The New Form Builder

It's Here.

Drumroll please. 

Our Brand New Form Builder is LIVE. 

We’ve completely re-designed Forms, to make it easier (and more fun!) to create stunning forms that will engage new subscribers! 

Ready to see the magic? Toss some glitter in the air, and let's dive in.

Form Builder

First, start by creating a form or landing page: 

If you choose to create a new form, choose the display format of this form. (If you’re creating a landing page, jump here.)

Inline forms will appear in one position on a page where they’re embedded, and modal forms will appear over a page, like a pop-up!  

Next, choose a template. This allows you to further customize how your form displays to your Subscribers. You can choose between the Minimal, Clean, and Full styles.

Form customization

Start editing your form and the settings bar will swing open. As you click through the heading, description, fields, button, etc, the settings in the sidebar will reflect your selection and the settings available.

Amazing.

Depending on your selection, you can adjust the font color, font size, font weight, background color, button color, border color, and border radius. (The border radius adjusts the curvature of the button, and the form’s corners).

Want to add even more magic with Custom CSS? Check it out  here!

Settings

Here you can choose what happens after a user subscribes to your form. (Choose to show a success message, or redirect the subscriber to another page!)

Incentive Email

You may know this as a  Confirmation Email, as well. This is the email that sends when someone subscribes to your Form.

You can choose to turn this email off, for a single opt-in process, or you can turn it on, for a double opt-in process. All new Forms start with the Incentive Emails turned On.

Finally, you can choose to turn this on, but  auto-confirm users as they subscribe. 

(To read more about Single vs Double Opt in, click  here.)

This is also the place to upload a lead magnet file, or redirect to a page upon confirmation.

You can completely customize this email to make it about your download, incentivizing your Subscribers to confirm!

For even more details and tips on this feature, click here.

Styles

You can change the background color of a form or add a background image with just a few clicks!

Clicking on the form fields or subscribe button opens even more possibilities. You can customize the font color and weight, the border color of the field boxes, and the color and text on the subscribe button! Just click on what you want to edit and the style box will update with the appropriate options. 

Advanced Settings

Custom fields

You can now add custom fields directly to your forms! Clicking the plus icon above the subscribe button creates a new field. 

One click.

You can select an existing custom field or choose to  create a new one. The field will automatically populate with the title, but you can change the display text in the third field, Custom field label:
When a subscriber enters information into a custom field, it will be added to their subscriber profile! 

Tagging

You can now tag subscribers directly from your forms. First, create a custom field by clicking on the plus icon above the Subscribe button. Then select Tag from the drop down menu. Then, you can choose if you want a dropdown menu of options, (for example if you want your subscribers to select the area they're most interested in), or a checkbox. (Think  GDPR.)

If you choose a dropdown, you'll have the option to label the field, and select what tags you want in the dropdown: 

If you choose a checkbox, fill in the Label with the text you want displayed above the checkbox, and select the Tag that should be added when a subscriber checks the box. You can also choose text to be displayed next to the Checkbox. (This will default to the Tag name, but you can change it.) 

Form Toolbar

Across the top of the page, you'll see a white toolbar with form settings and options!

Preview

The Preview function allows you to see a live version of the Form. In fact, it’s more of a ‘view’ and less of a ‘preview’. The Preview function works just like a live Form, and will allow you to test a sign-up with a test email. 

Embed

The Embed tab gives you the code you need to add your Form to your website. You can choose from one line of JavaScript, the full HTML, or the Wordpress short code.

If you choose the HTML option, please note that you will need to re-copy + paste 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 will also have the option to use a ConvertKit short code to place your Form on a page.

Reports

The Reports page lets you see how well a form is performing by comparing visitors (those who have seen the Form) and subscribers (those who actually enter their details). The conversion rate is the percentage of visitors who subscribe to the Form. 

Note: If you use a third party integration, the overall percentage will be skewed or 100% since no one is ‘visiting’ the ConvertKit form, they’re actually visiting the integration.

Settings

  • To archive or delete a Form, click the gear icon in the white bar across the top of the Form editor.
  • You can connect a Form to a sequence by creating a simple Automation Rule! 

Landing Pages

A Landing Page serves the same function as a Form, letting subscribers opt-in to receive your content. However, instead of just being part of a page, a Landing Page is, well, a whole page! You can  embed a Landing Page on your own domain with Wordpress, or we can host it for you

Just like Forms, we have several Landing Page styles to choose from: 

Profile: A static full page design to let subscribers know who you are and collect email addresses. For example, the profile landing page is great for coming soon or pre-launch pages, about pages, or conference signups.  

Sidebar: The sidebar form is a static page with the sign up on, you guessed it, the sidebar! The Sidebar Landing Page gives you room to share details with your subscribers through text to the side of the sign-up. It’s a great option for introducing a free course, or book, or promoting a webinar.

Single: The Single Landing Page is a traditional style, with an image at the top, text in the middle, and a sign-up on the bottom. This is a great way to introduce your subscribers to what you’re all about! The Single Landing page is a great option for webinar, or evergreen trainings, or promoting a course.

More designs, including a Sliding Template, are coming soon.  

Still need help? Contact Us Contact Us