How to Create and Use a Form for Your Site, Funnels, and External Pages

David Giali

Updated

A Form in Kajabi is a versatile tool that can be used for many actions such as: subscribing someone to an email sequence, granting them an offer, registering them to an event, and more. Here is a guide on how to create forms, and then use the same Form throughout your site, Funnels, and External Pages.


In this article:


Creating a Form

To create a new Form:

  • Open the Marketing tab from your Dashboard.
  • Then, select Forms.
  • Click + New Form.
  • Add your Form title.
  • Click Save to create:

After creating your form, customize your Form with the Form Editor.

Learn to create and customize your form for more details.


Adding a Form to a Page

  • Open the Website tab from the Dashboard. 
  • Click Pages and select the Page you wish to edit or create a new page.
  • Click Customize to open the Template Editor.
  • Click the Section you want to edit or create a new Section.
  • In the sidebar, click Add Content.
  • From the list, select Form.
  • Select an existing Form from the dropdown to populate your Form in the Block.
    (Your newly created Form Block will generate at the bottom of the Section).
  • Click Save to keep your changes:

 

Learn to Customize your Form on your Page with our step-by-step tutorial:

How to Customize A Form On A Page. 


Adding the Form to a Funnel

To add the Form to a Funnel:

  • Open the Marketing tab from the Dashboard.
  • Then, select Funnels.
  • Select an existing Funnel or create a new one.
  • Select the Opt-in card or click Opt-in inside the Template Checklist on the left.
  • Click to Edit the Form.
  • Choose the Form in the dropdown under Form in the sidebar editor on the right.
  • Click Save:


Embed the Form onto a separate site

To embed the Form in a separate site:

  • Choose the Marketing tab.
  • Select Forms.
  • Select the Form you would like to embed.
  • On the top menu under the form title, choose Embed.
    (On this page, you can edit basic settings, color schemes, and the embed Style). 
  • Once you've configured the way you'd like your embedded Form to appear, copy and paste the embed code onto the desired page and use this form on your website outside of Kajabi.

When submitted, the Form will perform all actions and Automations regularly within Kajabi:

And that’s how you can create and use Forms! Please vote below and let us know if you found this article helpful. We value your feedback. Thanks for being the best part of Kajabi!

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