Forms

Forms

Forms let you change the way you create sign-up, unsubscribe, or update forms for your users.

Create a form from a list

Click Lists → ⁝ → Edit List → Forms, and then select the type of form you want to create.

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

Fill in the information and go through all the fields. You can change the 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) lets you click, hold and drag a field to change the order of the fields.

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

If the field is Visible, the user can see the field and type in it.

If the field is Required, the user must type something or select an option before they can submit the form.

If the Hidden field has a value, you can add data to the form that the user cannot see but that you need. The Reference field is often used here, because it gives you a reference to how the user signed up.

If you are creating a sign-up form and you know that this form will be in the footer of your website, you may want to add Reference as a Hidden field with value. Here you can enter Website – footer. This way, all users who sign up via this form will have the reference Website – footer, which you can then use for segmentation in your mailings. You can also report on how many sign-ups you get from each channel.

When you have filled in the information and considered which fields should be displayed in the form, 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 for forms of that type on this list, you can also find the Embed code, so you can add the form to your website.

Click the Gear icon and choose whether you want to copy a link to the form (Internet address) or the 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 that identify the specific form.

Tip: The actual link to an update form is extremely long. Therefore, you should always add it as a link on a piece of text or on a button. Whatever you choose, the link should still look like this: {member.updates.XXXX} – without www. or https. Just the merge field!

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