Signup Forms

What is a Signup Form?

A  Signup Form is a way of obtaining new contacts on your website and growing your audience. You can create a Signup Form using either our Hosted or our Embedded templates with our drag and drop editor, depending on which you choose you will get either a link that takes you to the Signup Form (Hosted), or a piece of code to copy and paste into your website (Embedded).

We also use a "double opt-in" method where once your new contacts has signed up you can send them a confirmation email. This is great to know that the email address entered is valid and belongs to the person that signed up.

When setting up a form you can choose the Gated Content option, which lets you setup a form that offers valuable downloadable resources to visitors once they have filled in your form. You can read more in our dedicated article on Gated Content Forms.

How do I create a Signup Form?

1. Go to Forms.

2. Click the button to + Create Form.

   

3. You now get to choose what Group the form submissions will go into. You can either choose an existing Group, or create a brand new one.

   

4. Next you get to choose if you want to setup a Regular Form, or one using Gated Content. Gated Content forms require that you're on the Professional Plan or higher. You can read more in our dedicated article on Gated Content Forms. This guide will follow the regular Form setup.
5. Now you'll need to choose if you want your form to be Hosted or Embedded. A Hosted form means that it will live on its own page with a unique URL that you can share. An Embedded form however will give you a code snippet you can use to embed the form on a page on your own website.

6. Next choose from one of the available templates. This is just so you have a starting point. In the next step you get to edit the content

   

7. Now you'll be taken to the Form Editor. Here you can customize the form to your liking and have it suit your brand etc. Make sure you map all your form fields to the relevant fields for your contacts and save the changes.
8. Finally, step through the options for your form to decide what should happen when the form is submitted, in terms of messages and double opt in options.
9. When you're done, you'll get a link to form that you can share. If you chose the embedded form option then you'll get a code snippet to insert on your website instead.

Analytics for Signup Forms

Now that you've created and deployed your Signup Forms you can monitor how successful they are at obtaining new contacts.

1. Go to Forms and here you will see a list of the different Forms you've created.

2. Choose one of your forms and select the three dots to the right and click View Analytics.

3. Here you can get a review of how well your forms have done so far. It's good to test out which type of form is best for you, try an Embedded or a Hosted Form and see which gets the best response.

It's also great to gather extra information on your customers, for example, what devices they primarily use as you can see on the example below the majority is desktops, when they're signing up and how many impressions you're receiving.

How to Automate using Form submissions

Automations are a powerful part of Transpond, and can help you better engage with your contacts without manual intervention. There is a dedicated trigger for 'When a contact signs up to a form' that you can use.

You can then further customise your actions using dedicated options in the 'new form submission' trigger to let you do things based on the Form submission being for a new vs updated contact for example.

It's common to add contacts to an email flow where you might send them a series of emails. If you do that, make sure you are conscious of how often you email the contact. For example, if your Form is setup with a double-opt in, the contact will already receive an initial email asking them to confirm their email address. With that in mind, make sure the next email in your Automation is spaced out - perhaps at least a day later, so the contact doesn't feel like they're getting too many emails from you right away.

You can do this using a 'Delay' step.'

How to receive a notification when a Form is submitted

It can be helpful for you or another user on your account to be notified when a Form is submitted.

This can be done using an Automation. You can create an Automation where the trigger is 'When a contact signs up to a form' and then have one of the actions be to send a Notification.

How to turn off a Form

Forms using Gated Content are only available on the Professional plan or higher. If at any point you'd like to change to a lower plan but you still have Gated Content forms, you would need to turn off those forms. To do that:

1. Go to Forms
2. Click the three little dots next to the Form you want to turn off
3. Use the option to Disable and confirm.