This guide explains how to create a subscription form for the Infomaniak Newsletter tool, how to integrate it on a web page, and how to manage subscriber sends and unsubscribes.

Preamble

• The management page lists the already created forms and indicates the number of views and conversions of these.
• A conversion is a completed form, without necessarily the person having confirmed, for example, their email address.

Create a subscription form

Prerequisites

• Have created at least one group.

A subscription form allows visitors to a website to subscribe to a newsletter and enrich one or more contact lists / groups (see prerequisites above). To access form management:

1. Click here to access the management of your product on the Infomaniak Manager (need help?).
2. Click directly on the Newsletter domain name.
3. Click on Forms in the left sidebar.
4. Click the blue Create a form button:
   
5. Give a name to your form.

You are now on the form customization space.

A. Customize the content and generate an HTML / javascript code

1. The left part previews your form.
2. Specify which of your groups should contain the future subscribers of this form.
   • This allows, in particular, to have a form in one place corresponding to the filling of a specific contact list, then another form elsewhere corresponding to another list, this in order to send a Newsletter even more personalized later.
3. The Theme menu allows you to give the most suitable color palette for your form so that it integrates as best as possible with the rest of the content next to which your form will be inserted.
4. All elements of the form can be customized, including the text of the button on which visitors will have to click to subscribe and the confirmation text that will be displayed after this click (integration with the javascript code only).
5. The boxes at the very bottom under Options allow you to
   1. display the title above the fields instead of displaying them inside
   2. receive an email (as a newsletter manager) when someone uses the form to sign up
6. Click on the blue button at the bottom of the page to save your changes as you go.
7. Click on the blue button at the top of the page to display the JavaScript and HTML code to integrate into your pages (read this guide on this subject) if you have finished or continue to customize your form before copying the code.

B. Manage the information collected from the registrant (configure the fields)

1. The Fields tab lists any fields already configured and allows you to configure new ones (button ‍ Create at the top of the tab):
   1. These fields can be textual, of type “date” or that force the insertion of numbers only.
   2. The “Required” column allows you to activate the required status of the field, which forces the registrant to complete the required information, otherwise the registration will not be allowed.
   3. The information collected by these different fields will be stored on the subscriber’s record and can be used as a variable in your Newsletter and inserted into the body of the Newsletter when writing it.
   4. Click on the blue button at the bottom of the page to save your changes as you go.

C. Continuation of the registration configuration

The following tabs allow you to manage the rest of the subscriber’s journey.

Indeed, a visitor’s registration via the form works on the principle of double opt-in: a first message is sent to the address of the person who has registered, who must manually and voluntarily validate their registration by clicking on a unique link contained in the received e-mail.

Only then will the person be definitively registered in your database as a subscriber, until their possible unsubscription.

You can therefore, through the next 3 tabs:

1. customize the page or text that should be displayed during the first phase of registration (which informs the user that an e-mail has been sent to them)
2. customize the e-mail that is sent to the user who has wished to register (content, sender, title, etc.)
3. customize the page or text that should be displayed when the user confirms their registration by clicking on the link contained in the body of the e-mail