Forms Walkthrough

Creating a Full Page Form

1. Click Pages & Forms > Create Form

   

   

2. Select Form type > Create Form

   

   

3. Enter a name

   

4. Select a Contact List from dropdown

   

5. Default form has: Email (required), First Name, Date of Birth, Submit button

   

6. Edit fields on right panel: label, placeholder, field type, required toggle

   

   

   

   

7. Add new fields from the Fields dropdown

   

8. Customize design with visual editor

   

9. Click Create

   

Full Page Form Features

• Unique URL generated after creation

  

• Custom Success Message in Messages tab (default used if not set)

  

• Embed options: HTML Code snippet or iFrame Embed

  

• Form URL can be shared directly as a landing page

  

Creating a Popup Form

1. Click Create Form > select Popup type

   

   

2. Same field configuration as full-page

3. Additional options: popup positioning, close button, overlay settings

   

   

4. URL generated after creation

   

5. Only HTML embed supported (no iFrame)

   

Embedding Forms

• HTML Code: copy snippet, paste into your website HTML

• iFrame Embed (full-page only): copy iFrame tag, paste into page

• Popup HTML: paste into website, form appears as overlay

  

Form Submission

• Submitted contacts added to the selected Contact List

• All field data stored as contact attributes

• Success message displayed after submission