Many organizations use forms to capture names and e-mail addresses of visitors to their website and have the submissions from that form "feed" directly into a larger e-mail list.
You can create a similar "mailing list sign-up" form using the 'Forms' feature in 'Donor Management'. Below, we have outlined steps to help guide you through that process!
Step 1: Navigate to your 'Forms'
From your 'Donor Management' Dashboard, click the 'Communication' tab on the left navigation panel and then click 'Forms'.
Step 2: Click to add a form
At the top of your 'Forms' page, click the 'Add Form' button in the upper right corner.
Step 3: Add submissions to your mailing list group
Scroll down to the section labeled 'Do you want to automatically add submissions to a group?' and select 'Yes'. A 'Group' drop-down will appear, which you can use to choose an existing group. If there is no mailing list group, click the 'Create a new group' link to create one.
Click the 'Save & Exit' button when you are ready to move to the next step.
Step 4: Click to add fields to your form
When the page loads, you will be directed back to your 'Forms'. Click the 'Add a form field' link in the confirmation banner near the top of the page or the 'Add Field' link next to your form.
Step 5: Add fields to your form
Enter something similar to 'Name' or 'First & Last Name' in the 'Question Label' textbox. Then click the drop-down and select 'Textbox' as the 'Field Type' from the list.
Select 'Yes' to indicate that you want to require a response to this field.
Click the 'Save & Add Another' button to add the next field.
For this field, enter something similar to 'E-mail' or 'E-mail Address' in the 'Question Label' textbox. Select 'Email address' as the 'Field Type'. Be sure to select 'Yes' in the section below to require responses for this field.
You may also add other fields to this form - but, please keep in mind the only information that will sync automatically to 'Donor Management' are names and e-mail addresses. (You can, however, add in additional responses by utilizing a self-import once you've collected the form's responses!)
Step 6: Preview and test your form
Now that you've configured the form, you'll want to preview and test it, to make sure it's working successfully.
You'll first want to click on the "Communications" tab from the left-hand navigation options, then select the option for "Forms" from the drop-down menu.
From the "Forms" screen, you'll want to click on the name of the form you're looking to preview - it will open up in a new tab on your browser.
You can then review the form and even test it by filling it out yourself - or send the link (URL) to the form to a friend or colleague to have them test it, too.
Step 7: Share your form
You can share your form with your network using a direct link or embedding it into your website.
To share the link directly:
You can hyperlink that URL on your website, include it in your e-mail blasts and social media posts, or even include it in your e-mail signature!
To embed the form into a website: Click the 'Actions' button next to the form you want to share and select 'Embed' from the drop-down list of options.
A pop-up window will appear with a 'Code Snippet' you can copy and paste into the source code for your organization's website. Your form will then appear directly on that webpage!
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