Create a Rule to Add Contact to Subscription Opt-In Via a Web Page Visit

Overview:  In Full Partner there are a number of ways you can prepare your website to capture opt-in email subscriptions. The two main ones that are based on the action of your website visitors are as follows:

Provide an Opt-In Form for your Website Visitor to Fill Out

It's common practice to provide an opt-in form on your website. This is the most popular way to build your list and this method works best to capture new leads as well as returning website visitors who want to hear more from you. (Learn more about this method here.) 

However... If you have an existing list that you want to clean up, or already have contacts in your system that you want to start sending to, but do not want to ask them to fill out a form, you can use the following method:

Bypass the Form and Create a Rule that Allows Existing Contacts to Simply Click on an Email Link!

You can set it up so that your existing contacts are automatically added to your opt-in list via a rule you create that is set to trigger when they visit a specific page on your website. They will  access this link via  an invitation email broadcast that you craft and send to them. 

This method is best used to clean up your existing lists and contacts you already have in your database as well as re-subscribe any contacts if you need to ensure that you have a true opt-in list.

Watch: How to Create a Rule to Add Contact to Subscription Opt-In Via a Web Page Visit

Summary: It is important to understand that this method only works if you are sending out an invitation broadcast email out to a list of contacts already in your system. It is the best way to ensure that your existing lists in your database, that may not have been created via an opt-in, are cleaned up and have an opt-in record going forward and can allow you to comply with the anti-spam laws. (We will cover how to create and send that invitation email in the subsequent help module.)

Steps to Create a Rule to Add Contact to Subscription Opt-In Via a Web Page Visit

1. Create a hidden web page on your website.
   1. The page can be located anywhere that makes sense to you.
   2. You can name the page whatever you like, keep in mind the page name does show in the URL, so you can make it a sensible name
   3. You may want to ensure the page is set to Not Show In Menu via the Page editor/Settings section, this page is not for the public!
2. Create the Rule:
   1. Under Marketing Automation/Rules click New
   2. Give the Rule a Name
   3. In the When This Happens Trigger Menu select:  Web Page - Contact Visits
   4. In the Next Menu below that Select: Specific Page and find and select the Page you created in step one
   5. Next, in the Then Do This Action Menu select: Subscription List - Subscribe Contact
   6. In the field that comes into view after you select Subscribe Contact, click the Find button and find and select the correct Opt-In  Subscription List you created for this purpose
   7. Ensure the Rule Status is Active 
   8. Save and Close

To clean up your existing contacts and create a true opt-in list that you can send your informational and promotional emails to click the Next button to move through the following topics in sequential order.

1. Create a New Opt-In List
2. Create a Web Page and a Rule to Add the Contact to the New Opt-In List
3. Create an Opt-In Invitation Broadcast Email to Send to All Contacts
4. Segment your Larger List to Send Your Invitation Broadcast To
5. Create a Thank You Email to Send a Free Gift in exchange for the Opt-in
6. Provide Opt-In Forms on Your Website - Build Your Own Clean Lists Organically!