How to add subscribers

How to add subscribers to your email lists

Introduction

There are 3 main ways that you can add users to your email marketing lists:

1. Add a single contact from the contact details page
2. Add multiple contacts from the contacts list page
3. Add subscriber through a webform

We’ll explain how to use each one of these methods below.

How to add subscribers to your email lists

Add a single contact from the contact details page

You can add contacts to your email campaigns one at a time by going to the contacts detail page then adding them to the email marketing system.

The first time you add a contact to a new list you will be asked to map the fields between contacts and the email list. Once you have performed the mapping you won’t have to do it again.

Here’s how to add contact to your email lists one at a time:

1. Open a contacts in detail view
2. In the -> Actions box click -> Add to email list
3. Select a list from the list dropdown
4. Set the field mapping if it hasn’t yet been set
5. Click -> subscribe

Your contact has now been added to the selected email list.

Add multiple contacts from the contacts list page

Here’s how to add multiple contacts to an email list:

1. Go to -> Contacts -> People to see your contacts in list view
2. Set filters as required
3. Select the people you want to add to the list using the checkbox
4. Click the -> Add to email list button
5. Select a list from the list dropdown
6. Set the field mapping if it hasn’t yet been set
7. Click -> subscribe

Your contacts have now been added to the selected email list.

Add subscriber through a webform

You can create webforms that can be added to your website or given to your wbe developer to customise for leads and contacts to be added to your CRM and the email marketing system.

Here’s how to create a webform:

*currently only system admins can create webforms

1. Go to the Gear icon in the top right corner of your crm and select -> Settings (only available to crm admins)
2. In the other settings box Click on -> Webforms
3. Click the “+” symbol to create a new webform
4. Enter a name for the webform
5. Select the module that the webform will add contacts to eg. leads or contacts
6. Assign the webform to a user
7. Enter a return URL – this is the url that the subscriber will be sent to after subscribing
8. Enter a description – this is only for your reference and will not be seen by the subscriber
9. Choose an email list to add the new subscriber to – this is optional
10. From the “Field information” box select the fields you want to appear on the webform.
11. Choose whether a field will be a required field or not
12. Click -> Save

You have now created your webform. The next step is to get the html code that will be placed on your website or sent to your web developer for customisation.

Here’s how to get the webform code:

1. From the list of webforms Click the -> show Form link
2. Copy the code from the popup box
3. Insert the code on your website or send it to your web developer to create a custom look and feel to your webform