Manage Signup Forms

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Overview

In the Signup Forms tab in your account, you can find a list of all the forms you've created. Here, you can also create a new form or edit your existing forms.

Create a Form

To create a new signup form, navigate to the Signup Forms tab and click the Create Signup Form button in the upper right. A modal will appear prompting you to:

  1. Name the form
  2. Select the list you would like new signups to feed into
  3. Choose the format that you would like to use
  4. Choose if you would like the default template to include GDPR compliant language

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Once you have filled out this information, you can design your form. When creating a new form, you will see a default base template with an email input, text block, and button to submit.

Edit a Form

To edit an existing form, navigate to the Signup Forms tab in your account and select the form from the list.

The Signup Form Builder uses a drag-and-drop interface, similar to the Email Template Builder. There are two main areas you can edit: the Subscribe Form and the Success Message, which is what is displayed when someone submits the form. On the Subscribe Form you can drag elements onto the form view from the Blocks tab. These include the following:

  • Elements
    • Text Block: This is where you can configure text content for your form, including a headline, instructions, or other display text. Additionally, you can add an image to a text block by using the image URL input option.
    • Button Block: Button blocks are used to either close or submit the form. While you can add multiple submit buttons to different lists on the same form, you cannot have the same form submit to multiple lists simultaneously. Once someone clicks a submit button, they will be redirected to the form's Success Message.
    • Image Block: Add an image to your form by dragging in an image block and selecting an image from your library.
  • Input Fields
    • Text Input Block: If you want to collect additional information about a contact, like first name, you can use a text input block. Whatever the contact inputs into this text block will be stored on their profile as a custom property. Text input blocks can only be used on the Subscribe Form, not the Success Message.
    • Email Input Block: This is where contacts input their email address to sign up for the list that your form is connected to. Unlike the other blocks, your form can only have one email input block, and it cannot be on the Success Message.
    • Radio Button: Radio buttons allow subscribers to select a single value from a list of values, which will be recorded on their profile as a custom property. For example, you could use radio buttons to collect subscribers' gender.
    • Multi Checkbox: Checkboxes allow subscribers to select multiple values from a list of values, which will all be recorded no their profile as a list of custom properties. For example, you could use checkboxes to ask subscribers what types of content they would like to receive from you.
    • Date Block: Date blocks are used to allow subscribers to input date properties into a form. For example, you may ask subscribers for their birthday when they sign up and then use that information to trigger a date-based flow.
    • Dropdown Block: Dropdowns conserve space on a form by allowing subscribers to select a single value from a long list of values, when you may not want to use radio buttons. For example, you could use a dropdown to ask subscribers where they live from a long list of countries.

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Learn More

For more information on the Signup Form Builder, check out this guide.

In addition to the Blocks tab, there is also a Styles and Behavior tab. Changes made in Styles and Behaviors tab are applied to both the Subscribe Form and the Success Message.

Clone a Form

To clone a form, navigate to the Signup Forms tab. Beside the name of each form, there will be an Edit dropdown. When you select the dropdown, you'll have the option to rename, clone, or delete the form. 

When you select Clone, you'll be prompted to rename your new, cloned form. By default, the form will be in Draft mode and connected to the same list as the original. However, you can select a new list by editing the form in the Form Builder.

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Delete a Form

To delete a form, navigate to the Signup Forms tab. Beside the name of each form, there will be an Edit dropdown. When you click the arrow, select Delete to delete a form.

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Save a Form

Forms save automatically, but while you are directly editing a signup form you may see it appear in "Editing" mode. If your form is in Draft mode, your changes will be incorporated once you turn the form live.

If your form is in Live mode, changes won't be displayed until you choose to publish the edited version on your site. This allows you to edit your form, come back to it, and review it with your team before publishing it on your site. For this reason, you will see your form in Editing mode before you publish the new changes, even though they are saved automatically.

Publish a Form

When turning a draft form live, you will automatically be prompted to publish the form.

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When making edits to a form that is already live, on the other hand, you will have to publish the edits before they appear on your site. Once you make a change to a live form, it will automatically be saved. However, you will then see the option to Publish Changes beside the form's Live status. Once you're ready to push the edits to your site, click Publish Changes.

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Preference Pages

When people sign up through a form, they may see a number of preference pages, depending on the list's configuration (i.e. whether it is double or single opt-in). Preference pages include:

  • Subscribe Pages
    • Subscribe
    • Confirm Your Email
    • Email Confirmation
    • Opt-In Confirmed
  • Manage Preferences
    • Preferences
    • Preferences Confirmation
  • Unsubscribe
    • Unsubscribe
    • Unsubscribe Confirmation

If a list is set to double opt-in, when someone signs up, they will receive the Confirm Your Email form, the Email Confirmation form, and the Opt-In Confirmed form.

To edit the opt-in related pages for a list, you must navigate to the specific list's Subscribe Pages tab and click View All Pages. Here, these pages are available for customization.

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In the Preference Pages tab in your account's main navigation sidebar, you can configure the default opt-in related pages. These are default email forms that are used in:

  • Emails sent to segments
  • Flows triggered by an event
  • Emails sent to multiple lists and/or segments

When you insert an unsubscribe tag -- {% unsubscribe %} -- or a manage preference tag -- {% manage_preferences %} -- into a campaign that is sending to a segment, the default email forms will be used. The same is true when you insert these tags into flow emails where the flow is triggered by an event.

When emails are sent to subscriber lists, however, the default email forms will not be used. This is because there are unique forms connected to specific lists. These can all be customized. First, navigate to the list you would like to change the forms for. Then, go to Subscribe Pages > View All Pages as explained above.

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