Creating signup forms

Creating signup forms

INDEX

• Creating signup forms
• Form tab
• Form design tab
• Content tab
• Configuration tab
• Advanced options

Creating signup forms

The first thing we need to do is go to the Subscribers menu -> Signup forms -> Add, to start creating a new form:

On the next screen, you can define the basic aspects of the form:

1. Enter the form name.
2. Choose between Checkbox (A box will appear to select the groups) or Hidden (The group to be subscribed to is hidden and not visible)
3. Add the group or groups to which users will be added upon registration.
4. Click Next

There are several tabs in this part of the form: Form, Design, Content, and Configuration.

Form tab

In the forms tab you can create the form and add the fields you need:

Add builtin field: You can add fields like Acceptance (so that they accept the privacy policy), SMS phone, WhatsApp phone, Address, City, State, Country, Birthday or Website

Add custom field: You can add custom fields that you have previously created in Subscribers-->Custom fields

Add custom text: Add a block of text

Add image: Add an image

Captcha (spam prevention): Enabling this helps prevent spam (We recommend enabling it)

Enable honeypot field: It is recommended to enable it.

Width: form width

Padding: Padding inner margin of the form

You can edit the fields:

When you edit it, it shows you a screen like this:

Field width: you can choose between Full width or Auto

Label: Labels can contain text to indicate which field they are filling out.

Hint: Add a short text to the form field

Required: Choose whether you want it to be a required field or not

Form design tab

Here you can choose the colors for your form:

Body Background color: Changes the background color of the form

Content Background color: You can choose the background color of the form content.

Form Label color: color of the form's text

Hint color: Hint color: This is the detail you add, for example, when you've added an email address and a short description. For example where it indicates "tu email"

Placeholder color: This is the text inside the box to give an example of what you are asking for. For example "email@example.com"

Error color: The color of the error if the information you requested in the form has not been entered correctly.

Button Color: Button text color

Background color: Button background color

Content tab

Configure the subscription confirmation screen as you want it:

Confirmation email sent

• Use default page
  • This is the default text.
• Redirect to an URL
  • You can redirect to a URL if everything is correct.
  • Or a URL if there was an error
• Use a custom page
  • You can edit the content by clicking on the text and modifying it.

Subscribe success

• Use default page
  • This is the default text.
• Redirect to an URL
  • You can add a Subscribe success URL
• Use a custom page
  • You can edit the content by clicking on the text and modifying it.

Configuration tab

On this tab you can name the form, choose the sender, choose groups, etc.

Name: Name of the form

Sender: Choose the sender you want for the form

Field type used to display groups:

• You can choose between Checkbox to display the groups for your subscribers to select
• Or Hidden to hide the groups from your subscribers

Groups: Choose the groups that will be registered through the form

Tags: Choose the tags for the subscribers who subscribe to your form

Advanced options

Let's look at all the advanced options available to you:

New subscriber notifications: You receive an email every time someone registers

Hidden field values: These values are applied when the subscriber confirms their subscription and overwrite any existing value. You just need to choose the field and the value.

SAVE

After making all the changes you want to the form, you need to save it to be able to see the form's URL.

Once the form is saved, this screen appears:

Show signup form: This displays a summary of the ID, Name, URL, Field type used to display groups, Groups, Sender, Enable reCAPTCHA, Enable honeypot field, when it was created, and the date of the last update.

Edit signup form: It allows you to edit the form again.

Log: It tells you the date, the user, the IP address, and the event if it was created, etc.

Conversions: You will see the emails that have been registered using that specific form.

Generate code:

• Embedded form: By clicking on View code, you'll see the code you need to add to your website. Add the HTML and the form will be on your website.
• Pop-up form View code: Insert the code for a pop-up on your website

View form: It takes you to the form link so you can see how it turned out

Deleted: You can delete the form if you don't want to.