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Sign up forms

Rachael Norris
Rachael Norris
  • Updated

You can use sign up forms to collect data and contact preferences from your future customers. This article explains how sign up forms are integrated with Spektrix and what you can achieve. 

Types of sign up forms

Sign up forms are implemented on your website by your web developers. 

When a Customer completes an integrated sign up form on your website, a Customer Record is created on your Spektrix system.

There are two different sign up forms which you can integrate with Spektrix:

  • Simple sign up form: This can capture first name, last name and email address. Customers who use this sign up form will automatically have the associated Contact Preference added to their account.
  • API sign up form: This captures the same information as the simple sign up form, plus additional data. For example, you can use Tags to capture additional data about customers such as their interests.

The simple sign up form

The simple sign up form can capture first name, last name and email address. 

WARNING: If you do not link your sign up form to an Email Contact Preference that is linked to Dotdigital you will still receive the Customer’s details but without any Contact Preferences. This means that you won’t have permission to contact them.

When a customer signs up through a simple sign up form, they will:

If the Send customers an email when they create an account themselves setting is switched on, customers will also:

  • Receive an email asking them to create a password if they want to access their account online. You can edit this new account email and turn it on or off by following the steps in the System Emails article.

The simple sign up form must be implemented by your web developer unless you use Spektrix Subsite.

Using our Integrate Portal, you can supply your web developer with the documentation they need to set up the simple sign up form. 

 

API Sign up form

You can use the API sign up form to capture additional data as well as first name, last name and email address. 

When a customer signs up through an API sign up form, they will:

  • Automatically have a Yes response againstthe associated Contact Preference(s).

If the Send customers an email when they create an account themselves setting is switched on, customers will also:

  • Receive an email asking them to create a password if they want to access their account online. You can edit this new account email by following the steps in the System Emails article.

With an API sign up form you can:

  • Apply Tags or Attributes to a Customer Record

  • Use the form to power a ticket ballot (a fair way to distribute tickets when demand is high or limited tickets are available)

  • Record where the sign up occurred on your website

  • Add extra Contact Preferences

An API sign up form must be implemented by your web developer.

Using our Integrate Portal. you can supply your web developer with the documentation they need to set up the API sign up form. 

 

Further Reading

You may also be interested in reading:

To continue learning about Sending Email Campaigns and Mailings, and, Contact Preferences take a look at the Communicate with your Customers section of the Support Centre.