Add Email Signup to your ClickUp document

Excerpt

Add Email Signup to your ClickUp document. Manage memberships and even restrict access based on a predefined email list.

STATUS

✅

Slug

clickup-email-signup

Introduction

Cloakist is a platform that allows users to host and share ClickUp documents via a custom domain.

Recently, we launched two new features that give users even more control over access to their hosted ClickUp documents: Email Signup and Restricted Email Lists.

With Email Signup, users can require visitors to provide their email address to access a document. With Restricted Email Lists, users can control access to a specific list of email addresses.

These features provide added security and control for users, ensuring that only the right people can access their important documents, or by collecting the email addresses of members that sign up.

This post will walk you though how to enable Email Signup and Restricted Email Lists for your ClickUp docs on Cloakist.

Build your email list:

By requiring visitors to provide their email address to access your doc, you can build your email list and reach out to potential customers, clients, or followers in the future.

Track who's accessing your doc:

With Email Signup, you can easily keep track of who's accessing your doc and use that data to guide your marketing or outreach efforts.

Customize your messaging:

With an email address, you can personalize your messaging to visitors and provide more targeted information or offers.

Restricted Email List for ClickUp use cases

Control access to your doc:

With Restricted Email Lists, you can ensure that only authorized individuals can access your doc. This helps prevent unauthorized access and misuse of your data.

Distribute content safely:

Ensure only members you specify will get access to your document content. This is allows you to distribute your document securely to a controlled member group.

Increased security:

By restricting access to your doc to a specific list of email addresses, you can increase the security of your data and information, protecting it from unauthorized access.

Email Signup is a feature that requires visitors to provide their email address to gain access to your site. Here's how it works:

When a visitor tries to access your site, they'll be prompted to enter their email address.

Once they've entered their email address, they'll be sent a magic link via email that will grant them access to your site.

As the owner of the site, you will also receive an email whenever a new member signs up.

From your Cloakist dashboard you can manages all members that have signed up.

Restricted Email Lists: How It Works

Restricted Email Lists is a feature that lets you control which email addresses can access your site by adding them to a specific list. Here's how it works:

You create a list of email addresses that are allowed to access your site.

When someone tries to access your site, their email address is checked against your list of approved addresses.

If their email address is on the list, they'll be sent a magic link via email and granted access. If not on the list, they're denied access.

From your Cloakist dashboard you can manages all members that have signed up.

Log in to your Cloakist account and connect your ClickUp document to a custom domain (or just get started here: app.cloak.ist/start)

From the Cloakist dashboard, navigate to the site you want to protect.

From the site view, click the "Page" gear icon on the left hand menu.

In the Page settings menu, you will see the "Email Signup" and “Restricted Email List” options. Choose the one you want and click the toggle switch. Then click “Save Changes” to enable this feature.

Your ClickUp document now supports Email Signup!

To manage the members that have signed up, click on the “Members” option in the left hand menu. Here you will see a list of all members that have signed up, or that you have added before.

Add new members

Whitelist a domain: Any email from the specified domain will have access

Export members (if you want to download your list of members to use somewhere else)

Delete a member

Building your email list

When visitors provide their email address to access your site, you can add them to your email list and use that information to send them targeted marketing or outreach messages in the future. This can be a great way to build your email list and reach out to potential customers or clients.

Keeping track of who accesses your site

With Email Signup, you can easily keep track of who's accessing your site and use that data to guide your marketing or outreach efforts. You'll have a clear picture of who's interested in your site and what they're looking for.

Customizing your messaging

With an email address, you can personalize your messaging to visitors and provide more targeted information or offers. This can help make your marketing or outreach more effective and relevant to your audience.

By using Email Signup, you can increase the security of your site and data, while also building your email list and improving your marketing or outreach efforts.

Benefits of using Restricted Email Lists

Ensuring only authorized individuals can access your site

With Restricted Email Lists, you can ensure that only people whose email addresses are on your list can access your site. This helps prevent unauthorized access and misuse of your data, providing added security for your information.

Simplifying access controls

By using a Restricted Email List, you can simplify your access controls. You don't need to worry about complicated access rights or security settings, as your list of email addresses acts as your access control mechanism.

Improving collaboration

With Restricted Email Lists, you can easily control access for a specific group of people, such as co-workers or collaborators. This can help improve collaboration and communication, by ensuring that everyone who needs access to your site has it.

Overall, by using Restricted Email Lists, you can increase the security of your site, simplify your access controls, and improve collaboration with specific groups of people.

FAQs

How can I customize the email sign up page that members will see?

You can set a custom message that will be displayed to visitors on the signup page. Additionally, the signup page can also be customized to show your logo and brand colors. This can help you personalize your messaging and provide more targeted information or offers.

What happens if someone submits an email address to access my site, but then requests to have their data removed?

As the site owner, it's your responsibility to manage your list of email addresses and ensure that you're adhering to relevant data protection regulations. If someone requests to have their data removed, you can simply delete the member and all their details directly from your Cloakist dashboard.

How do I add or remove email addresses from my Restricted Email List?

You can easily add or remove email addresses from your list by going to the Restricted Email List settings page and editing the list as needed.

I'm worried that using Email Signup will deter visitors from accessing my site. What can I do?

You can customize the message that visitors see when they submit their email address, and provide a clear explanation of why you're requiring their email address. This can help alleviate any concerns or doubts they may have about providing their email address and increase the chances that they'll access your site.

Can I use both Email Signup and Restricted Email Lists at the same time?

No, you have to choose one method of sign up at a time.

How do members log in with only their email address?

When a member enters their email address they will receive an email message containing a magic link. When they click the magic link they will be logged in to your site.

Conclusion

Email Signup and Restricted Email Lists are two new features recently launched for Cloakist's ClickUp document hosting platform that give users even more control over access to their documents. With Email Signup, visitors are required to provide their email address to gain access to a site and benefits include building email lists, tracking visitors, and customizing messaging. With Restricted Email Lists, users can add specific email addresses to a list which controls which individuals can access their site and benefits include increased security, simplification of access control, and improved collaboration.

We encourage you to try out these new features and see how they can benefit your experience with managing access to your ClickUp content. Whether it's building your email list or controlling access to sensitive data, Email Signup and Restricted Email Lists can help you achieve your goals. With these new features, you have more control over who can access your hosted documents, and can enjoy added security, peace of mind, and collaboration.