Create a Subscription Management Page

<< Create a Subscription List Introduction Manage Subscription Opt-Ins >>

 

In this article, we will show how to create a Subscription Management page using Subscription List records that have already been created. The Subscription Management page will show the user what their current preferences are if they have them already, and allow them to change them. If they don’t have any it will show what you choose to show as a default. If you don’t have any Subscription List records created, please refer to “How to Create a Subscription List” before continuing.

IMPORTANT: Your CNAMEs and Domain records also need to be set up before creating your Subscription Management Page.

Video

Written Instructions


Step 1: Create a Web Content Record

To get started, click the main menu button to the right of Microsoft Dynamics CRM and choose Settings.  Then click Web Content.

Here, you can see a few System Views. Active Web Contents will show by default, but you can also change the view to display Active Subscription Pages only, if you prefer.  You can also create a Personal View if you would like to create your own criteria to show here.

Click New to create a new Web Content record.

A new Web Content record will appear.

In the new record, enter the following fields:

Name: This is the reference name of the subscription page. You could use the title of the page that will contain the subscription page – for example: ‘Subscription Preferences’, ‘Newsletter Sign-up’.

Type: Choose Subscription.

2017-05-22_13-17-20

Domain: Select a domain you want to use for the Subscription Management Page. Make sure that the Domain record also has the Sub Domain Alias field populated – if it is not please see this article to set that up.

Create New Visitor As: Choose which type of record to create in your CRM if it does not match an existing Lead or Contact.

TIP: When an Anonymous Visitor fills out a subscription page and his or her email address does not already exist in a Lead or Contact record in your CRM, ClickDimensions automatically creates a record with the email address provided on the page. In the Create New Visitor As field, you can specify if ClickDimensions will create a Lead or a Contact record.

Campaign: (Optional) If you link a CRM campaign to this Subscription Page record, all associated Posted Subscription records will be linked the campaign you specified. You will be able to view all of the Posted Subscription records in the Campaign record.

Web Responsive: This determines whether you would like your subscription page to be responsive and scale automatically based on the device it’s being viewed on. By default this is set to Yes, but you can disable it by setting it to No if you prefer. If you change this value, you’ll want to Save and Publish your Web Content record.

Auto Responder Email Template: It’s best to leave this field blank. There is a better option for this in the Actions area of the form that you will later see.

Once all of the required information is entered, click Save.

Step 2: Design by Adding Subscription Lists

The Design button in the ribbon is now active. Click on the Design button to open the designer window.

2a. Add Subscription Lists

In the Designer window you will see a list of your Subscription List records on the right. Simply click on the Subscription List and drag it to the Subscription Design block to add the list to the Subscription Preferences page. As you drag the list over, the space where it will go will turn blue and will have a red line above it. Below that you’ll see the Submit button and will have the ability to move that to a different column.

You can also change the look of the Subscription List name on the page. To do this, select the Subscription List that has already been added to the Subscription Page and click the Properties button in the List section of the ribbon.

2b. Remove Lists

You can also remove a list from the Subscription Design Box by selecting the list and then clicking Remove from the List section of the ribbon.

WebContentRemoveButton2013

Step 3: Set List Properties

You can double-click on a list or click your list and then click Properties in the List section of the ribbon.

3a. Display

Under the Display tab, the name of the Subscription List will already be in the Label field, and you can change the text to anything you like (it will not change the name of the Subscription List record, only the label that appears on the page). You can also set a default value for the Subscription List (whether the box is checked or unchecked). If the person has already submitted a subscription management form, it will show their current preferences as a default.

In the Font Properties section, you can change the color, font, text size, and text weight of the Subscription List label.

SubListPropertiesDisplay2013

3b. Formatting

In the formatting tab, you can specify the number of columns the Subscription List label will span (one, two, or three).

SubListPropertiesFormatting2013

Step 4: Subscription Page Properties

Click on the Properties button in the Subscription section of the ribbon. This will open the Properties window for the entire subscription page. You will be able to change the font and size of the individual lists, as well as adding margins.

SubProperties2013

Step 5: Button Properties

You can click the submit button and then the List Properties button or double-click the submit button to edit it. You can change the text on the button (label), color/background image, alignment of the button, and more.

