Help with creating a custom newsletter signup form with multiple options

[AKalam]

Hi there, 

I am trying to create a sign up form for our organization that has a checkbox or a dropdown list that allows somebody to choose which of our publications they would like to subscribe to. 

Each of our publications/newsletters has its own static list of subscribers, so essentially I would like to create checkboxes that indicate which mailing list you would like to opt into. 

For example, after you type your name and email, I would like to have a checkbox for Publication A, Publication B, Publication C, etc. which would subscribe you to Static list A, Static List B, Static List C, etc. respectively. 

Is it possible to to do this?

Thanks

[karstenkoehler · Accepted solution]

Hi @AKalam,

Does each publication have its own subscription type or not? https://knowledge.hubspot.com/marketing-email/set-up-email-subscription-types

If it does, you would simply add checkboxes in the left sidebar of the forms editor:

The benefit here is that recipients can at any time access their preferences page by clicking the link at the end of an email and make changes to their preferences. This cannot be done through a website form which will not display what a contact is currently subscribed to.

If this is not the case, and if you want to maintain static lists based without having a subscription per publication, you'll have to do the following:

1. Create a custom multiple checkboxes property that has an option for each publication: https://knowledge.hubspot.com/properties/create-and-edit-properties
2. Add this field to the form
3. Create a contact-based workflow that re-enrolls records based on "When filter criteria is known"
4. As a first workflow step, add an AND/OR branch and check whether the contact has chosen publication 1
   1. If no, send them to the next branch (step 5)
   2. If yes, use the "Add to static list" workflow action to add them to the corresponding list, then use the "Go to other action" workflow action to also send them to the next branch (step 5)
5. Add a branch to check whether publication 2 has been chosen
   1. If no, send them to the next branch (step 6)
   2. If yes, use the "Add to static list" workflow action to add them to the corresponding list, then use the "Go to other action" workflow action to also send them to the next branch (step 6)

... and so on.

If alternatively you're open to using active lists, simply create an active list that filters for the checkboxes from the form (see step 1 above) directly.

Let me know if you need more detail or have any follow-up questions!