The subscriber profile page is the page where the subscriber can edit its own data (name, address, lists and so on).
That page is autogenerated by Newsletter but you can control every text displayed (and translate or adapt it), add an introductory message or even define a custom profile page using a dedicated WordPress page (for advanced users).
The profile page is reached by your subscriber clicking on the personal link generated with the tag {profile_url}. We suggest to add that link on every newsletter you send, labelled “change your setting” or “manage your preferences” or “edit your profile”. The standard footer block already contains it.
What's inside
- Customizing the profile page texts
- The profile page fields
- Adding the cancellation option
- Status change on profile saving
- Custom page
- Custom form
Customizing the profile page texts
The content of the profile page is controlled from the “Profile” configuration page, under the “Subscribers” main menu. The page contains a form and the fields shown depend on your configuration. The configuration can be changed in the “Subscription fields” panel and you can decide to show for example the name field or to show more lists where to choose from.
The main page content must contain the {profile_form} tag which is automatically replaced by the profile editing form. Every other text is up to you. For example, you may want to add an introductory text to offer help or advice on form fields and lists meaning.
The content of the profile page is shown inside the Newsletter dedicated WordPress page. Read more about the dedicated Newsletter page.
The profile page fields
The profile page shows and allows to modify only the fields set to “public” and visible on that page. Usually, you add few fields on subscription forms and more fields on profile form, so the subscriber can give you more data.
The language field should be shown only if you use a multilanguage plugin, like WPML or Polylang. A language is assigned to your subscriber when they opt in and the language can be used to target different groups of subscribers.
The subscriber can change his primary language in his profile page.
Adding the cancellation option
Several marketers prefer to add only the profile link on their newsletters without the cancellation link. In that case, you should add the cancellation link to your profile editing page. The tag to use is the same you would use in your newsletters:
{unsubscription_url}for double step cancellation{unsubscription_confirm_url}for immediate cancellation.
Status change on profile saving
When a subscriber enters his profile page and saves the data, her status is changed to confirmed (if it was not confirmed).
Saving the data is clearly a confirmation of her profile and her subscription. This is useful eventually for those campaigns you run to ask for confirmation of imported subscribers when you want them to review their profile.
Custom page
This topic is for advanced users.
If you really need a custom page to show the profile form, you can choose to specify an alternative profile page URL. The profiles form must anyway be generated by Newsletter, and you can recall it by using the [newsletter_profile] shortcode.
Your custom page must be able to execute WordPress shortcodes and, usually, that is not a problem, except for some themes: if the shortcode is not replaced by the profile form, contact the theme author.
Newsletter takes care also to add to your custom URL a set of parameters to identify the subscriber, which are then loaded and used to fill in the form. You can even add content to the shortcode, which is displayed only when the subscriber cannot be identified, when it is not enabled or when the page is accessed without the required parameters. Here’s an example:
[newsletter_profile] The subscriber was not found. This page can be accessed only from a personal link on our newsletters or when the user is logged in and subscribed to our newsletter. [/newsletter_profile]
Custom form
There is no support for custom profile forms. If you need to just change the field layout, you can add your own CSS on Newsletter main settings or in your theme.