Collect email signups and leads
Grow a mailing list with email sign-up, capture leads with a Form block, and export both as a CSV.
Written By AloPortal
Last updated About 2 hours ago
Not everyone is ready to subscribe on their first visit. Collect their email instead, so you can bring them back when you have something new to share.
β¨ Quick answer: turn on Email sign-up in your portal settings to build a mailing list, or add a Form to collect leads. You'll find both lists on the Creator side under Dashboard in the left sidebar.
π¬ Two ways to collect emails
π οΈ Turn on email sign-up
Open Portal settings
On the Creator side, click Portal designer in the left sidebar, then the gear icon (Portal settings) in the designer's top bar. On a phone, tap the menu at the top-left to reach Portal designer, then tap Settings in the bottom bar.
Turn on Email sign-up
On the Portal tab, turn on Email sign-up. (The same switch is also on the Integrations tab.)
Press Save all
Press Save all in the save bar. A Get updates card now appears on your portal.
When a visitor signs up, we send them an email to confirm. They join your list once they click Confirm subscription, and your portal opens with a You're subscribed message. This double check keeps your list clean and respects privacy rules.
β Good to know: every email we send to your list includes an unsubscribe link, so people can leave whenever they like.
π οΈ Add a form
Add a Form
In Portal designer, on the Portal tab, add Form from the Advanced group of the elements panel on the left. On a phone, tap Add in the bottom bar and pick Form.
Pick your fields
Give it a title and description, then pick your fields: first name, last name, email, phone number, or your own custom fields. Email is always required.
Set the button text
Set the button text under Call to action.
Add a checkbox
Want permission to contact people? Add a sentence under Checkbox Text and visitors will tick it before they submit.
Choose what happens next
Under After someone submits, choose Show a thank-you message or Open a link to send people on to your link.
Press Save all
Press Save all in the save bar.
The Leads tab shows up on your dashboard as soon as your first lead arrives.
π Manage your lists
Mailing list: filter by Confirmed, Pending or Unsubscribed, search by email, and use the row menu to unsubscribe or remove someone.
Leads: search by email or name, click View details to see everything someone sent, or remove a lead.
Export: click Export CSV on either tab to download your list. The leads export has a column for each custom question, named after the question.
β οΈ Heads up: the mailing list export includes confirmed subscribers only. People who haven't clicked their confirmation email yet aren't included.
β Questions
Can I send a broadcast to my leads?
Can I send a broadcast to my leads?
Not directly. Broadcasts go to your confirmed mailing list and your members. To email your leads, invite them to join your mailing list from your portal.
Is there a limit on how many people I can collect?
Is there a limit on how many people I can collect?
No. Collect as many emails and leads as you like on any plan. Only the emails you send count toward your monthly email sends.
Can I import a list from another tool?
Can I import a list from another tool?
Not yet. For now, share your portal link and invite your audience to sign up again.
Someone says they never got the confirmation email. What can I do?
Someone says they never got the confirmation email. What can I do?
Ask them to check their spam or promotions folder. They can also sign up again from your portal to get a fresh email.
π Related
π Need a hand?
Message us from the app: click Help & feedback at the bottom of the left sidebar. On a phone, tap the menu at the top-left first. We'll help you out.