Separate sign-up form and manage preferences form

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  • Updated 1 year ago
  • Under Consideration
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It would be great if we could separate the sign-up form (i.e very simple form) from the manage preferences form. The reason for this is the more fields on a sign-up form the higher the barrier to entry. So with a separate form that allows a user to manage their preferences we could begin to build taste profiles for our users. Learning what type of content they prefer to receive, where they're located, the frequency they want to be contacted. If we have multiple emails with different themes it would allow them to opt-in and out of different campaigns without opting-out of all emails. It also allows the admin to embed a separate form on their website that gives the user another access point to update settings.

I know you can create this workflow with two different forms but it would be nice to have it templated especially since there is [Manage_prefs] calls in the sign-up form confirmation emails. 
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WeAreTeachers

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  • slightly frustrated

Posted 3 years ago

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Emily Hollingsworth, Alum

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Hey there -- thanks for sharing! We're looking into this on our end and will circle back with you soon. :)
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Emily Hollingsworth, Alum

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Hi again -- We realize that our current signup form isn't the most advanced feature we offer, and the success of lightbox forms really exposed the interest our users have in more expansive functionality. While we don't have a team lined up to work on this right away, we are actively looking into requests like this, so I'm marking this Under Consideration.

We'd would love to hear more from Emma users about what is most important to them in the world of signup and manage preferences forms!  This way, we can create a plan for improving that experience. :)
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Cynthia

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I'd like to throw my hat into this ring. I have a signup form where people can indicate/manage their preferences. However, when I receive notice of a "new signup" I have to look up the person to determine whether they are either signing up or just managing their preferences. This has developed into a pain because I'm offering a discount for new signups but both use the same form. A separate form would make life much easier for me!
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Grey Stepp, Support Team Manager

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Hey Cynthia, I'm curious about your process of offering a discount and how we might be able to help resolve your frustration in the meanwhile. I'm going to reach out to you via email.  

- Grey  
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kmurack

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I've been asked to implement the ability for an email recipient to 'choose the level' of their involvement in terms of the number of emails they receive from us. I'd love it if on the Manage Preferences page I could include a 'frequency' option that could write to the database. I imagine it requiring a specific set of instructions like: "Enter 1 if you'd like to receive all our emails, enter 2 if you'd like to be contacted a few times a month, enter 3 if you'd like to hear from us a couple times a month." I could then filter a campaign based on these entries.
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Grey Stepp, Support Team Manager

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Hey there, 

You could set this up as a Contact Field for your members with a dropdown menu or a multiple choice box.  Then you could set up segments based around that question.  It wouldn't necessarily need to be numerical.  You could just literally put those options in and then segment out based on those.  

Here's some more info on Contact Fields:  https://support.e2ma.net/Resource_Center/Account_how-to/managing-contact-fields

And some info on Segmenting: https://support.e2ma.net/Resource_Center/Account_how-to/Using_the_segment_builder

Let me know if you need any help with the logistics of getting that set up.  

- G
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Restaurant Equippers

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Obviously the marketing message to acquire an email address, and the message to open up options for what they would like to receive can and often are two separate actions and strategies.

I would like to have a separate "manage preferences" form from the original signup form they used. Is this possible?

Thank you
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Grey Stepp, Support Team Manager

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Hey there!  The "manage preferences" link in the footer of your emails is connected to whatever signup form is connected to the mailing itself.  So the key here would be setting up a separate signup form to send with your mailings than what you've got on a marketing site, etc.  

Our developers can customize the LANGUAGE on the manage preferences page for a specific signup form if you'd like.  The options would be the same, but if you need to customize the language on the page we can do that here.  The best way to go about that is to shoot an email to support@myemma.com with the change you'd like and what signup form you'd like to be updated.  

Otherwise, as I stated on the other post, we are currently working to improve this whole process and I'll be posting back here when I get any updates from our developers.  

Cheers!

- G
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Cynthia

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Hey Gray, I'd like more details on how to set up a separate signup form for true signups rather than "manage preferences". When someone signs up for our emails, I'd like to send them a discount code (through an automated workflow) but don't want people who manage their preferences to receive it. 
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Grey Stepp, Support Team Manager

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Hey Cynthia, 

I think the key here is going to be sort of a workaround.  

In the automation workflow, when using the "Signup" trigger, you have the option of selecting a specific form or using the "All" trigger.  

Using a SPECIFIC FORM will allow existing contacts to enter the workflow.  

Using the "ALL FORMS" option will only trigger the workflow for NEW contacts.  

So what I'd suggest doing is setting up your workflow that way, and using GROUP membership to specify the contacts.  

By which I mean, have your signup form add contacts to a specific new group (could be in addition to the group they're already being added to).  Then you would set up your workflow to trigger only for contacts in that specific new group, but have it triggered by "ALL FORMS" .  

Let me know if you have any questions about that! 

- G
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Texas A&M Foundation

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We are experiencing this same problem.  It is EXTREMELY FRUSTRATING not to know whether someone signed up or whether they were managing their preferences.  It is also very cumbersome to find out which groups people opted into our out of when they did manage their preference or sign up. Because Emma is so slow, it takes about 30 seconds to load an audience member.  So for every person who manages their preferences or signs up, it takes 30 seconds to understand what they did.  With a list of 400,000 people, you can imagine how time-consuming this can be. Identifying which audience members are more engaged than others and what their likes are, is way more difficult than it should be. 
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Grey Stepp, Support Team Manager

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Hey there Texas A&M, 

I'd be curious to know exactly what information it is you're looking for and how that could be better surfaced for you.  I'd like to explore some other solutions and/or segmenting to see if we can help you achieve those goals.  

Is there an email address we could reach out to to discuss?  

-G