How to Create and Build Your Form

David Giali

Updated

A Form is a versatile tool for gathering information from your contacts. Forms can act as opt-ins, surveys, and questionnaires. Learn to create Forms to gather data and build your list. 


In this article:


Looking to customize the "subscribe" button and heading caption for your Form?

Step 1. Create a new form

To create a new Form:

  • Open the Marketing tab from your Dashboard.
  • Click Forms.
  • Select + Add New Form.
  • Give your Form a title.
  • Click Save to create your Form:

Tip:
Change the title of your Form at a later date by selecting your Form and updating the "Title" field in the Form editor.

Step 2. Build your form

This article refers to customizing your Form functionality. If you're looking to learn how to design your Form, click here to learn how to design your Form in a page built with Kajabi, or click here to learn to design your Kajabi Form for an external location.

Double Opt-in

Set up your Form to require a double opt-in and your subscribers will be asked to confirm their subscriptions via email:

Double_Opt-in_Screenshot.png

Form Fields

Form Fields can be edited to gather specific and unique information about your leads and customers:

Form_Fields_Screenshot.png

Automations

Set up Automations in Opt-In Forms to automatically generate Offers, Email Sequences, Events, Tags, Transactional Emails, and Coupons:

Automations_Screenshot.png

After Submission Settings

Set up your Form to perform various actions after the Form is submitted. With the After Submission Settings, send a notification to your team, send the data from your Form to a third-party email provider, or send your contact to a custom thank you page:

6F7D1959-6829-4C72-8275-690B6946B3E1_4_5005_c.jpeg

Looking to design your Form and customize the text displayed above it?

Step 3. Share your form

Finally, add your Form to your landing pages to share it with your audience! 

Customize your landing page to design the text, colors, and messaging for your Form.

Learn to add and customize your Forms on your Pages for more details.

Example page:

42723EE6-EE59-4F25-8948-57C7B931FC16.png

After adding your Form to your page, copy the page link to share in your social platforms, email campaigns, Products, and more! Learn to copy your page link


And that’s how you can create, build, and share a Form! 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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