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How to create a custom email sign-up form on your WordPress website

How to create a custom email sign-up form on your WordPress website

Email Marketing for WordPress is a great plugin that enables full integration with your SiteGround Email Marketing platform.

It allows you to easily create sign-up forms in your WordPress website and insert them into selected web pages. Since the plugin and your Email Marketing service are connected, anyone who signed up through one of the forms will be automatically added to your Contacts in the Email Marketing service.

In this guide, you will learn how to create and edit marketing sign-up forms on your website.

You can create and edit sign-up forms from the Email Marketing plugin interface in your WordPress website.

Read along for step-by-step instructions.

  1. Log into your WordPress dashboard.
  2. Navigate to Email Marketing > Forms.
  3. On the plugin’s control panel page, click the NEW FORM button.
    How to create a new sign-up form in the SiteGround Email Marketing plugin

On the next screen, you can customize the new form.

How to customize the sign-up form

Once you hit the NEW FORM button, the plugin will generate a default form with preset field names (labels) and placeholder text.

  1. First, you can set a name for the new form in the field Form Name. This name serves the purpose of a unique identifier. Only you will see it in your WordPress dashboard and page builder to easily distinguish this form from the others.
    Add a Form Name for internal purposes, visible only in the WordPress Dashboard and page builder
  2. In the following section, you can set a Public Title and Description for your form. These elements will be publicly visible on the front end of your WordPress form. Slide the respective toggles On to make each field visible.
    How to add a Public Title and Description of your form.
  3. Next, define the fields that the form will display. The column Field shows the respective field from Contacts of your SiteGround Email Marketing in which the visitor’s entry will be recorded.
    How to select the fields for a sign-up form in the Email Marketing plugin

IMPORTANT! By default, only Email and Button are set to appear in the form. They are marked as required in the Visibility column. First name and Last name are optional. You can include them in the form by switching their respective buttons in Visibility.

  1. Choose a unique Label name and placeholder text for each field. By default, the fields have the same label names as the Field names from your Contacts in Email Marketing. However, you can set the form to display a custom name for each field by changing its Label name.
    For example, you can change the label for Email to Email Address. Entries submitted by visitors will still be recorded in the Email field in Email Marketing > Contacts. However, visitors will see the field with the name Email Address in the form on your website.
  2. In the Placeholder field, you can set your custom text. It will appear in the field itself and will serve as an action prompt to the visitor. Once the visitor starts typing in the field, the placeholder text will disappear. For example, you can set the placeholder text for Email as “Please enter your email address.”
    How to change the labels and text for the form fields in the Email Marketing plugin

How to add a Consent checkbox for the sign-up form

Switch On the Visibility toggle in the Form Submission section and then slide On the Checkbox toggle. That will add a checkbox in front of the Consent text, which visitors can check to confirm their consent.

How to add a Consent checkbox to your form

IMPORTANT! Adding a Consent checkbox is strongly recommended as it ensures subscribers knowingly opt-in, reducing unwanted sign-ups and spam complaints. This explicit consent allows SiteGround Email Marketing to legally store and use subscriber data, enhancing campaign compliance and effectiveness.

You can alter the Consent text in the respective field. For example, you can change it to “I confirm my subscription, and I’ve read the Privacy Policy.”

How to alter the Consent checkbox text

Additionally, you can add a hyperlink to your form’s Consent text leading to your Privacy Policy page. To add such a link, click on the Add a hyperlink to the text button in the Consent text field.

How to add a hyperlink to the Consent checkbox text with the respective button

NOTE: Adding a hyperlink in the consent input field applies to the entire Consent text.

Clicking the hyperlink button will load a pop-up where you can input your link. Then, switch on the option to Open link in new tab, and click Add to embed the link in your Consent text.

A screenshot of the pop-up where you add the hyperlink and enable opening it in a separate window

Once the hyperlink is added, you can edit it if you need to using the Edit hyperlink button in the Consent text field.

A screenshot of the Edit button to alter the hyperlink

If you want to delete the hyperlink, click the Remove hyperlink button at the right end of the Consent text field.

A screenshot of the Remove Hyperlink button

You can also change the text for the Button field. This text will appear in the button that visitors use to submit their subscription through the form.

A screenshot showing how to alter the sign up button text

How to set a Success message for the sign-up form

After you’ve defined the form fields, you can set a Success Message. Visitors will see it on their screens after they’ve completed the form and subscribed to your marketing campaign.

How to set a Success message for a form in the Email Marketing plugin

How to assign Contact Groups to the Sign-up form

You can categorize contacts in your Email Marketing service into Groups. You can find more information in this guide for groups in Email Marketing. Since the Email Marketing plugin allows you to add subscribers to your contact list, you can select one or more of these existing groups for new contacts who subscribed through the sign-up form.

While creating the form, scroll down to the Groups drop-down menu. Select one or more of the existing groups in your contact list.

How to select contact groups for the sign-up form in the Email Marketing plugin

The chosen groups will appear in the Selected Groups section as separate tabs. If you’ve assigned a group that you now wish to remove, just click on its X symbol.

How to remove a group from a form in the Email Marketing plugin

How to save the new form

Once you’ve finished customizing the form, save the form by pressing the SAVE button in the right corner.

How to save a new sign-up form in the Email Marketing plugin

The form will be saved in the Email Marketing plugin, and you can now insert it on your web pages. To view, edit, or delete existing forms, navigate to Email Marketing > Forms in your WordPress dashboard.

How to view existing forms in the Email Marketing plugin

How to edit existing forms

At some point, you may want to modify one of your existing forms. You can do that at any time by opening the Email Marketing > Forms section in your WordPress dashboard. Click on the Actions (kebab) menu and select Edit to open the form editor.

How to edit an existing form in the Email Marketing plugin

Make the necessary changes and confirm them with the SAVE button.

How to delete a sign-up form

If you have a form that you no longer need, you can delete it from Email Marketing > Forms. Click on its corresponding Actions (kebab) menu and select Delete.

How to delete a form from the Email Marketing plugin

Alternatively, you can delete a form while editing it. Click on the Trash icon in the top right corner of the form editor.

How to delete a form using the trashcan button inside the Form editor

In either case, a new pop-up window will appear. Press Confirm to delete the form.

Confirmation screen for deleting a form from the Email Marketing plugin

IMPORTANT! Before deleting the form, ensure you have removed it from your web pages. If not removed, the missing form may break the pages’ design.

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