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Open Admin Settings → Subscribe forms to create a public signup form. It collects first name, last name, and email, with optional phone and address fields.

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Before you begin

Create the destination email lists. You need at least one selected list to publish the form. If you want a confirmation email, prepare a compatible template first.

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Build and publish

  1. Create a form, enter its Form name, and keep Status as Draft while setting it up.
  2. Under Email lists, select the lists this form should feed.
  3. Under Fields, choose whether to collect phone and mailing address. Configure the email and phone/SMS opt-in checkboxes and their wording to reflect what the supporter is agreeing to.
  4. Under Confirmation email, enable Send a confirmation email after submission if needed and select its required template.
  5. Add branding, headings, thank-you message, disclaimer, logo, and background as needed.
  6. Add allowed embed origins if the form will be used on another website.
  7. Save, set Published, save again, and check the public link or embed.

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What happens after submission

The submitted details enter the matching process. Review Data Management → Subscriber Match when a signup needs a person or household selected or created. Do not assume that a submitted email already has a completed contact record or final list membership. If confirmation is enabled, check the template and recipient address when a message is missing. A submission can succeed even when a later email step needs attention.

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Troubleshooting

  • Cannot publish: select at least one destination list and resolve any required-template message.
  • Expected field is missing: check the field toggle and save the form.
  • Subscriber missing from a list/contact: search for the email, then review Subscriber match before entering a duplicate.
  • Existing supporter remains unsubscribed: inspect their communication preferences and suppression status; a new signup should not be treated as permission to bypass a prior opt-out without review.
Use a fictional test supporter and an address you control when checking the signup flow.