Hiding opt in forms and subscribe CTA's for already subscribed visitors | RightMessage

Hiding opt in forms and subscribe CTA's for already subscribed visitors

If you are looking to grow your email list, you may want to add more opportunities to increase the chances of the visitor becoming an email subscriber.

Some of the high converting areas on your website for adding a Call to Action (or CTA) are:

  • Immediately under your website header.

  • The top of your sidebar

  • Immediately after the end of an article or blog post

  • The footer area of your site

  • Your ‘About’ page

  • A ‘Lightbox Pop-up’, ‘Welcome Mat’ or ‘Hello Bar’.

Once the visitor has become a subscriber, it makes sense to either hide the opt in form or replace the form with other opportunities, such as purchasing a related product or a service that you offer.

Using RightMessage, you can tailor your website’s high converting areas based on whether a person is a first time visitor, a returning subscriber or a customer.

Example - Fizzle.co

A recent live example is a free incentive opt in form that displays at the top of blog posts at Fizzle.co.

When new visitors land on a blog post published on the Fizzle website, a free download guide opt in form is displayed at the top of the post.


Once the visitor has subscribed and received their free download, the opt in form continues to display at the top of the blog post, which may have an impact on the subscriber experience as the visitor is now subscribed.

In RightMessage we can set up segments to test if the visitor coming to a website is a customer, subscriber or an anonymous visitor, and target those segments with custom personalizations based on where they are in the customer lifecycle.

Personalizations you may want to use include hiding or showing subscriber based CTA’s, or replace the CTA’s with different incentives to increase the chances of the subscriber becoming a customer.

Setting up a campaign to hide subscribe CTA’s from subscribers in RightMessage

In this article we will break down each step in the process, so you can use the same steps to hide the different subscribe CTA’s on your own website.

The steps to set up personalizations based on hiding opt in forms and other subscribe based CTA’s on your website are below:

  • Integrate with an Email Marketing Service

  • Create a Segment Group for your customer lifecycle

  • Add customers, subscribers and anonymous visitors as their own segments within the segment group

  • Use the Email Marketing Service condition to detect if a visitor is a subscriber or has a tag associated with their subscriber profile.

  • Create a Campaign using one of the Campaign Recipes.

  • Personalize elements on the website to be shown or hidden based on the different segments

  • Test the personalizations.

Integrate RightMessage with an email marketing service

In order for RightMessage to detect if a visitor to your site if a subscriber or not, the first step is to connect RightMessage with one of the integrated Email Marketing services (Drip, ConvertKit, Active Campaign or Infusionsoft).

If you have not integrated your website in RightMessage with any email marketing services, the main dashboard in your RightMessage account will prompt you to integrate with an email marketing service.

Click the yellow ‘Go To Integrations’  button


Alternatively, click on the ‘gear’ icon in the top right of the screen and select ‘Integrations’.


For the purposes of this article, we will be connecting to the ‘Drip’ email marketing service.

In the ‘Integrations area, click on the ‘Drip’ tab in the left area of the screen.

Click the ‘Connect With Drip’ button.


Allow Access to Your Drip Account


Log into your Drip account.


Select the website you want to integrate with (if you have multiple sites in your Drip account) and click Authorize.

You will be taken back to your RightMessage account. The Drip integration is automatically saved.


Create a segment group for your customer lifecycle

The next step is to set up a segment group that will group together the different stages of the customer lifecycle

In your RightMessage dashboard for the website you are personalizing, click ‘Segments’ in the admin bar.


In the left sidebar, click the ‘+ Create a new segment group’ button to create a new segment group.


Select ‘Customer Lifecycle Stages’ as the type of segment your new segment group will be used for.


  1. Toggle to activate or deactivate the segment.

  2. Click the segment name to edit the name.

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

Click the yellow ‘Create Segment Group’ button once the fields have been completed.

The new segment group will be saved and automatically appear in the left sidebar.

Publish the segment group addition to RightMessage

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


Create a new campaign

In order to use RightMessage to personalize the website to remove the opt in CTA’s for the different customer lifecycle stages, you will need to create a ‘campaign’.

