The ‘Forms’ feature is the smoothest and most efficient channel for data collection and signing up. It is also possible to fully embed a sign up form into a page on your website so customers don’t need to leave your page upon sign up.

To access the correct code, go to ‘CRM’ then ‘Forms’. Select the Form you would like to embed and on the first page find the tab labelled ‘Embed’. Copy the code snippet and ensure the position in the HTML is where you want the form to appear on your site. If you would like to further customise the outlook of the form on your website you will need to style it yourself using CSS to match your desired design.

Finally, make sure your form is active and start collecting data!