Mailing List — Admin Guide

Welcome! This guide walks you through setting up and managing your mailing list signup form.

Getting Started

When you first open the Mailing List settings, you'll see a simple setup screen. Here's what to do:

1. Give your signup a name — Something like "Newsletter Signup" or "VIP Club". This is just for your own reference so you can find it later.
2. Add a short description — A quick note about what this signup is for (e.g., "Monthly newsletter subscribers").
3. Hit Save — That's it for the basics!

Building Your Signup Form

The form editor lets you choose what information you collect from people who sign up. You can mix and match from these field types:

Adding a Field

1. Click Add Field
2. Pick the type you want
3. Give it a label (what the user sees, e.g., "Your Name")
4. If it's a dropdown, radio, or checkboxes — type in the choices
5. Tick Required if people must fill it in

Reordering Fields

Drag and drop fields to change the order. What you see in the editor is what your users will see.

Removing a Field

Click the delete icon next to any field you no longer need.

Writing Your Messages

You have two messages to customise:

Before Signup

This appears above the form. Tell people what they're signing up for and why it's worth it.

Good example: "Get weekly tips and exclusive offers delivered to your inbox." Avoid: "Join our mailing list." (too vague!)

After Signup

This appears once someone has signed up. Thank them and let them know what happens next.

Good example: "Thanks for joining! Check your inbox for a welcome email."

💡 Tip: If AI-generated copy is available, you can use it as a starting point and tweak it to match your brand voice.

Newsletter Subscriptions

Want signups to automatically subscribe people to your newsletter or updates? Here's how:

1. Turn on subscriptions using the toggle
2. Pick a topic from your available list (e.g., "Weekly Newsletter")
3. Choose how you'll reach them — Email, SMS, or Push Notifications
4. Add a consent checkbox — We recommend always having this on. Write something clear like: "Yes, send me weekly updates by email"

🔒 Privacy note: If you have European customers, always use the consent checkbox. It keeps you compliant with data protection rules.

The Signup Widget

Your mailing list also comes as a compact widget that can appear in other parts of your site — sidebars, footers, or cards.

It comes in three sizes:

The widget handles everything automatically — when someone signs up through it, they get the same experience as the full form.

Checking Your Signups

The dashboard shows you:

• Total Signups — everyone who's ever signed up
• Signups Today — how many new signups you've had today

Use these to track how your signup form is performing and whether any changes you make are having an impact.

Quick Settings You Can Change Anytime

These are the things you can tweak without redoing your whole setup:

Changes go live as soon as you save.

Common Questions

My form isn't showing up Make sure you've saved your configuration at least once. If it still doesn't appear, check with your platform admin that the app is installed correctly.

Someone signed up but didn't get subscribed Check that the subscription toggle is turned on and a topic is selected. If it was turned on after they signed up, it won't apply retroactively.

Can I change the form after people have already signed up? Yes! You can add, remove, or reorder fields at any time. Previous signups keep their original data.

How do I change the look and feel? The form automatically inherits the styling from your site — colours, fonts, and button styles all match your brand.

Need more help? Reach out to your platform administrator.