Create signup form

Create signup form

Signup Forms can be created and embedded in your sites, blogs, and social pages to boost conversion rate among visitors. In Zoho Marketing Automation, you can design signup forms using pre-designed templates to collect and store contacts who are interested about your brand. You can then engage with these contacts and convert them to customers.

To create a signup form

  1. Select Lead Generation module from the Navigation Toolbar and choose Signup Forms.

    signup form

  2. Click Create Form in the screen that appears if this is the first form you are going to create.



  3. If you have created signup forms already, click Create at the top-right corner of the page.



  4. Enter a Name for the form and click on Next.



  5. Choose a template for the form. There are three types:
    1. Compact forms: If you're a minimalist, this form is for you. This form only contains basic fields such as 'email address' and 'name'.
    2. Banner forms: If your webpage has space constraints, this is the template you need. Simple horizontal banner-shaped forms for your pages.
    3. Long forms: If your website or company need more information than a bare-bones signup form will provide, our advanced signup forms can be customized to suit your brand.



  6. Customize the elements of your form in the Editor tab's Design section. Clicking on each element in the left side such as Page body, Text, Input field, etc. will allow you to customize that portion of the form using the available customization options. You can change the background color, width, height, font, and even the text so that you are able to create a form that suits your needs.
  7. Alternatively, you can click on a portion in the template in the canvas to customize that portion. For example, if you click on the Email field, you will be able to taken to that element in the left side.



  8. The Setup section inside the Editor tab allows you to map the Name field from the form to First Name or Last Name field of the Contacts.



  9. Setup the response sent to your forms in the Success Customization tab. You can thank your leads when they sign up to your newsletters. Make use of our default Thank You page, Redirect leads to another URL, or Display an inline message. You can customize the after form submission response in the area below the three options. You can also customize load response setting, to load the response in the Same Tab or a New Tab.



  10. Click Save and Proceed at the top-right once the form is setup.

Other actions

Click More Actions icon in the detailed view of a form to view the Clone and Delete options. Clone allows you to create a copy of the form you have created and Delete option will delete the form. Once a form is deleted, it cannot be retrieved.

more option - signup form

Under Contacts tab in the detailed view of a form, you can select contacts and perform the following options:
  1. Change subscription type 
  2. Assign or remove tags
  3. Add to a list or remove from list
  4. Delete contacts

    action on contacts
  Select some contacts and click More Actions icon in the Contacts tab to perform the following actions:
  1. Assign topic or remove associated topics
  2. Export contacts
  3. Mass update fields of contacts
In the Signup Forms list view, you can select some forms and move them to a different folder using Move to Folder option. You can also use the Add New Folder option to create a new folder. If you want to categorize signup forms catering to different purposes, having them in different folders would be a good option.


By clicking on the More Actions icon at far right of a signup form, you can make use of the Get Code option. This will redirect you to the Form Code tab of that signup form from where you can copy the code of desired code type in order to embed in your website.




        Create. Review. Publish.

        Write, edit, collaborate on, and publish documents to different content management platforms.

        Get Started Now


          Access your files securely from anywhere

            Zoho CRM Training Programs

            Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

            Zoho CRM Training
              Redefine the way you work
              with Zoho Workplace

                Zoho DataPrep Personalized Demo

                If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

                Zoho CRM Training

                  Create, share, and deliver

                  beautiful slides from anywhere.

                  Get Started Now


                    Zoho Sign now offers specialized one-on-one training for both administrators and developers.

