How to Create a Campaign Monitor Subscribe Form in WordPress

Last updated on Jul 31, 2018 by Lindsay Liedke

Do you want to create a Campaign Monitor subscribe form in WordPress? Adding a subscribe form throughout your website helps you stay in touch with your site visitors and forge long-lasting relationships.

In this article, we’ll show you how to create a Campaign Monitor subscribe form in WordPress so you can build your email list.

Step 1: Create a Campaign Monitor Form in WordPress

The first thing you’ll need to do is install and activate the WPForms plugin. For more details, see this step by step guide on how to install a plugin in WordPress.

Next, go to WPForms » Addons and find the Campaign Monitor Addon.

Install and activate the Campaign Monitor Addon.

Once your WPForms Campaign Monitor addon is active, go to WPForms » Add New to create a new form.

On the setup screen, name your form and select the Newsletter Signup Form template.

WPForms will create a simple newsletter signup form.

Here, you can add additional fields by dragging them from the left hand panel to the right hand panel. Then, click on the field to make any changes.

You can also click on a form field and drag it to rearrange the order on your Campaign Monitor subscribe form.

One form field you might want to add to your Campaign Monitor subscribe form is the GDPR Agreement field.

This form field helps you create GDPR compliant forms by giving your site visitors an explicit way to agree to you storing their personal information and sending them email marketing materials.

To change the default language of the agreement field, all you have to do is click on the field to make changes.

If you do add the GDPR Agreement field to your subscribe form, you’ll need to go to WPForms » Settings and click on the GDPR Enhancements checkbox.

When you do this, you’ll enable the GDPR enhancement features WPForms has available for you to make complying with GDPR that much easier.

In fact, you’ll be able to:

• Disable user cookies
• Disable user details, which includes IP addresses and User Agent data
• Access the GDPR form field for your WordPress forms

Once you’re done customizing your form, click Save.

Now, we’ll take a look at how to configure the Campaign Monitor settings so you can connect your signup form to your email marketing service .

Step 2: Connect Your Form to Campaign Monitor

To connect your subscribe form to Campaign Monitor, go to Marketing » Campaign Monitor.

Next, click Add New Connection.

A box will pop up asking you to name this connection.

Enter any name you want since this is for your reference only. Then, click OK.

Next, you’ll be asked for your Campaign Monitor API Key. You can get this by signing in to your Campaign Monitor account.

In your Campaign Monitor dashboard, click on your profile image and then go to Account Settings » API keys.

Click Show API Key and copy it. Then, paste this key in your Campaign Monitor marketing settings page in WordPress.

Next, copy and paste the Client ID. You can give your Campaign Monitor account a nickname too.

Click on the Connect button so WPForms can connect to your Campaign Monitor account and you can choose the email list you want your subscribers’ information sent to when they sign up.

Make sure to choose Email from the email dropdown menu so email addresses are sent to your Campaign Monitor account when people subscribe.

If you want additional information sent to your Campaign Monitor account, such as the subscriber’s name, choose those form fields from their respective dropdown menus.

When you’ve configured these settings, save your form. Now, you can configure your form’s settings.

Step 3: Configure Your Subscribe Form Settings

To start, go to Settings » General.

Here you can configure the following:

• Form Name. Rename your form here.
• Form Description. Give your form a description.
• Submit Button Text. Customize the copy on the submit button.
• Spam Prevention. Enable the anti-spam honeypot feature to prevent spambot submissions. This feature is automatically enabled on all WordPress forms. If you decide to use another form of spam prevention, unclick this option.
• GDPR Enhancements. If you enabled the GDPR enhancements in step 1, here is where you can disable the storing of entry information and user details, such as IP addresses and user agents, in an effort to comply with GDPR requirements.

When you’re done, click Save.

Step 4: Configure Your Subscribe Form’s Notifications

Notifications are a great way to send an email whenever a form is submitted on your website.

Unless you disable this feature, whenever someone submits a subscribe form on your site, you’ll get a notification about the submission.

If you use smart tags, you can also send a notification to the user when they subscribe, letting them know you received it and will be in contact shortly. This assures site visitors their form has gone through properly.

For help with this step, check out our documentation on how to set up form notifications in WordPress.

Adding to this, if you want to keep branding across your emails consistent, you can check out this guide on adding a custom header to your email template.

Step 5: Configure Your Subscribe Form’s Confirmations

Form confirmations are messages that display to site visitors once they subscribe to your email list. They let people know that their form has been processed, and offer you the chance to let them know what the next steps are.

WPForms has three confirmation types to choose from:

1. Message. This is the default confirmation type in WPForms. When a site visitor subscribes, a simple message confirmation will appear letting them know their form was processed. Look here for some great success messages to help boost customer happiness.
2. Show Page. This confirmation type will take site visitors to a specific web page on your site thanking them for subscribing. For help doing this, check out our tutorial on redirecting customers to a thank you page. In addition, be sure to check out our article on creating effective Thank You pages for boosting customer loyalty.
3. Go to URL (Redirect). This option is used when you want to send site visitors to a different website.

Let’s see how to set up a simple form confirmation in WPForms so you can customize the message site visitors will see when they submit a form on your site.

To start, click on the Confirmation tab in the Form Editor under Settings.

Next, select the type of confirmation type you’d like to create. For this example, we’ll select Message.

Then, customize the confirmation message to your liking and click Save when you’re done.

For help with other confirmation types, see out documentation on setting up form confirmations.

Now you’re ready to add your contact form to your website.

Step 6: Add Your Campaign Monitor Subscribe Form to Your Website

After you’ve created your Campaign Monitor subscribe form, you need to add it to your WordPress website.

WPForms allows you to add your forms to many locations on your website, including your blog posts, pages, and even sidebar widgets.

Let’s take a look at the most common post/page embed option.

To start, create a new post or page in WordPress and then click on the Add Form button.

Next, select your contact form in the modal popup and click Add Form.

Then, publish your post or page so your contact form will appear on your website.

And there you have it! You now know how to create a Campaign Monitor subscribe form in WordPress so you can start building your email list and working on your email marketing strategies.

If you want to offer a lead magnet to encourage more site visitors to subscribe to your email list, check out this article on delivering a content upgrade to form subscribers.

Adding to that, once you form solid relationships with your new subscribers you might want to consider adding a form to your site so you can find out more of what your subscribers want from you. To do this, check out our easy to follow tutorial on how to create a survey form in WordPress.

So, what are you waiting for? Get started with the most powerful WordPress forms plugin today.

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