Forms

Forms

With forms, you can change low sign-up, unsubscribe, or update forms for your users.

Create a form from a list

Click Lists –> ⁝ –> Edit List –> Forms –> Select the type of form you want to create

Click Create page if there is not already a form of that type in the list.

Fill in the information and go through all fields. You can fix styling with CSS by clicking Insert CSS.

Scroll down and select which fields should be available in the form.

The highlighted column on the left with the burger menu (marked with four horizontal lines) allows you to click-and-hold and drag in that field to change the order of fields.

The three highlighted icons define whether a given field is Visible, Required, or Hidden field with value.

If the field is Visible, the user will be able to see the field and type in the field.

If the field is Required, the user will be forced to type something or select an option before the user can submit the form.

If the field is Hidden field with value, you can add data to the form that the user can’t see, but that you need. This is often where the Reference field is used, because you can give yourself a reference for how the user signed up. If you’re creating a sign-up form and you know this form will be in the footer of your website, it can be an advantage to add Reference as a Hidden field with value. Here you can include Website – footer. That way, all users who sign up via this form will have the reference Website – footer, which you can later use to segment your mailings. You can also report on how many signups you get from each channel.

Once you’ve filled in the information and decided which fields should be shown in the form, you can click View preview at the top to see a preview of your form. Click Close and then Save if you are satisfied with your form.

On the overview page of your forms of that type on this list, you will also be able to find the Embed code so that you can get the form into your website.

Click on the Gear icon and choose whether you want to copy a link to the form (Internet address) or Embed code, which is a standard iframe.

If you have created an update form and want to link to it in an email, you use a merge field to link to the form.

Tip: See more about merge fields here

A link to an update form will look like this: {member.updates.XXXX} where XXXX is replaced by four digits, which is an ID for the specific form.

Tip: The real link to an update form is incredibly long. Therefore, make sure you always make the link as a link on text or as a link on a button. Whatever you choose, the link should still look like this: {member.updates.XXXX} – and not something with www. or https. Just the merge field!

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