Maintaining your contacts’ details and preferences up-to-date ensures they receive your communication and helps you increase their engagement.
Brevo offers a profile update form to help you collect updated information about your contacts, such as their details, preferences, and even which lists they want to be subscribed to. We recommend including a link to this form in all your emails to help your contacts share their preferences with you.
Step 1: Set up your profile update form
To create a profile update form:
- Go to Contacts > Forms.
- Go to the Profile update tab.
💡 Good to knowFrom the forms listing, you can view the ready-to-use default profile update form, which you can already include in your email campaigns and transactional emails. To edit the default template instead of creating a new one, simply click its name in the listing.
- Click Create profile update form.
- Give an internal name to your form.
- Click Next to save your form.
You can access and edit your profile update form anytime from the Profile update tab in the Forms section.
Step 2: Design your profile update form
Designing your profile update form is the same as designing your sign-up forms, but it is targeted to your existing contacts.
Use the builder
In the form builder, you will find a pre-made form that can be customized to fit your needs.
On the left side of the builder, you will find two tabs:
- the Build tab containing blocks and fields you can drag and drop into your form, and
- the Form design tab containing design elements.
To learn more about each block, field, and customization options available for your profile update form, check our dedicated section in Create a sign-up form in Brevo.
What should you include in your profile update form?
You initially collect contact information through sign-up forms: contact attributes (text, number, date, boolean, category, multiple-choice) and lists they want to subscribe to (multi-list subscriptions). A profile update form helps you keep this contact information accurate and up-to-date.
Therefore, your profile update form can include fields to:
-
Update basic details
For example: name, email address, phone number, or any basic details previously collected through your sign-up forms. -
Update their preferences
For example: their favorite newsletter topics (multi-list subscriptions), how often they want to receive communication (boolean or single choice), or preferred send times (single or multiple choice). -
Collect new information
For example: gender, location, or any details that help with product recommendations.
Profile update forms ensure your communication stays relevant and tailored to each subscriber. This improves engagement and allows for more effective segmentation and personalization.
Mobile view
|
All of Brevo's forms are designed to be responsive by default. You can preview how your profile update form will look on a mobile device by toggling the view from desktop to mobile at the top of the editor. Note that you can't edit the mobile view. |
Step 3: Manage your subscription confirmation settings
You can send a confirmation email when your contacts update their details and preferences.
Select your subscription confirmation option
You have three options to manage your subscription confirmations:
With the Double confirmation option, your subscribers will go through a double opt-in process. This means that they will receive an email containing a confirmation link (double opt-in email) after submitting your profile update form. They have to click this link to confirm their subscription to a new list. Otherwise, they won’t be subscribed.
The double opt-in process is useful to verify that the email address is valid and recommended for GDPR compliance.
➡️ To learn more, check our dedicated article Double opt-in (DOI): What it is and how to track user sign-ups.
Add a double confirmation to your form
- At the Settings step, select Double confirmation email.
- Click the Select a template dropdown and select one of the following options:
- Select the Default Template Double opt-in confirmation. You can modify the default template by going to Campaigns > Templates > Email and searching for "Default Template Double opt-in confirmation" in the search bar.
- Or select a custom template you have already created.
❗️ ImportantIf you want to create your own custom template, make sure you follow the procedure in our dedicated article Create a custom double opt-in (DOI) confirmation template for Brevo sign-up forms to include the mandatory field. Otherwise, your custom template won't be displayed in the dropdown. For additional proof of consent, we also recommend adding the consent text from your GDPR field to the double opt-in confirmation template.
- (Optional) Activate and configure any additional confirmation pages and final confirmation email you want to add to your double confirmation process. Expand the following accordions to learn more about the available options for additional confirmation pages and email:
Confirmation page after submitting the formEnable this option to redirect your subscribers to a specific page, such as a confirmation page or your website homepage, after they submit the form. You can use our default confirmation page or create a custom one and link it.
Confirmation page after clicking the validation link in the emailEnable this option to redirect subscribers to a specific page, such as a confirmation page or your website homepage, after they click the subscription confirmation link in the double opt-in email received after submitting your form. You can use our default confirmation page or create a custom one and link it.
Final confirmation emailEnable this option for subscribers to receive a final confirmation email after they complete the double opt-in process. The default template for the final confirmation email is named Default template - Final Confirmation, and you can modify it by going to Campaigns > Templates > Email and searching for "Default template - Final Confirmation" in the search bar.
