A subscription preferences page lets your subscribers manage which emails they get from you.
Using the method shown here, you can set up a Drip form to allow your subscribers change how often they hear from you and what kinds of things you email them about.
Here’s what you need to get started:
A way to host your subscription management page. You can create this page on your own website or use a page creator tool (like Leadpages) to make one. You will also need a confirmation page to confirm your subscribers’ updated preferences.
An established system for how you email your subscribers.
This might look like:
- A “weekly” segment and a “monthly” segment
- Subscribers divided by topic areas
Whatever you choose, make sure you keep it consistent.
This means if you have a weekly segment indicated by a custom field called newsletter_frequency that equals weekly, make sure you only email broadcasts to those people once per week.
Your established segmentation system will be used to build your form, so this is important!
In this example, we will use a form to set custom fields to update subscription settings.
1. Create a Drip form.
You will use the HTML markup from this form to insert into the subscription management page on your website or page builder. Because you’ll only be using the HTML from this form, you should disable the Form Widget option.
In this form, you'll need to include all fields you want to collect from a subscriber. At a minimum, you will need an Email Address field, which is a mandatory field when creating a Drip form. Many people also require a First Name field.
Other fields you should consider including:
If you send emails on a periodic basis and allow people to choose how often they get these emails, you should allow them to modify that.
For example, if you allow someone to receive emails twice weekly or twice monthly, you could add a drop-down selector for someone to choose their preference. This drop-down selector would then update a custom field called newsletter_frequency with how often the subscriber wants to receive emails.
If you allow people to pick topics they want to hear from you about, you can include checkboxes for them to select their topics.
2. Modify form with drop-down and checkboxes
Now that you’ve added the fields for the information you want to collect, copy the HTML that the Drip form provides, into a text editor of your choice.
As an example, here’s a form that allows someone to change their frequency and their topics.
This form will:
- Require an email address, so you know which of your subscribers is updating their preferences
- Ask for a first name, so if you don’t already have one for that subscriber, they can add it to their profile
- Ask how often the subscriber would like to be emailed through a drop-down selector. The form will set a custom field called newsletter_frequency with either weekly or monthly.
- Ask which topics the subscriber would like to be emailed about through a series of checkboxes. Each checkbox will update a custom field for each topic. The subscriber can pick from a number of topics (topic 1 or topic 2) which will update custom fields of the same name with yes or no. If the Topic 1 checkbox is left unchecked, for example, the topic_1 custom field value will be no.
Here’s the code, modified from the original Drip form code with a drop-down selector for newsletter_frequency and two checkboxes for topic_1 and topic_2:
Here’s the exact code that we used. You can copy and paste this into your HTML, but please update the field names to reflect your setup.
Drop-down selector for newsletter_frequency:
<select name="fields[newsletter_frequency]"> <option value="weekly">Weekly</option> <option value="monthly">Monthly</option> </select>
Checkbox for topic_1:
<input type="hidden" name="fields[topic_1]" value="no" /> <input type="checkbox" name="fields[topic_1]" value="yes" />
Checkbox for topic_2:
<input type="hidden" name="fields[topic_2]" value="no" /> <input type="checkbox" name="fields[topic_2]" value="yes" />
Now that your form is updating subscriber preferences custom fields, you should use them for all of your broadcasts.
Here’s one example of how to use the form's custom fields when performing subscriber segmentation: