Create a Better ‘Manage My Subscriptions’ Page

With Drip and Gravity Forms

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Overview

In this video, I’ll show you a better way to give your Drip subscribers a way to unsubscribe or subscribe themselves to some of your emails, and not others.

Drip offers a way to do that, but unfortunately, it only works for ‘Campaigns’ in Drip. But this is far from optimal. For one thing, it forces you to use Campaigns in a completely different way from how you’d normally use them (basically, you have to carefully tailor which campaigns you have, and what you name them, because subscribers will see those names). But what if you send emails using automation workflows or one-off broadcasts? Campaigns aren’t the best way to determine whether a subscriber should receive those emails.

A much better way is to use custom fields on subscribers. You can then use a subscriber’s values on these custom fields to conditionally send (or not send) them certain emails—no matter if you’re sending them via automation workflows, broadcasts, campaigns, whatever.

In this video, I show you how I built a nice looking form on my website using Gravity Forms + WordPress. This form is integrated with Drip so that it updates a subscriber’s preferences (via custom fields). And, the footer of my emails has a “magic” link that pre-populates this form with the subscriber’s current preferences. Pretty cool, huh?


Goals for this automation

  • Create a custom page on my own website where subscribers can manage their own email preferences.
  • Avoid using Drip’s built-in “Campaign-only” subscription management page.
  • Use custom fields to set subscriber’s preferences
  • Create a “magic” link in the footer of Drip emails that pre-populates this subscriber’s manage subscription page.
  • Integrate Gravity Forms with Drip

Services used in this guide

  • Drip
    Similar alternatives:  ActiveCampaign, ConvertKit
  • Gravity Forms
    Similar alternatives: Ninja Forms (WordPress), Typeform, WuFoo

Key points in the video:

  • 0:00 – Show the custom manage subscription link and workflow in action.
  • 2:25 – Showing Drip’s “campaign-only” subscription management page and why it’s far from optimal.
  • 5:00 – Create a Gravity Form for the “Manage Your Subscription” form
  • 6:30 – How to pre-populate the Gravity Form fields with the subscriber’s current preferences.
  • 8:40 – How to generate the URL using this subscriber’s custom field values.
  • 13:10 – Integrate Gravity Forms with Drip so that when the form updates a subscriber’s custom field values.

Assets

Click here to download the assets for this guide, including:

  • Download and import the Gravity Form I created, with all the settings built-in
  • Copy/paste the “magic link” content snippet code I used
  • Get the link to the Drip + Gravity Forms WordPress plugin