This guide explains how to create a signup form for Infomaniak's Newsletter tool, how to embed it on a web page, and how to manage subscriber sends and unsubscriptions.

Introduction

• The management page lists the forms that have already been created and indicates the number of views and conversions for each.
• A conversion is a form submission, even if the user has not confirmed their email address, for example.

Create a registration form

Prerequisites

• You must have created at least one group.

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

1. Click here to access the Newsletter management section in your Infomaniak Manager.
   • If nothing is displayed, you may not be in the Organization to which your Newsletter is linked (❓: help).
2. Click on the domain name associated with your mailings:
   
3. Click on Forms in the left-hand menu.
4. Click on the blue Create a form button:
   
5. Give your form a name.
6. Specify the contact group that should be updated with the registrations made on this form.
7. Click the button to continue:
   

You will then be taken to the form customization area.

A. Customize the content and generate HTML / JavaScript code

1. The left-hand side previews your form.
2. Specify which of your groups should contain the future subscribers of this form.
   • This allows you, for example, to have a form in one location that corresponds to filling out a specific contact list, and then another form elsewhere that corresponds to a different list, so that you can subsequently send an even more personalized newsletter.
3. The Theme menu allows you to choose the color palette that is best suited to your form, so that it integrates as well 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 that visitors will click to subscribe and the confirmation text that will appear after the click (integration with javascript code only).
5. The checkboxes at the bottom under Options allow you to:
   1. display the title above the fields instead of inside them
   2. receive an email (as the newsletter manager) when someone uses the form to subscribe
6. Click the blue button at the bottom of the page to save your changes as you go.
7. Click the blue button at the top of the page to display the JavaScript and HTML code to be integrated into your pages (refer to this other guide for more information) if you are finished or to continue customizing your form before copying the code.

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

The Fields tab lists any fields that have already been configured and allows you to configure new ones (Create button at the top of the tab: ‍):

1. These fields can be text fields, of the “date” type, or fields that only allow numeric input.
2. The “Required” column allows you to activate the required status for the field, which forces the user to complete the required information; otherwise, registration will not be allowed.
3. The information collected by these various fields will be stored in the subscriber's profile and can be used as a variable in your Newsletter and inserted into the body of the Newsletter when you create it.
4. Click the blue button at the bottom of the page to save your changes as you go.
5. You can delete fields from the Subscribers section.

C. Continuing 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 according to the double opt-in principle: a first message is sent to the address of the person who registered, who must manually and voluntarily validate their registration by clicking on a unique link contained in the email received.

Only then will the person be permanently registered in your database as a subscriber, until they unsubscribe.

You can then configure the remaining 3 tabs:

1. customize the page or text that should be displayed during the initial registration phase (which informs the user that an email is being sent to them)
2. customize the email that is sent to the user who requested to register (content, sender, subject, etc.)
3. customize the page or text that should be displayed when the user confirms their registration by clicking on the link in the email body