Forms
This article explains how to create and manage subscription forms.
Things to know before starting
- Use clear, descriptive names for forms to avoid difficulty finding them later.
- The Default Contact List is automatically selected when a new form is created.
- Forms are strictly domain-specific; each domain has its own forms that cannot be applied across the entire account.
- The sequence of fields in the form matches the exact order in which they were added during creation.
- Provide a website URL to receive WebHooks containing the results of contact creation.
- It is recommended to use optional fields such as "event" and "source" for use in automation scenarios.
- At least one unique identifier is required (email or phoneNumber). If both are included, the first added will be mandatory, and the second will be optional.
- Cannot include two identical fields within the same form.
- The contact list assigned to the form can only be changed until the first submission; after that, the list setting is locked.
- Standard fields are limited to a predefined dropdown, but custom variables can be added via the relevant Contact List settings.
- Google ReCaptcha V2 is supported; provide a "Site Key" and ensure the domain is correctly whitelisted in the Google account.
- The contact information at the bottom of the form is automatically populated using the company details from the associated Contact List.
Step-by-step instructions
Navigate to the “Settings” page.
Press the "Forms" button.
Click the “Create” button.
Entry of a clear and recognizable name for the Subscription Form to simplify future management.
Selection of the Contact List where new subscribers will be added after form submission.
Choice of a Source to assist with contact filtering, segmentation, and detailed analytics.
Assign an Event to enable automated communication workflows for new clients.
Enter a Webhook URL if real-time notifications regarding contact creation results are required.
Upload or select a company logo from the Files section to enhance the form's visual appeal.
Selection of display fields, ensuring the inclusion of at least one identifier (email or phoneNumber).
Addition of necessary custom variables already registered in the specified contact list.
Enablement of Google reCAPTCHA V2 via the Site Key to protect the form from bots and spam.
Enter the submission button text and click Save to proceed to publishing options.
Copy the generated link to embed the website or share it across other platforms.
Downloading the QR Code in PNG or PDF format for use on physical marketing materials.
Clicking the Finish button completes the setup and finalizes form activation.
Forms management
Step-by-step instructions
Navigate to the “Settings” page.
Press the "Forms" button.
Ensure the correct domain is selected, as forms are unique to each domain and do not apply across different ones.
Use the search bar to find a specific form by its name or ID.
Sort the form list by name to organize the workspace according to current requirements.
Monitor the total number of form completions in the Form Submits column.
View comprehensive details, including status, creation date, and Contact List ID, by clicking the Info button.
Modify form settings or content by clicking on the form name or selecting Edit from the "More" menu.
Change the assigned Contact List only before the first submission occurs; the field becomes locked once the first contact is registered.
Retrieve updated links or QR codes after editing by navigating to the Publishing section.
Remove a form using the Delete button in the "More" menu, or select multiple rows for bulk deletion.
Note that deleting a form is a permanent action with no option for recovery.
