Availability

Who can create forms?  

• Admin
• WorkSpace Admin
• Manager
• Editor
• Any custom role with the Create permission for forms  
  

How do you create forms?  

Creating your first form

1. From the Navigation Toolbar on the left, under Audience, and the Forms module.
2. Enter the Form Name, if needed choose a List, and click Create Form. Your form will be in the Draft

   status.
   

   
   

   Creating your first signup form

   
   

   
   
3. Under the form's Configuration tab, you'll configure the Form Details, where you can associate a topic for your form. Choose the lawful basis after selecting the topic.
4. After your visitors submit the form, they'll be redirected to a thank-you page. If you want to customize it, click the Customize button.
5. Choose a form type in the right side by clicking it. Depending on your requirement, you can either choose between an embedded form (Compact, Banner, or Long form) or a pop-up form (Standard or Blanket pop-up). Various predefined templates are available for you to choose.
6. Once you've chosen the template, you can customize it to your needs and save changes.
7. If you're creating a pop-up form, you can configure Pop-Up Conditions,such as when the pop-up should appear, how it should appear, duration of its appearance, and so on.
8. After designing the template, if needed, you can make use of advanced form configurations where you can configure:
• Beacon Tracking - Allows you to include a unique custom tracking text to your website and gain insights on the performance of the form.
• Push to Zoho CRM - Allows you to push contacts signing up via the form to Zoho CRM.
• Response Action - Allows you to configure automated after signup actions for the visitors.
9. Click the Launch button at the top-right corner to launch the form. The form will move to the Active status.
10. You should see the Form Code tab (for embedded forms) or the Code and Cookie tab (for pop-up forms) at the top. Click it, copy the code, and embed it in your website to complete the creation of a form.

The creation steps just highlights how the form can be created. The next few sections will cover the Pop-up conditions, Form Details, and the Advanced Configuration setup in depth.

Creating forms

1. From the Navigation Toolbar on the left, under Audience, click the Forms module.
2. Click the Create button at the top-right corner.
3. The form name will be pre-filled at the top. Be sure to change its name by placing cursor inside the name.
   
4. Choose a list and a topic.
5. The rest of the steps will be the same as the steps you used for creating the first form.

Notes:

• The form name can have a maximum of 70 characters.
• There's no limit to the:
• Number of forms you can create
• Number of contacts present under a form
• You can associate only one list and one topic to a form.
  

What form details should you specify when creating a form?

When you're creating a form, you'll first see the Form Details section.

• The mailing list to which the contacts signing up via this form belong to
• The topic that must be associated to these contacts. If you've enabled GDPR settings, then specify the lawful basis for the topics.
• What the visitors will see after they submit the form

Note: It is not mandatory to choose a list or topic when creating a form, but we recommend doing so for better organization of your contacts.

How can you customize what visitors see after form submission?

• When creating a new form
• After creating the form (if it is in Draft or Active status)

1. From the Navigation Toolbar, under Audience, click the Forms module.
2. Create a new form or click an existing Draft or Active form.
3. The Form Details section will appear. For an Active form, go to the Configuration tab to see this section.
4. Under this section, click Customize in the After Submission

   section.
   

   
   

   Configuring what contacts should see after form submission

   
   

   
   
5. Choose from one of the three options under Choose Response Type:
1. Thank-you Page - A thank-you page with a message will open thanking your visitors for submitting the form. You can choose to open this page in the Same Tab or New Tab in their browser. You can also customize this page to change its looks.
2. Redirect to Another URL - You can redirect your visitors to a specific page. Specify the page URL in the URL box. This can also be done in the Same Tab or New Tab in their browser.
3. Inline Message

   - Show a simple inline message within the form thanking them for signing up.
   

   
   

   Different types of after submission settings you can configure for a form.

   
   

   
   
6. Once you've done configuring the after submission option, click Save.

What are the pop-up conditions for pop-up forms?