WebContentButtonProp2013

Step 6: Add and Remove Components

There are other elements you can add to the Subscription Page called Components. Choose Components from the drop down menu next to Filter on the right hand side of the window to view the Components. You can add any of the following to your Subscription Page:

6a. Section Title

The Section Title component lets you add text to your Subscription Page. Open the Preferences window (add and select the component, and click on the Properties button in the List section of the ribbon), and you will be able to enter the text, change the color, font, size, and weight of the text.

SubSecTitleComp2013

6b. CAPTCHA

The CAPTCHA component is a security addition that will make sure a human is submitting the Subscription Management Page, not a computer robot. It will insert a simple slider into your Subscription Management Page, which the user will need to slide a switch from left to right in order to submit. If you are accessing the Subscription Management Page on a mobile device and not a computer, tapping the lock icon will allow you to submit the Subscription Management Page.

The Submit button is grayed out while the CAPTCHA is locked.

The Submit button will become active when the user moves the slider to the right.

6c. HTML

The HTML component allows you to add images, text, links, and more to your Subscription page. Add and select the Component, and click on the Properties window in the List section of the ribbon. This will open an HTML editor window, where you can add images, insert a table, and more. If you would like to add a Header to the page, you will want to use the HTML Component. To learn more about the editor, click here.

html component new editor

6d. Unsubscribe All

It is good Email Marketing practice to give your users the ability to unsubscribe from all communications. If checked, this will both create an Unsubscribe Record attached to the Contact/Lead and mark the “Do not Allow Bulk Email” field on the Contact/Lead record to “Do not Allow”. You can add this option by adding the Unsubscribe All Component. By default the text for this option reads “Opt out from all email communications”. If you would like to change this text, you may open the Properties window for this option, and change the text properties.

SubUnsubComp2013

6e. Email

IMPORTANT: You MUST include the Email field if you’re placing this Subscription Management Page anywhere but as a link in an email. You do not need the email field if you are only going to link to this in an email because it will already know who they are. It will not hurt anything to have the email field there though. Read more below about adding the link to the page to your email template.

The Email field will allow for the subscription management page to be placed on your website and attach to the right Lead/Contact.

SubEmailComp2013

6f. Remove Components

You can also remove a components from the Subscription Design Box by selecting the component and then clicking Remove from the List section of the ribbon.

WebContentRemoveButton2013

Step 7: Add Actions

The Subscription Page Builder also gives you the opportunity to specify some actions to take once someone has submitted their Subscription Preferences. These Actions are detailed here.

Note: You may choose to use the “Add to Marketing List” Action to set up your Opt-ins. Click here for more information on managing subscription opt-ins with an Action. The other option is to manage opts-ins with a workflow.

Step 8: Confirmation Text

When a user submits their preferences, it is good practice to show confirmation text to indicate your user’s submission is submitted and received successfully. You can enter text or redirect the user to a new page by selecting the Confirmation Text button in the Subscription area in the ribbon.

A new window will open that contains an HTML editor and a field for the redirect URL. You may enter any text, images, links, etc… into the HTML editor, and it will be displayed as soon as the user clicks on the Submit button. You may also enter a URL into the Post Redirect field at the bottom. If you do enter a URL, the user will be redirected to that URL instead of seeing the Confirmation Text.

confirmation text updated editor

NOTE: The URL in the Post Redirect field must include http:// or https:// in order for the form to redirect on submission.

Step 9: Preview

You can preview your Subscription Page by clicking on the Preview button in the Subscription section of the ribbon.

This will open your Subscription Page in a new window where you can see how it looks. You can enter information and see the page respond. However, since it’s only a preview, any information submitted in this window will not be submitted to CRM.

Step 10: Code Editor

If you would like to edit the CSS properties or JavaScript related to this Subscription Management Page, click the Code Editor button.  This will open a new window that allows you to edit or include your own CSS and JavaScript code to be associated with this Subscription Management Page.

Web Content Code Editor Button

Web Content Code Editor Window

You will also see a pane in the window to view a read-only version of the HTML and a preview of what your Subscription Management Page would look like with the changes to the CSS and JavaScript code.

You can always reset the CSS and/or JavaScript back to what it was to begin with.  The changes will be applied to the Subscription Management Page once you click Save.

Step 11: Embed

When you are ready for your readers to use the Subscription Page, you can link to the Subscription Page in a ClickDimensions email using  the Subscription button in the HTML editor to quickly insert the link into your email. Make sure to use the button in the Email Template editor to insert the link rather than the embed option explained below. To see how to insert a Link to your Subscription page into a ClickDimensions Email Template, read this article.

