TABLE OF CONTENTS

How do I create and add Embedded Signup Forms to my website?

Looking for a simple way to grow your contact list? Adding an Embedded Sign-up Form to your website conveniently allows people to sign up for your email communications. Pinpointe customers can easily generate the HTML code needed to add to a sign up form to any page on your website in just a few easy steps. 


Note: Before you get started, you should have already created a database to import contacts. 


On the Navigation Menu on the left, click on Forms -> Create Forms (Fig 1).


Fig 1



Now, you'll need to select which kind of form you'd like to create.  Click "Select" next to the Embedded Signup Forms section (Fig 2).


Fig 2


 

Now you'll start building your form! On the Form Options section, name your form under in the Name This Form field. 


There's also a few sliders you can toggle on:


Send an opt-in confirmation email: New sign-ups will receive a confirmation email with a link they must click to confirm their subscription. 


Send an email to me with a copy of the contact's details: The Database owner is sent the new contacts' information. (Fig 3). 


Fig 3



On the Content/Design page, you'll need to select the Database the new sign-ups will be added to (Fig 4).


From the Toolbox column on the left, you'll need to drag and drop fields (Phone Number, City, State, etc.) into the Form Layout column in the middle. You can rearrange fields in whatever order you'd like. If you need to adjust the Properties of a field, click on it under Form Layout and and adjust the Properties on in the right column. 


Fig 4 



When you're done with the layout, scroll down the page where you can change the Email Campaign Format, toggle on CAPTCHA Form Security (this is recommended), and click the "Continue" button (Fig 5). 


Fig 5



Choose if you'd like to display a list in the form with the toggle (Fig 6). Click the Continue button. 


Fig 6




On the Acknowledgement Page Options page, you can customize what subscribers will see when they successfully submit the form (Fig 7). Click the Continue button to advance to the final page! 


Fig 7




On the Error Page Options page, you can customize the Error Page subscribers will land on if they run into an error when submitting their form (Fig 8). When you're done, click the Save button and you'll be redirected to the Manage Forms page where you can Edit the page later if you need to. 


Fig 8



Why isn't my subscription form working?

If your subscription form isn't working, you've probably modified the HTML code for the subscription form.


Most likely, the problem is caused by one of the following: 


Removal of required hidden fields

Changes to the form action path

Broken Javascript code




The best way to find out exactly what went wrong is to get the HTML code of the Subscription form from Pinpointe, and test it to make that it's working. Compare what you've changed to the original code. Pay special attention to the hidden form variables, the form tag, and the Javascript verification code.


How do I Automatically Add a Subscriber to a Hidden List?



Sometimes, you'll want to automatically add a subscriber to one or more lists when that subscriber signs up to via an Embedded Signup form. 


Subscription forms are tied to a Database. After your website visitor clicks on the button or link that opens up your Pinpointe embedded subscription form, provides the requisite information and submits the form, their contact information with be downstreamed back to the respective database in your Pinpointe account. 


However, there are scenarios where you would also like to automatically add that new subscriber to one or more default lists but do so without specifically noting that event within the form itself. This can be achieved fairly easily with just a few changes to the Pinpointe-provided HTML code for the embedded form.


When creating or editing an Embedded Signup Form, you'll get to the  Select Lists section (Fig 9). Toggle on the "Show Lists or Databases on Subscribe Form?" to display configuration options.  


Fig 9




Continue creating or editing the form as normal. 


On the Manage Forms page, click HTML to access the page where you can copy the HTML to give to your web developer. 


We can add a subscriber to our hidden target list with two small changes to the HTML code.


The list option(s) will each be individually represented in the HTML as a standalone <tr> element, known as a "table row". 


The required HTML changes to make the list hidden and to automatically add the subscriber to the list are:

  • Add 'style="display:none;"' to the <tr> element. This will "hide" the list and prevent it from being shown in the rendered form. 
  • Add the attribute "checked", as shown above, to the <input> element wrapped by the <tr><td> elements.


Should you have questions regarding this process, we encourage you to contact Pinpointe Support.


Can I add my Custom Fields to my Subscription Form's Acknowledgement Page?

Yes.  


When you setup your contact form to collect data, you can add your custom fields to any of the pages that you create including the Acknowledgement Page. 


After making an Embedded Sign-Up Form, you'll eventually reach the Acknowledgement Page (Fig 10). Select Let me customize what the page looks like. 


Fig 10




While on this page, you can add custom fields by placing the cursor in the location where you would like to place your custom field, then click the "Insert a Custom Field" button (Fig 11) .


Fig 11


 


Once you click on the Insert a Custom Field button a popup box will appear, which will list all of the fields you have created for each of your contact lists (Fig 12). Find the contact list where your subscribers will be added to, then double-click on the custom field you would like to insert it. This will automatically insert the field into the location where you placed your cursor. When you're done, click the Close button. 


Fig 12