Create a Subscribe Tool
  • 14 Jan 2022
  • 6 Minutes to read
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Create a Subscribe Tool

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Learn how to create a Subscribe Tool below.

What is a Subscribe Tool?

A Subscribe Tool is used to collect information from a subscriber when they subscribe to your newsletter. For example, you can collect an email addres, first name and last name. With the information you collect using the Subscribe Tool, you can use that information to send newsletters to your subscribes through yawave.

Note: Documentation on how to send newsletters using yawave is coming soon.

  1. Click Tools/Subscribe Tools.

clicksubscribetools

  1. Click Create Subscribe Tool.

clickcreatesubscribetool

  1. Enter a name of your choosing in the Name field. Note: This field has a 80 character limit.

entersubscribetoolname

  1. The Journey, Touchpoint and Assign Contact To settings are optional and require more advanced understanding of the yawave product. If you are already familiar with these settings and how they work, complete the following, otherwise continue to Step 5.

    • Select a Journey from the drop-down menu or select Add Journey to create a new one.
    • Select Add Touchpoint from the drop-down menu.
    • To segment contacts acquired with your new subscribe tool, assign a contact to a dimension by selecting a dimension from the Assign Contact to drop-down menu.
  2. Click Next.

  3. Below you'll see two images. (A) shows the Subscribe Tool Motivation Part output and (B) shows the Subscribe Tool Motivation Part settings. The settings you change in (B) will reflect in the output (A). Note: The Subscribe Tool Motivation Part output is an image and should entice your visitors to enter their email address and any other additional information you request such as first and last name.

subscribetoolmotivationoutput

subscribetoolmotivationsettings

  1. By default Show Motivation part is enabled. If disabled, the image and Subscribe Tool Motivation Part output will not be shown. If you do not want the Subscribe Tool Motivation Part output to be shown, click the toggle once to disable this feature.

subscribetoolshowmotivationparttoggle

When Show Motivation part is disabled, the Subscribe Tool Motivation Part output will look similar to the following image.

subscribetoolshowmotivationpartdisabled

  1. By default Dark background layer is enabled. If disabled, the image background color (in this example, blue) will not be shown. Click the toggle once to disable this feature.

subscribetooldarkbackgroundlayertoggle

When Dark background layer is disabled, the Subscribe Tool Motivation Part output background will look similar to the following image.

subscribetooldarkbackgroundlayerdisabled

  1. By default Customize images is disabled. To change the Motivation Part cover or image, click the toggle once to enable this feature. If enabled, follow the instructions below, otherwise continue to Step 10.

    a. Here you'll need a Portrait Image (400x580) 200KB. Once you have the Portrait Image you want to use, drag and drop the image or click to upload.
    b. Here you'll need a Landscape Image (768x400) 200KB. The Landscape Image is used to represent the Subscribe Tool in mobile screen sizes. Once you have the Landscape Image you want to use, drag and drop the image or click to upload.

  2. By default Company Logo is enabled. If disabled, the logo (in this example, yawave) will not be shown. Click the toggle once to disable this feature. Note: The Company Logo is set when you Configure Branding.

subscribetoolcompanylogotoggle

When Company Logo is disabled, the Subscribe Tool Motivation Part company logo will be removed and look similar to the following image.

subscribetoolcompanylogotoggleoff

  1. By default Dark logo is disabled. If enabled, the white logo (in this example, yawave) will be shown as a dark logo. Click the toggle once to change the white logo to a dark logo. Note: This applies to the logo in Step 10 above.

subscribetooldarklogotoggle

When Dark logo is enabled, the Subscribe Tool Motivation Part company logo will look similar to the following image.

subscribetooldarklogotoggleon

  1. Enter motivational text in the Motivation Title field (A). (Note: This field has a 100 character limit.) While entering the motivational text you will see it appear in the Motivation Part (B).

subscribetoolentermotivationtitle

  1. Enter motivational text, to be shown as a subtext, in the Motivation Subtitle field (A). (Note: This field has a 220 character limit.) While entering the motivational text you will see it appear in the Motivation Part (B).

