Preparation
In VipeCloud, lists created through sign-up forms and contact lists serve distinct purposes. While both are essential for managing user data, they are categorized differently to streamline organization and functionality.
Sign Up Form lists serve the purpose of viewing everyone who has completed your sign up form. If you need to send a mass communication to everyone who has filled out your form, you can send it to that list of sign ups.
However, Contact Lists can consist of any contact you would like to have on it. Think, "Newsletter List", which has every contact who you'd like to receive your newsletter. If you'd like to automatically add everyone who completes a Sign Up Form of yours to your newsletter list, then follow the steps below.
You'll first want to make your Sign Up Form, so see this guide if you haven't already.
You'll also need to have already created the Contact List which your Sign Ups will be added to.
Since sign-up form lists are categorized separately from contact lists, linking them manually or via automation is necessary to consolidate your data effectively.
Create The Automation
Firstly, navigate to Sign Up Forms: Automations > Sign up Forms. Click on the name of the Sign Up Form to open its settings up:
Click on the Admin tab to open Admin Settings:
Scroll down to Copy Sign Ups and select the Contact List you would like your sign ups to be automatically added to where it says "Add Sign Ups To Other Contact Lists":
Important Note
Sign-up form lists are created specifically for their associated sign-up forms and are managed separately from general contact lists. Understanding this distinction can help ensure your data organization aligns with your campaign and marketing efforts.
This will not retroactively add existing Sign Ups to the Contact List, just the future Sign Ups will be added to your selected Contact List.
To add your existing Sign Ups as well, do the following:
Click the Sign Ups tab:
Click the checkbox at the top of the leftmost column to select all (and confirm select all if you have multiple pages of Sign Ups). Click "Add Sign Ups To Existing Contact List"
In the modal that pops up, select the Contact List you would like to add the Sign Ups to and click OK
