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How to create a web form (updated)

Last updated by Richard Orr on April 03, 2019 15:13

Web forms are a great way to capture new opted-in contacts from your website and if you wish you can auto-insert them into automation.

You can create a Web form in 4 easy steps: make sure that if you want to link up your web form to automated campaigns, that you have pre-created those campaigns to make your process easier...

Step 1

Click on Automation >Webforms

N.B. The confirmed opt-in is highly recommended, as this will assist in your embedding best post GDPR practice into your contacts' details.

Step 2

Choose your fields and build in your consent message:

You can include standard fields and custom fields into your web form. Don't choose too many fields, as you don't want to put your prospects off but include the essential fields which are quick and easy for your prospects to complete.

In selecting your fields make sure you tick those you want as mandatory fields.(Required)

You can include the Google CAPTCHA and you need to enter your Site key for this.

With GDPR in mind it is a good idea to include the Confirm Email and Opt-in to receive Email fields.

In this step you can also configure your buttons and the wording of those buttons, including the Submit button.

Step 3: Notifications

Select user emails and other emails to be notified when someone signs up from your web form.

Step 4 View Your Form

The final step is to select the type of form you want. We have Styled, Raw, Hosted and even facebook and Wordpress!

With both the Styled and Raw code there are two types of code - Manual and Automatic javascript

If you choose the Manual Form code then if/when you make subsequent changes to the form then you will also have to edit the code as you have done previously and manually copy the code across again to your website.

If you choose the automatic code, every time the website loads up it will grab the latest form, meaning you can make changes as and when you need without having to re-add it to the website

You can also see your web form listed, once saved, which means you can edit/view/duplicate in the future.

Here is an example of a Styled form: