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?"

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. 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.