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Collecting Visitor Emails for Non-Profit Website

Collecting Visitor Emails for Non-Profit Website

Objective

This SOP outlines the steps to collect visitor emails on a non-profit's website using subscribe forms and integrating with email marketing services.

Key Steps

Step 1: Access Power Pack Settings 0:00 generated-image-at-00:00:00
  • Navigate to the Settings section of your website.
  • Click on Power Pack to access various templates.
Step 2: Select Row Templates 0:20 generated-image-at-00:00:20
  • Click on Templates within Power Pack.
  • Choose Row Templates to view available options.
Step 3: Activate Subscribe Form Templates 0:38 generated-image-at-00:00:38
  • Look for Subscribe Forms among the templates.
  • Activate the Subscribe Forms template to access 14 different options.
Step 4: Create a New Page 1:15 generated-image-at-00:01:15
  • Go to your website pages and create a new page named Test Form Submission.
  • Launch Beaver Builder to edit the new page.
Step 5: Add Subscribe Form Row 1:38 generated-image-at-00:01:38
  • In Beaver Builder, locate the Rows section.
  • Click the dropdown and select Power Pack Row Templates.
  • Choose Subscribe Forms and drag your preferred template onto the page.
Step 6: Edit Subscribe Form 2:02 generated-image-at-00:02:02
  • Click into the subscribe form to edit the text (e.g., change to Subscribe Now!).
  • Save your changes.
Step 7: Integrate Email Service 2:20 generated-image-at-00:02:20
  • Within the form settings, select the email service you want to integrate (e.g., ActiveCampaign or MailChimp).
  • Input the required information: account name, API URL, and API key.
Step 8: Save and Finalize 3:05 generated-image-at-00:03:05
  • After entering the necessary details, click Save to finalize the integration.

Cautionary Notes

  • Ensure you have access to the email service account to retrieve the API key.
  • If you do not have the API key, contact support for assistance after the event.

Tips for Efficiency

  • Familiarize yourself with the email service's API documentation for a smoother integration process.
  • Test the subscribe form after setup to ensure it captures emails correctly.

Link to Loom

https://www.loom.com/share/2bfa33afc8704f1cba60444ad0031f13