Create and build a Form

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Create and build a Form

1. From the Dashboard, open the Marketing tab.
2. Click Forms.
3. Select + New form.
4. Give the Form an internal Title.
5. Click Save.
6. Now, build out the form. Under Opt-in Settings, select either Double Opt-In (recommended) or Single Opt-in.
   
   • Double Opt-In requires contacts to confirm their subscription via email after completing the form. This helps improve deliverability and lead quality. See Set up a Form with double opt-in.
   • Single Opt-In means reCAPTCHA is disabled for the form. To help protect against bots, enable reCAPTCHA under Settings > Forms.
7. Under Additional Options, Toggle wether you want to Send a custom confirmation email to new contacts coming through the Form. Otherwise, new contacts will be sent the default Double Opt-in Email Template.
8. If sending a custom email, edit the Subject and Body. Use liquid objects to personalize the email.
9. Edit the Button text, and choose a Background color and Text color for the email.
10. Choose whether to Redirect contacts to a custom confirmation page.
    Otherwise, new contacts will be redirected to the Default Confirmation Page.
11. Click Preview in Browser to check how the custom email will appear.
12. If desired, add one or more additional Form Fields to collect data by choosing from the provided list, such as City or Business Number.
13. Or, click Create a New Field to add your own field. Choose a field Type and enter a Title, then click the checkbox if you want to make this field required on your form.
14. You may edit the values for any field by clicking the pencil icon.
15. Rearrange the order fields appear on your form by clicking and dragging the drag handle next to fields.
16. If needed, add a Form submission Automation.
    
    Set up Automations in opt-in Forms to automatically generate Offers, Email Sequences, Events, Tags, Transactional Emails, and Coupons. See Use Automations in Forms
17. In the After Submission section, choose what happens once the Form is submitted. See Use After Submission settings in Forms for more details.
    • Send a notification to your team - Add team email addresses
    • Send the contact to a third party email provider - Connect an integration
    • Send the contact to a custom thank you page - Choose a previously created page
18. Click Save to apply your changes.

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Duplicate a Form

1. From the Dashboard, open the Marketing tab.
2. Click Forms.
3. Next to the Title of a Form, click the more options icon (…).
4. Select Duplicate.
5. Choose whether to include automations, and click Duplicate.
6. The duplicate form will appear at the top of the Forms list. Click the more options icon (…), and select Edit to modify the new Form.

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Delete a Form

1. From the Forms page, click the Title of the Form you wish to delete.
2. Click the more options icon (…) and select Delete:

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Design Forms for Pages and external sites

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Embed a Form in an external webpage

1. From the Dashboard, open the Marketing tab.
2. Select Forms.
3. Select the Form you would like to embed.
4. Open the Embed tab.
5. Then, click the copy icon next to Embed your form with one line of javascript:
6. Paste the embed code into the source code of the external web page.

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Embed Settings and Style

1. From the Forms page, open the Embed tab.
2. Under Settings, edit the Form Title, Subtitle, and Button text.
3. Choose a Button color, Background color, and Font color.
4. Under Embed Style, determine how the embedded form will display on the webpage:
   • An Inline embed displays within the webpage.
   • A Pop-up displays the form in a separate pop-up window.
5. Click Save to apply your changes before copying the Embed Code.