When you create a pop-up form such as a blanket or a standard pop-up, you'll see additional options you can configure under the Pop-up Conditions section. You can click the Edit button at the far-right of this section to set the conditions for your pop-up.

Pop-up form's conditions can be configured based on your requirement.

• Trigger - The instance at which the form pops up on the website. It has four options, from which you can  choose one or more:
• Entry - Pops up immediately after you visit the page.
• Exit - Pops up when you're about to close the page.
• Scroll - Pops up when you scroll the page for a specific percentage.
• Specific Time - Pops up at a specific time.
• Position - Where the pop-up form should be positioned when it appears on the screen.
• Center
• Top Left
• Top Right
• Bottom Left
• Bottom Right
  

  
  

  Options you can choose for configuring pop-up conditions.

  
  

  
  
• Animation - The animation the form should use when it appears on the page. There are 12 options, with None as the default.
• None
• Slide From Right
• Slide From Left
• Bounce In
• Bounce From Top
• Bounce From Bottom
• Fade In
• Fade From Top
• Fade From Bottom
• Flip Vertically
• Flip Horizontally
• Zoom In
• Reappear After - When the pop-up should appear after a visitor closes it voluntarily. It can be:
• Hours - Choose values between 1 and 24.
• Days - Choose values between 1 and 31.
• No Limit - Pop-up appears any number of times.
• Scroll Depth - Appears when you select Scroll as the trigger option. At what point in the page should the form pop up. You can choose value from 5% of the page till 100% of the page in increments of 5%.
• Display Delay - Appears when you choose Specific Time as the trigger option. The time delay after which a form should pop up. You can choose the value from 5 seconds up to 60 seconds, in increments of 5 seconds.

Advanced configurations in a form

• Beacon Tracking
• Push to Zoho CRM
• Response Action
  

1. 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.

Beacon tracking for compact, banner, and long forms.

How to add beacon tracking:  

1. Navigate to Audience -> Forms.
2. Create a new or click an existing form.
3. Click the Advanced Configurations section. For an active form, it will be present under the Configurations tab.
4. Under Beacon Tracking section, click Add Tracking Text.
5. In the pop-up that appears, specify the text and click Save.
6. If needed, click the Map Tracking Text to Field option to open a pop-up. Choose a field from the drop-down to map the tracking text to a contact field and Save.

You should know:

1. Beacon tracking is available for Compact, Banner, and Long forms.
   
2. Beacon tracking isn't available for pop-up forms.
   

Other operations on the tracking text: 

• Editing the existing text
• Deleting the text
• Activating or Deactivating the text 

1. Navigate to Audience -> Forms.
2. Create a new form or click an existing form.
3. Click the Advanced Configurations section. For an active form it will be present under the Configurations tab.
4. Under the Beacon Tracking section, click More Actions (3-dotted button) next to the tracking text.
5. Here, you can choose:
• Edit - To change the tracking text. In the pop-up that appears, modify the text and click Save.
• Delete - To delete the tracking text permanently. In the pop-up that appears, click Delete.
• Activate/Deactivate - To activate or deactivate the tracking text. In the pop-up that appears, click Proceed.

 
How to add multiple tracking text: 

1. Navigate to Audience -> Forms.
2. Create a new or click an existing form.
3. Click the Advanced Configurations section. For an active form it will be present under the Configurations tab.
4. Under the Beacon Tracking section, click Add Tracking Text to add your first tracking text
5. In the pop-up that appears, specify the text and click Save.
6. After adding the first one, click the + button present beside it to add the next text and so on.

Notes:

• The tracking text can be a maximum of 50 characters.
• You can add any number of tracking text to a form.
  

2. Push to Zoho CRM

Prerequisite: Zoho Campaigns and Zoho CRM must be integrated. If not, you can integrate when accessing this option in a form and proceed.

