Types of forms

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Types of forms you can create with ActiveCampaign

With ActiveCampaign, you can create various types of forms to collect vital information from your leads and grow your contact lists. Forms play a crucial role in effective email marketing and ensuring you have up-to-date information about your subscribers. This article will explore the different types of forms you can create with ActiveCampaign, each offering unique benefits and integration options.

How to Access This Feature

To access the form creation feature in ActiveCampaign, navigate to your ActiveCampaign account. From the dashboard, locate the Forms section. Here, you will find options to create and manage different types of forms available to you based on your plan.

Step-by-Step Instructions

1. **Log in** to your ActiveCampaign account. 2. From the left-hand sidebar, click on Forms to access the forms dashboard. 3. Select the Create a Form button to begin crafting your desired form type. 4. Choose the style of the form you wish to create from the list provided below. 5. Customize the form by adding fields, inserting a title, and adjusting settings as needed. 6. Once you're satisfied with the form, click Save to finish.

Types of Forms Available

ActiveCampaign provides several distinct types of forms that cater to different marketing needs. Below are the forms you can create:

Inline Form

Available on Starter, Plus, Professional, and Enterprise plans, the Inline Form is designed to be embedded within the webpage content. This form allows you to: - Collect additional information by adding extra fields. - Choose from five different integration options: simple embed, full embed, link, WordPress plugin, and Facebook.

Preference Center Form

The Preference Center Form is available on Plus, Professional, and Enterprise plans, specifically for email marketing lists. This type of form enables you to: - Create a secure place where subscribers can update their consent and communication preferences. - Link to the preference center directly from any of your campaigns.

Floating Bar Form

Also available on Plus, Professional, and Enterprise plans, the Floating Bar Form is a horizontal bar that can float at the top or bottom of your website. This form allows you to: - Collect names, phone numbers, and email addresses from visitors. - Use simple embed code or a WordPress plugin for integration.

Floating Box Form

The Floating Box Form, similar to the above, can float at the bottom left or right of your webpage. This form type allows you to: - Gather information such as names, phone numbers, and email addresses. - Integrate it using either a simple embed code or a WordPress plugin.

Modal Form

Finally, the Modal Form appears as a pop-up on top of your webpage content. Known as a “pop up,” this form allows you to: - Collect names, phone numbers, and email addresses from visitors. - Integrate it using a simple embed code or a WordPress plugin.

Configuration Options and Settings

When creating any of the form types listed, you will encounter several configuration options that enhance the functionality and user experience. Key options include: - Field Types: Choose from various field types to collect pertinent information from users, such as text boxes, email fields, and checkboxes. - Design and Style: Customize the appearance of your form to match your brand, including colors, fonts, and button styles. - Redirect Options: Decide where users will be redirected post-submission, whether to a thank-you page or back to the same page.

Best Practices and Tips

To maximize the effectiveness of your forms, consider the following best practices: - **Keep it simple**: Only ask for information that is essential to avoid overwhelming visitors. - **Use engaging language**: Craft compelling calls-to-action on your forms to encourage submissions. - **Test and Optimize**: Regularly review form performance metrics to understand what works and make improvements accordingly. - **Mobile Responsiveness**: Ensure your forms are mobile-friendly as many users access websites from mobile devices.

Common Use Cases with Examples

1. **Lead Generation**: Use an Inline Form on your landing page to capture leads interested in your offerings. 2. **User Preferences**: Create a Preference Center Form to allow users to specify their content preferences. 3. **Newsletter Signup**: Employ a Floating Bar Form at the top of your website to encourage newsletter signups without disrupting user experience. 4. **Promotional Pop-Ups**: Implement Modal Forms to present limited-time offers to visitors and collect their information easily.

Troubleshooting

In the event that you encounter issues with your forms, consider the following troubleshooting steps: - **Check Integration Codes**: Ensure that the embed codes are correctly added to your website without any errors. - **Browser Compatibility**: Test your forms across different browsers and devices to identify any rendering issues. - **Submission Confirmation**: Verify if submissions are being received correctly in your ActiveCampaign account and adjust settings as necessary.

Related Features

- Automation: Automate follow-up emails based on the information collected from your forms. - Segmentation: Use collected data to create targeted campaigns and segments.

FAQ

Q1: Can I customize the fields in my forms? A1: Yes, you can add or remove fields in your forms based on the information you wish to collect.

Q2: What plans allow me to create each type of form? A2: All types of forms are available on Starter, Plus, Professional, and Enterprise plans, with some forms exclusive to higher-tier plans.

Q3: How do I integrate my forms with my website? A3: Use the generated embed codes provided in ActiveCampaign to integrate your forms seamlessly into your website.

Q4: Can users update their preferences after signing up? A4: Yes, using the Preference Center Form, users can update their consent and communication preferences.

Q5: What are the benefits of using a Modal Form? A5: Modal Forms act as pop-ups drawing the user's attention, effectively capturing information in a manner that's less intrusive.

Q6: How do I track submissions from my forms? A6: All submissions can be tracked within your ActiveCampaign dashboard under the specific form analytics section.

Q7: Are there templates available for each form type? A7: ActiveCampaign offers templates to help you get started with designing your forms efficiently.

With this detailed overview, you are now equipped to create and utilize various forms in ActiveCampaign effectively. For additional resources, refer to the relevant documentation above. ```