1. Log into your MyBizMailer account
    
2.  Hover over the "Forms" section of the menu bar and choose the "Create Form" option.
   
   
   You will then be taken to the "New Form Settings and Fields Page" where you'll setup the main functionality of your sign-up forms.
    
3. Fill in a Name for this form, a description of it as well and select either the Double Opt-In or Single Opt-In process (We recommend the Double Opt-In process).
   
    Here's an example to show you what we mean:
   
   

4. Next you'll be able to choose all the fields that you'd like to include in your sign-up form. At the very least you can choose to have just the email field be included in your sign-up form:

   

   In total there are 12 fields that you can include in your forms. Take a moment now to select the ones that you want to include on your form. The most popular fields that are included on most Opt-In Forms are Email Address, First Name and Last Name:

   Email Address
   First Name
   Last Name
   Title
   DOB
   Company
   Phone
   Address
   City
   Description (Text Area)
   Description (Checkbox)
   Twitter
    

5. Any or all of the fields that you have selected can be made into "required" fields. What this means is that your subscriber MUST fill in these fields in order to sign-up to your email list. Please select which fields that you want to make required.
   
   
6. Next is to select which email address will be used in the from and reply to sections of your email. (The emails you use have to be verified emails within your account)
   
   
7. In the next step you will select the mailing list that you'd like to add your new subscribers to.
   
   
   
8. That's all the fields and options for this page. So once you're done click the "Create Form" button.
   
   
   

The Initial Emails & Pages (Almost Done Page, Confirmation Email, Thank you Page Email, Welcome Message)

For these next few steps it's best to think of them as a series of events. These events will be done in 5 stages:

Stage 1: Subscriber Inputs Their Email Into a Form or Standalone Page

Stage 2: Subscriber sees an "Almost Done" message letting them know to check their email. They're to look for a confirmation email from you in their inbox and to click on the link that's within that email to confirm they actually want to hear from you on a regular basis.

Stage 3: The Confirmation Email

Stage 4: The Confirmation Thank you Page

Stage 5: The Welcome Email 

So now lets go over these steps one by one.

Stage 1: Subscriber Inputs Their Email Into a Form or Standalone Page
We'll actually take care of the designing and styling of these Opt-In Forms below in the "Designing the Actual Embed Form" section that's after this one.

Stage 2: The "Almost Done" Message
Your subscribers see this message after they fill in the required fields of your sign-up form and click the button to join your list. Here's an example of the default message that they will see:

This message can be edited to your liking. Just click on the edit option of the Activation Message section.

You can also point to a page on your own website:

Remember that you'll have to create this page yourself if you choose the "Link to your own page" option.

Stage 3: The Confirmation Email

This is the 1st email that your subscriber will receive from you during the signup process. It contains relevant information about where they signed-up from and what actions to do next. Here's an example of the default message.

This whole message can be edited however you like. Just click on the edit option of the Thank You (Double Opt-In) section.

Stage 4: The Confirmation Thank you Page

Your subscriber will see this page after they click on the link in the above email to confirm their subscription to your list. Here's an example of the default page

This whole message can be edited however you like. Just click on the edit option of the Final - Thank You Page section.

You can also point to a page on your own site:

 Remember that you'll have to create this page yourself if you choose the "Link to your own page" option.

 Stage 5: The Welcome Email 

This will be the final email that your subscriber will see during this 5 stage sign-up process. This email is all about welcoming and thanking your new subscriber for joining your mailing list. Here's an example of the default message that is sent out via MyBizMailer:

And again, this whole email message can be edited to however you like. Just click on the edit option of the Welcome (Opt-In Confirmation) section. 

At first this 5 stage process may seem like a lot but it's essential to helping you maintain a clean and responsive list. As well this double opt-in method is standard practice right across the board now and helps you keep your complaint rates low. 

Designing The Actual Embed Form 

In the very least each and every form you create has its own stand alone web page that you can point people to.

Check out the screen shot below of a minimal design version of this page or go to http://public.mybizmailer.com/02iu0y44/subscribe.aspx for an example.

The good thing about this is that it's quick, and done for you. All you have to do is point your potential subscribers to it. 

All the elements on this page can be modified and styled easily using the WYSIWYG editor. All you have to do is click the "edit" button in the "Subscription Signup Page" section and you'll be taken to the editor.

Here's a screenshot of the WYSIWYG Editor for "Subscription Signup Page":

And with a couple quick tweaks to the page you can add a headline, sub-heading, images and text. Here's an example of a quick landing page that I just put together using the editor:

2 More Ways

There's three more ways that you can have people sign-up to your newsletter from your own website;
 

1. The Simple Link
2. The Opt-In Box