Campaign Recipe: Hide email opt-in forms for subscribers and customers | RightMessage

Campaign Recipe: Hide email opt-in forms for subscribers and customers

In order to build a responsive email list, an opt in form is added to the areas of you website where you want visitors to your site to take action - such as your sidebar and in your post content.

If you are providing website visitors with multiple ways to sign up to your list, this might become obtrusive to your existing subscribers. Rather than letting these areas of prime real estate on your website go to waste, and disrupt the experience of your potential buyers, you can use RightMessage to hide the opt in forms and replace them with more personalized calls to action.

The campaign creation area in RightMessage has provided a ‘recipe’ to quickly set up a campaign to target subscribers on your email list and prevent the display of any opt in forms.

How to create and configure the campaign recipe

In your RightMessage admin area, click ‘Dashboard’ to navigate to the campaign creation area.

If this is your first campaign, click the yellow ‘Create A Campaign’ button.

If you are creating an additional campaign, click the ‘Start a new campaign’ button

In the campaign creation screen locate the ‘Hide email opt-in forms for subscribers and customers’ recipe and click the gray ‘Use This Recipe’ button.

Tip: Click the arrow beside ‘Start a new campaign’ if you need to exit the campaign creation screen.

Configure the recipe options

Complete the required fields provided for this recipe.

For the ‘Personalize based on the site a visitor came from’ campaign, select an existing segment group or create a new one.

  1. Set up a new segment group (if required)

  2. Select from an existing segment group. The segments belonging to that segment group will display under the dropdown field.

  3. Click ‘Set Up Campaign’ once done.

Setting up a new segment group

If you have not set up a segment before, click the grey ‘Set up new group of lifestyle stages’ button.

  1. Toggle to activate or deactivate the segment.

  2. Click on the segment name to edit the name.

  3. Use the drop downs and fields to set up the conditions for the segment

Once you create the ‘Set Up Campaign’ button, RightMessage will automatically create the new campaign and redirect you to the campaign editing area for you to begin personalizing the website.

To make sure your new campaign is saved, click the ‘Publish’ button in the top right corner of the screen.

RightMessage will save the new campaign.

If you want to track the campaign, click the yellow ‘Yes. Click This Campaign’ button to assign a goal to the campaign.

Learn more about creating a goal here.

Example of hiding email opt-in forms for subscribers or customers.

To start personalizing for your campaign, locate the opt in form element you want to adjust.

In the main campaign editing area, hover over the page you are personalizing and use the pink outline to locate the form element, or entire form area, you want to adjust.

Click ‘Start Personalizing This Element’.

Use the editing box to make any necessary changes to the text, visibility or style of the element.

Personalization suggestions:

Use the ‘Text’ and ‘Additional Styles’ to replace the opt in form with a custom alert/notification box for already subscribed visitors

Use the ‘Visibility’ options to hide the opt in form from already subscribed visitors

Apply the personalization to multiple pages on your website

If your personalization is going to show on more than one page, click ‘Affected Pages’ to add multiple URL slugs.

In the example above the personalization will apply to the current post, blog page and any pages with the /category/ slug after the domain name (see the tip below).

Personal Panda says:

For ‘parent’ pages where there are associated ‘child’ pages, use an asterisk in the slug field. This is called a ‘wildcard’ - e.g. category/* - where all child pages of a category page - e.g. category/member-posts/ - will be affected by the personalization.

Applying personalizations to multiple segments

If you the form needs to be hidden or personalized for multiple segments, use the ‘Segment’ switcher to change to a different segment.

Learn more about personalizing for multiple segments.

Publish the personalizations

Click the ‘Publish’ button in the top right of the screen once you are done