Guide to Subscriber Sign Up Forms

Embedded subscriber sign up forms are a tool used for converting new readers into subscribers of your email list. 

When you drive traffic to an article through promotion such as a Facebook ad or post, your new readers are encouraged to enter their email address into a customizable form. 

 

 

There are two ways to capture new email subscribers using your articles. 

1. Embed subscriber form in article but don't restrict access -- this is more general-purpose

2. Lock this article so readers must subscribe to gain access -- this is a more direct ask built for intentional email list growth

The first option allows you to insert an email-entry form inside your article without requiring an email entry for the article to be read -- the form is a natural part of the article. The second option 'locks' the article so an email must be entered for the content to be read.

Access type is an article-level setting, which means you can choose to restrict (or not restrict) access when moving through article settings inside My Content (as seen below). 

 

Let’s dive into how to set up and use embedded subscriber sign up forms.

Jump to:

Create and Edit Your Locked Content Form
How to Export Subscribers
Adding a Locked Form to an Article
Subscribers Tab
Subscriber Profiles

 

Create and Edit Your Subscriber Sign Up Form

Subscriber sign up forms are customizable to your brand. You can edit the font, copy and colors of the locked content form by clicking the ‘Customize Locked Form’ button in the Subscribers section of the Matcha app.

 

Every change you make to the form will be visible in the preview pane as you edit. 

 

 

Select How to Export Subscribers

Once you've completed customizing your form and clicked "Continue," you can select to automatically add new subscribers to your ESP using our Mailchimp or Klaviyo integrations.

 

For both, you'll need to grab your privateAPI key and note the email list you would like to send your subscribers to. 

If you're not using Mailchimp or Klaviyo, you can manually export your subscribers using the ‘Export’ button in the Subscribers section at any time. This will download all the emails and subscriber data as a CSV, which can then be uploaded to your ESP.

Whichever method you choose, we recommend that you create a separate list for Matcha subscribers in your ESP so that you can nurture them down your buyer's funnel with segmented emails. 

Adding a Subscriber Sign Up Form to an Article

When an article has a high level of engagement and read-time, you should consider embedding a sign up form to convert your readers into subscribers. Here are the steps for adding a form to an existing licensed or original article.

1. View your published articles in My Content.
2. Click on a high-performing article.
3. Click the "Edit" button next in the Embed subscriber sign up form section
4. In the next view, scroll down to "Subscriber sign up form " and flip the toggle to the on position.
5. Finally, you can choose the exact placement of the form using the "Move Up" and "Move Down" arrows, and whether or not you'd like to restrict access to the article. 

   

Use our Content Distribution Guide to learn which articles perform the best in locked content campaigns. 

 

Subscribers Tab

In the Subscribers section of the Matcha app, you see every new subscriber who converted on all the forms and popups Matcha tracks — not just native content forms. You’ll see several data points, which you can use to sort your subscribers.  

In the list view, you’ll see:

• Email address
• Date they became a subscriber
• The title of the article they converted on
• Form type (Lock Content or other forms on your site)
• Source (how they arrived on your website)
• Orders completed in their lifetime
• Amount spent in their lifetime

  

 

View Subscriber Profiles

You can also click on any email address to see the subscriber profile view. Here you can also see: 

• Subscriber’s location (the city they are in when they completed your form)
• Device (type of device used when they completed your form)
• Source
• Browser 
• Article title
• Form type
• Persona associated with the article they converted on (only available on licensed content from the Matcha library)
• Topics associated associated with the article they converted on (only available on licensed content from the Matcha library)
• Category associated with the article they converted on (only available on licensed content from the Matcha library)
• Custom tag associated with the article they converted on (only available on licensed content from the Matcha library)
• Number of purchases 
• Purchase amount
  

The profile view includes subscriber data on location, device and browser. You can also learn what kind of content interests the subscriber by viewing persona, topics and tags. 

All of this data is available in the CSV when you export. If you've integrated Klaviyo or MailChimp with Matcha, it will automatically send to your mailing list when a subscriber converts.