Configure a Newsletter Sign Up Form

This topic applies to

Applies to

SuiteCommerce Web Stores

Configure properties to customize your newsletter sign up form. You can decide how leads are created in NetSuite, adjust the display options, and choose the field and feedback message texts.

The following procedures explain how to:

Configure Properties in NetSuite

To set up the Newsletter Sign Up extension, you must set your preferences in NetSuite.

When a user signs up for the newsletter, SuiteCommerce checks for matching Customer or Lead records. If no matching record is found, a new Lead record is created using the Standard Customer Form as a default.

SuiteCommerce then sets this new record’s Global Subscription Status field to Soft Opt-In. If the user does not provide a first name, last name, or company, then the record populates with the Default First Name,Default Last Name, or Default Company, which you can set when configuring properties in NetSuite.

For more information on the newsletter subscription process, see Email Subscription Overview.

To configure properties in NetSuite :

  1. After activating the Newsletter Sign Up extension for a domain, go to Setup > SuiteCommerce Advanced > Configuration.

    For more information on activating an extension, see Manage Themes and Extensions.

  2. Select the website and domain where you want to set up the extension and click Configure.

  3. Navigate to the Extensions tab.

    Important

    If you previously implemented the Newsletter feature as part of a SuiteCommerce theme built prior to the 2018.2 release of SuiteCommerce or the Aconcagua release of SuiteCommerce Advanced, the properties for this feature are located in the Legacy tab, Newsletter subtab.

    You can only configure the Generic First Name, Generic Last Name, and Company Name properties. See Newsletter Subtab for details.


  4. In the Newsletter Sign Up subtab, set the following fields:

    You can use the placeholder [[email]] to automatically populate the default fields with the user's email address. This allows you to identify a user who chooses to leave the name or company fields blank. For example, you can send a personalized marketing email generated from the Lead record saying "Welcome user@email.com!" if a name is not known. This placeholder can be used with the following fields:

    • Default First Name

    • Default Last Name

    • Default Company

    Field

    Description

    Marketing Campaign for Lead

    Sets the marketing campaign you want to use to track leads when a user subscribes to the newsletter.

    For more information, see the help topic Campaign Overview.

    Default First Name

    Sets the default text to display in the First Name field of the Lead record if a first name is not supplied by the user.

    Default Last Name

    Sets the default text to display in the Last Name field of the Lead record if a first name is not supplied by the user.

    Create Lead as Company

    If checked, creates newsletter sign up leads as companies, rather than individuals. This setting applies to newsletter sign up only.

    For more information, see the help topic Lead Management Overview.

    Associate Lead To

    Determines the subsidiary with which you want the lead to be associated.

    Default Company

    Sets the default text to display in the Company field of the Lead record if a first name is not supplied by the user.

  5. Click Save.

Configure General Settings

Set the general fields in SMT to set up your newsletter sign up form. You can determine the name and display options for fields, as well as button and privacy policy text.

To configure general settings:

  1. While logged in to SMT, navigate to the page that contains the newsletter sign up form.

  2. In the Newsletter Sign Up box, click Edit.

    This displays the Newsletter Sign Up Settings in the side panel.

  3. In the General tab, set the following fields:

    Field

    Description

    Visibility

    Determines the visibility option that determines when you would like to make the form visible.

    For more information on visibility options, see Visibility Dates.

    Header

    Sets the title you want to display at the top of the Newsletter Sign Up form.

    Subtitle

    Sets the descriptive text you want to display below the header text.

    Email Field Label

    Sets the label for the Email field.

    Email Field Hint

    Sets the text you want to use as a placeholder for the Email field.

    Show First Name Field

    If checked, displays the First Name field to the user.

    Optional First Name

    If checked, makes the First Name field optional for users to complete.

    If the First Name field is left blank, the Default First Name  field (SC Configuration record > Extensions > Newsletter Sign Up) is used for the First Name field of the Lead record.

    First Name Field Label

    Sets the label for the First Name  field.

    First Name Field Hint

    Sets the text you want to use as a placeholder for the First Name field.

    Show Last Name Field

    If checked, displays the Last Name field to the user.

    Optional Last Name

    If checked, makes the Last Name field optional for users to complete.

    If the Last Name field is left blank, the Default Last Name  field (SC Configuration record > Extensions > Newsletter Sign Up) is used for the Last Name field of the Lead record.

    Last Name Field Label

    Sets the label for the Last Name  field.

    Last Name Field Hint

    Sets the text you want to use as a placeholder for the Last Name  field.

    Show Company Field

    If checked, displays the Company field to the user.

    Optional Company

    If checked, makes the Company field optional for users to complete.

    If the Company field is left blank, the Default Company Name  field (SC Configuration record > Extensions > Newsletter Sign Up) is used for the Company field of the Lead record.

    Company Field Label

    Sets the label for the Company field.

    Company Field Hint

    Sets the text you want to use as a placeholder for the Company field.

    Button Text

    Determines the text you want to display on the submit button.

    Privacy Policy Label

    Determines the text you want to display as a link to a privacy policy page.

    Privacy Policy Link

    Determines the URL to which you want the privacy policy button to link.

    If you leave this field blank, a link does not display.

    Tags

    Sets keywords to help filter your content in the Review Changes list.

    For more information on content tags, see Content Tags and Filter Tools.

  4. Click Save.

Configure Message Settings

You can determine the feedback messages shown to users by editing the message fields in SMT.

To configure message settings:

  1. While logged in to SMT, navigate to the page that contains the newsletter sign up form.

  2. In the Newsletter Sign Up box, click Edit.

    This displays the Newsletter Sign Up Settings in the side panel.

  3. In the Messages tab, set the following fields:

    Field

    Description

    Empty First Name Field

    Determines the message to display when a required First Name  field is left blank.

    Empty Last Name Field

    Determines the message to display when a required Last Name  field is left blank.

    Empty Email Address Field

    Determines the message to display when a required Email Address  field is left blank.

    Empty Company Field

    Determines the message to display when a required Company field is left blank.

    Invalid Email Address

    Determines the message to display when an invalid email address is entered.

    Opt-In Subscription Confirmation

    Determines the message to display when the user successfully subscribes to the newsletter.

    Already Opt-In

    Determines the message to display when the user is already signed up for the newsletter.

    Confirmed Opt-Out

    Determines the message to display when the user has opted out of the newsletter.

    Unexpected Error

    Determines the message to display when there is an unexpected error during sign up.

  4. Click Save.

Configure Layout and Style Settings

You can customize the look of the newsletter sign up form by setting the layout and style fields in SMT.

To configure layout and style settings:

  1. While logged in to SMT, navigate to the page that contains the newsletter sign up form.

  2. In the Newsletter Sign Up box, click Edit.

    This displays the Newsletter Sign Up Settings in the side panel.

  3. In the Layout & Style tab, set the following fields:

    Field

    Description

    Newsletter Layout

    Determines the layout for the newsletter sign up form.

    • Vertical - fields stacked in the middle of the container

    • Horizontal - fields listed horizontally across the container

    • Align Left - fields stacked in the left side of the container

    • Align Right - fields stacked in the right side of the container

    On mobile devices, the layout automatically appears as Vertical.

    Background Image

    Determines the image to use as the newsletter sign up form background.

    Images are aligned to center-middle of the container and cover the full background.

    Image Resize ID

    Sets the image resizing option you want the Background Image to use.

    To use this option, you must enter an enabled Image Size ID found in the Image Resizing section of the Web Site Setup record (Setup > SuiteCommerce Advanced > Set Up Web Site > Images).

  4. Click Save.