Set up your Subscription by Publication Webform
You can use the Subscription Web form by publication to create a web form for each of your publications or different web forms for the same publication. You will have the option to update labels, set attributes to display or not display and choose default items like invoice templates.
Create or edit a web form by navigating to Settings > System > Webforms
Select Subscription Form by Publication from the drop-down box.
Click on Add Subform and fill in the pop-up information, be sure to select the Publication(s) for this Web form and a Name. You can choose a default lead source and invoice template. The system will use a basic styling by default, but you can modify the CSS of your form under System > Custom Site Design.
Important
You can set up a form to NOT accept payment information. Make sure to set up subscription plans for 0 dollars if you don't plan to require payment.
Now, you can edit the webform by clicking on the pencil next to your new form name.
On the Base Fields tab, select the information that your form requires by checking the appropriate boxes. You can change the labels for each input by clicking on the edit icon. You can change the labels for a regular subscription and for a gift subscription. The gift subscription labels appear on the first step of the form when a customer select 'is this a gift?'
You can also choose to make some fields required or have them disabled. The system will require you have fields needed to create a valid subscriber and subscription.
You can also update the billing section of the form by editing input labels and making fields required.
On the Dynamic Attributes tab, select which subscription dynamic attributes you want your subscribers to interact with on the form. You can choose to show attributes on the form as optional fields, make them required, or even make them required, but not show on the form. You may do this if you want to track an attribute for any subscriber who comes to your form, but you don't want them to enter the fields; this would be for any internal tracking purposes.
Click on View Web form to see what your customer will see when entering a subscription and test the form to make sure it works as expected.
Tip
You can update the sort order of the subscription plans and set a default plan on the subscription plan page under Settings > Publication & Issues and clicking on the subscription plan action.
You can copy the URL and frame it on your website to start selling subscriptions.
If you want to add an extra layer of security to your subscription forms you can add a reCAPTCHA option on a form-by-form basis. reCAPTCHA is a tool used on websites to help the system determine if the entity interacting with your page is human or not. If you find your website and forms have a lot of suspicious or fraudulent submission, adding reCAPTCHA is highly recommend. Your customer will have to check one extra box and it is a standard practice on most websites.
To add reCAPTCHA you need to go to your System Design & Info > Web Forms and select your webform type.
You will see the option to add when you select the contact form, subscription form, or client center registration form. Once added, it will always appear on the page.
You have to add the option to the Subscription Webform by Publication on a form-by-form basis. You need to edit the settings of each form to add the reCAPTCHA.
Once added, anyone (or thing) that comes to your system will need to mark the field before they can submit the page to your site. If a person using your form gets an error about not being human, it means they didn't click on the reCAPTCHA field.
