Adding a Contact Form

To add a form for potential contacts to complete:

1. Navigate to the Contact Form page.

2. In Contact Fields, click Select Fields and select the fields for the form.

   You can use general contact fields and your own custom fields in the form, as required. Custom fields are listed on the right of the selection window.

   Note

   Your custom contact fields will not be included in exports of contact/lead lists. Only general contact fields are included.

   

3. In Contact Lists, click Select Lists and select the contact lists you would like to connect to the form.

   Contacts completing the form can select contact list(s) to subscribe to when they set their communication preference to Only selected email communications. Once they complete the form they will be added to the contact list(s).

   Note

   Contact lists marked as Archived are not available for selection.

   

4. The Preview shows: 

   • The layout/content of the form.
   • The contact list(s) assigned to the form.
   • The default communication preference associated with the form: All future email communications or Only selected email communications.

   Contacts can change this when they complete the form.

   

5. Click View in the top right corner of the form to see how the contact form appears to your contacts.

   

   The form displays in your browser.