Updating subscriptions when a form is submitted

You can subscribe a contact to or remove a contact from your global subscription list or an email group.

Tip: For the latest best practices on subscription management, review our post on Topliners.

To update your global subscription list:

  1. Open a form or create a new one.
  2. Click Processing.
  3. Add a new processing step:
    • In the classic UI, click The Add icon in the left pane.
    • In the Redwood experience, select An image of the Add button..
  4. Choose one of the following options:
    • In the classic UI:
      • An image of the Save button. Subscribe Contacts Globally
      • An image of the Back button.Unsubscribe Contacts Globally
    • In the Redwood experience:
      • Email - Subscribe Contacts Globally
      • Email - Unsubscribe Contacts Globally
  5. In the right pane, click the email address to use in the Choose the field containing the Email Address.
  6. Specify when to process this step.
  7. Click Save.

To update an email group:

  1. Open a form or create a new one.
  2. Click Processing.
  3. Add a new processing step:
    • In the classic UI, click The Add icon in the left pane.
    • In the Redwood experience, select An image of the Add button..
  4. Choose the Email Group step:
    • In the classic UI, double-click An image of the Email Group icon Email Group - Subscribe/Unsubscribe.
    • In the Redwood experience, select Email Group - Subscribe/Unsubscribe..
  5. Choose how the recipient email address is selected:
    OptionSteps
    To always update the same email group
    1. Click Constant Value in the Choose an Email Group drop-down list.
    2. Click the email group.
    To use a form field
    1. Click Form Field in the Choose an Email Group drop-down list.
    2. Click the from field in the Choose a field drop-down list.
  6. Choose whether you want to subscribe or unsubscribe the form submitter from the email group:

    Option

    Steps

    To always perform the subscribe or unsubscribe
    1. Click Constant Value in the Choose an Email Group drop-down list.
    2. Click Subscribe or Unsubscribe.
    To use a form field
    1. Click Form Field in the Choose an Email Group drop-down list.
    2. Click the from field in the Choose a field drop-down list.

  7. Specify when to process this step.

  8. Click Save.