Collecting opt-ins
An opt-in tick box on account registration, comment forms and WooCommerce checkout, adding people to any number of your lists.
Most people who would join your list are already doing something else on the site. This adds a tick box to those moments rather than asking them to find a form.
Where the box appears
- Account registration — on the WordPress registration form.
- Comment forms — directly above the Post Comment button, where the decision is being made, on any theme.
- WooCommerce checkout — above the place order button. The row is disabled with an explanation if WooCommerce is not active.
Setting it up
- Go to Settings → SendBeam → Audience.
- Tick the places you want to ask in.
- Choose the lists people should join. Any number; a list set to double opt-in still sends its own confirmation before anyone receives anything.
- Write the wording beside the box. Say how often you send and that they can leave.
The key needs Contacts (read and write) and Lists (write). Without a list chosen, or without a key, the box does not render at all.
What it will not do
Three deliberate limits, because getting these wrong is a legal problem rather than a bug.
- Nobody is subscribed who has not ticked the box.
- The box is never pre-ticked. A pre-ticked consent box is not consent under the GDPR, so there is no setting to pre-tick it.
- Existing users are never bulk-imported. They never agreed to anything, and there is no button that would do it.
A failure never breaks what the visitor was actually doing — the account is created, the comment posts, the order goes through, and the subscription is attempted afterwards.
Where they land
Each contact records where it came from — wordpress-registration,
wordpress-comment or woocommerce-checkout — in its source field.
Segments can filter on it, so you can send to the people who came in
at checkout without keeping separate lists for them.
A returning customer who ticks the box is added to the list rather than failing: an address already on file is found and used.
When something fails
The last twenty attempts are listed under Recent subscriptions on the same tab, with the address, where it came from, and the reason if it did not work. A silent failure is worse than a visible one.