Creating a newsletter sign up form in Emma

Overview
Creating a sign up form
Adding multiple subscription options to a sign up form
Adding a sign up form to a website

Overview

This guide explains how to create an online sign up form in Emma. Sign up forms allow people to enter their contact information and subscribe to your newsletter, and you can embed Emma sign up forms on your department's Dornsife website.

You can customize the form questions and design, the confirmation email, and updated preferences email.

Creating a sign up form

Quick guide

Go to https://home.e2ma.net and log in with the following credentials:
- Username: Your @usc.edu email address
- Password: The password you created during setup, which may not be the same as your USC NetID passphrase
Click the Audience tab.
Click Forms in the left menu.
Click Create new form.
Keep Build a regular form selected. Fill in the Form name field and click Next.
The form builder page loads. There are four sections: Settings, Builder, Messages, and Review. To switch between sections, click the section title in the top center navigation, or use the Next and Back buttons.

Detailed guide (with screenshots)

Go to https://home.e2ma.net and log in with the following credentials:
- Username: Your @usc.edu email address
- Password: The password you created during setup, which may not be the same as your USC NetID passphrase
Click the Audience tab.
Click Forms in the left menu.
Click Create new form.
Keep Build a regular form selected. Fill in the Form name and click Next.
The form builder page loads. There are four sections: Settings, Builder, Messages, and Review. To switch between sections, click the section title in the top center navigation, or use the Next and Back buttons.

Settings

Select the checkboxes to use any of the listed options.

Builder

Design the sign up form in this section.

The default fields for subscribers to fill in are First Name, Last Name, and Email Address.

To make a field required instead of optional, hover over the field until the Required checkbox displays. Then, select the checkbox.
To add another field for subscribers to fill out, click Add object and select Add field from the dropdown.

Content options panel: Select or deselect the Form message and Form image fields. The Form image field is useful if you would like to add a logo.

Security options panel: Select or deselect options. We recommend keeping Email consent, Tracking consent, and reCaptcha selected.

Messages

Customize any or all of the following:

The message that displays on the web page after the subscriber submits the form
Confirmation email: The subscriber receives this email after they submit the sign up form
Updated preferences email: The subscriber receives this email after making any changes to their subscription

Review (and publish)

Use the left column to review your sign up form settings. Use the right column to preview your sign up form in desktop or mobile mode.

When you are ready, click Publish.

Adding multiple subscription options to a sign up form

In most cases, departments are only sending a few mailings a month, and just want to subscribe people to all mailings.

However, if your department regularly publishes multiple newsletters aimed at different audiences or with very different purposes, you can create separate subscriptions and then allow subscribers to opt in to their preferred ones. For example, you could have a separate subscription for each of these:

Upcoming campus events newsletter
Alumni-focused newsletter
Donor newsletter

Below, we provide guidance for adding multiple subscription options, but be aware that most departments do not need to do this extra work.

Step 1: Create a subscription for each newsletter

Quick guide

Click the Audience tab.
Click Subscriptions in the left menu.
Click Create new subscription.
Fill out the name and description, and click Create subscription.
To add existing subscribers to the subscription, click the Expand icon and select Add subscribers. Follow the steps in the "Add subscribers" prompt.
(Optional) To create more subscriptions, repeat steps 3–5.

Detailed guide (with screenshots)

Click the Audience tab.
Click Subscriptions in the left menu.
Click Create new subscription.
Fill out the name and description, and click Create subscription.
To add existing subscribers to the subscription, click the Expand icon and select Add subscribers. Follow the steps in the "Add subscribers" prompt.
(Optional) To create more subscriptions, repeat steps 3–5.

Step 2: Create a sign up form with subscription options

You can follow the steps in the previous section to create a sign up form. Once you get to the Review section, however, make the following edits:

Quick guide

Add the subscriptions in the Review section:
1. In the "Subscriptions" field of the left menu, click Edit.
2. Select the checkbox for each subscription you want to add. For each, select Display on form and Include description.
3. Click Save.
4. Now when you go to the Builder section, the subscription options will appear on the sign up form.
Return to the Builder section:
1. The subscription options now appear near the bottom of the form.
2. (Optional) In the Content options panel, you can add a Subscription header and Subscription subheader.

Detailed guide (with screenshots)

Add the subscriptions in the Review section:
1. In the "Subscriptions" field of the left menu, click Edit.
2. Select the checkbox for each subscription you want to add. For each, select Display on form and Include description.
3. Click Save.
4. Now when you go to the Builder section, the subscription options will appear on the sign up form.
Return to the Builder section:
1. The subscription options now appear near the bottom of the form.
2. (Optional) In the Content options panel, you can add a Subscription header and Subscription subheader.

Adding a sign up form to a website

Once you've published a sign up form, you can embed the form on a Dornsife WordPress website: