Customizing signup pages and emails

Customizing signup pages and emails

Zoho MarketingHub lets your leads update their profile, tell a friend, and resubscribe and unsubscribe via email footer links. The link to do all these activities will be present at the footer section of the email that you send. On the create campaign page, you can include only those activities you wish to let your lead do. However, you cannot remove the option to unsubscribe. Upon clicking the links, pages related to that particular activity will open.

Marketing Hub allows you to set up signup pages and emails that a lead will see after signing up to your organization. You can change its look and content however you wish.

Privileges associated with custom fields

To perform different operations related to custom fields, you need the corresponding privileges in the Themes module.

How do I customize signup pages and emails?

Here are the various steps involved with the customization of these pages.

1. From the Navigation toolbar, click Settings.

2. Select the Signup pages and emails tab under Customization .



3.  A page with a list of various activities related to subscription will appear.

4. Select the activity you want to preview.


5. Choose the type of page or email you want to customize from the set of options listed under the selected activity.


Update profile

When a lead clicks on this link, they can provide details such as their first name, last name, and email address.

  • Landing page - Allows you to customize the page that appears when a user clicks the Update profile footer link.
  • Confirmation page - Allows you to customize the page that appears when a user clicks the CTA button on the landing page.
  • Notification email - Allows you to customize the content of the profile update notification email.
  • Form - Allows you to customize the profile update form.
  • Thank you page - Allows you to customize the content of the email that is triggered when a lead successfully registers using the profile update form.

Unsubscribe

A lead can unsubscribe from a mailing list or organization using the unsubscribe link. It is mandatory to include an unsubscribe link or button in all email campaigns as per the CAN SPAM act. There are two tabs, Opt out from a mailing list and Opt out from organization. You can customize the content in both tabs.

  • Confirmation page - Allows you to customize the opt-out confirmation page.
  • Data erasure page - Allows you to customize the data erasure page.
  • Thank you page - Allows you to customize the content of the email that is sent to the leads to confirm unsubscribing from the organization and erasure of data.
  • Confirmation email - Allows you to customize the opt-out confirmation email that is triggered upon clicking unsubscribe in Confirmation page.

Tell-a-Friend

Leads can share your newsletters with their friends by clicking this link.

  • Form - Allows you to customize the tell-a-friend form.
  • Forward email - Allows you to customize the content of the email that is triggered when a user clicks the CTA in above form.
  • Thank you page - Allows you to customize the content of the email that is sent to leads who share your newsletter.

Change Email Address

You can customize the emails sent to existing updated email addresses when a lead changes their subscription email address.

Resubscribe

Leads can resubscribe to a mailing list by clicking the Resubscribe link.

  • Landing Page - Allows you to customize the page that appears when a user clicks the Resubscribe button.
  • Confirmation Page - Allows you to customize the page that appears when a user clicks the button on the landing page.
  • Thank you page - Allows you to customize the content of the email that is triggered when a lead successfully resubscribes.

Report Abuse

Leads can report abuse if they feel they are receiving irrelevant emails from a sender.

  • Landing page - You can customize the page that appears when a user clicks the Report abuse URL in the message header of a campaign.
  • Thank you page - You can customize the page that appears when a user clicks the Confirm button on the landing page.
  • Confirmation email - You can customize the content of email that is triggered when a user clicks the Confirm button on the landing page.

Leads can give their consent by clicking the consent link. You can customize the landing page which appears when a lead clicks this link.

To customize the pages:

1. Click the Edit icon present to the right of the content.



Note :
  • Leads who have explicitly expressed their consent or opted in via signup forms can unsubscribe from the mailing list that they have signed up for. They will be unsubscribed from the mailing list on a single click.
  • Leads who have not explicitly expressed their consent or opted in must have an additional option through which they can unsubscribe from the organization. With this, leads can stop receiving emails from an organization if they are no longer interested.
  • If users carry out GDPR compliant email marketing, it is mandatory for them to provide an option where their leads can choose to erase their data from the organization.
  • Landing page and Thank you page of Lead Preference are available in the Manage Consent subtab under the Leads tab in the navigation toolbar.

1. Click the Settings icon in the top-right corner of this section.

   

2. Click the Edit button and turn the toggle switch on show footer message in your email.

3. Click the Upload image link if you would like to add a logo in the footer note.

4. Click Save preferences .



Marketing Hub allows the customization of these pages with respect to a particular mailing list.

Use cases

The changes I've made in a form in Signup pages and emails are not reflected in the form that is displayed in an associated mailing list. Have the changes been updated?

Yes, the changes will be updated and applied to all the mailing lists in your account. You cannot see the changes, as they won't be visible in the UI. However, it is all updated in the back end, and all new lists will contain the updated form.


Next steps

To customize header and footers, click here


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