Home > Help > Creating an Opt-In Form

Beyond Response - Creating an Opt-In Form

 

  1. Create a new filter, and give it a title that somehow reflects what you are doing. EG: OPTIN

  2. For your Opt-In Rules, you must follow this guideline:

    • "Email:" MUST be set to "Subject"

    • "Logic:" MUST be set to "="

    • "Keyword" can be anything you want

  3. Set your Opt-In Redirect to wherever you want your subscriber to go to after they have opted in.

    Format must be "http://www.yoursite.com" (no quotes)

  4. Set your Display Name to something that represents the product the mailing list you are sending.

  5. For the To Name, you are going to use an extracted Personalized Message Field, so put ~~~name~~~.
    * ~~~ is what I use for my field delimiter. You can use something else.

  6. You can add or remove items from the Personalized Message Fields tab.  Sometimes you may want to include more detail about your customer, such as age, gender, etc.

  7. Extract Keywords is not used for Opt-In forms.

  8. Create some Newsletters and assign them to your Opt-In filter.

  9. Go back to the Filter you just created, and look at the bottom right corner of the Beyond Response console.  You will notice and Opt-In HTML button and an Opt-Out HTML button.

    If you click the Opt-In Button, you will see some HTML code. Copy and Paste that code into an HTML file and either upload it to your server, or just double click it where you saved it.  You will see that you have an Opt-In form!  You can modify this to make it look prettier, but it is functional the way it is.

    If you click the Opt-Out Button, you will see some other HTML code.  You can copy and Paste this code into your Newsletters so that your subscribers can opt out of your email list.

Technical Note (Not in the video)

When someone hits the Submit button on the Opt-In form, the data that is entered into the form is actually bounced off the Beyond Response server (www.beyondresponse.com *) and then formatted in a way that the Beyond Response software can read it, then forwarded to the DEFAULT EMAIL ADDRESS that you entered in the General tab of the Server Settings.

This concept also works with the Opt-Out HTML.

* I will be changing this so you can bounce the emails off your servers in a future version.

 

Home > Help > Creating an Opt-In Form

 

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