If you want to manually copy the URL for the Subscription Page, click on the Embed button in the ribbon.

This will open a window that contains URL to the subscription management page, the Iframe code, and the Widget code for you to insert into your website. To learn more about the ways you can Embed your subscription management page click here.

Step 12: Step up Opt-ins

Now you’ll just have to set up the opt-ins. You can do this either with a workflow (which can use Dynamic Marketing Lists), or with an Action (which can only use Static Marketing Lists). Opt-outs are handled automatically.

To see how to insert a Link to your Subscription page into a ClickDimensions Email Template, read this article.


Step 1: Create a Web Content Record

To create a ClickDimensions form with the Form Builder go to Settings > ClickDimensions > Web Content.

Web Content

Click New to create a new Web Content record.

New Web Content

A new Web Content record will appear.

In the new record, enter the following fields:

Name: This is the reference name of the subscription page. You could use the title of the page that will contain the subscription page – for example: ‘Subscription Preferences’, ‘Newsletter Sign-up’.

Type: Choose Subscription.

Create New Visitor As: Choose which type of record to create in your CRM if it does not match an existing Lead or Contact.

TIP: When an Anonymous Visitor fills out a subscription page and his or her email address does not already exist in a Lead or Contact record in your CRM, ClickDimensions automatically creates a record with the email address provided on the page. In the Create New Visitor As field, you can specify if ClickDimensions will create a Lead or a Contact record.

Campaign: (Optional) If you link a CRM campaign to this Subscription Page record, all associated Posted Subscription records will be linked the campaign you specified. You will be able to view all of the Posted Subscription records in the Campaign record.

Domain: Select a domain you want to use for the form. Make sure that the Domain record also has the Sub Domain Alias field populated – if it is not please see this article to set that up.

Web Responsive: This determines whether you would like your subscription page to be responsive and scale automatically based on the device it’s being viewed on. By default this is set to Yes, but you can disable it by setting it to No if you prefer. If you change this value, you’ll want to Save and Publish your Web Content record.

Auto Responder Email Template: It’s best to leave this field blank. There is a better option for this in the Actions area of the form that you will later see.

Once all of the required information is entered, click Save.

Step 2: Design by Adding Subscription Lists

The Design button in the ribbon is now active. Click on the Design button to open the designer window.

2a. Add Subscription Lists

In the Designer window you will see a list of your Subscription List records on the right. Simply click on the Subscription List and drag it to the Subscription Design block to add the list to the Subscription Preferences page. As you drag the list over, the space where it will go will turn a darker blue and will have a red line above it. Below that you’ll see the Submit button and will have the ability to move that to a different column.

You can also change the look of the Subscription List name on the page. To do this, select the Subscription List that
has already been added to the Subscription Page and click the Properties button in the List section of the ribbon.

2b. Remove Lists

You can also remove a list from the Subscription Design Box by selecting the list and then clicking Remove from the List section of the ribbon.

Step 3: Set List Properties

3a. Display

Under the Display tab, the name of the Subscription List will already be in the Label field, and you can change the text to anything you like (it will not change the name of the Subscription List record, only the label that appears on the page). You can also set a default value for the Subscription List (whether the box is checked or unchecked). If the person has already submitted a subscription management form, it will show their current preferences as a default.

In the Font Properties section, you can change the color, font, text size, and text weight of the Subscription List label.

3b. Formatting

In the formatting tab, you can specify the number of columns the Subscription List label will span (one, two or three).

Step 4: Subscription Page Properties

Click on the Properties button in the Subscription section of the ribbon. This will open the Properties window for the entire subscription page. You will be able to change the font and size of the individual lists, as well as adding margins.

Step 5: Button Properties

You can click the submit button and then the List Properties button or double-click the submit button to edit it. You can change the text on the button (label), color/background image, alignment of the button, and more.

WebContentButtonProperties2011

Step 6: Add and Remove Components

There are other elements you can add to the Subscription Page called Components. Choose Components from the drop down menu next to Filter on the right hand side of the window to view the Components. You can add any of the following to your Subscription Page:

6a. Section Title

The Section Title component lets you add text to your Subscription Page. Open the Preferences window (add and select the component, and click on the Properties button in the List section of the ribbon), and you will be able to enter the text, change the color, font, size, and weight of the text.

