In This Article:

    Sign-Up Forms

    In This Article:

      Sign-up forms are a great way to grow your supporter rolls. Sign-up Forms are web forms that you can embed within or link to from your website, blog, or social media so that a visitor can sign up to receive a newsletter or other communications from your organization. Typically, successful Sign-up Forms require very few fields - often only Email. Most organizations choose to offer several opportunities for visitors to sign up. One way is via a link on their website, another could be in an email communication, event invite, or blog post. Check out Sign-up Form best practices for an interesting article on best practices.

      Salsa Engage enables you to implement forms in the following ways:

      • Standalone sign-up Form URL, where the page is hosted by Salsa.
      • 'Widget' Javascript code generated by Engage, which you can paste into your existing web site.
      • 'Widget' Javascript code for a button which you can paste into your existing web site.

      Standalone Sign-up Form URL

      This page is hosted natively by Salsa Engage and included as part of your subscription.

      Pros Cons
      • No website needed.
      • Form is secure.
      • Fully customizable layout/content.
      • Form is mobile-responsive.
      • URL can be customized for a fee.
      • URL will start with https://yourorgdomain.salsalabs.org, which while most organizations discover is not a problem, can be something to consider.
      • Look and feel is not identical to the website.

       

      Widget Code Generated by Engage

      You can paste this code into your own website content management system (for example, Wix, Wordpress or Drupal).

      Pros Cons
      • Since sign-up form is integrated into an existing website, branding is retained.
      • Retains the URL of that web page.

       

       

      • Assumes you have access to edit your own CMS. If you do not have the ability/access to your CMS, reliance on a contractor or other department can make this more challenging.
      • Responsiveness - If the site into which the code is pasted is not natively mobile responsive, the form could have challenges.
      • Lack of security - embedding this code into a web page that is not natively secure may have the appearance to outsiders of not being secure, however the form itself is always securely encrypted.

       

      Widget for a Website Embedded Button

      Pros

      Cons

      • Buttons are a widely-used design option.
      • Allows for click tracking
      • Directs to an external form on another web page.
      • Look and feel may not be identical to your web site branding.

       

      Getting Started

      1. Click Activities from the left navigation menu.
      2. Select the Sign-Up Forms tab.
      3. Click the + Create a Sign-Up Form button to the right of the window.
      4. The Make Your Selection tab is selected by default. See Make Your Selection for more information.
      5. The Basics tab is selected by default. Fill out the fields. See Activity "Basics" for more information.
      6. Click the Next button at the bottom-right of the window. The compose window will open.

      Compose Your Form

      This step enables you to create content and page layout, manage the activity's page settings, consider what type of confirmation the supporter receives, select which payment gateway to use (if you have more than one payment gateway configured) and add any third-party tracking to your form. See the Compose page for additional information.

      Set Up Autoresponders

      Select an autoresponder option. See the Autoresponders page for additional information.

      Publish Your Form

      After you have it set up the way you want, publish your form. Click here for detailed information about Publish options. When you select Publish This Form, the page will be rendered, a URL hot-link will be generated, and widgets will be created. You can also see the available date, which shows when the page was published and made available for use. Most importantly, the form will be live.

      Widgets for External Web Pages

      After you publish, Salsa Engage generates widgets that enable you to add a donate button or your donation form to any web page that you own. Click here for more information.

      NOTE: You'll probably need admin level access to your web site to use this widget code.

      Analyze Results

      Once you have published a sign-up form, you will find a new tab in the page workflow: Results. To the right, you'll see a date filter. Updating these values will filter the data for every report on this page. See Performance Statistics for Actions and Messages for detailed information.

       

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