A subscription preferences page lets your subscribers manage which emails they get from you.

Using the method shown here, you can set up a Drip form to allow your subscribers change how often they hear from you and what kinds of things you email them about.

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Here’s what you need to get started:

A way to host your subscription management page. You can create this page on your own website or use a page creator tool (like Leadpages) to make one. You will also need a confirmation page to confirm your subscribers’ updated preferences.

An established system for how you email your subscribers.
This might look like:

  • A “weekly” segment and a “monthly” segment
  • Subscribers divided by topic areas

Whatever you choose, make sure you keep it consistent.

This means if you have a weekly segment indicated by a custom field called newsletter_frequency that equals weekly, make sure you only email broadcasts to those people once per week.

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Your established segmentation system will be used to build your form, so this is important!

In this example, we will use a form to set custom fields to update subscription settings.

Here’s the steps:

1. Create a Drip form.

Call the form “Subscription Management.”

subscription_management_-_design_%c2%b7_dripYou will use the HTML markup from this form to insert into the subscription management page on your website or page builder. Because you’ll only be using the HTML from this form, you should disable the form’s widget option.

In this form, include all fields you want to collect from a subscriber. At minimum, you will need an Email Address field, which is a mandatory field when creating a Drip form. Many people also require a First Name field.

Pro tip: Including a First Name field allows you to collect first names any time someone updates their preferences and helps you personalize your emails down the road.

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Other fields you should consider including:

If you send emails on a periodic basis, and allow people to choose how often they get these emails, include a field that allows them to pick this.

For example, if you allow someone to receive emails twice weekly or twice monthly, you could add a drop down selector for someone to choose their preference. This drop down selector would then update a custom field called newsletter_frequency with how often the subscriber wants to receive emails.

If you allow people to pick topics they want to hear from you about, you can include checkboxes for them to select their topics.

2. Modify the form HTML with drop-down and checkbox code

Now that you’ve added the fields for the information you want to collect, copy the HTML that the Drip form provides into a text editor.

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Then, follow the instructions for adding drop downs or checkboxes to your form here.

As an example, here’s a form that allows someone to change their frequency and their topics.
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This form will:

  1. Require an email address, so you know which of your subscribers is updating their preferences
  2. Ask for a first name, so if you don’t already have one for that subscriber, they can add it to their profile
  3. Ask how often the subscriber would like to be emailed through a drop-down selector. The form will set a custom field called newsletter_frequency with either weekly or monthly.
  4. Ask which topics the subscriber would like to be emailed about through a series of checkboxes. Each checkbox will update a custom field for each topic. The subscriber can pick from a number of topics (topic 1 or topic 2) which will update custom fields of the same name with yes or no. If the Topic 1 checkbox is left unchecked, for example, the topic_1 custom field value will be no.

Here’s the code, modified from the original Drip form code with a dropdown selector for newsletter_frequency and two checkboxes for topic_1 and topic_2:

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Here’s the exact code that we used. You can copy and paste this into your HTML, but please update the field names to reflect your setup.

Drop-down selector for newsletter_frequency:

 <select name="fields[newsletter_frequency]">
 <option value="weekly">Weekly</option>
 <option value="monthly">Monthly</option>
 </select>

Checkbox for topic_1:

 <input type="hidden" name="fields[topic_1]" value="no" />
 <input type="checkbox" name="fields[topic_1]" value="yes" />

Checkbox for topic_2:

 
 <input type="hidden" name="fields[topic_2]" value="no" />
 <input type="checkbox" name="fields[topic_2]" value="yes" />

3. Test the form

Activate the form in Drip, then paste the modified code into your subscription management page. Submit the form using your own email address and then confirm your address was updated as you expected in Drip.

At this point, consider creating a success or thank you page to confirm your subscriber’s preferences were saved. Once you create this page, add its URL to your Drip form in the Custom Post-Submission Page area.

Alternatively, you can modify the default Drip form confirmation message to show a “Your subscription preferences were saved” message.

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4. Add a link to your Default HTML Footer

Now that your form is live and working, share it with your subscribers in the footer of your emails.

Go to your account settings, and add a link to your Default HTML Footer.

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5. Use your new subscriber preferences for segmentation

Now that your form is updating subscriber preferences custom fields, you should use them for all of your broadcasts.

Here’s one example of how to use the custom fields this form is setting for segmentation:

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