To create a new form, follow these steps:
Navigate to Forms
Go to ‘CRM’ and select ‘Forms’ from the dropdown menu.
Create a New Form
On the overview page for forms, select ‘New form’.
Choose Form Type
You can now choose a pre-set or start from scratch.
Choose either a public or private form. Private forms require a second step of verification.
Edit the Form
Add Content
Add Contact Attributes
Edit Attributes or Blocks
Click on any block to configure placeholder values, whether it is a default value, whether or not it is a hidden value and more.
A default value coupled with a hidden value with is very useful for segmentation of customers upon sign up.
Configure the Success Page
Form Settings
To configure the settings of a specific form, locate the ‘settings’ tab at the top.
Configure options such as whether the form can overwrite or create contacts, if it requires approval, and whether or not it is active.
Access Form Link and QR Code
On the overview page, find the link to the form and the QR code.
Click ‘Copy’ next to the form URL or ‘Download QR code’ respectively.
Make sure to incorporate your sign-up flow into your regular marketing campaigns for maximum effect. See here!
Or check out a video here!