For advisors who have their own website, giving visitors the ability to signup for your newsletter directly on your website will allow you to capture the names and email addresses of potential investors that may not visit social media or other platforms you use.
Once visitors provide their contact information and consent they can begin to receive your weekly newsletter. You can then begin to engage with frequent communication that reinforces your value by providing licensed, quality content from various publishers. We encourage all advisors to take advantage of the opt-in form to grow your email list.
In order to add the signup form to your website you will need to add the proper piece of HTML code. You can find your unique code snippet in your Account & Settings under the Signup Forms Tab.
Once on the Signup Forms Tab, if you have never created a signup form you will see the option for New Form with a (+) sign above it. Clicking this will create the form and the Embedded Code Snippet for you, if you have already created a Signup Form you can click on the existing form which will have a </> icon. Once created you will have options for customization which are explained below:
| 1 | Name |
Enter a name for this Signup Form. This is not client facing and is only used to differentiate Signup Forms if you have multiple of them. |
| 2 | Embedded Code Snippet | Here is the actual piece of HTML code that you will need to copy & paste onto your website in order for the Signup Form to appear. |
| 3 | Heading |
The Heading is where you can enter that text that will appear above the the actual Signup Form on the website. |
| 4 | Contact List |
Allows you to choose which of your contact lists that new signups will be added to if they use this Signup Form. |
Once you have made all the changes you would like, and have the Embedded Code Snippet added to your website it should appear like below:
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