💡 Good to knowThe default confirmation pages cannot be customized but will adapt to the language of your subscriber's browser. For more customization, you can create and use your own custom pages.
With the Simple confirmation option, your contacts receive a confirmation email, and their details, preferences, and lists subscriptions, are updated right after submitting your profile update form.
Add a simple confirmation to your form
- At the Settings step, select Simple confirmation email.
- Click the Select a template dropdown menu and select one of the following options:
- Select the Default Template Simple confirmation. You can modify the default template by going to Campaigns > Templates > Email and searching for "Default Template Simple confirmation" in the search bar.
- Or select a custom template you have already created.
- (Optional) Enable the Confirmation page after submitting the form option to redirect your subscribers to a specific page, such as a confirmation page or your website homepage, after they submit the form. You can use our default confirmation page or create a custom one and link it.
With the No confirmation option, your subscribers' details, preferences, and lists subscriptions are updated right after submitting your profile update form. They don't receive any confirmation email.
Add no confirmation to your form
- At the Settings step, select No confirmation email.
- (Optional) Enable the Confirmation page after submitting the form option to redirect your subscribers to a specific page, such as a confirmation page or your website homepage, after they submit the form. You can use our default confirmation page or create a custom one and link it.
💡 Good to knowIf you don't enable this option, a Success message will be displayed at the top of your profile update form without changing the page. You can modify its content at the Messages step.
(Optional) Configure the advanced settings of your profile update form
To configure the advanced settings of your profile update form, click Show advanced settings. To see what advanced settings are available, expand the following accordions:
Enable this option to reject temporary email addresses created on disposable email address services, such as Yopmail, MyTrashMail, etc. Disposable email addresses tend to bounce after some time and end up negatively impacting your deliverability.
Enable this option to hide your profile update form after it has been submitted. If you don't enable this option, your form will still appear in input mode to your subscribers even after they have filled and submitted it successfully.
Step 4: Configure the success and error messages
In this section, you can customize all the messages displayed by the form in these cases:
- Success message: successful update of your contact's preferences and details
- Invalid user information: invalid data entered by your contact
- Error message: system error occurs while processing a contact's update
- Empty field: a required field is not completed by the contact
Step 5: Include your form in an email campaign or transactional email
The process for adding a profile update form link in your emails is different based on the editor you are using to build your email:
To customize which profile update form link to insert in your email:
- In your campaign design, click where you want to add the link to your profile update form.
- Click the link icon.
- Enter the following information:
- Type of link: select Update your preferences.
- Use an update profile form: select the form that you want to link.
- Link title: if not done already, enter the text of your link.
- Click Insert.
In the HTML or Simple editors, you will need to manually add a profile update form link placeholder.
Step 1: Manually add a profile update form link in an email
To manually add an profile update form link in an email:
- In the HTML editor, add the {{ update_profile }} placeholder in an HTML hyperlink tag <a>.
- In the Simple editor, click the Insert link icon. Then paste the {{ update_profile }} placeholder in the URL field, and enter the text you want to display in the Link title field.
Step 2: (Optional) Select a custom profile update form
By default, the default profile update form is available to your recipients, but you can choose a custom one from the Additional settings of your email campaign.
- When creating an email campaign, access the Additional settings step.
- Click Edit settings.
- In the Subscription section, check the Use an update profile form box and select the form of your choice in the drop-down list.
- Set other additional settings if needed and click Save.
The profile update form link is unique to each contact and email. It is automatically pre-filled with the data of each of your contacts receiving your email.
❓ FAQs
The Drag & Drop editor doesn't allow direct form embedding in emails. Instead, you can add a link to the form to redirect clients when clicked.
To embed a form in your email, you'll need to use the HTML editor, using your own HTML code created by a design professional. We don't provide support for this process.
No. Profile update forms are usually found in the footer of emails but you can include them anywhere you want. Profile update forms are also optional but recommended.
When testing a profile update form, some limitations apply:
- The email address used for testing must be in your Brevo contacts.
- The form can only be used up to five times for the same email address within one campaign.
- The form can only be used for up to five days following the initial attempt for the same email address within one campaign.
In case you are not following these limitations, the following error message will appear:
This error is generated by Brevo servers.
If you entered the URL by hand, double-check that it is correct or contact our support.
Check our service status here.
🤔 Have a question?
If you have a question, feel free to contact our support team by creating a ticket from your account. If you don't have an account yet, you can contact us here.
If you’re looking for help with a project using Brevo, we can match you with the right certified Brevo Agency partner.