How do I create a registration form?

In Rule you can easily collect customer information via sign-up forms to, for example, obtain email addresses via sign-up fields on your website. This allows you to send out newsletters to your members.

Step 1:

  1. Click on "Dashboard"
  2. Then go to "Members"

  1. Click on "Website form"
  2. Then "Create new"

  1. Fill in "Name". The name of the form is for you as a user only, and will not appear on the form itself.
  2. Choose which "Tag" the members will be imported to at sign-up. For example the Newsletter or Sign up from website tag. If you have not created such a tag before, you can create it in that field.
  3. The e-mail member field is always by default and already filled in and cannot be changed. 
  4. You can, if you wish, add more member fields and choose whether they are mandatory or optional to fill in. In this image we show an example and added the "Member field" "mobile number". As you can see, you can choose whether they are mandatory or optional to fill in. You can also change your mind and click on the trash can. If you want to know more about what custom field means, you can read about it here!
  5. Here you can specify the current language for new members. This can be useful if you communicate in several languages, but is not mandatory. If you only use one language, you can ignore this field.

Ask for consent:We recommend that you add a checkbox that the prospective member must click in order to confirm and continue their registration, this in respect of the GDPR. 

  1. Fill in "Consent text"
  2. Enter "Link URL", for example your terms of use
  3. Fill in "Link description", for example "I agree to receive the Rules newsletter in accordance with the Terms of Use
  4. Click in { "reCAPTCHA". It is used to determine whether a human or a robot is trying to sign up. It protects you from spam, password encryption and bots.

On the right hand side you will see a "Preview" what the form will look like.

After that, when you are done with the form, click on "Save and create email" to get to the next step, the button is located at the bottom of the page.

Step 2

  1. The next step is to make the email that will be sent out when your customer signs up in the form you created. Fill in "Name, company, or organization"
  2. Fill in which email it should be visible to the customer that the email comes from.
  3. Fill in "UTM_campaing", if you are not sure what it is you can read more here! This field can be ignored if you don't want to track the mailing. 
  4. Fill in "Own UTM_term", if you are not sure what it is you can read more here! This field can be ignored if you don't want to track the mailing. 
  5. Fill in your title for the email.
  6. On the right you will find a block that says "%LinkOptin%" . This is necessary for the registration to be linked in the message. It will then be replaced by a unique confirmation link when the mail is sent out, to confirm that the recipient is the correct one. 

  • Click on "Copy link"
  • Put the link in your CTA button in the email
  • I fältet URL klistrar du in länken %LinkOptin%. Välj även "<annan>" i rutan för protokoll, se bilder nedan:

Step 3

By default, Rule has generic landing pages for success and failure. If you wish, you can add your own landing pages here. By custom landing pages, we mean pages that you have created via your website provider. Click on the link text to add your own URL;  Vi har samlat mer information om landningssidor här.

  1. URL for failed registration
  2. URL for successful registration
  3. URL for successful confirmation

Then click Next to proceed to Step 4

Step 4

In the last step, the HTML code of the finished form is displayed and the form is previewed on the right side of the screen. Click on Copy to copy the entire code string and paste it in the desired location on your website. 

The code also includes a CSS block, you can easily customize to match your graphic profile. If you are unsure of how to do so, please forward the code to the responsible person in your organization who manages your website.

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