Tutorial: New Web Form (Script Hosted on Our Server)

IMPORTANT: Read this before you start: Prerequisites

Simple Form Template

<form method="get" action="http://www.FollowUpExpert.com/submit.php">

       <input type="hidden" name="submit_to" value="MAILING LIST ADDRESS">

       <input type="hidden" name="submit_subject" value="SUBSCRIBE">

       <input type="hidden" name="submit_successURL" value="SUCCESS URL">

       <input type="hidden" name="submit_failureURL" value="FAILURE URL">

       <table border="0" cellpadding="5px">

               <tr>

                       <td class="text">Name:</td>

                       <td align="right"><input name="name"></td>

               </tr>

               <tr>

                       <td class="text">Email:</td>

                       <td align="right"><input name="submit_from"></td>

               </tr>

               <tr>

                       <td colspan="2" align="right"><button type="submit">Submit</button></td>

               </tr>

       </table>

</form>

Use the Template

Replace the fields marked in red:

All you have to do now is to upload the web form to your website (of course you can change the formatting and so on) or add it to one (or more) of the existing web pages. If you do not know how to do it, see Uploading the Form for step-by-step information how you can upload files to your web server.

Create or Choose Existing Mailing List

To create a new mailing list, click the "New" button on the main window toolbar, choose "Mailing List", and click "New". This opens the "Mailing List" window. Enter the name for the new mailing list in the "Name" text box; example: "My Customers".

Alternatively, you can open an existing mailing list by double-clicking its icon.

Set up the Account to Download From

You need to configure the mailing list to download new mail sent to MAILING LIST ADDRESS. Here's how you can do it.

To add a new incoming mail account to FollowUpExpert, click the "Mail Settings" tab, click "Incoming Mail Accounts", and click "Add". Then enter the email address, server name, user name, and password (I suggest contacting your provider if you do not know any of these).

You also need to tell the program what it should do with the messages it downloads from the POP3 server; it can either remove them or leave them there for you to download them later using an email program.

Click "OK", "OK" until you get back to the "Mailing List" window you started from, and choose the new account using the "Account" drop-down list.

You can find out more about setting up the program to work with an incoming mail account here: Incoming Mail.

Add Support for Opt-In

Click the "Opt-In" tab, and turn on the option labeled "Enable opt-in by email".

Tell the program to only accept opt-in messages that have SUBSCRIBE in the subject: click "Conditions", click "Incoming messages that match the following conditions", turn on the option labeled "The Subject line contains specific words", click the "words" link, type SUBSCRIBE (w/o quotes), and click "Add". Then click "OK" to save the changes, and again "OK" to close the "Conditions" window.

To extract the email address, click "Form/Parsing", and then click "Add" to create a new parsing rule, type submit_from in the "Starts with" box and choose Email using the "Save as" drop-down list. Then click "OK".

Let's take care of the sender's name now. Click "Add", type name in the "Starts with" text box, and choose "Name" using the "Save as" drop-down list. Click "OK" to save the changes.

Click "OK" to close the "Form/Parsing" window. Then click "OK" to return to the main window.