How to create a sign up form

We offer inline forms, as well as hello bar, slide-in and pop-up forms that you can host on your own website, for which we provide you with the code. 

You can create one by selecting the Landing pages & forms tab from the top bar. Then, click Create.

Start by selecting your connected list and the format. If you pick an inline form, it will be displayed permanently on your webpage. Pop-up, hello bar and slide-in forms are displayed upon a trigger, such as time spent on your page, percentage of page scrolled, intention to exit the page or clicking.

Once you've picked your preferred format, select a template and click Save & next to start editing your form.

Additional fields

You can drag and drop fields into your form – First Name and Last Name are the default ones, but you can create other custom fields to include here (see Adding New Fields). To add a field, click on the sign-up form and select a field from the menu on the left.

If you would like to edit the field itself, click on it once it's been placed on your form.

Using the menu on the left-hand side you can decide whether the field will be regular or hidden (hidden fields allow you to segment your subscribers without them having to submit that data – for example, everybody signing up through a form published on your front page could have a field "form main page" assigned to them). 

If you tick the box to make it a required field, your subscriber will need to fill it out before submitting the form.

You can also edit the label and placeholder for each of the fields.

Data in the date fields will be displayed in the user's local format within the form. It will then be added to your list in YYYY-MM-DD format.

Adding tags

You can add tags to assign them automatically to the contacts that subscribe through the form. To do that, click on  Add new tag and select the appropriate tags from the dropdown menu.

If you don't have any tags yet, you will first need to create the tags within the list that the form is connected to.

Edit the design

To design your embedded form, you can drag and drop elements into the template and move them around. 

If you click on the Style section you can choose the default colours and fonts for your form.

Settings tab

You can edit the success message or redirect your subscribers to a different page after submitting the form by placing the URL in the Settings tab under the Redirect URL.

You can also add a consent checkbox and Google reCAPTCHA to your form.

Display options

If you're designing a hello bar, slide-in or pop-up form, you'll also see the Display options here. You can choose when your form should appear on a user's screen, which devices it should be shown on, and how often the visitor should see it. If you'd like the form to be displayed anytime someone visits your page, set it as "once every 0 days". 

Adding the form to your website

After you have designed the form as per your needs, select the </> Add to your website link. This will generate a pop-up containing the code to this sign-up form. Select the Copy to clipboard option to copy the code, and add it to the HTML code of the website where you want the form to appear. 

Watch a video on how to build your first sign-up form

When using our Starter plan, you can create up to three forms and/or landing pages per account. If you need more – upgrade to the Pro plan.

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