Newsletter subscription

Increase the number of contacts subscribed to your newsletter by showing them a pop-up floating bar when they visit the website. 

In this article you’ll learn how to create a newsletter subscriber acquisition strategy.


Objective: Acquisition.
Difficulty: Beginner.
When to use it: In newsletter acquisition campaigns. 


This strategy is part of our pool of templates. To implement it in your account, access your Connectif account and go to “Workflows > Create new workflow”. In the Create from template section, enter the name of the workflow in the search engine (Newsletter subscription) then click Select and Create.


How it works

To create this strategy, we’ll set up a floating bar in the workflow with the subscription form, together with a daily limitation so that once it’s displayed, it won’t appear on subsequent pages visited. After submitting the form, a sending confirmation popup is displayed and a welcome email is sent.



Workflow configuration


Before configuring your workflow, create the following elements:
— A floating bar, to display the newsletter subscription message.
— A popup, to welcome contacts to the newsletter.
— An email, to send the welcome email.

STEP 1. "Start" node

(In this node, you’ll set the target audience for the action).

1. Click (Edit node settings) for the “Start” node.

2. Under Select limitation, check "All my list".

3. Under Select data source, check “All existing and new”.

4. Click Update.



STEP 2. “On page visit” node

(This node will detect contacts who visit the website).

5. Click (Edit node settings) in the “On page visit” node.

6. Under Limitations, uncheck the "Deactivate after triggering" box.

7. Click Update.



If you’d like to learn more about node limitations, click here.


STEP 3. “Check value” node

(This node will check if the contact is subscribed to the newsletter).

8. Click (Edit node settings) of the “Check value” node.

9. Drag the "Newsletter subscription status" field from "Contact" to the block on the left.

10. Under Operator, select "Is selected”.

11. Drag the "Literal" value to the block on the right and select "Subscribed".

12. Click Update.



If you want to learn more about the "Check value" node, click here.


STEP 4. First "Send web content: floating bar" node

(This node will send a floating bar with the newsletter subscription form).

13. At the junction of this node with the previous one, click on the circle until "No" appears.

14. Click (Edit node settings) in the “Send web content” node.

15. Select the corresponding Floating bar content and click Next .

17. In the Variables step, link any variables there may be.

18. Click Complete .



If you want to learn more about Floating bar web content, click here.


STEP 5. “On opening of web content” node

(In this node, the on page visit node will be limited so that it doesn’t react to each visit for one day).

19. Click (Edit node settings) in the “On opening of web content” node.

20. Click One specific content and select the Floating bar content shown in the previous node.

21. For Limitations, in the section Add external limitation, choose "On page visit" from the drop-down menu and, in the next one, "Deactivate for a period". Next, indicate "1" Day.

22. Click Update.



STEP 6. “On form submission” node

(This node will detect the moment when the form is sent).

23. Click (Edit node settings) in the “On form submission” node.

24. Click on A specific form.

25. Next, select the form that should be reacted to. In this case, the form shown in the floating bar.

26. Under Limitations, uncheck the "Deactivate after triggering" box.

27. Click Update.



STEP 7. Second “Send web content: popup” node

(In this node, a popup will be sent to confirm submission of the form).

28. Click (Edit node settings) in the “Send web content” node.

29. Select the corresponding Popup content and click Next.

30. In the Variables step, link any variables there may be.

31. Click Complete .



If you want to learn more about Popup web content, click here.


STEP 8. “Send email” node

(This node will send the email with the welcome to the newsletter message).

32. Click (Edit node settings) in the “Send email” node.

33. Under Limitations, uncheck the "Limit per contact" box.

34. In Settings, select the email you want to send and click Next .

35. In the Send to section, select "Contact".

36. Indicate the "Newsletter" type of email.

37. Configure the parameters section of "Send to contact".

38. Under Google Analytics, click "Enable Google Analytics" then Next .

39. Click Complete .




Your workflow to set up a data capture strategy using a floating bar is now ready.


Do you have questions?
Don’t forget, our Connectif specialists are here to help you. To contact them, just open a Support ticket by clicking the blue “Help” button on your dashboard.


Keep learning!

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