How can our customers manage all preferences when the signup form only has one or two of the preferences listed?

  • 1
  • 2
  • Question
  • Updated 3 years ago
  • Answered
I am very frustrated with MyEmma's signup form process.

I have added multiple categories like interests and how often customers want to receive emails, but because we cannot put all those categories on our popup and embedded website signup forms (more options discourage signups), customers are unable to access and update these preferences from their confirmation email.

If I understand the system correctly, when I send future emails out I can select a separate signup form (made specifically for this purpose and not actually used as a signup form) that will allow customers to update all preferences, but this seems like an extra, unnecessary complicated step - and most customers will never think to click the preferences link after the initial welcome email.

It would be great if we could have an embedded form for just email and then either a popup that asks for more details or an email that asks for more details. One of the reasons we chose MyEmma after Patronmail discontinued was because it offered such great segmentation and automation options - but those are USELESS without proper, easy-to-use, optimized forms. I can't even use the lightbox form on our Facebook page because we already have one for mobile alert signups and Facebook only allows one lightbox per page.

Am I correct in all this? Or am I missing something?
Photo of Sierra Repertory Theatre

Sierra Repertory Theatre

  • 12 Posts
  • 2 Reply Likes
  • frustrated, upset, useless

Posted 3 years ago

  • 1
  • 2
Photo of Greg Rathbun

Greg Rathbun, Customer Service Specialist

  • 296 Posts
  • 22 Reply Likes
Greg with Emma Support here!

I agree with you that it is best to keep your initial signup form simple and direct to encourage signups.

Once you've got folks signed up and in your audience, you can send a mailing linking to a signup form customized to ask for the additional contact info. This helps you avoid missing out on signups who might be turned off by a longer signup form, while still being able to gather the extra info you're looking for.

I'd suggest using a button block when creating this mailing to gather additional info. This allows you to focus on the link as your call to action and encourage recipients to click on it (consider making this the only call to action in that email to keep things focused).

You can also use [% manage_url %] in place of the signup form's direct link when adding the URL to the button block. This will automatically link to the manage preferences option for the signup form that you select at the Review & Send (or Send Test) screen.

One last suggestion, if you'd like to automate this process, consider using our Automation feature to automatically send a welcome email asking for this information when someone signs up.

If you have any questions, let me know and I'll be glad to help further!