Before you create a new form
Set up your subscriptions
Decide on your subscription options. Subscriptions is how your contacts indicate their content preferences. For example newsletter, special offers, surveys, etc. Your contacts can manage their subscriptions on the Email Preferences Page at any time using a link from the footer of emails they receive from you.
Configure double opt-in, CAPTCHA and GeoIP settings
You can control double opt-in, CAPTCHA and GeoIP settings on your account settings page. These settings apply to every form in your account.
French language forms
Sign up forms are shown in either English or French. There is no built-in toggle between the two versions. You need to build one form in English and build another in French. You can then embed these forms on the corresponding pages on your website. Learn more about creating French language forms (look under the "French language forms" heading)
Creating a new form
STEP 1 → Create the form
Click the "Create form" button from the forms page. On the next page add a name for the form and click "Save"
STEP 2 → Add input fields
Click anywhere on the form to open the fields editor. Click the "Add new field" button to add various fields to your form.
Text input fields
Add the fields you want to collect as part of the form submission such as name, phone number, email address, etc. You can also add custom fields and a long form comments field. Each field can be designated as required or optional.
Consent field
The consent field is where people confirm they want to receive emails from you. It can be visible on the form as a checkbox or added as a hidden field. If your form is a dedicated sign up form then you can add the consent field as a hidden field. Learn more about adding a consent checkbox to forms.
Subscriptions
Subscriptions are shown on the form as checkboxes. If you only have one subscription then add them as a hidden field since showing a single checkbox is not good user experience.
Tags
Tags can be shown on the form as checkboxes, radio buttons or dropdown fields or added as hidden fields that are invisible on the form. Once a tag is selected by contacts they will not be able to update them later. This is unlike subscriptions which can be updated later at any time. Subscriptions indicate content preferences. Tags are used to store additional details about a contact. Most subscription forms don't need tags.
Thank you page
Configure what you want people to see after they submit the form.
STEP 3 → Customize form styles
Read this article to learn about customizing form styles.
STEP 4 → Add automated emails (optional)
You can send an automated series of emails to people who fill out the form. Here's how.
STEP 5 → Embed the form on a page on your website or display it as a hosted page
Add the form to any page of your website or show it as a hosted page.
