Connecting a Form to Your Email Provider

Let’s say you’ve set up a simple form on your website that allows visitors to sign up for your weekly email newsletter. When a visitor fills out the form, you receive an email notification about the submission and then manually add their email address and other information into your email provider. While that process works, it’s not very efficient.

Instead, you can set up your form to pass the visitor’s information automatically to your email provider. This saves you time and ensures that those who fill out your form are consistently added to your email lists. To make this happen, you’ll need to go through the process of connecting that form to your email provider.

Helpful Terminology

• The email provider refers to the service you use to send mass emails to your supporters. The most common providers are Mailchimp and Constant Contact, but there are many more.
• A feed on a form refers to that form’s connection with a third-party provider. For example, you would set up a feed to add a new donor to your provider’s email list automatically. This feed is typically processed each time a visitor submits your form.
• Conditional logic is used to determine the criteria in which a form’s feed is processed. For example, you may have an event registration form where visitors can opt to subscribe to your newsletter while registering for the event. The feed that adds subscribers to your email list would need to have conditional logic so that it only processes the feed when the visitor chooses to sign up.

Form Feed Creation Steps for Each Email Provider

The steps to create a form feed for your email provider are unique based on the provider you use. Below we’ve linked steps to help guide you through the process for each.

Unable to Create a Feed for Your Email Provider?

If you’re already passing information to your email provider through an email signup form on your site or elsewhere, you should be able to create feeds for new forms.

However, if you’ve changed email providers or did not originally set one up, please reach out to us through the support form in your website’s Dashboard. We’ll help you get your email provider connected to your site so you can create a feed for your form.