How to Easily Add an Email Signup Opt In Tab to Facebook Fan Pages

How to Easily Add an Email Signup Opt In Tab to Facebook Fan PagesHaving a Facebook Fan Page for your business is great. You are able to share useful information, engage with your audience of customers and prospects, market your product and services now and then, and create a buzz about your business. Facebook does not have a built-in way to collect the contact information of your fans, however. This would be useful if you would like to invite them to subscribe to your newsletter or opt-in to other email communication.

Many people already have a newsletter service that they use, and those services will often provide html code that you can use on a website to create an opt-in form. You can also use that html code on a Facebook Fan Page by pasting it into anĀ application custom tab. This is great if you are able to customize it easily and understand how to use the HTML application. Unfortunately some people use an email service that does not provide this code. For example, if you are a representative of a direct selling company that has a company-wide email newsletter system, you don’t typically have access to the HTML code for adding an opt-in box, since your company replicated website has that built in.

The option which I am enjoying is using the email service MailChimp. What I love about using MailChimp is that they have a Facebook Application that easily connects to your account, and creates an instant custom tab on your Facebook Fan Page or Profile (though the Profile tabs are going away soon). Now if you already have another service for your newsletters, you can continue to use that for your communication and simply use MailChimp for the opt-in box on Facebook to collect the email addresses, and maybe additional communications in between. MailChimp will allow you to export your contacts into a spreadsheet for other uses.

The following video walks you through the process as I set up a MailChimp opt-in box for one of my clients, Linda Lucas. Below the video are step by step instructions to follow to make this happen. It seems like a lot of steps but any of the email services require a lot of set up to begin with. This tutorial assumes you do not yet have an account or form set up. In a future blog post I’ll show you how to create an opt-in box using the Static FBML application.

How to Place an Email Opt-In Form on a Facebook Tab Using MailChimp from Karen Clark on Vimeo.

Step by Step Instructions:

  1. Visit MailChimp and sign up for an account, and activate the account via email confirmation
  2. Log back into MailChimp and enter your basic information, following the instructions on the screen.
  3. Choose the type of plan – Forever Free works for up to 1000 contacts, 6000 emails total per month.
  4. On the Dashboard click on Lists.
  5. Within your List box, click on Settings and fill out the information in each section – List settings, Footer settings, being sure to save each section.
  6. On the List box click Forms.
  7. An opt-in box is already built in but you can design a forum with different built-in themes and graphics to add some pizazz. Alternately, you can insert your own header image or graphics, and adjust the colors.
  8. Edit the blank box under the header graphic, a brief welcome message or instructions that will appear at the top of the form inviting them to subscribe. Style with fonts or colors etc.
  9. Add fields if desired – Name and Email are already built in but you can add others including checkboxes or text fields.
  10. Under Forms and Response Emails – edit any of the confirmation emails.
  11. If you are giving away any kind of free report for subscribing, click Final Welcome Email under Forms and Response Emails – this is what is sent out once someone successfully confirms their subscription.
  12. Be sure to click Save and Exit
  13. Go to your Facebook account and log in
  14. In search box, search for the MailChimp Application (not the fan page)
  15. Click on Add to My Page under the chimp picture and Add to Page next to your Fan Page name. NOTE: If you have more than one fan page, only do ONE at a time. Go back and repeat this process later for your other pages.
  16. Click on Go To Application – it will ask to connect to your MailChimp account, click Allow
  17. Log into your MailChimp account within the window displayed
  18. On the MailChimp Subscribe Configuration Page you’ll see 2 options – one for your Profile tab and one for your Fan Page tab. (The Profile tab selection is not shown in the video, it was cut off)
  19. Select your list for each if you want the tab to appear on both (usually just your main list) and click Submit
  20. Visit your Fan Page and see Email Signup Box
  21. If needed, double check settings by clicking Edit Page (under picture) and then Applications – then find the MailChimp application and check connections/settings
  22. If desired, from the Wall of the Fan Page, move the Email Signup tab closer to the beginning of the wall tabs (drag and drop)
  23. Make any further adjustments on your MailChimp account page. Your main form will always be the form that appears on your Facebook Fan Page tab. (Go to Lists, then Forms, to edit your form)
  24. To access your Subscriber list, go to your MailChimp account, click on Lists and then View List, and then Subscribers (at the top) and then Download. You can also download specific segments.
  25. Send emails to your list by clicking on Campaigns and Create Campaigns. You can create templates and customize your newsletter within that area. Check out the Dashboard for tutorials and videos you can use to learn MailChimp.
{ 15 comments… add one }
  • Dhea October 28, 2010, 3:28 am

    Karen
    thank you so much for this tutorial .. I have recently started with mail chip and have found this very valuable and you will see I have done a wonderful job with my accessory idheas page… any feedback would be great
    thanks again for your wonderful support

    Reply
    • Karen
      Follow me on Twitter: mybizpresence
      October 28, 2010, 8:39 pm

      Hi Dhea! I love it! I love that you are collecting birthdays too – brilliant!!

