Create a Subscription Management Form (Legacy Forms)

When someone signs up for your list, it’s best practice to ask them right off the bat how frequently they want to hear from you and about what content. Asking this upfront establishes trust between you and your customer, sets expectations early, and is the best way to start off the relationship. Your brand thrives when you have an engaged list of people who want to hear from you. Quality over quantity, always. 

In Drip, you can create a subscription management form to let people choose what kind of content they want to receive from you, and at what frequency. In this guide, we’ll walk through how to create a subscription management form in Drip as well as best practices to keep in mind. 

Before You Get Started

Before you get started, you’ll need a few things. 

1. A page to show your form on. Create this page on your website. 

2. Your Drip Javascript Snippet installed on your website. If your OMS is Shopify, Magento, WooCommerce, BigCommerce, or you use Drip’s Shopper Activity API your Javascript is automatically installed. If your website uses another provider, learn how to install your Javascript snippet. 

3. An established system for how you email people on your list. Whatever you choose, make sure you keep it consistent. For example:

1. A “weekly” Segment and a “monthly” Segment. Learn more about Segments. 

2. People divided by topic areas. If you have a weekly Segment indicated by a custom field called email_frequency that equals weekly, make sure you only send emails to those people once per week.

 

Create A Form

The first step is to create, design, and configure your form. 

1. Go to Forms > Forms > + New Form 

2. Give your form a name  

3. Choose Opt-in Form > Create

4. Under Fields click + New Field to add your form fields. We’re going to add First Name, how often do you want to hear from us, and what kind of emails do you want to receive? 

• Field Label: First Name | Field Type: Text | Custom Field: first_name 

• Field Label: How often do you want to hear from us? | Field Type: Drop-down | Custom Field: email_frequency

• Field Label: What kind of emails do you want to receive? | Field Type: Radio Buttons | Custom Field: email_content

  

5. Under the Behavior tab, go to Visibility and select Only show popup on specific pages

6. Enter the URL of the landing page you’d like to show this form on (you’ll provide this page URL in your email footer later)

   

7. Personalize your thank you message under the Submission tab

   

8. Click Activate Popup!

Your form will appear on the page URL you entered, and you’re ready to test your form!

Test Your Form

It’s always important to test your form to confirm things are working correctly. Open a private or incognito browser, go to the page URL and submit your form using your own email address to confirm that your profile is updated as expected in Drip.

Add a Link to your Default Footer

 

Once you confirm that your form is live and working, make sure that it's accessible to people on your list by adding a link to it in the footer of your emails.

Visual Builder Emails

For existing visual builder emails, click on the lock icon and manually add a link to the form. 

Text Builder Emails 

 

Go to your Basic Email Settings under Settings > Email Setup and add a link to your Default HTML Footer to add this link to new text builder emails. For existing text builder emails, go into the Settings tab of the email to manually update the footer with your new link. 

Segmentation

 

Add the Custom Fields you use in your form under the Sending to tab in all of your Single Email Campaign emails to ensure that you’re honoring people’s preferences.