To create a new form, follow these steps:
Navigate to Forms
Go to ‘CRM’ and select ‘Forms’ from the dropdown menu.
Create a New Form
On the overview page for forms, select ‘New form’.
Choose Form Type
You can now choose a pre-set or start from scratch.
Choose either a public or private form. Private forms require a second step of verification.
Edit the Form
On the edit page for the form, configure the attributes using the right-hand menu.
Configure the design by selecting ‘Styling’ from the top menu.
Add Content
To add content such as images, drag the blocks from the right side into your form.
Select the image you’d like to use, as well as its alignment, dimensions, and corner rounding.
Add Contact Attributes
Beneath the content blocks on the right side, drag and drop contact attributes such as names, birth dates, or emails. Email is always required for a sign-up form.
Simply drag these attributes into the form to include them.
Edit Attributes or Blocks
Click on any block to configure placeholder values, whether it is a default value, whether or not it is a hidden value and more.
A default value coupled with a hidden value with is very useful for segmentation of customers upon sign up.
Configure the Success Page
Once the main form is configured, navigate to the ‘Success’ page of the form (on the left-hand side).
Add an ‘Add to wallet’ button for a sign-up to allow customers to add their wallet pass to their mobile wallets. Adjust the sizing and configuration of these buttons.
Form Settings
To configure the settings of a specific form, locate the ‘settings’ tab at the top.
Configure options such as whether the form can overwrite or create contacts, if it requires approval, and whether or not it is active.
Access Form Link and QR Code
On the overview page, find the link to the form and the QR code.
Click ‘Copy’ next to the form URL or ‘Download QR code’ respectively.
Make sure to incorporate your sign-up flow into your regular marketing campaigns for maximum effect. See here!
Or check out a video here!