Signup Form FAQs - Online Help | Zoho Campaigns

Forms FAQ

Signup Forms

1. Is there a limit to the number of signup forms you can create?

No, there is no limit to the signup forms that can be created. You can create any number of signup forms.

2. Is signup form accessibility gated by a pricing plan in Zoho Campaigns?

No, signup forms can be created in all the pricing plans, including the Forever Free plan.

3. How do you make a copy of a signup form? 

You can create a replica of your signup form using the clone option.
  1. Navigate to Audience -> Forms.
  2. Hover over a form that you want to clone. Click the More Actions (3-dotted) button at the far right.
  3. Select Clone.
Cloning a form to create a copy of it.
Wait for a moment, and the form should be cloned. You can edit the cloned form to rename it.

4. What is a thank-you page? 

A thank-you page is a webpage that a contact is redirected to after filling in a signup form. Zoho Campaigns provides a signup thank you page and confirmation thank you page. This page helps reassure users that their submission was successful and can be used to set expectations about what happens next. It can also be customized to share additional information, links, or next steps to keep the contact engaged.

5. What is beacon tracking? 

You can add unique custom tracking text in the webpages or websites where you've published your form. Using the text, you can gain insights on the performance of the form in each of your pages. This is Beacon Tracking under forms. You can find this option under Advanced Configuration once you've created a form.

For example, if you add the text “Home” in the code that you'll embed in the homepage of your website, you'll get a tracking script exclusively for your homepage. You can track the conversions from your homepage using the report. 

For further reading, refer to this help document.

6. Can you use third-party forms to resubscribe contacts? 

No, to resubscribe unsubscribed contacts, you have to use the forms module in Zoho Campaigns. You can't use third-party signup forms for this purpose.

7. How do you create a signup form for a mailing list? 

When you are creating a new form, you can associate the list in the Mailing List field.
  1. Navigate to Audience -> Forms.
  2. Click the Create New button at the top right.
  3. Under the Mailing List field, choose the list you want to associate to this form.

8. For a pop-up form, how many animation styles are available?  

For a pop-up form, there are 12 different animation styles available for choosing. They are:
  1. None
  2. Slide From Right
  3. Slide From Left
  4. Bounce In
  5. Bounce From Top
  6. Bounce From Bottom
  7. Fade In
  8. Fade From Top
  9. Fade From Bottom
  10. Flip Vertically
  11. Flip Horizontally
  12. Zoom In
You can only choose one animation style at a time. Multiple styles cannot be chosen.

9. How do you get the code for the signup form? 

This is a conventional way to add signup forms to your website. Just copy the generated code and paste it wherever you want the signup form displayed on your website.
  1. Navigate to Audience -> Forms.
  2. Click an active form. You can get the code only for an active form and not for a draft form.
  3. Click the Form Code tab or the Cookie and Code tab at the top.
  4. Here, you can copy the code and embed it in your website source code.

10. How many types of code are available to embed the form code?

There are seven types of code you can use depending on how your website is built:
  • IFrame
  • Website
  • No CSS
  • No Script
  • Raw HTML
  • CMS Tools
    • WordPress
    • Joomla
    • Drupal
  • Form URL & QR Code.
    • Form URL
    • Download QR Code

11. Can you create custom views for forms?

Just like how you can create custom views for contacts, segments, and lists, you can also create custom views for the Forms module by:
  1. Navigate to Audience -> Forms.
  2. Click the More Actions (3-dotted) button in the top bar.
  3. Click Create Custom View.
  4. Provide the view name, use the various criteria available, and click Create View.

12. Can you add custom fields to a signup form beyond the default fields?

Yes, you can include contact's custom fields in your signup forms but this is only applicable for Long forms and not for any other type of forms. To include custom fields in a long form:
  1. Navigate to Audience -> Forms.
  2. Click the Create New button at the top right.
  3. Specify a name for the form at the top, choose a topic and a list.
  4. In the right side, click the Long form. Hover over a template and click Choose.
  5. In the template editor's left side, under the Customize Fields section you can drag the existing custom fields into the form's body.
  6. To create a new field, click the + icon next to Customize Fields, and add your field, and save it. Then, drag that field into the form's body.
  7. Once all changes are done, click Save and Close at the top right.