How to configure push to Zoho CRM 

1. Navigate to Audience -> Forms.
2. Create a new or click an existing form.
3. Click the Advanced Configurations section. For an active form it will be present under the Configurations tab.
4. Under the Push to Zoho CRM section, click Setup Zoho CRM.
5. In the slide-in window that appears:
• If you haven't integrated Zoho CRM, click the Connect button. You'll be taken to the integration page of Zoho CRM under Settings, where you can complete the integration. Once done, come back to this form and proceed to point 6.
• If you have integrated Zoho CRM, you'll configure various options which is discussed in point 6.
6. Click the Action in Zoho CRM button to reveal two options:
• Update existing contacts only. This action takes place in Zoho CRM. Say you have 10 contacts added via a form to Zoho Campaigns. If these contacts already exist in Zoho CRM (check is done via email address), then based on the field mapping used, these contacts' field will get updated
• Update existing and push new contacts. Action takes place in Zoho CRM. In addition to updating existing contacts, if contacts that get added to Zoho Campaigns via this form aren't present in Zoho CRM, they will get created as new records there. Choose the desired option and go to the next field.
7. In the Zoho CRM Module field, choose either Leads or Contacts.
8. Click the View mapped fields option that appears to view, include, or remove field mapping between Zoho Campaigns and Zoho CRM fields. This tells which contact field's data from Zoho Campaigns syncs to the corresponding module's field of Zoho CRM.
9. Click the + button to add a new field mapping, then click the trash icon to remove an existing field mapping.
10. You can enable or disable the Map to Zoho CRM Custom Field toggle below the field mapping. If this is on, you can specify a static value that you can map to a particular custom field of the Contacts or Leads module of Zoho CRM.
11. Click Save once everything is done.
12. You can click the More Actions (three-dotted button) at the far right of the Push to Zoho CRM option inside a form to Edit the configuration any time.

 
Zoho CRM action types for syncing contacts 

Mapping static values to Zoho CRM custom fields 

How to use it 

Use cases 

Identify the source form

Tag contacts by campaign or event

Assign a lead source category

3. Response Action

How to configure response action

1. Navigate to Audience -> Forms.
2. Create a new or click an existing form.
3. Click the Advanced Configurations section. For an active form it will be present under the Configurations tab.
4. Under the Response Action section, click Configure.
5. In the slide-in window that appears, you can configure the response action. In the first field you see, select Signup form submitted. This is the only option available. This indicates the action is performed after the signup form is submitted by a visitor.
6. In the next field, you can choose the activity to be performed once the form is submitted. After choosing an activity, you need to choose or specify the data in the third field depending on the activity you choose. You can choose from the below activities:
• Modify Score - Modify the contact score of the contacts. Values range from -50 to 50.
• Assign Tag - Assign tags to the signed up contacts.
• Remove Tag - Remove tags from the signed up contacts.
• Add to List - ATo add the signed up contacts to specific lists.
• Remove from List - Remove the signed up contacts from specific lists.
• Update Field - Update a specific contact field for the signed up contacts. You can either update a specific value or clear the value.
• Add to Workflow - Add a signed-up contact to a specific workflow.
7. Click the + button to include multiple activities and the trash can icon to delete unneeded activities.
8. Click Save once everything is done.
9. You can click More Actions (three-dotted button) at the far right of the Response Action option inside a form to Edit the configuration any time.

 
Response action use cases for signup forms 

Use case 1: Welcoming new subscribers to an onboarding  workflow

Use case 2: Scoring and segmenting leads by interest 

Use case 3: Replacing a broad list with a more specific one 

Use case 4: Routing event registrants into the right post-event follow-up 

Detailed view page of a form

How to access  

What does the detailed view page contain 

• Form and its details
• Preview & More Actions
• The four tabs

1. Form and its details

• Form name, which you can edit by clicking inside it
• Form creation date and time
• Form status. Two status are there:
• Active - Form is in use and active.
• Draft - Form is yet to be launched. Once it is done, it will move to Active status.
• User who created the form

2. Preview & More Actions

Options Present 

• Clone. To create a copy of this form. Useful for when you want to have a similar form but only do minor modifications to it.
• Delete. To delete a form. Once it is deleted, you cannot retrieve it. The contacts who signed up via this form will not be deleted. 

