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Create an sign up form that had different opt in lists

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CarrieK
Rookie

I am new to content contact, I want to create a sign up form that has the option to check off what they are interested in, such as NAME, EMAIL, IM AM INTERESTED IN THE FOLLOWING; 
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They choose their interest and that triggers a specific email based on their interest.

 

How can I accomplish this? 

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William_A
Administrator
0 Votes

Hello @CarrieK ,

 

Welcome to Constant Contact! Based on what you're trying to do, here's my recommended setup:

  1. Create a list for each individual interest.
  2. Create a sign up form. Coded sign up forms that can be installed into sites allow for list selection, so you can select the lists you want contacts to consider joining as options.
    • Otherwise, you can also utilize sign-up landing pages, which have their own unique links you can share on social media and other sites, but only allow for one list assignment.
  3. Once the lists are made, and the sign-up form (or forms) is activated, you'd then want to setup an automation path. Depending on your plan type (Lite, Standard, Premium), different levels of automation will be available to you. The main one you'd be wanting is a "new subscriber" trigger type. This will be the automated welcome email that triggers specifically when a contact is added to an assigned list.
    • How you go about setting up your welcome automation is dependent on how much you wish to customize the welcome, based on the contact's list selection.
    • If you want the same general welcome for all contacts, regardless of the list they choose to join, you only need to make one automation with the trigger set for all new subscribers. If you want to have specific welcome emails for each list (interest), then you'd need to create multiple automations that only trigger for new subscribers to a specified list.
  4. Once the automation is setup, it can be activated.
  5. Then you simply need to install (coded) / share (landing page) your sign up form, to start organically growing your contact base.

Since you're new, I really encourage you to check those linked articles so you have visual guidance to follow along with when getting started. If you start to feel overwhelmed, or you'd prefer more direct, 1:1 guidance, I'd advise calling in. Our phone support team can screenshare your Constant Contact browser tab (with explicit permission from you), to guide you as you learn by doing. They can highlight sections of the browser tab to show you where to click when you're needing guidance on your next steps.


~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
William A
Community & Social Media Support

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1 REPLY 1
William_A
Administrator
0 Votes

Hello @CarrieK ,

 

Welcome to Constant Contact! Based on what you're trying to do, here's my recommended setup:

  1. Create a list for each individual interest.
  2. Create a sign up form. Coded sign up forms that can be installed into sites allow for list selection, so you can select the lists you want contacts to consider joining as options.
    • Otherwise, you can also utilize sign-up landing pages, which have their own unique links you can share on social media and other sites, but only allow for one list assignment.
  3. Once the lists are made, and the sign-up form (or forms) is activated, you'd then want to setup an automation path. Depending on your plan type (Lite, Standard, Premium), different levels of automation will be available to you. The main one you'd be wanting is a "new subscriber" trigger type. This will be the automated welcome email that triggers specifically when a contact is added to an assigned list.
    • How you go about setting up your welcome automation is dependent on how much you wish to customize the welcome, based on the contact's list selection.
    • If you want the same general welcome for all contacts, regardless of the list they choose to join, you only need to make one automation with the trigger set for all new subscribers. If you want to have specific welcome emails for each list (interest), then you'd need to create multiple automations that only trigger for new subscribers to a specified list.
  4. Once the automation is setup, it can be activated.
  5. Then you simply need to install (coded) / share (landing page) your sign up form, to start organically growing your contact base.

Since you're new, I really encourage you to check those linked articles so you have visual guidance to follow along with when getting started. If you start to feel overwhelmed, or you'd prefer more direct, 1:1 guidance, I'd advise calling in. Our phone support team can screenshare your Constant Contact browser tab (with explicit permission from you), to guide you as you learn by doing. They can highlight sections of the browser tab to show you where to click when you're needing guidance on your next steps.


~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
William A
Community & Social Media Support
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