Report: Managing Form Storage and Newsletter Integrations in Squarespace

Report: Managing Form Storage and Newsletter Integrations in Squarespace

By Michael Chen

December 13, 2024 at 07:54 AM

Forms and Newsletter Storage Guide

Selecting proper storage for visitor data from form submissions is crucial for your website. Here's a comprehensive overview of available storage options and how to use them effectively.

Available Storage Options:

  • Squarespace Mailing Lists: Built-in email marketing feature
  • Form Sender List: Contact management for form submissions
  • Email Address: Direct email notifications
  • Google Drive: Spreadsheet storage
  • Mailchimp: Email marketing platform integration
  • Zapier: Third-party app connections

Important Storage Rules:

  • Each form requires at least one storage option
  • Multiple storage options can be used simultaneously
  • Internal storage is limited to Squarespace mailing lists and contacts menu

Squarespace Mailing Lists Storage

Compatible with:

  • Newsletter blocks
  • Checkout newsletter sign-up
  • Promotional pop-ups
  • Cover page newsletter sign-up

Setup Process:

  1. Select Squarespace or Squarespace Email Marketing
  2. Choose a mailing list
  3. Enable reCAPTCHA or confirmation emails

Contacts Menu Storage

Requirements:

  • Forms must include required email address field
  • Submissions appear under "Lists & Segments" menu
  • Automatically stores subscriber information

Email Address Storage

Features:

  • Default storage uses administrator's email
  • One email address per form
  • HTML-formatted submission emails
  • Includes all form field data

Google Drive Storage

Capabilities:

  • Creates new spreadsheet for submissions
  • Limited to 50 form connections
  • Cannot use existing spreadsheets
  • Automatic column creation for form fields

Mailchimp Storage

Requirements:

  • Business or eCommerce subscription needed
  • Maximum 30 fields per form
  • New audience required for each form
  • Confirmation emails enabled by default

Zapier Integration

Compatible services:

  • ConvertKit
  • Salesforce
  • Slack
  • Trello

Best Practices:

  1. Test all forms after setup
  2. Use unique names for multiple forms
  3. Maintain identical fields when connecting multiple forms
  4. Monitor storage connections regularly
  5. Keep backup storage options when possible

Troubleshooting Tips:

  • Verify required email fields
  • Check storage permissions
  • Confirm identical form fields
  • Reset connections if errors occur
  • Monitor submission confirmations

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