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Create a Custom Newsletter Subscription Form

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This is a three step process:

  1. Create an Account Custom Field
  2. Create an Email Audience
  3. Create a New Custom Form

Create a new Account Custom Field 

Create an account custom field to collect newsletter subscription preferences from your constituents. Learn how to create custom fields here.

In this example, our custom field allows constituents to subscribe to one, two, or all three of the three subscription options. 

Create a new Email Audience

Now you need to create an Email Audience that pulls in the accounts that filled out your newsletter sign up form. Learn how to create Email Audiences here. 

Email_Audiences_-_New_Audience.png

Complete the New Audience form:

  • Assign a Name to the audience  
  • Optionally, include a Description
  • Use the toggle to select if you’d like this audience Published

From the Audience Sources section of the detail view, click the Add button. Choose the source type: Live Report

Audience_Sources_support_screenshot.png

In the example below, we'll load the criteria that will capture the individuals who selected the Monthly Newsletter option.

Click 'Run Report' to load the results.

From the results page, click Save Email List to add the results to your audience. 

Now you can see that your Live Report is available under the Audience Sources list your email audience. Click the edit icon to make changes to the Live Report. 

Live_Report_-_Audience_Sources.png

Create a New Survey Form

Now that you have an Email Audience based on your custom field selection, you need to create a Survey form to collect subscribers.

Make sure that the form is set up to create accounts. The form must create Neon accounts in order for those individuals to be included in your standard email audience. 

new_custom_form_create_accounts.png

Add a new page.

new_form_page.png

Add the account custom field to your form page from the Neon fields sidebar and set the field as Required in the left Properties menu.

set_required.png

First Name, Last Name and Email must also be added as required fields. 

add_fields_to_page.png

When you're done adding fields to your form page, select Save and then publish the form. 

publish.png

Once published, anyone that fills out this custom form and selects the "Monthly Newsletter" option will be automatically added to your Monthly Newsletter Email Audience. 

An example custom newsletter sign up form is shown below:

example_sign_up_form.png