Allow users to subscribe to lists

While you can add email subscribers to a list from the administrative side of Messages, you also have the option to allow users to opt in and sign themselves up for available lists. This article explains how to configure the list to allow self-subscribing, as well as two ways users can sign up.

Note: If your organization is using Messages XR for SMS communications, constituents only can opt in from their profile. It is not possible to sign up for SMS through the Messages element.

Enable user sign-up

Allowing users to subscribe themselves to a list is a question of list privacy. Go to the settings gear in the bottom-right corner of a list screen and click on the Privacy tab to change the list's access level. 

List Privacy settings screen set to Constituents Only

By default, lists are set to "Admin Only." You can change this setting to "Constituents Only" to allow anyone with an account to sign up, and limit it by group if desired.

If you choose "Everyone," all site visitors can sign up for an email list without necessarily having an account. This setting does not apply to SMS messages, as an account is required.

Once you have set a new privacy level, users can sign up for this particular list.

From their profile

When users log into their portal account, they can manage their subscriptions from the "Notifications" link in their portal menu. 

Notifications link highlighted in profile menu

From here, they can view and edit their status on any list they are subscribed to, and also sign up for available lists. They should click the "+ Subscription" button to see those lists. 

Add subscription button highlighted on Notifications window

Any available lists that the user is not already subscribed to will appear on this screen. The user can expand the list accordion to see the list's description and select an email address from their constituent profile to subscribe with.

List expanded and checkbox highlighted for subscribing email to a list

Lists that have the SMS setting enabled will show an "SMS Available" message, and the user will see the option to select their mobile number, as well. 

From a Messages element (email only)

One way to encourage constituents to sign up for an email list, as well as allow users without an account to subscribe, is to use the subscribe icon in the Messages element. Select the "Display subscribe icon" from the Controls section of the element settings to show the bell icon in the top-right corner of the element. 

Messages element settings with Display subscribe icon highlighted

When users click on the icon, they'll see the available lists, and they can click one or more to subscribe. 

Subscription window from Messages element

Once they have chosen their desired lists, they'll click "Next" to proceed to the address screen. 

If the user is not a constituent, or not logged in, they'll be prompted to enter their first and last name and email address. After confirming they are not a bot, they can click "Signup" to subscribe to lists without the need to create an account. 

Information window to sign up for subscription without account

If the user is logged into their constituent account when they click "Next," or they click "Already have an account?" and log in, they'll be able to select which of the email addresses from their constituent profile they want to use to subscribe to the list. Then they'll click "Subscribe" to confirm their selection.

Selecting email addresses to subscribe with an account 

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