LPE – Use Case 3

Which information should I ask for in a subscription form?

Please see below the description and the information you need to collect on your landing page for subscriptions. This includes basic, legally required, and optional data.

In this section, we also highlight important settings to ensure the subscription process complies with legal requirements and that the system accurately saves data in your Maileon account.

1. Basic information

Required:

• E-mail address (primary identifier)

Legally necessary:

• Name
• Read and accept the privacy policy

Optional:

• Subscribe to newsletter: Only users who check the corresponding box in the subscription form will receive the newsletter. The only exception is when the subscription itself is the subject of the newsletter.
• Any other data that your business requires and helps the subsequent segment creation.

2. Data restrictions

When you create a contact event for the subscription, specify the exact format in the same way as for contact fields. Name properly and choose the type of contact event properties (fig. 1).

Please choose the right format for the contact event properties: this allows data to be stored properly (fig. 2).

The Retention period holds legal significance as the system is designed to store data for a specified duration.

Note: Select Further processing checkbox if you only want to store the data without using it in contact filters or marketing automations (fig. 3).

If the Further processing checkbox is not selected and the data is intended for use in contact filters or Marketing Automation, the text field is limited to a maximum of 1,000 characters. However, if Further processing is enabled, the system can store up to 64,000 characters in the field.

3. Double Opt-in Connection

To  the tracking information to the landing page, navigate to the Landing Page Editor and click on Page settings  section (fig. 4).

Navigate to Contact details and assign the desired level of permission.
The level of permission determines the extent of the user tracking possibilities.
Choose the most appropriate level from the legal and technical point of view.
The Double Opt-in including consent to single user tracking option is the most detailed contribution level, which allows to track individual information, such as

• the type of device used to view the newsletter,
• the open and click-through rates, and
• the operating system of the device.

This Double Opt-in plus (DOI+) level is recommended for data import, system synchronization, API connection, etc. (fig. 5).

To enable the DOI process after subscribing, select Send DOI email option from the Creation Process dropdown menu. Then, choose the specific DOI mailing you wish to send and connect with the landing page using the DOI Mailing dropdown (fig. 6).

Note: Check the individual tracking on the slider. When activated, the DOI mailing transforms into DOI+, which includes the consent to individual user tracking (fig. 7).

Select the Existing contact handling according to your business trends – it may not be necessary to update contact data (fig. 8).

Summary:
In the Page Settings of the Landing Page Editor you can connect user tracking information with the landing page and set the level of permission.
The Double Opt-in including consent to single user tracking option is the most detailed contribution level, which allows you to track individual information, such as

• the type of device used to view the newsletter,
• the open and click-through rates, and
• the operating system of the device.