Click ‘Dashboard’ in the RightMessage admin bar to navigate back to the main dashboard area.


If you have not created a campaign before, click the yellow ‘Create A Campaign’ button.


If you are creating an additional campaign, click the ‘+ start a new campaign’ button at the top left of the screen.


For a campaign to personalize the website to show and hide subscriber based CTA’s, click the ‘Hide email opt-in forms for subscribers and customers’ option.


Click the grey ‘Already set up a segment group of lifecycle stages’ button.


Select the Segment Group that was set up in the previous step.

Click the yellow ‘Save’ button.


RightMessage will automatically create the new campaign and will redirect you to the campaign editing area for you to begin personalizing the elements of your website for each segment.


Using navigate mode to locate the correct page to personalize.

If the opt in form or other subscribe based CTA’s are located on a different area of your website, RightMessage has ‘navigate mode’ that can be used to toggle between making personalizations and navigating your website.

In the right of the campaign personalization area, above the website preview pane, click the ‘Navigate Mode’ bar to toggle the navigate mode on or off.


Toggling navigate mode to ‘On’ will remove the personalization outlines on the website preview pane. You will be able to click links, buttons and menu items to navigate to other areas of the website you are personalizing.


Once you have navigated to the page you wish to personalize, toggle the ‘Navigate Mode’ bar ‘Off’ to reactivate personalization editing mode.


Personalize the website to hide subscriber based CTA’s

The campaign editing area in RightMessage is used to personalize various elements on a website page(s). The personalizations you add will apply to your website traffic based on the segments and conditions you defined in the segment group.

Below are some of the basic changes you can make easily and quickly when personalizing your website:

  • Hide any Opt In Forms for visitors that are already subscribed.

  • Remove the form and instead add a new incentive, including a headline, paragraph, image, or call to action button element

To start personalizing an element for your campaign, hover over the website and use the pink outline feature to locate the element you want to personalize.

The outline feature will specify the type of element you are hovering over - such as a link, headline, paragraph, list item, image or other type of element.

Click on the highlighted element you want to personalize. A box will show under the element with an option to personalize the element or cancel the selection.

Click the option to ‘Start Personalizing This …’


The personalization editing tool will display on the screen containing the options available for personalizing the element.

Note: the options shown in the personalization editing tool will change based on the element selected.

The ‘Modify’ settings tab in the personalization editing area will provide options to make changes to the text, the visibility of the element and adjust the styling of the element.

Enter the changes you want to show for the segment selected.

In the below example, we are going to hide the opt in form for any traffic that has been tagged as ‘Customer’.

In the personalization editing tool, toggle the arrow beside ‘Visibility’.


In the drop down provided, select ‘Hide’.


The form is now hidden on the page for the ‘Customer’ segment.


Hiding the opt in form for multiple segments

To hide the element for a different segment, click the toggle arrow beside the selected segment name.

Select the segment name you want to switch to.


The personalization editing tool will display the original state of the area you are personalizing.

Use the personalization editing tool to hide the form for the ‘Subscriber’ segment as well.


Hiding the opt in form on multiple pages

If the default design of the website is to show the opt in form on the top of multiple pages (for example all posts on your site), you can use the personalization tool to apply the personalization to multiple pages.

In the personalization editing tool, click on the ‘Affected Pages’ tab.


By default, the ‘Affected Pages’ setting will display the page the personalization is being applied to.

Click the pink ‘+’ icon to add a new row and add the page slug to the field provided.

For pages where there are associated ‘child’ pages, use an asterisk in the slug field. This is called a ‘wildcard’. For Example, sparkline/* - where all child pages of the ‘Sparkline’ page will be affected by the personalization.


Publish

To ensure your the personalization(s) for the selected segment(s) are saved, click the ‘Publish’ button in the top right corner of the screen.

Testing the personalizations

To see the changes on your website, open a private/incognito window and add the ID for a subscriber or customer that fits the segment you are testing.

We have a guide on how to locate the subscriber ID for the different email marketing services, and use it to test your personalizations here

The Opt In Form is now hidden from view.