How to Create A Signup Form
Navigate to Outreach and select Signup Forms
Click on +Create Signup Form
Input the Form Setup Information
Field Name
Description
Form Name
This is the name for the signup form. This form name will internal only, so save the name as something that makes sense for your organization.
Button Text
By default, the text on the button will show "Sign Up", however you may customize the button language as needed to match your form aesthetic.
Button Color
The button color will default to your organization's primary color set in your organization's settings, however the button color may be customized specific for the form's intent.
Font Family
The font family that will be used through the form.
Success Message
By default, the success message will show "Thank you! We have received your request." This may customized per form for what the contact shows upon successful submission.
Form Headline
The Form Headline is the external name/first line your contacts will see when viewing the Signup Form.
Form Message
The Form message is the main body of your signup form and provides information and context to your contact as to what the form is for.
Marketing List Selection Header
By default, the header for the marketing lists contacts are signing up for will show "Areas of Interest", and then may be tailored to be more specific for your form content.
+Add Marketing List
Add/Create the Marketing List/s that will be associated with any communications around the form. This allows your contacts to choose some or all of the areas they are interested in receiving more information about. Once the form has been submitted, the contact will be added to all marketing lists they selected.
Form Fields
The form fields allow you to set the fields that will be asked for on the form. First Name, Last Name, and Email address are mandatory fields that must be on all signup forms, and then additional voluntary fields may be checked to be added to the form. To make any field required, click on the settings gear icon to the right of the field name, check that the field is required, and click save. To reorder the fields, simply click on the parallel line icons to the right of the field and click and drag to rearrange the field order on the form.
Available Form Fields:
First Name (required)
Last Name (required)
Email Address (required)
Company Name
Address 1
Address 2
City
State/Province
Postal code
Home Phone
Mobile Phone
How did you hear about us? (The comments from this question will be placed on the "Description" field on the Contact's record.)
Click Save and review a preview of your Form in the right hand corner. Once saved this will create the form in a draft state
When you are ready to make the form live and available to your customers, in the top right corner of the page, click the Signup Form Actions icon (3 vertical dots)
Select the option to Publish
๐ Your form has been successfully published! ๐
You may use the embed feature to embed the signup form on your website, or you can copy the URL of the Signup Form and place it in an email template for emailing to your contacts.
To obtain the the live URL of a signup form, click the open option on the preview panel and the signup form will open on it's own page. You may then copy the URL for sharing. The open option will only be available when the form is in published status.