How to setup a newsletter subscription form

One of the basic's on a website is a newsletter subscription form.

The regular setup is a simple email input field and a submit button. By click on the submit button a verification mail needs to be verified by the customer.

Preparing the email template

For choosing a email template later, it should be added before the form setup. For the beginning it's an easy snippet:

How to setup a newsletter subscription - Step 1 - Email template

Setting up the form

The basics in setting up a form. The form has a text field and a submit button. See text field will be used for the e-mail address. This should be required and has an e-mail validation activated. Your form should look like this:

How to setup a newsletter subscription - Step 1 - Form

Set submit actions

For an approval process it's important to have at minimum two submit actions. The first one is the 'Create Customer' submit action. This will create or update an existing customer in the database. This will be matched on the E-Mail field.

An email with the verification link needs to be sent to the customer. Therefor a 'Send Mail' submit action is needed. The important setting is, that the second 'To' field should set to the internal name of the email text field.

How to setup a newsletter subscription - Step 1 - Submit actions

The customer will receive this email after clicking on submit.

Create a verify interaction

The last step is to create an interaction to set the verified state to '1' or another value. The interaction needs a customer field for the verification state, that will be chosen in the interaction.

How to setup a newsletter subscription - Step 1 - Interaction field

The last step is to insert the interaction snippet in your site. No JavaScript libraries needed.

How to setup a newsletter subscription - Step 1 - Interaction snippet

By inserting the snippet in your site, you should set the value for the field. The values has by default the value '[SET VALUE HERE]'. Just replace the string with another value.

When the user has verified the subscription, the value in the customer data's is set. You can find it in the customer section.

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How to create a form How to create an email template Interactions Customer