Campaign forms

How to create custom campaign forms

Dale Mooney avatar
Written by Dale Mooney
Updated over a week ago

Campaign forms allow you to create new forms that you can use for many different campaigns so you can keep track of how many people signup via that campaign.

You can access these campaign forms by clicking on "Marketing" from the menu on the left-hand side, then selecting "Campaign forms".

You can create a new campaign form by clicking on "New" in the top-right.

In the new window that opens, you must select a template, form name and any tags you may want to add.

Form template

This is the webform you wish to use as this forms template. These forms can be found on the "Web forms" tab. We have a form for each of our box sets, plus some extras.

Form name

The form name is the name of the form and how it appears in the list and can be used for your reference, but it's not what the client sees.

This can be updated later by clicking the options menu and clicking "Settings > Name and tags".

Assign tags to clients

This option allows you to assign tags automatically to any client that signs up via this form. You can find more information here.

You can also find more information on forms overall here.

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