Creating a newsletter signup form in Emma

Overview
Creating a signup form
Adding multiple subscription options to a signup form
Adding a signup form to a website

Overview

Signup forms allow people to enter their contact information and subscribe to your Emma newsletter. The signup form link appears at the bottom of your newsletters and the form can also be embedded on other websites.

This guide explains how to set up a newsletter signup form in Emma and customize the associated confirmation emails. Once you've created your signup form, you can also add it to your WordPress website.

Creating a signup 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 signup 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 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 form settings. Use the right column to preview your form in desktop or mobile mode.

When you are ready, click Publish.

Creating a signup form with subscription options

We recommend that you use groups in Emma to manage your contacts in Emma and when selecting the audience for each newsletter.

However, if you regularly send a high volume of newsletters, you can provide your subscribers with the ability to opt in or out of specific newsletter types that you designate. Emma refers to this as setting up subscriptions.

Below, we provide guidance for adding subscription options to a signup form, but be aware that for most Dornsife departments or units, this isn't necessary.

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 signup form with subscription options

You can follow the steps in the previous section to create a signup 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 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 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 signup form to a website

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