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How to create a form

TalkBox forms can be used to add contacts to your account or update existing contacts with new information. Forms are a great way to enrich your data so you can send more meaningful communications with added personalisation. They can be used on your website, on a mobile device or as a link in a communication.

This article will guide you on how to create a form in 5 steps. This process is the same whether you’re using a hosted or embedded form.

Navigation: Tools > Forms > Hosted forms OR Embedded forms > Create a new form

Tip: Not sure what type of form to use? Check out our article on forms and how different types of forms can be used.

Step 1: Add fields to your form

  • Use the form field block to drag & drop fields onto your form.
  • Select the field you want from the dropdown of available fields in your TalkBox account.
  • Select whether or not the field is required.
  • Optionally, customise the field presentation by editing the field label & position.

Step 2: Style your form

  • Edit the global options so that your form reflects your business branding.
  • Add additional content to your form, such as images or a logo.
  • Click save & continue once you’re done.

Step 3: Apply form settings

  • Name your form a descriptive name.
  • Optionally, update your form to only accept new contacts if desired.

Step 4: Add form actions

  • Edit your form confirmation message or add a link to redirect the contact when the form is submitted.
  • Add a tag that will be applied to all contacts who submit the form.
  • Add a notification email to go to yourself (if required).
  • Add any triggered communications wanted.
  • Save your form.

Step 5: Get your form URL

  • Copy the link to your form either on the editing page or on the main forms page.
Updated on November 28, 2019

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