                    BOOK A SESSION







                                Quick LinksWorkflow AutomationData Collection
                                Web FormsEnterpriseOnline Data Collection Tool
                                Embeddable FormsBankingBegin Data Collection
                                Interactive FormsWorkplaceData Collection App
                                CRM FormsCustomer ServiceAccessible Forms
                                Digital FormsMarketingForms for Small Business
                                HTML FormsEducationForms for Enterprise
                                Contact FormsE-commerceForms for any business
                                Lead Generation FormsHealthcareForms for Startups
                                Wordpress FormsCustomer onboardingForms for Small Business
                                No Code FormsConstructionRSVP tool for holidays
                                Free FormsTravelFeatures for Order Forms
                                Prefill FormsNon-Profit

                                Intake FormsLegal
                                Mobile App
                                Form DesignerHR
                                Mobile Forms
                                Card FormsFoodOffline Forms
                                Assign FormsPhotographyMobile Forms Features
                                Translate FormsReal EstateKiosk in Mobile Forms
                                Electronic Forms
                                Drag & drop form builder

                                Notification Emails for FormsAlternativesSecurity & Compliance
                                Holiday FormsGoogle Forms alternative GDPR
                                Form to PDFJotform alternativeHIPAA Forms
                                Email FormsFormstack alternativeEncrypted Forms

                                Wufoo alternativeSecure Forms

                                TypeformWCAG


                                      All-in-one knowledge management and training platform for your employees and customers.

                                                Create. Review. Publish.

                                                Write, edit, collaborate on, and publish documents to different content management platforms.

                                                Get Started Now




                                                                  You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                                                      Manage your brands on social media


                                                                        • Desk Community Learning Series


                                                                        • Digest


                                                                        • Functions


                                                                        • Meetups


                                                                        • Kbase


                                                                        • Resources


                                                                        • Glossary


                                                                        • Desk Marketplace


                                                                        • MVP Corner


                                                                        • Word of the Day


                                                                        • Ask the Experts


                                                                          Zoho Sheet Resources

                                                                           

                                                                              Zoho Forms Resources


                                                                                Secure your business
                                                                                communication with Zoho Mail


                                                                                Mail on the move with
                                                                                Zoho Mail mobile application

                                                                                  Stay on top of your schedule
                                                                                  at all times


                                                                                  Carry your calendar with you
                                                                                  Anytime, anywhere




                                                                                        Zoho Sign Resources

                                                                                          Sign, Paperless!

                                                                                          Sign and send business documents on the go!

                                                                                          Get Started Now




                                                                                                  Zoho TeamInbox Resources





                                                                                                            Zoho DataPrep Demo

                                                                                                            Get a personalized demo or POC

                                                                                                            REGISTER NOW


                                                                                                              Design. Discuss. Deliver.

                                                                                                              Create visually engaging stories with Zoho Show.

                                                                                                              Get Started Now








                                                                                                                                  • Related Articles

                                                                                                                                  • Signup Pop-Ups

                                                                                                                                    Pop-Up forms are similar to signup forms, except they are usually smaller and they pop over a webpage. They help you to capture users' attention at the most favorable time, as they can be added to your pages and will be displayed to the visitors on ...
                                                                                                                                  • What types of signup forms are available in Zoho Marketing Automation?

                                                                                                                                    There are three types of sign-up forms available under the Lead Generation module of Zoho Marketing Automation. They are: Compact Forms Banner Forms Long Forms Compact Forms: These forms are compact and contain a maximum of two fields. Commonly, the ...
                                                                                                                                  • How to setup response action for a signup form?

                                                                                                                                    After creating the sign-up form, click on it to go inside it. Click on the Configuration tab at the top of the form. To the right side, you can see the Response Action section. Click on the Configure button in that section to set up a follow-up ...
                                                                                                                                  • How to view sign-up form reports?

                                                                                                                                    Click on a sign-up form you have created and click on the Reports tab present at top of the form. This will allow you to view data related to this form.
                                                                                                                                  • How to publish a sign-up form?

                                                                                                                                    After creating the sign-up form, click on it. At top right, click on the Launch button. You would be taken to the Form Code tab inside the sign-up form from where you can use the code that is automatically generated by Zoho Marketing Automation to ...
                                                                                                                                    Wherever you are is as good as
                                                                                                                                    your workplace

                                                                                                                                      Resources

                                                                                                                                      Videos

                                                                                                                                      Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                                                      eBooks

                                                                                                                                      Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                                                      Webinars

                                                                                                                                      Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                                                      CRM Tips

                                                                                                                                      Make the most of Zoho CRM with these useful tips.



                                                                                                                                        Zoho Show Resources