Building a Segmented Signup Form That Lets the User Choose

Getting the right content to the right people should be a priority goal for any form of marketing. Whether you’re building a mailing list for a regular newsletter or a full blown email marketing campaign, your time and effort will bear a lot more fruit if you are intentional about what material you send to which people. There’s a variety of different ways you can segment your marketing efforts, but one of the most effective ways is to simply let your users choose what type of content they want to receive from you. In the next few minutes, we’ll look at how we can use Ninja Forms to build a segmented signup form that lets users segment themselves!

What We’ll Need

Here’s what you’ll need to get started. We’ll be walking through this example using MailChimp, but you could set this up in similar fashion using any of our newsletter extensions.

  1. Ninja Forms
  2. Ninja Forms Conditional Logic Extension
  3. Ninja Forms MailChimp Extension (or any other email marketing extension)

Building a Segmented Signup Form

1) Create a new form or open an existing form. Make sure you have both the Conditional Logic and MailChimp extensions installed and activated, and that MailChimp has been set up with its API key. Refer to this documentation if you’re not sure how to set up MailChimp after it’s been activated.

2) In your about-to-be segmented signup form, add a List field and set List Type to Checkboxes (or your preference; the default Dropdown just doesn’t allow for multiple selections). Make a list field option for each category of segmentation you plan on offering. For my example list I’ve used Acme News, Acme Products, and Acme Services. Like so:

segmented signup form setup

segmented signup form setup

3) Move to the Email and Actions tab at the top of your form builder. Click Add New to create a new action. Set the action Type to MailChimp (if MailChimp doesn’t appear here, see the documentation link above). Save your action.

4) Now click the (+)Add symbol next to Conditional Processing in the action. Click Add Criteria in the conditional when it appears. Choose your list field where it says Select One, and set that equal to the list option that you want this action to segment to.

5) Now just below that in the List dropdown, select the same list segment that you just chose for your conditional. That completes the setup for this action. Anytime a user checks Acme News in the list field, they’ll be added to the Acme News MailChimp list! Here’s a screen grab of the completed action:

segmented signup form setup

6) Repeat steps 3-5 to make a new action for each of the items you’ve entered on your list.

You now have a segmented signup form that presents each user with a selection of interests to choose from, so that they can sign up for what interests them most and leave the rest. The form will automatically add them to those lists and only those lists, and they’ll start receiving the most relevant communications from you as possible. This not only improves the quality of your mailing list in the eyes of your customers, but adds stability to your email marketing efforts in the form of fewer unsubscribes. Hooray!

Let your users decide the content they want and save yourself time and effort with self-segmenting signup forms!Click To Tweet