subscribetoolentermotivationsubtitle

  1. By default Powered by yawave is enabled. If disabled, the image will not be shown. Click the toggle once to disable this feature.

subscribepoweredbytoggle

When Powered by yawave is disabled, the Subscribe Tool Motivation Part Powered by yawave logo will be removed and look similar to the following image.

subscribepoweredbydisabled

  1. By default Link button is disabled. When enabled a clickable button appears. Click the toggle once to enable this feature.

subscribetoollinkbuttontoggle

If enabled, follow the instructions below, otherwise continue to Step 16.

a. Enter the URL or link you want the button to go to in the Button URL field.
b. Enter the text you want to be shown on the button in the Label field. (Note: This field has a 23 character limit.)

Note: If you disable the Powered by yawave logo in Step 14 above, the Link button will automatically center in the Motivation Part as shown below.

subscribetoollinkbuttontoggleonpoweredbyoff

  1. Click Next.

  2. Below you'll see two images. (A) shows the Subscribe Tool Subscribe Part output and (B) shows the Subscribe Tool Subscribe Part settings. The settings you change in (B) will reflect in the output (A). Note: The Subscribe Tool Subscribe Part output contains fields and steps your users can take when filling out your Subscribe Tool form based on what you choose in the Subscribe Part settings.

subscribetoolformpartoutput

subscribetoolformpartsettings

  1. Enter a title of your choosing in the Title field (A). What you enter as the Title will be shown in the Subscribe Tool Subscribe Part output (B). Note: This field has a 100 character limit.

subscribetoolformpartentertitle

  1. Enter a subtitle of your choosing in the Subtitle field (A). What you enter as the Subtitle will be shown in the Subscribe Tool Subscribe Part output (B). Note: This field has a 150 character limit.

subscribetoolformpartentersubtitle

  1. The Subscribe Tool comes with one predefined field (B) that you can customize at any time. The one default field is the Email address.

subscribetoolformpartoutputemailfield

a. Click Add Field to add an additional field.

subscribetoolformpartoutputclickaddfield

b. yawave automatically adds another Email field. Select the field you want to add from the new field's drop-down menu. For example, select First Name.

subscribetoolformpartoutputclickfielddropdownmenu

c. Repeat steps a and b until you have added the fields you want displayed in the Subscribe Tool Subscribe Part output. In our example below we added First Name and Last Name fields.

subscribetoolformpartoutputnewfieldsadded

d. In the image above with the new fields added, we can arrange the fields in any order. Click and drag the double arrow to the left of the field to move the field up or down.

subscribetoolformpartmovefieldarrow

e. If you want to change the field label (B), enter the new field label in the Enter Label field (A). Note: By default the field label matches the drop-down menu option. For example, if you select Email as the field type (see b above), the field label will be shown as Email.

subscribetoolformparteditfieldlabel

f. By default all fields are set to required, meaning the subscriber will not be able to subscribe to your newsletter until they have entered or selected information in the required fields. If you want to make a field not required, click the Required toggle once to turn Off.

subscribetoolsubscribepartfieldrequiredtoggle

g. To remove a field, click the trash can icon next to the field.

subscribetoolsubscribepartdeletefield

  1. Next you'll need to configure the Subscribe Button settings. The Subscribe Button is shown in the image below.

subscribetoolsubscribepartsubscribebutton

Select the color you want to use for the Subscribe Button from the Subscribe Button Settings drop-down menu. Here you can enter a Hex value, RGB value or use the color picker.

subscribetoolsubscribepartsubscribebuttoncolor

Enter the name you want to use for the Subscribe Tool label in the Label field. Note: This field has a 23 character limit.

subscribetoolsubscribepartsubscribebuttonlabel

The Label Uppercase setting changes the Subscribe Button label to lowercase or uppercase. When the Label Uppercase toggle is enabled (the default setting), the Subscribe Button label will be shown as uppercase. When the Label Uppercase toggle is disabled, the Subscribe Button label will be shown as lowercase. To show the Subscribe Button label as lowercase, click the Label Uppercase toggle once.

clicksubscribetoolsubscribepartsubscribebuttonlabeluppercase

  1. Click Save.
Next Steps

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