Websand Subscription Form in Wordpress

Getting your data from Wordpress to Websand

If you are using Wordpress, we've built a lovely little plugin to allow you to capture 'audience' subscribers into your Websand.

With this plugin you can add Websand Subscriber forms to any post, page, or sidebar.

You can download the wordpress plugin via the Wordpress plugin directory.  

Configuring the Websand subscription form in Wordpress

Once you've downloaded the Websand subscription form activate the plugin from the Plugin directory

You can then configure the settings from the Settings menu.   Settings >> Websand Subscription Form

Main Settings

You will need to complete the following Main settings.  These are standard across all the Websand subscription forms you create.

Websand Account Domain - The name of your Websand domain.  So if your Websand domain is exampleco.websandhq.com enter exampleco into the box

Websand API Token - Enter your Websand API Token.  This can be found/generated from the 'API Tokens' page in your Websand instance.

Terms and Conditions URL - As part of the sign up, your subscribers need to agree to your terms and conditions and/or privacy policy.  Enter the URL of your terms and conditions page.  This will be linked to all the opt-in checkbox on all Websand subscriber forms on your site.

Default Settings

Source Code >> Enter a default source code for signups.  This is send with the subscriber information so you can identify where each subscriber came from.  Really useful for understanding the volume and value of people that signup from certain places.

Note you can configure each individual signup to assign a source code.  That will allow you to understand who has signed up from each position, and also allow you to configure the most relevant welcome message to your subscriber based on where they signed up. 

Thank you URL >> Be nice and create a thank you page to direct people to when they sign up.  Enter the URL for your thank you page here.

Positioning the Websand Subscription Form in your Wordpress site

You can capture data through the Websand for Wordpress plugin by using the widget positions or adding some simple code within your pages or posts.

Wordpress Widget

Your Websand subscriber box in position using the Widget.  

Select the widget menu from Appearance >> Widgets.  Look for the Websand Subscription Form

Pull the Widget to either the Sidebar, Footer 1 or Footer 2.  Put it where ever you want.  You can have multiple Websand Subscription Forms (if you want!)

Simply give your Subscriber form a name and complete the configurable options.

Set your Widget source code, that will be assigned to each signup from this form.  So you can track the volume and quality of signups from your wordpress site.

Widget 'Thank You' URL - enter the page URL that you want to direct people to when they sign up.  Note that this page will open in a new tab in the browser. 

And here's how the form looks to your users in a wordpress site (it will pick up on your default design for fonts/colours etc)

Wordpress Post or Pages

You can add a Websand subscriber form within a Page or a Post.

Simply add the short code >> [websand] into your post and the Websand for Wordpress plugin will appear.  

The text in the screen above looks like this when the post is published.

Here are some more options to configure your short code

[websand] 
	\\ A simple signup form using the default options` 

[websand source_code="my-lovely-source-code"] 
	\\ A signup form which will both tag your subscribers with my-lovely-source-code` 

[websand thank_you="http://www.example.com/thanks.html"] 
	\\ A signup form which will open a page that directs to http://www.example.com/thanks.	html after subscribing` 

[websand source_code="my-lovely-source-code" thank_you="http://www.example.com/thanks.html"] 	\\ A signup form which will both tag your subscribers with my-lovely-source-code and 	open a page that directs to http://www.example.com/thanks.html after subscribing`

These enrolment requirements might seem a little steep, however these changes give you a history of 'explicit opt-in' and that is going to be very important once the new EU data protection comes into action.    You can read more about the changes to data protection here.

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