An email sign-up form enables constituents to sign up for your organization's emails. After they submit the form, they see a success page. You can customize the form and success page. To start creating a form:

  1. Click Gear icon, Website Integration.

  2. Click Select on the Email Sign-up tile.
  3. Click New.

Design the Form—Step 1

The email sign-up form includes a few options you can customize. The options available to you are set in other areas of Bloomerang, so you may need to set up a few things before you create your email sign-up form.

Settings

  • Form Name: The name of your form must be unique. The name is shown in Bloomerang and on notification emails your organization receives when a constitituent uses the form.
  • Confirmation Email: Set a custom confirmation email for your constituents. If you leave this blank, the donor receives a default confirmation email.
  • Notification Email: A notification email is sent to the email address listed in your organization settings. You can add up to 10 more email addresses by clicking Add Email, and entering the email address. Remove an email address by clicking the X. Each email address will receive the same notification email when the form is submitted.

Custom Fields

To gather more information about the donor, add constituent or interaction custom fields. Click Add Constituent Field or Add Interaction Field. Choose the custom field and type in a display name. Rearrange the order of the fields by clicking the up or down arrows, or remove a field by clicking the x.

Tip: Be judicious about how many custom fields you place on the form. Constituents are more likely to fill out three or fewer fields.

Required custom fields are required on the form.

Design the Success Page—Step 2

The success page is what your constituent sees after he has successfully signed up. This is an excellent opportunity to thank the constituent and engage him further. You can design the page in Bloomerang or use your own success page.

To design a success page in Bloomerang:

  1. Click Build in Bloomerang.
  2. Edit the title and message, if desired.
  3. Select which social media buttons you want on the page (what they do is described below). If needed, add your organization's social media information (this also updates your organization settings).
    • Tweet button: Adds the Prefill Tweet Text message and a link to your form to the constituent's Twitter timeline. The constituent can personalize the message.

      Tip: Want to add your own message? You certainly can! Make it sound like it is coming from the constituent (not your organization) and include a call to action.

    • Follow button: The constituent now follows your organization's Twitter account.
    • Like button: Adds a Like to your organization's Facebook page.
    • Share button: Shares your form's page to the constituent's Facebook timeline, groups, or friends. The constituent can add a personalized message.
  4. Click Save and Preview.

To use your own success page:
  1. Click Redirect to URL.
  2. Type in the URL for your success page.
  3. Click Save and Preview.

Preview Form

On the Display page, preview the email sign-up form and its success page and publish your form.

  1. Click Form and check that your form looks correct; click Edit to make changes.

    Tip: To make changes to the CSS, HTML, or JavaScript, click Self-Host Form. See Create, Edit, and Revert Self-Hosted Forms for more details.

  2. Click Success Page to see the success page. Click Tweet or Share to see what the posted message will look like. Click Edit to make changes.
  3. Click Publish to get the code snippet. Copy and paste this code snippet into your website.

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