      Reply
      • Dhea October 28, 2010, 9:20 pm

        Which girl doesn’t want jewellery for her birthday lol

        Reply
  • Laurie London
    Follow me on Twitter: laurieblondon
    October 28, 2010, 8:23 pm

    Thanks, Karen! Great information as usual.

    Just yesterday, I was investigating MailChimp compared to Google’s FriendConnect Newsletter, so your video comes at a perfect time. Also, in a Twitter chat today, a friend highly recommended MailChimp. I like that it seems so simple to add it to a Static FB page.

    Any idea if the email addresses captured through MailChimp can be imported into FriendConnect or vice versa? I recently put the FriendConnect gadget on my blog and have a few subscribers, but I don’t have a sign-up form on my website yet. Trying to decide the best way to streamline all of this.

    Reply
    • Karen
      Follow me on Twitter: mybizpresence
      October 28, 2010, 8:34 pm

      I don’t use Google Friend Connect so I can’t answer that. I believe it is a blog subscription though not a newsletter? You cannot add people to blogs, they need to subscribe themselves. You could send an email message though encouraging them to do that!

      Reply
      • Laurie London
        Follow me on Twitter: laurieblondon
        October 28, 2010, 8:40 pm

        There’s a rich text newsletter option that allows you to send a newsletter to your Friend Connect subscribers. And I *think* there’s a widget generator for Friend Connect that can go on other websites. That’s why I’m a little torn.

        Reply
  • Laurie London
    Follow me on Twitter: laurieblondon
    October 28, 2010, 11:11 pm

    For some reason, in step 18, my page isn’t listed on the MailChimp configuration form, only my profile. When I complete the steps, it does install the email signup tab on my page, but when you click on the tab, it says I haven’t configured my MailChimp signup form yet even though I have. Any ideas?

    I do have a weird and known bug on my profile which says Page Not Found when using the URL to my profile if someone isn’t a friend of mine. Wonder if this could be causing the problem with the MailChimp interface to my fan page.

    Reply
    • Karen
      Follow me on Twitter: mybizpresence
      October 29, 2010, 9:05 am

      I had some trouble too – try clearing your cache or going in with a different browser. That did the trick for me!

      Reply
  • Barbara April 8, 2011, 6:03 am

    Is t here anyway to export my Google Friend Connect list to MailChimp. Mail Chimp only has my Feedburner RSS list…but i cannot see a way to get the rest of the names over and there are a good amount of them..I don’t want to have to create a 2nd newsletter for this group outside of Mail chimp…it may result in some folks getting duplicate emails..help?

    Reply
  • Karen
    Follow me on Twitter: mybizpresence
    April 8, 2011, 5:59 pm

    Actually it is not a good idea to import your blog subscribers into an email/newsletter system. The reason is they did not opt-in to that themselves which could be a sticky situation for complying with the spam rules. A better option would be to create a blog post explaining how they can sign up for your MailChimp email system. Maybe have it set up to send them to a free report PDF download when they do so you are incentivising the signup process. That way everyone on your list has actually agreed to be on it. When someone subscribes to a blog they are simply requesting to receive your blog posts, not other marketing. Good luck!
    Karen

    Reply
  • Barbara April 8, 2011, 8:21 pm

    Yes, thanks..i figured that out earlier today..and I did post on my blog inviting peeps to sign up …thanks so much for your very accurate feedback!!

    Reply
  • Natasha June 27, 2011, 8:59 am

    Hello! I am new to the site and just starting with MailChimp. I am wondering…I have list already. Do I just utilize this opt-in for my FB page, or should I create a new one so that I can see where my contacts are coming from?
    Thanks for your time.
    Natasha

    Reply
  • Karen
    Follow me on Twitter: mybizpresence
    September 3, 2011, 11:34 am

    Hi Natasha – I would create a new list just for FB opt-in. Then if you are using MailChimp for a regular newsletter etc. in another list, you can always go to COMBINE lists and it will put those FB people into your main list. If you use another service for emails just visit the FB list and find the Export button to download the list to then import to your other one. Hope that helps!

    Reply
  • cara cepat hamil September 21, 2012, 2:37 am

    When I originally commented I clicked the “Notify me when new comments are added” checkbox and now each
    time a comment is added I get three e-mails with the same comment.

    Is there any way you can remove me from that service?
    Many thanks!

    Reply
    • Karen
      Follow me on Twitter: mybizpresence
      September 25, 2012, 9:31 pm

      You know I am looking all over the place and can’t find a way to adjust that on my end. When you get the email about it, is there a link to unsubscribe?

      Reply

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Karen Clark

Karen Clark, Social Media and Direct Sales Speaker.When she was an active direct sales leader, Karen Clark walked the walk as she sold, booked, and supported a team offline, while expanding her reach and service online. Now working with direct selling companies and their field representatives as a speaker and social media corporate consultant, Karen uses her nearly 20 years' online marketing and direct selling expertise to teach audiences exactly where, when, and how to establish an ethical and effective online presence with social media, while remaining true to their principles and personal direct sales business. Read more

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