3. The four tabs  

• Overview
• Contacts
• Configuration
• Form Code or Cookie and Code

For a draft form, only the Configuration tab will appear.

The Overview tab

• Form Statistics. Shows the stats of a form, such as the number of visitors. You can view a percentage increase or decrease in the numbers beside each metric. It includes the following metrics:
• Visits - Total number of visitors who have viewed your form. If a visitor viewed the form twice, both the visits will be counted
• Interactions - Total number of visitors who have interacted with at least one field in the form
• Pending Confirmation - Total number of visitors who have submitted the form, but haven't provided their confirmation via the double opt-in email
• Confirmed Contacts - Total number of contacts added to your Zoho Campaigns organization after confirming via double opt-in
  

  Note: You can enable double opt-in for your Zoho Campaigns organization under Settings -> Double Opt-in. This is useful if you want to get a confirmation from your contacts whether they're interested in receiving campaigns from you after they sign up.
• Performance Over Time. Displays a graph on how your form has performed over a period of time. Plotted between Date-Time (X) and Number (Y) for visits, interactions, pending confirmation, and confirmed contacts metrics.
• Page Based Report. Shows a table containing a list of website URLs in which this form is embedded along with form stats like visits, interactions, pending confirmation, and confirmed contacts metrics. You can sort the table columns by clicking their names.
• Source Stats. Pie chart of percentages of top five sources from which visitors viewed and signed up to the form such as Social, Direct, Google Ads, Search Engines, and many more.
• Web Browser Stats. Pie chart of percentages of top five browsers from which contacts signed up to the form such as Firefox, Chrome, Safari.
• Device Stats. Pie chart of percentages of the three devices using which contacts signed up to the form
• Location Breakdown. A world map showing from which countries your visitors got converted as contacts for this signup form. This data is derived based on the Country and City data provided for your contacts. You can filter this map to specific country or state.
• Country Performance: Opens & Clicks - Displays the top five performing countries of contacts signed up to the form.

 
The Contacts tab

1. Navigate to Audience -> Forms module.
2. Click an active form to access its detailed view. Click the Contacts tab.
3. To perform bulk actions, you need to select the contacts and it can be done in three ways depending on what you want:

• Select specific contacts - Click the checkbox to the left of their email address to select those contacts only.
• Select all contacts in a page - Click the checkbox next to the Contact Email column to select all the contacts in a page. A maximum of 200 contacts can be selected.
• Select all contacts in the form - Click the checkbox next to the Contact Email column, and click the Select All option to select more than 200 contacts in the form.

4. Once you've selected the contacts, click the Actions drop-down option to view all the bulk actions on contacts you can perform. Choose the desired one and proceed updating the contacts. The actions include:
• Change Subscription Type - Change the subscription type of the selected contacts in this segment.
• Assign Tags - Assign tags to the contacts.
• Remove Tags - Remove the assigned tags from the contacts.
• Add to Lists - Add the contacts to lists.
• Remove from Lists - Remove contacts from lists.
• Assign Topics - Assign topics to the contacts.
• Remove Topics - Remove the assigned topics.
• Export Contacts - Export the selected contacts of this form.
• Mass Update - Bulk or mass update a particular field of the selected contacts.

Note: The Contacts tab will appear only for Active forms, which are forms that have been launched. It will not appear for Draft forms. 

The Configuration tab

Note: For a launched form (active form), you can't change the form category itself. If you've created a compact embedded form, you can't change it to a standard pop-up and vice-versa.

The Form Code or Cookie and Code tab

• Navigate to Audience -> Forms tab -> click an active form to access its detailed view.
• If your form is:
• An embedded form, click the Form Code tab.
• A pop-up form, click the Cookie and Code tab.

