As you can read in the article "Creating custom fields for the checkout page," under Templates -> Custom fields, you have the possibility of adding your own custom fields to your checkout page.
Among other things, you can also create the "Newsletter" field to offer an opt-in for your newsletter - directly where you sell your products.
You can find out how to create the custom field in the article linked above.
Setting up the newsletter opt-in on the checkout page
If you choose the newsletter as a custom field, it is not enough to just set up the custom field yourself. We forward the data that is needed, but you have to intercept it somewhere in the background.
Provide which integration you are using and, with the integrations, except for Zapier, the destination. Please ensure that you save a different destination (e.g. list) here than in the app itself, otherwise we will send all customers to the same destination (due to the purchase and due to the activated checkbox) and you cannot see who has clicked the checkbox and who has not.
At Zapier we provide you with the parameter with which you can see whether the checkbox has been activated or not.
At elopage, we offer five direct integrations for this:
- Active Campaign
- Get Response
Please note: You can activate and setup all of the apps listed below under Apps -> Integrations.
In order for the integration with Zapier to work, you have to set up the trigger "New Email Opt-In" on Zapier beforehand. The custom field Newsletter sends the following data to Zapier:
- The text
- The customer's answer (Yes for clicked, No for not clicked)
- The Text ID (the ID for exactly this newsletter field)
To use this integration, you need the app for Active Campaign in your package and the setup as an integration.
You can then create the newsletter opt-in. Select a list to move your customer to when opting in. Optionally, you can also select a tag that the customer will receive.
If the customer now activates the checkbox, he is entered with the tag stored here in the corresponding list for Active Campaign.
Also for KlickTipp only provide the connection of KlickTipp as an integration. Then create the custom field and enter the API key.
After the purchase, the customer's data will be sent to KlickTipp.
To use a newsletter opt-in for GetResponse, enter the connection to GetResponse as an integration.
When you create the opt-in, select the campaign and - optionally - also the tag to which the customer should be assigned. After the purchase, the customer's data will be sent to GetResponse with the tag stored here.
To use a newsletter opt-in for Mailchimp, enter the connection to GetResponse as an integration.
When creating the opt-in, select the list in which the customer should be entered if he agrees to the opt-in. After the purchase, the data is sent to MailChimp and the customer is entered.
Important! The double opt-In
In Germany, it is a legal requirement that you can only register customers to your newsletter list via a double opt-in.
The simple opt-in is the point at which the customer enters his email address and clicks on Agree, i.e. checks the box. He must confirm this process again later in an email by clicking on the link sent to him: This is the double opt-in.
The double opt-in comes directly from your email tool. As soon as the tick has been set on your checkout page and the data has been sent, your mail tool triggers the double opt-in mail to the customer.
Your newsletter will therefore be sent to your customers from the correct email address and in the correct email design (yours), even though they register with elopage via your checkout page. The customer stays with you, your brand and your newsletter.
- Activate double opt-in for active campaign
- Activate double opt-in for KlickTipp
- Activate double opt-in for GetResponse
- Activate double opt-in for MailChimp