How to Integrate Deadline Funnel Using the Optin Form Feature
The Optin Form feature in Deadline Funnel is a powerful tool that allows you to assign a value to a placeholder on your email list that specifies what the specific deadline is for each individual subscriber.
Optin Forms are completely optional, but should be used if:
- You're using an evergreen deadline with a relative deadline (X days from when a person subscribes)
- You want to include the deadline specific to each subscriber in your email promotions (i.e., "Just a reminder, this special offer for you expires on Wednesday, March 30th at 5:00 pm EST")
- Create Custom Fields in Your Email Service Provider First, you need to create a custom field in your email provider to store the deadline text. Custom fields are supported in most email providers.
- Create a Custom Optin Form in Your Email Service Provider Now that you have the custom fields created, you need to create a custom sign up form and add the "deadlinetext" field to your custom sign up form. You can find instructions for creating a signup form in your email service provider account. For instance, here are articles on setting up signup forms for Aweber and MailChimp:
- Add Optin Form Code on Your Web Page
- Add Deadline Funnel Code to Your Web Page
- Control a Prospect Already in the Funnel
Three Methods of Creating Custom Fields
When you create custom fields, depending on the platform being used sometimes there is more or less flexibility with how you can customize the names of the fields. Deadline Funnel can work with your custom fields in the following ways:
A. Set the Default Value of Custom Fields
Change the default value of your custom field to "deadlinetext," and Deadline Funnel can recognize the field and autopopulate it with the correct values.
<input type="hidden" name="anyname" value="deadlinetext"><br>
B. Change the Names of Custom Fields
As long as the name of your custom field has "deadline" in it (all lower-case, one word), Deadline Funnel can recognize the field and autopopulate it with the correct values.
This will work:
<input type="hidden" name="deadline"><br>
<input type="hidden" name="deadline_field">
As will this:
<input type="hidden" name="customdeadline">
C. Add a Class to Custom Fields
Add a class "deadlinetextfield" to your custom field's input element, and Deadline Funnel can recognize the field and autopopulate it with the correct values.
<input type="hidden" name="anyname" class="deadlinetextfield">
Creating a signup form in AWeber: https://help.aweber.com/hc/en-us/articles/204027646-Sign-Up-Forms
Setting a signup form in MailChimp: http://kb.mailchimp.com/lists/managing-subscribers/manage-list-and-signup-form-fields
Get the code for the raw HTML version of the optin form you just created, and copy/paste that code on your web page.
In Deadline Funnel, go to ' Tracking Code' and copy and paste the code in the box onto the same page of your website that you copied the Optin Form in the previous step.
To prevent a prospect who is already in the funnel from viewing the optin form, go to Use It > Settings> Advanced, and click the toggle to Yes. Then, enter the URL you want the subscriber to be redirected to if they visit the optin page and click 'Save'.
If you have any questions, please let us know at email@example.com.