 
Form Code tab

• IFrame
• Website
• No CSS
• No Script
• Raw HTML
• CMS Tools
• WordPress
• Joomla
• Drupal
• Form URL & QR Code.
• Form URL
• Download QR Code

Code and Cookie tab

List view page for forms

What you can find in the list view page

• Forms along with their details such as:
• Form Name - The name of the form.
• Status - The status of a form (Active or Draft).
• Type - Whether it's a compact, long, banner form, or standard, blanket pop-up.
• Visits - The number of visits recorded for a form.
• Interactions - The number of interactions recorded for a form.
• Conversions - The number of conversions recorded for a form.
• Last Updated On - The date and time at which the form was last updated.
• Created By - The user who created the form.
  
  Except for the Status column, other columns can be sorted in ascending or descending order when you click their names. 

• The folder option at the top-right
• Filter icon beside the folder option
• The Create button to create new forms (after the first form is created)
• The More Actions (3-dotted) button at the top-left corner, just next to the All Forms view
• The More Actions (3-dotted) button to the right of each form

How do you create a new form from the list view page?

1. Navigate to Audience -> Forms module.
2. Click the Create button at the top-right corner.
3. Specify a name for the form at the top.
4. Choose the list, topics, and the type of form.
5. Choose a template for the form.
6. Customize the template using our template editor and save the form.

 
What is the use of folders and how can you create one? 

How do you create a folder and move forms?

1. Go to Audience -> Forms module.
2. Select the forms using checkbox present to the left of each form.
3. Click the Move to Folder option at the top.
4. Type the folder name and click the Create button that appears. The folder will be created and the forms will be moved into it.

Notes:

• The folder name can be a maximum of 70 characters.
• You can create any number of folders.
• You can move any number of forms to a folder.
  

 
How do you navigate between folders? 

How do you edit or delete a folder? 

1. Go to Audience -> Forms module.
2. Select the forms using checkbox present to the left of each form.
3. Click the Move to Folder option at the top.
4. Hover over a folder, then click the More Actions (3-dotted) button. If you click:
• Edit - Edit the folder name and click Save.
• Delete - Delete the folder. Click Delete in the pop-up that appears. Only the folder will be deleted, forms will remain intact and be moved to the Unclassified folder.

 
What is the difference between All Folders and Unclassified folder? 

How can you filter forms? 

1. Navigate to Audience -> Forms module.
2. Click the Filter icon at the top-right corner.
3. Select a criteria from the available ones such as Name, Status, Type, and many more.
4. Specify the value or condition based on the criteria you choose and click Apply.
5. To go back to the list view page, click the 'x' button beside the filter at top-right. 

What is a custom view and how do you create it? 

How do you create a custom view?

1. Navigate to Audience -> Forms module.
2. Click the More Actions (3-dotted) button at the top left, next to the All Forms view.
3. Click the Create Custom View option.
4. Specify the View Name.
5. Select a criteria from the available ones such as Name, Status, Type, and many more.
6. Specify the value or condition based on the criteria you choose and click Create View.

Notes:

• The custom view name can be a maximum of 70 characters.
• You can create any number of custom views.
  

What actions can be performed on a custom view? 

1. Navigate to Audience -> Forms module.
2. Click the More Actions button beside the All Forms or the custom view.
3. You'll see the custom views you've created here. Hover over a custom view and click the More Actions button.
4. The actions you can perform include:
• Pin View - Pin a view at the top so you can access it easily.
• Edit - Modify the view name and criteria. Once changes are made, click the Update View button.
• Clone - Clone an existing view.
  Example: If you have a view with a complex criteria and want to create a similar view but change only a single criteria, you can simply clone the existing view, edit the cloned view, and change the criteria. Ensure to change the cloned view's name.
• Delete - Delete a custom view. Click the Delete button in the pop-up that appears. Once deleted, the view cannot be retrieved.
• Unpin View - Appears only for a pinned view. Unpin a view from the top bar.

 
What actions can be performed on a form on the list view page? 

• Clone - Clone an existing form.
• Delete - Delete a form.
  
• Get Code - Appears only for Active forms. Clicking it will take you to the Form Code tab for an embedded form and the Cookie and Code tab for a pop-up form.