Create my first form

To create your first form from Easymailing, go to the "Forms" section in the left sidebar.

1 Add a new form

Next, you should click on the "New Form" button and fill in the available options.

1. Title: The name you want to give your form to differentiate it from others.

2. Audience: Select the audience the form is intended for.

3. Channels: Choose whether the form will collect subscriptions by Email, SMS, or both channels.

4. Email double opt-in: Enable this option if you want subscribers to confirm their email address before they are added to the audience. We recommend enabling it because it improves the quality of your list.

5. SMS double opt-in: Enable this option if you want to confirm the contact's phone number by SMS before adding it to the audience.

6. Type of form: Here you can choose between Popup or Embedded type.

2 Select a form design

Depending on the type of form (Popup or Embedded) you have selected in the previous step and whether you have the GDPR (Settings GDPR) activated for the selected audience, the designs adapted to your selection will be displayed.

The difference in the case of having the GDPR option activated is that the data processing purposes are shown, along with a brief summary explaining the treatment of the data provided by the user.

3 Edit Your Form

In this step, you need to edit the content of your form template just like you do with email templates. You should adapt the design and change the styles to match your corporate image. In this article "How to edit forms" we explain how to do it.

The form can include native fields such as First name and Last name, in addition to the audience custom fields.

Depending on the selected channels, the form will add the required fields: Email will be required if the Email channel is active, and Phone will be required if the SMS channel is active.

Once your subscription form is ready, you should also review the pages, emails, and SMS messages associated with the form, including the SMS confirmation Double opt-in message if you enabled SMS double opt-in.

4 Make the Final Adjustments

After saving your form design with the associated pages, emails, and SMS messages, you will access the overview.

In this overview, on the left, you will find three main blocks: Form, Subscription Success, and Welcome Email. From here, you can edit the form as you did before, modify the "Subscription Success" page, or even activate and customize the Welcome Email. Meanwhile, on the right side, you will find the configuration and behavior options.

If the form uses SMS double opt-in, this view will also show the SMS confirmation Double opt-in message, which you can edit from the SMS editor.

Subscription Success

This page is displayed after successfully completing the subscription form, presenting a thank you message such as: "Thank you so much for subscribing!"

If you prefer to display this message on a different page, you can do so by activating the "Redirect to an external page" option. Simply click on the corresponding switch and enter the desired URL.

Welcome Email

Activate this option if you wish to automatically send a welcome email as soon as the subscriber completes the form.

Customize the design and specify the subject of your welcome email.

Configuration

In this section, you can review the form channels, Email double opt-in, SMS double opt-in, language, and the group or groups you want to link subscribers to when they subscribe through the form.

Behavior (Popups Only)

You can edit several options for popup behavior:

• Schedule: Set when you want to publish your form
• Frequency:Specify the period you want to show the form to the same user again if they have not subscribed.
• Mode: Choose how you want to display the popup.
  - Show it after a set time.
  - Show when the user scrolls.
  - Show before the user leaves the page.

• Visibility: Choose the pages where you want to display the form.

  You can use "wildcards" to hide or show forms on multiple pages, for example, if you want to add all the articles from your blog, you could add /blog/*. In this case, the asterisk means that the form will be shown on all pages starting with /blog/.
• Hide on Devices: Specify if you want it not to be visible on any device.

5 Publish
To finish, click on the "Publish" button, and a window will appear with the code you need to insert on your webpage. Do not forget to press the publish button in that window once you have integrated the code into your site.

If you accidentally close the window, you can retrieve the JavaScript code at any time by accessing the "Publication Instructions" section.

For WordPress users, we facilitate the process through our specific plugin, allowing you to incorporate the form into your site more smoothly.

At Easymailing, we offer you the opportunity to preview your form on a test page; simply click on "Preview."

If needed, you have the flexibility to pause the form so that it no longer appears on your webpage at any time.

Do you want to know how to publish the form on your webpage?