Looking for a simple way to grow your contact list? Adding an Embedded Sign-up Form to your website conveniently allows people to sign up for your email communications. Pinpointe customers can easily generate the HTML code needed to add to a sign up form to any page on your website in just a few easy steps. 

Note: Before you get started, you should have already created a database to import contacts. 

Creating an Embedded Sign-up Form:

On the Navigation Menu on the left, click on Forms -> Create Forms (Fig 1).

Fig 1


Now, you'll need to select which kind of form you'd like to create.  Click "Select" next to the Embedded Signup Forms section (Fig 2).


Fig 2

 

Now you'll start building your form! On the Form Options section, name your form under in the Name This Form field. 

There's also a few sliders you can toggle on:

  • Send an opt-in confirmation email: New sign-ups will receive a confirmation email with a link they must click to confirm their subscription. 
  • Send an email to me with a copy of the contact's details: The Database owner is sent the new contacts' information. 


Fig 3


On the Content/Design page, you'll need to select the Database the new sign-ups will be added to (Fig 4).


From the Toolbox column on the left, you'll need to drag and drop fields (Phone Number, City, State, etc.) into the Form Layout column in the middle. You can rearrange fields in whatever order you'd like. If you need to adjust the Properties of a field, click on it under Form Layout and and adjust the Properties on in the right column. 


Fig 4 



When you're done with the layout, scroll down the page where you can change the Email Campaign Format, toggle on CAPTCHA Form Security (this is recommended), and click the "Continue" button (Fig 5). 


Fig 5


Choose if you'd like to display a list in the form with the toggle (Fig 6). Click the Continue button. 


Fig 6




On the Acknowledgement Page Options page, you can customize what subscribers will see when they successfully submit the form (Fig 7). Click the Continue button to advance to the final page! 


Fig 7




On the Error Page Options page, you can customize the Error Page subscribers will land on if they run into an error when submitting their form (Fig 8). When you're done, click the Save button and you'll be redirected to the Manage Forms page where you can Edit the page later if you need to. 


Fig 8