Beginners Guide to Forms

Setting up a Form and embedding it on your site is the first step toward growing your list

Looking for more advanced info?  Go here instead

In This Article

Create a New Form

Make Your Form Look Great 

Incentivize Your Readers

Embed Your Form

Other Options

Create a New Form

To get started, click on Create Form. 

Then choose Form from the next selection.

Once you've chosen to create a Form, and not a Landing Page, (more on that  here), you'll need to choose the display format of your new Form. You'll see three options:

Inline: A Form that fits within the content of your page. This option is most commonly used to add a Form to blog posts, footers, and sidebars.

Modal: A Form that pops up based on timingexit intentpercent of the page scrolled, or even when clicking a link or button

Slide In: A Form that slides up from the bottom right or bottom left of your site after a certain time or scroll percentage.

No matter which format you choose, you'll see a few options for templates. Each option has an example of how it will look, and you can  change this form template at any time!

Make Your Form Look Great 

Once you've selected your Form template, you'll be able to get started on making it look and function just right! 

Anything you can click on, you can edit. This includes the name of the Form, the button text, colors, headings, and more!

Style Your Form

The Style tab allows you to further customize how your Form displays to your Subscribers. You'll also see different options depending on which part of the Form you're editing.

Note: You can return to the main Form Style settings at any time by clicking the magic wand style icon.

Organize Your Form

With the Form Editor, you can now easily add, re-label, and rearrange Form fields! 

To add a new field, click the + below the final Form field.

In the right toolbar, select a custom field you want to connect to.

You can also select "Tag" rather than "Custom Field" to create a dropdown list or check boxes.

To rearrange your fields, hover over each field and you'll see a grip appear to the left (three parallel lines). Grabbing this grip allows you to move the field up or down in the Form to make your Form look just right! 

You can also add, checkboxes, a dropdown, and more to your Forms. To read more about those options, visit our Advanced Forms Guide

Incentivize Your Readers

Once you've got your Form looking great, the next step is to set up your confirmation email. Or, as we like to call it around here, your Incentive Email. 

By default, your Form will be set to double opt-in. Subscribers who click to confirm and receive their incentive are far more successful at staying with you for the long haul! 

Sending your subscribers a double opt-in (Incentive Email) is really beneficial. This two-step process creates a list that is both confirmed and engaged, which will lead to long-term list growth and sustainability. 

We have a great article all about setting up your Incentive Email, and we highly recommend you check it out! 

Read More About the Incentive Email →

Embed Your Form

The Embed area gives you the code you need to add your Form to your website. You can choose from one line of JavaScript, the full HTML, a direct link, a Wordpress shortcode, and a URL for  Unbounce.

Note: If you choose the HTML option, you will need to re-copy + paste the code to your site when you make changes to your Form.

If your site is run on Wordpress, you can use our  Wordpress Plugin to add a Form to your site. Once the Plugin is installed, you also have the option to use a ConvertKit shortcode to place your Form on a page, which you can find on this tab.

Other Options

This drop-down allows you to archive your Form, delete or duplicate it.

Note: Archiving your Form will not remove it from your website or cause it to stop working, it will simply remove it from the Forms page in your ConvertKit account.

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