How to create a form?

A step-by-step guide on how to create a form.

Max avatar
Written by Max
Updated over a week ago

A form is an opt-in box that can be embedded on your website, your blog post, or set to pop up on any page. The page where you embed a landing form must be your website.

πŸ’‘ You can read more about the difference between a landing page and a signup form in this article.

In this tutorial, we will show you how to create a form on EngageMessage.

Step 1. Choose a template

  1. Open EngageMessage app

  2. Go to the Templates page

  3. Go to the Form section

  4. Select the form template that best fits your website. You can view the desktop and mobile preview of each template on the selection page.

Step 2. Choose form type

There are two types of forms: popup and inline. After choosing the template, you will need to choose the type of form you want to embed.

Step 3. Edit the template

#1 Edit image

You can replace the photo in the template with your own image. Simply tap the photo and tap the image icon on the top right corner to change.

#2 Edit text

Double-tap any text if you want to change the text. Tap once if you want to change the styling of the text.

#3 Add a custom field

Email address is the default field in every template. Besides the email address, you can collect more information by adding custom fields to your landing page.

#4 Edit button

Double-tap the button to change the text. Tap once to change the style of the button.

Step 4. Form settings

After finish editing your form, tap Next and go to the form settings page.

Three things to setup:

  1. double opt-in: If you turn on double opt-in, the system will send a confirmation email to your subscribers' inbox after they sign up. Subscribers need to click the link in the email to confirm.

  2. after signup action: You can either show a success message or redirect the subscriber to a URL or download link.

  3. when to display: If this is a popup form, you'll need to set when the form pops up.

Step 5. Enter form title

This title is only for internal use. Visitors will not see this title.

Step 6. Embed your form

Now you can copy the code on your website to embed your form!

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