Creating a new form

Learn how to create and customize forms on Engage to collect valuable information from potential customers.

Ayesha Kazi avatar
Written by Ayesha Kazi
Updated over a week ago

An Overview

Forms are an absolutely essential element of marketing. They provide businesses with the opportunity to collect valuable information from potential customers. By gathering data such as name, email, and preferences, companies can tailor their marketing efforts to better suit the needs of their audience. This approach helps to streamline lead generation and improve overall conversion rates.

Setting up a form

  • Head to Forms on your left side menu bar, under the Experiences section.

  • Click on “Create New Form” in the upper right-hand corner

  • Set up your form by configuring how and where your form will be displayed on the basis of the Triggers. Choose if your form shows when

    • A certain time period has elapsed after a page load, or

    • A visitor exhibits exit intent on the page, or

    • A page has been scrolled down to a specified percentage

  • Choose the targeting by entering the Destination URL, where the form will be shown

  • Select the Frequency and Exit conditions

    • Select Don’t show once the form is closed if the form ought not to be displayed once a visitor closes it.

    • Select Don’t show once the form is submitted if the form should not pop up once the form has been submitted.

  • Click next and choose a form template (or click Create from Scratch). Engage offers various pre-designed form templates. Choose a template that suits your needs or create a custom form template from scratch.

  • Add form fields to collect the information you need. Examples of form fields include name, date of birth, email address & phone number. The drag-and-drop builder helps easily create/add new properties to different sections of the form.

  • Customize each form field to match your brand's style and design. You can change the font, color, and size of each field.

  • Click on Next to save the form.

  • Once you’re on the ‘Review’ page, you will see a button titled "Publish" with a downward pointing arrow next to it in the lower right-hand corner of your screen. Click on it.

  • A small pop-up opens where you can choose to either ‘Publish Now’ or ‘Schedule Start’. Select either one.

  • If choosing to Schedule Start, pick the appropriate date and time and click ‘Save Schedule’.

  • Your form template will now appear in the Forms overview along with an icon stating it’s scheduled. You can also filter your view using the toggle on the upper right side to see the campaigns which are Active, Scheduled, Inactive, and in Draft.

If you have any further queries, please write to us at [email protected] and we'll get back to you at the earliest.

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