How to Build a Newsletter List Using Signup Forms

00:00:00

Drew Ross: Hello everybody. My name is Drew and today we're going to talk about how to build a newsletter list using signup forms invite cloud. And so this will help you to have a single contact list that you're able to send a periodic email newsletter, text newsletter, what have you. uh sending it to that same list and then being able to manage it. And your signup forms, which you may or may not be explicitly using for your newsletter, can still funnel contacts into that newsletter list, just making it easy to repeatedly send your messages, your newsletter messages to that one contact list. Now, our signup forms kind of work like their own individual lists. And so, there's just a little simple setting that you need to add so that your contacts who fill out any given form will also be added to a dedicated newsletter contact list. So, let's walk through how to do this. All right. So, first of all, you're going to need to make sure that you have a contact list that is dedicated to being a newsletter list.

00:01:51

Drew Ross: So, you can create that by heading in your sidebar to the contacts tab. And then in your contacts sidebar, click on contact lists. go to the cream the green button to create and then you can create an empty list and give it a distinctive name like newsletter and then hit create contact list. In this example, we already have one just like that. So now we're going to go and head over to our signup forms which are under the automations button in that left sidebar. go down to sign up forms and we're not going to discuss necessarily all the ins and outs of creating signup forms. We have a dedicated uh help article on that. So see that if you need help with creating signup forms, but let's go to a contact us sign up form right here. And this is a perfect example, by the way, of a kind of form that you could be using to build your newsletters. People who are reaching out to you for more information might be interested in the things that you have to say on a weekly or monthly basis.

00:03:16

Drew Ross: So, you're going to be uh first of all needing to make sure that if this is going to be a uh an email newsletter that you are collecting email information in your signup form or if it's going to be something that you are texting out to people and that people are opting in to receive these text messages, then you can um make sure that you're collecting their mobile phone information. but it's going to be under the admin tab in your sign up form settings that you can then scroll down and you'll see this this bottom card here that says on sign up copy signups to other lists and then there's this add signups to contact lists. So you choose your contact list and search for newsletter list. Hit save admin and our work here is done. Uh now everybody who fills out this signup form will be also added to your to this uh newsletter contact list. Now this is going to be just for contacts that are going forward uh filling out this signup form. So, we need to make sure. So, this is not going to change and automatically add the pre-existing signups on this on this signup form. So, if you have pre-existing signups that you need to add to your newsletter list, we can do that by going to the signups tab in our sign up form settings. We can see here that there are two people who have filled out this form already. And um at the top of that table, there's this checkbox that will select everybody who has filled out the signup form. It'll select all the contacts. Click on that dropdown and there's an option here that says add signups to existing contact list. Click on that. Choose which signup form or choose which contact list.