6b. CAPTCHA

The CAPTCHA component is a security addition that will make sure a human is submitting the Subscription Management Page, not a computer robot. It will insert a simple slider into your Subscription Management Page, which the user will need to slide a switch from left to right in order to submit. If you are accessing the Subscription Management Page on a mobile device and not a computer, tapping the lock icon will allow you to submit the Subscription Management Page.

The Submit button is grayed out while the CAPTCHA is locked.

The Submit button will become active when the user moves the slider to the right.

6c. HTML

The HTML component allows you to add images, text, links, and more to your Subscription page. Add and select the Component, and click on the Properties window in the List section of the ribbon. This will open an HTML editor window, where you can add images, insert a table, and more. If you would like to add a Header to the page, you will want to use the HTML Component. To learn more about the editor, click here.

6d. Unsubscribe All

It is good Email Marketing practice to give your users the ability to unsubscribe from all communications. If checked, this will both create an Unsubscribe Record attached to the Contact/Lead and mark the “Do not Allow Bulk Email” field on the Contact/Lead record to “Do not Allow”. You can add this option by adding the Unsubscribe All Component. By default the text for this option reads “Opt out from all email communications”. If you would like to change this text, you may open the Properties window for this option, and change the text properties.

6e. Email

IMPORTANT: You MUST include the Email field if you’re placing this Subscription Management Page anywhere but as a link in an email. You do not need the email field if you are only going to link to this in an email because it will already know who they are. It will not hurt anything to have the email field there though. Read more below about adding the link to the page to your email template.

The Email field will allow for the subscription management page to be placed on your website and attach to the right Lead/Contact.

6f. Remove Components

You can also remove a component from the Subscription Design Box by selecting the component and then clicking Remove from the List section of the ribbon.

Step 7: Add Actions

The Subscription Page Builder also gives you the opportunity to specify some actions to take once someone has submitted their Subscription Preferences. These Actions are detailed here.

Note: You may choose to use the “Add to Marketing List” Action to set up your Opt-ins. Click here for more information on managing subscription opt-ins with an Action. The other option is to manage opts-ins with a workflow.

Step 8: Confirmation Text

When a user submits their preferences, it is good practice to show confirmation text to indicate your user’s submission is submitted and received successfully. You can enter text or redirect the user to a new page by selecting the Confirmation Text button in the Subscription area in the ribbon.

A new window will open that contains an HTML editor and a field for the redirect URL. You may enter any text, images, links, etc… into the HTML editor, and it will be displayed as soon as the user clicks on the Submit button. You may also enter a URL into the Post Redirect field at the bottom. If you do enter a URL, the user will be redirected to that URL instead of seeing the Confirmation Text.

Step 9: Preview

You can preview your Subscription Page by clicking on the Preview button in the Subscription section of the ribbon.

This will open your Subscription Page in a new window where you can see how it looks. You can enter information and see the page respond. However, since it’s only a preview, any information submitted in this window will not be submitted to CRM.

Step 10: Code Editor

If you would like to edit the CSS properties or JavaScript related to this Subscription Management Page, click the Code Editor button.  This will open a new window that allows you to edit or include your own CSS and JavaScript code to be associated with this Subscription Management Page.

Web Content Code Editor Window

You will also see a pane in the window to view a read-only version of the HTML and a preview of what your Subscription Management Page would look like with the changes to the CSS and JavaScript code.

You can always reset the CSS and/or JavaScript back to what it was to begin with.  The changes will be applied to the Subscription Management Page once you click Save.

Step 11: Embed

When you are ready for your readers to use the Subscription Page, you can link to the Subscription Page in a ClickDimensions email using  the Subscription button in the HTML editor to quickly insert the link into your email. Make sure to use the button in the Email Template editor to insert the link rather than the embed option explained below. To see how to insert a Link to your Subscription page into a ClickDimensions Email Template, read this article.

If you want to manually copy the URL for the Subscription Page, click on the Embed button in the ribbon.

This will open a window that contains URL to the subscription management page, the Iframe code, and the Widget code for you to insert into your website. To learn more about the ways you can Embed your subscription management page click here.

Step 12: Step up Opt-ins

Now you’ll just have to set up the opt-ins. You can do this either with a workflow (which can use Dynamic Marketing Lists), or with an Action (which can only use Static Marketing Lists). Opt-outs are handled automatically.


Feature Added: 2010
Feature Updated: 8.5.0
ClickDimensions Version Need: Any
<< Create a Subscription List Introduction Manage Subscription Opt-Ins >>