13. Can you mark a field as mandatory on a signup form?

No. By default, the Contact Email will be mandatory. But, you cannot mark other fields as mandatory in a signup form.

14. Is there spam or bot protection, like CAPTCHA, on signup forms?

Yes, it is possible to include CAPTCHA in your signup form but it is available only in Long forms and not any other type of forms. To include CAPTCHA in a long form:
  1. Navigate to Audience -> Forms.
  2. Click the Create New button at the top right.
  3. Specify a name for the form at the top, choose a topic and a list.
  4. In the right side, click the Long form. Hover over a template and click Choose.
  5. In the template editor's left side, click the Add Special Elements section.
  6. Select the Captcha checkbox and you can choose any one of the below three options:
    1. Zoho Captcha
    2. Zoho Campaigns' reCAPTCHA
    3. Own reCAPTCHA.
  7. Once all changes are done, click Save and Close at the top right.

15. Can you restrict a signup form to work only on specific domains?

It is not possible to restrict signup forms to work only on specific domains.

16. What happens if the same contact submits a signup form more than once?

If the same contact submits a form more than once, then:
  • the same contact won't be added the second time
  • but when submitting the second time, if there's any change in the data (such as change in the name) then that will get updated in the existing contact

17. Can you embed a signup form directly inside an email campaign instead of linking to a hosted page?

No. Forms are webpage, popup, or embedded widget that lives on your website, and the available form codes (IFrame, Website, No CSS, No Script, Raw HTML, CMS tools, Form URL and QR Code) are all meant for embedding on a website, not inside an email.

18. Is there a limit to the number of contacts a single signup form can collect?

No. There is no limit to the number of contacts present under a form, alongside no limit to the number of forms you can create.

19. Do response actions fire before or after a contact confirms a double opt-in?

If you have enabled double opt-in, then your contacts will get added to your Zoho Campaigns organization only after they confirm the double opt-in. Therefore, only after they get added to your organization, the response actions you've set up will trigger.

20. Can you edit the fields on an active signup form, or only its design and configuration?

Yes, you can edit the fields on an active form. For example, if you want to include a new field or remove an existing field in a form, that can be done by simply editing the form, and editing the template being used in it.

21. Can you set up a notification email to yourself every time someone submits a signup form?

Yes, you can achieve this via Workflows.
Here are the complete steps:
  1. Navigate to Automation -> Workflows.
  2. Click Create New and then Start from Scratch at the top-right corner.
  3. Edit the name of the workflow and include a description at the top and click Update.
  4. Under the Trigger section in the left, drag the Form Submission component and drop into the canvas. Click the Select Form option inside this component, choose Any from, and click Save.
  5. Under the Action section in the left, drag the Send Internal Email component into the canvas. Click the Configure internal email option inside this component, provide the Subject, choose who should receive this email, specify the content of the email and include merge tags by clicking the @ symbol and click Save.
  6. Under the Action section in the left, drag the Remove From Workflow component into the canvas.
  7. Connect all three components and click Launch at the top right.
WarningCaution: If you either have multiple active forms or if you expect high number of contacts to sign up via a form, you will be bombarded with these notification emails.

22. Can you A/B test different signup form designs?

No, you cannot make use of A/B testing for forms. A/B testing is applicable only for email campaigns in Zoho Campaigns.

23. Does a signup form let you collect SMS or WhatsApp opt-in, or only email?

Currently, a form will allow you to collect opt-in from email and not for SMS and WhatsApp.

24. What happens to a form's Push to Zoho CRM setup if you disconnect Zoho CRM afterward?

If you configured Push to Zoho CRM in a form, and you disable the Zoho CRM integration with Zoho Campaigns some time later, then this action will stop working.

25. Can visitors see a signup form in a language other than English?

You have to translate into the language of your choice manually, and rename the field labels when editing the form template.