Setting Up Your Waitlist

Overview

Your waitlist is more than an email list — it's a ranked queue with built-in referral mechanics and engagement tracking. Here's how to set it up.

Enabling the waitlist

Open your project and go to **Settings → Waitlist**.

Toggle **Enable Waitlist** to on.

Choose your waitlist mode:

- **Simple** — First come, first served. No queue positions shown.

- **Ranked** — Subscribers see their queue position and can move up by referring friends.

- **VIP** — Manual approval. You review each signup before they join.

Configuring the signup form

Under **Settings → Signup Form**:

**Required fields** — Email is always required. Toggle name, company, or custom fields.

**Double opt-in** — When enabled, subscribers must confirm their email before joining the queue.

**Welcome redirect** — Optionally redirect to a thank-you page after signup.

Referral mechanics

To enable the referral engine:

Go to **Settings → Referrals**.

Toggle **Enable Referral Links** to on.

Set the **queue jump reward** — how many positions a subscriber moves up per referral (default: 3).

Optionally set a **milestone reward** (e.g., "Refer 5 friends → get early access").

Managing your list

The **Subscribers** tab shows everyone who signed up, their queue position, referral count, and email engagement metrics. You can:

Export to CSV

Tag subscribers manually

Remove or block entries

Push to connected CRMs (HubSpot, Pipedrive)

What's next?

Consider [setting up email sequences](/help/setting-up-email-sequences) to nurture your waitlist automatically.