When setting up your VipeCloud Sign-Up Forms, it helps to know how the different options work: "Add Contact Field," "Create Field for Form," "Create Consent Field," and "Add Section Header." This article will guide you through each option so you can make the most of your forms.

This option allows you to incorporate existing standard or custom contact fields into your sign-up form. Standard fields are predefined fields in your VipeCloud account, such as name, email, and phone number, which are commonly used across many forms. Custom fields, on the other hand, are fields that you have created to capture specific information relevant to your business.

If it's important to you to have Sign Up Form answers tracked on Contact Records as actual Contact data, then you'll need to use these. "Form Fields" will not update Contact data.

If you need to create a new Custom Field, you can learn how to do that by heading to the article below:

If you need to gather information that isn't covered by your existing contact fields, you can use this option to create a new, form-specific field. This is useful for collecting unique data pertinent to a particular campaign or event. Note that fields created this way are specific to the form and do not become part of your general contact fields.

One common use case is adding an email marketing opt-in checkbox. To do this:

This is the recommended approach when you need custom consent or opt-in language - for example, to meet Facebook ad requirements or other platform compliance needs.

When a field is added to a scheduler or signup form, it defaults to displaying the system label, which is often written for internal/admin use rather than the person filling out the form. You can override this with a custom display label so the question makes sense to the person actually completing it by clicking the Edit Display button and putting in your desired display label into the Custom Display Name box.

An example of this could be relabeling an "Investment Level" custom field to "What's your available investment capital?"

If you're sending a sign-up form to someone who's already a contact in your account, you can hide the email field so it's filled in automatically instead of shown to the recipient.

For example, a sign-up form with the landing page https://vipelnk.com/xxxxxx would become https://vipelnk.com/xxxxxx?email=%EMAIL% which is what you link in your email.

Quick notes:

Dropdown fields being used in Signup Forms have the option of being displayed in a more visual manner for surveys / polls etc.

View our dedicated article on this here.

Make your forms more visually appealing and shorter in length by changing the width of your fields. Mobile and Web can be configured independently of eachother.

A common best practice is to set First Name and Last Name next to each other.

Like with Field Width, this gives you flexibility in how picklist options are displayed on your form. Shorten you form and make it more visually appealing if you have picklist fields with numerous options by breaking them into multiple columns

The "Create Consent Field" option adds a pre-formatted checkbox for one of the following:

These are best for standard legal compliance checkboxes. If you need to write your own custom opt-in language (such as an email marketing consent statement), use Create Field for Form with a Checkbox field type instead.

To enhance the organization and readability of your sign-up form, you can use the "Add Section Header" option.

You can add a section header by clicking "Form Structure" and selecting "Add Section Header"

This allows you to group related fields under a common heading, making the form more intuitive and user-friendly. For instance, you might have a section header titled "Contact Information" followed by fields for name, email, and phone number.

Adding page breaks can make long forms less intimidating and give them a better experience for the people filling them out. You can add them by clicking "Form Structure" and "Add Page Break".

A new row will be added to your form, adding a new page at the point at which it's been inserted. You can drag and drop that Page Break row to change where the new page will begin.

You can customize the Next/Previous buttons and also choose whether you want Previous to be an option.