How to create a Form?

Having the right form in place helps you gather the necessary information from your clients, so you can process requests efficiently, make informed decisions, and improve overall communication. Forms can be useful for a variety of purposes, such as registrations, newsletters sign-ups, feedback collection or submitting requests. 

Using the Form studio, you can quickly create a form in just a few steps and start collecting data.

Navigate to Customer Hub > Forms > + Create new form 

Step 1: Name your form and from the drop-down menu choose the form type 

*The form name in this step will be visible only internally.

*Now the only available type is Embedded.

Step 2: Choose a predefined form template if it suits your needs. 

If you prefer to create your own, select Custom form and click Next step.

Step 3: From the available fields on the left side of the screen, you can select the ones needed for your form. Simply drag and drop them to the right side of the screen, and once added, you can specify whether each field should be mandatory or optional.

Once you are happy with the look of your form click on Create form.

Step 4: Activate your form and it is ready to be integrated. 

Prefer learning by video? Watch the “How to” guide below.

Good to know:

• Before activating the form, you can make edits. However, once the form is activated, editing will be disabled. 
• All data collected through forms can be found under the Audience tab, listed as “Form Name Form.”
• If you want to use your form in an automation, such as “Newsletter Subscribers,” make sure the placeholders match the names of the fields you created in the form—for example, the First Name field should be used as {{first_name}} in the automation.