Encourage future engagement from your visitors by capturing their details and adding them to a mailing list. This type of module enables you to quickly capture email addresses and visitor consent for receiving further material from you, and is a great way to collate a list of trusted contacts.
How to add a Join our email list module
Navigate to a Document.
Select ‘Interactivity’ for the Version of the Document that you want to work on.
The Version will then open in Interactivity mode and the Interactivity palette can be found to the right of your page.
Select the ‘Mailing’ module type from the ‘Add Interactivity' palette.
Select the 'Join our email list' option.
Click and drag out the area to add to your page - this is the clickable area that the visitor will select to join your email list.
A pop-up box will then open with one question and two answers; both of which can be altered to your choice of wording.
Question & Answers
The question entered here will need to be answered by your visitor - it's a way for them to confirm and consent to their email address being added to your mailing list.
Enter your choice of question into the 'Question' field.
Enter your choice of wording for the two available answers.
Results
Two results are available, and will display depending on the answer that the visitor selected. For example, different wording will display if they chose 'No thanks' to 'Would you like to receive our monthly newsletter?'.
Select the 'Results' tab.
Click on each of the Results to add a custom message.
This message will be shown to the visitor once they have selected their answer.
What will the visitor see?
When your readers select the clickable area a pop-up box will open ready for them to enter their email address and confirm if they would like to be added to your mailing list.
💡 If your document uses a security rule that captures the visitors email address, they won't be asked to enter it as it's already been stored.
How to find out who has joined your mailing list
Keep track and download a list the people that have joined your mailing list in the Analytics for your document.
Navigate to a Document.
Select Manage Version, followed by Analytics for the Version of the Document that you want to view the mailing list for.
Scroll to the table at the bottom of the page.
Expand the page that the module is on.
Select the number in the 'Views' column to view a table of email addresses.
Settings
The Settings palette will activate when any module on a page is selected. You can then apply settings, such as border colour and size.
1. General
Title
The 'Title' field is set by default, but it's important to update it to something unique that reflects the interactivity - for example, 'Join mailing list'. Descriptive names make it easier to identify the interactivity in your document, which is particularly helpful if you're using lots of the same module type.
Tooltip
A tooltip is a short piece of text which appears when a cursor is positioned over a module. It can be used to provide a brief description or explanation of the module - for example 'Join the CitylifeBank mailing list'.
2. Accessibility
Focus Outline Colour
If Accessibility has been enabled for your document, this option can be used to choose the colour of the Focus Outline Colour. Focus Outline Colour is the colour of the outline that displays around the piece of Interactivity being viewed when a visitor uses the Tab key to navigate around a document.
3. Popup Style
Border Colour
A border adds a keyline around the mailing list pop-up box, and can be used as a way to draw attention to your content. Use this field to specify the colour of the border.
Border Size
Use the 'Border Size' field to specify the width of the border around the mailing list pop-up box. Enter a numerical value to set the border width - the higher the value, the thicker the border.
Back Colour
The 'Back Colour' field allows you to set a background colour for the mailing list pop-up box - select from the colour picker, enter a HEX code, or choose from your brand colours.
Margin Size
Margins create breathing space by adding a separation between the content in the mailing list pop-up box and border. Enter a numerical value to set the margin size - the higher the value, the larger the margin.
Max Width & Height
Adjust the width and height of the mailing list pop-up box. Aim for no larger than 900 to ensure the pop-up box is viewable on different monitor sides.
Disable Close
This option can be selected if you want to prevent the visitor from closing the pop-up box. Be mindful when using this option, to ensure they don't get stuck or unable to progress in your document.
4. Result 1 Style/Result 2 Style
Use this section to choose the settings for the pop-up boxes that will be displayed for each Result. The options are the same as section 3. Popup Style.
5. Clickable Area
Position X & Y
Adjust the position of the clickable area. 'X' sets the position of the left edge and 'Y' sets the top edge.
Width & Height
Adjust the width and height of the clickable area. The size is measured in pts.
Link to Panel
Link the module to a Panel in your document. Once linked, the module will move with the Panel if it is repositioned or resized.