When to use it
Signup pages give you a simple way to allow supporters to enter their information into your supporter database on a page that matches the look and feel of your own website. Signup pages can be used for email signup, volunteer signup, or for any purpose that requires a custom form.
How to get there
Navigate to the Website package and click the Signup Page option under Web Pages.
Signup Page: Content
Reference Name is entirely an internal name, invisible to the public. Use organized, specific titles such as
May 2015 Supporter Signupto make sorting and locating easier.
Title is the public facing display title for the page, it will show up at the very top of the page and on the browser tab (as long as a title isn't specified in your template).
Header text and information appears at the top of the finished signup page, it will appear below the Title. Use the WYSIWYG editor to edit text and insert/upload images, or click the Source button and paste in HTML code directly.
Signup Page: Supporter Info
- You can add more fields, including custom fields, by clicking Add a new field and selecting the new field from the drop-down menu.
- You can make any field required by clicking the "required" check box next to it.
- Remove fields by clicking the button with the minus symbol to the right of the field name.
To change the order of the fields, Click the Use Field Order Shown Below box, then change the order of your saved fields by click the drag handle next to any field, and holding down your mouse button as you move it up or down the field list.
Add to these groups
Choosing one or several groups here will automatically add your supporters to the corresponding groups when they submit the page. (Learn more about groups.)
- Click Add a group
- Click in the search bar area or the search icon
- Find and select the group you want to add
Utilizing this option will add the groups to the public facing page to allow the supporter to choose which groups they want to join.
Signup Page: Other text
The Other Text tab allows you to insert some additional text at various places throughout the signup page. These boxes also allow HTML, and since all save the last box ("Content after the submit button") occur within the signup form itself, they can also enable you to insert code that customizes the behavior of the form itself.
Text before the group selection adds text before the optional groups listed on the page.
Required Confirmation Textadds text next to a checkbox that will appear below the supporter fields. This box will be a required field, so the supporter will have to check it to submit the page.
Content before the submit button appears above the submit button.
Content after the submit button will appear below the submit button.
Signup Page: Follow-up
This field allows you to specify the web address to which your registrant will be redirected after completing the signup page. Use a full url -- e.g., http://www.salsalabs.com and not www.salsalabs.com.
In the Assign Email Autoresponses (Triggers) section you can choose what type of automated message the supporter receives after signing up. See the guides on Autoresponses/Email Triggers and Streaming Emails for further information.
Signup Page: Tags
This tab allows you to add optional tags to the signup pages -- they function just like optional groups.
Pre-Tag Text shows above the list of optional tags to select.
Tags allows you to add one or more tags to the page. Click the +Add a tag button to select an existing tag.
Signup Page: Options
For volunteers, request availability If checked, this box causes a set of volunteer availability fields to be requested on the signup page. The options added are not customizable and will store the data collected on the page in the supporter_volunteer database table. You will only be able to get to this information with a custom report.
Do not add without confirmation will require a double-opt in by the new supporter to actually join your list: after signing up on this page, s/he will have to confirm by clicking a link in an email message.
If you click this box, you must set up the email confirmation messages as a trigger. Read the full instructions before using this feature.
Maximum field width enables you to control the span of input fields on the signup page. You may want to use it if you have a narrow template. If left blank, fields are set to 22 characters wide by default.
Signup Page: Built in tracking
Often, Salsa users will repurpose sign up pages in other ways than just signing up new supporters - such as a quick survey, or as a follow-up page to collect more information on supporters who just took action. To allow you to easily find everyone who completed a particular sign up page, Salsa will automatically add a tag to any supporter who finishes a sign up page. The tags take the form of:
signup:page#### Where #### is the sign up page key number.