must edit your “error.php” file on your site, and paste in our sample PHP error-handling code, which can be found on the bottom of the Integration page in your software, when you click Advanced Subscription Integration Form:

Paste this code in to your file, wherever you want the error message to be displayed. Save the file and re-upload it to your web server if necessary. Now, if when a subscriber fills out your form, if an error occurs during the form submission, they will be redirected to a page on your site which will give your subscribers a descriptive message, such as, “E-mail address is invalid,” “You are missing required fields,” “This e-mail address is already subscribed to this mailing list,” etc.

   
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