A Newsletter signup form collects an email address, with a consent checkbox, and adds the person to People so you can email them later.

Before you start

  • You're an Org admin. Members can see forms but can't create them.

Steps

  1. Go to Communications → Forms and click New form.
  2. On Newsletter signup, click Use template.
  3. Under Form basics, set the Form name, Headline and Intro text. Turn on Show branded header & footer if you want your colours, name, charity number and website around the form.
  4. Under Consent (CASL), edit the Consent checkbox text. Consent required to submit is on by default.
  5. Under Fields, Email is always required. Turn Collect name and Collect organization on or off.
  6. Optionally, under Before the form opens, turn on Confirm email before the form opens. People then confirm their email with a one-time code before they see the form.
  7. Under After they sign up, set the Thank-you headline and Thank-you message.
  8. Click Publish. Then use Copy embed or the form's ⋯ menu to share it.

What happens next

When someone clicks Subscribe:

  • A new person is added to People as a Prospect and tagged Newsletter. Someone already in People just gets the tag; no duplicate is made.
  • Their Email opt-in is turned on. This happens on every newsletter sign-up, even if you turned off Consent required to submit and they left the box unticked.
  • The sign-up is saved under the form's submissions. On the form list it shows as subscribers.

The Send a welcome email switch doesn't send anything yet.

To email your subscribers, use a segment in People with a Tag rule for Newsletter, select those people and click Email. Anyone whose Email opt-in is off is skipped.