How to Create a Newsletter Signup Form in MailPoet

Three Parts:Create a MailPoet Form for Newsletter SubscribersAdd Your MailPoet Form as a WidgetAdd Your MailPoet Form as a WordPress Shortcode

Three things make MailPoet run: lists, newsletters, and forms. Forms are what you use to add subscribers to your list, so you can send them newsletters. If you don’t know, MailPoet used to be called Wysija, and it’s a newsletter managing plugin for WordPress. You can set up a signup form in MailPoet, and place the form in different areas on the site.

Part 1
Create a MailPoet Form for Newsletter Subscribers

If you’re creating a newsletter that you want people to subscribe to online, then one way or another you need to point them to your MailPoet form. This article assumes you have a WordPress site with the MailPoet plugin installed.

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    Log in to your WordPress dashboard. Navigate halfway down the menu on the left side and hover over ‘MailPoet.’
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    Click "Settings" when the drop down menu appears.
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    Click the “Forms” tab. This is located at the top of the next page
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    Click the ”Create a new form” button below the tabs.
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    Edit New Form. On the next page, below the heading, “Edit New Form” is the most basic form you may have; an email address field with a button that says “Subscribe!”
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    Add New Field. To the right of the basic form is a box with a button that says, “Add New Field.” Below the button are some bars that have names of fields. This is where you add fields to your form.
    • By default, it gives you the following bars to be dragged to your form:
    • Divider
    • First Name
    • Last Name
    • List Selection
    • Random Text or HTML
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    Add a choice. To add a choice not among the defaults (skip to step 9 if you only need the defaults), click the ”Add New Field” button, and then in the resulting dialog box, select the field type. Your choices are:
    • Text Input
    • Text Area
    • Radio Buttons
    • Checkbox
    • Select
    • Date
    • Choose a name for the field and add in the “Field’s Name” box. Select whether the field is mandatory, and if it’s a text-based field, select any validation for the field you’d like.
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    Click “Done.
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    Click and drag the field you wish to use from the “Add New Field” box to your form. Areas in which you can place the field will show up on the form as boxes made from dashed lines. Drag the field to one of the dashed boxes.
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    Hover over it and click the “Edit Display” button that appears. You will be able to change how the field text will display in your form.
    • You will also be able to choose whether the inputs are mandatory or not. When finished editing, click the “Done” button.
    • Unless you’ve added the “List Selection” field to your form (if you did, skip to step 12), there will be a field beneath the form that says, ‘This form adds subscribers to these lists.’ Click on that to select from the options that drop down which email list you’d like to assign to this form. Skip to step 13.
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    Hover over the “List Selection” box and click the “Edit Display” button. Select which lists you’d like to add as selections by choosing from the drop down menu and clicking the plus symbol. Arrange the order by clicking the arrow icons to the right of the list of lists. When you are finished, click “Done.”
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    Edit text. To edit the text people will see after they submit the form, edit the text inside the text box below the “After submit…” heading.
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    Save. Once you’re happy with everything, click the “Save” button at the bottom.

Part 2
Add Your MailPoet Form as a Widget

If you’re ready to add your form as a widget right after you create it, start at step one below. If you’re navigating back to your form, this process can be started by clicking “Settings” under MailPoet at the left-hand dashboard menu, selecting the “Forms” tab on the next page, hovering over the form you want a widget for, and clicking “Edit” when it appears. Then, follow these instructions.

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    Click the “Widgets are” link. At the bottom of the “Edit” page, next to the sentence that reads ‘You can easily add this form to your theme’s Widgets area.’ Click the “Widgets area” hyperlink.
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    Find “MailPoet Subscription Form” widget. This will open your Widgets dashboard in a separate window. Find the widget titled, “MailPoet Subscription Form.”
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    Position your widget. Click and drag the widget to the widget area on the right side of the screen in which you wish your form to appear.
    • Once you’re set with the widget location, click the arrow on the right of the widget to expand its settings.
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    Enter Heading. On the “Title” field, put what you’d like to show up as a heading for your form. Leave it blank if you’d like also.
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    Choose a form. Under the “Select a Form” drop down, choose which form you’d like to show in this widget.
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    Save. Click the “Save” button, and you’ve added a MailPoet subscription form widget to your WordPress site.

Part 3
Add Your MailPoet Form as a WordPress Shortcode

Adding a subscription form for your MailPoet newsletter to a post or a page is similarly easy. Navigate to the form for which you’d like to add to a post or page by clicking “Settings” under MailPoet at the left-hand dashboard menu, selecting the “Forms” tab on the next page, hovering over the form you want a widget for, and clicking “Edit” when it appears.

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    Click “Shortcode. The very last sentence on the Edit page reads: “If you are an advanced user you can add it with HTML, PHP, iframe or a shortcode.” Click the “shortcode” hyperlink on the sentence.
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    View the code. A code will appear that looks approximately like: [wysija_form id="3"]. Please note that “wysija” may change to MailPoet soon, since the name of the plugin recently changed.
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    Copy this code to your clipboard.
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    Navigate to the WordPress post or page to which you wish to add your form.
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    Paste the code. On the “Visual” editor for the page, paste the code where you wish it to appear.
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    Click the “Save Draft” button at the upper right of the page.
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    Preview. Click “Preview” and then navigate to the new tab that opens to check you work.
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    Publish. If everything looks good, go back to your post or page, and click “Publish.” You’re done!

Article Info

Categories: Marketing