Sign up forms let you easily collect contact information, trigger automations, and route new leads or clients to the right place in your CRM. You can read this article for step-by-step instructions, or scroll to the bottom of the page to watch the recorded training video. Click here to go straight to the video.
Accessing Sign Up Forms
Timestamp: 1:18
Open the Automation tab in your left sidebar.
Under Lead Capture, click Sign Up Forms.
To create a new form, click the Create button.
Name your form and choose a Form Type.
Form Type Options
Lead Capture - Collects contact information and can trigger automations. This is the most common form type for contact us pages, event registrations, and general lead capture.
Sale / Donation - Works similarly to Lead Capture, but the final step collects payment through PayPal.
Category Quiz - Presents questions that place someone into Category A/B/C/D based on their selections.
When in doubt, choose Lead Capture.
Adding Fields To Your Form
Timestamp: 3:39
This section determines what information your form collects. For a detailed walkthrough of this section click below:
Contact Fields (standard + custom fields)
These map directly to the contact’s record in your CRM.
Includes fields like First Name, Last Name, Email, Phone, and any custom fields you have created.
When someone submits the form, this information is added to their contact record or updates the existing one.
Create Field For Form
One-off fields specific to this form only.
Data collected here does not become a system-wide custom field.
Useful when:
You are a subuser and cannot create custom fields.
You only need this data for a single event or situation.
Consent Fields
Add checkboxes for:
Privacy Policy
Terms of Service
Both
Texting Opt-In
Use these when collecting information that requires explicit consent.
Section Headers
Helps organize your form visually.
Useful when collecting several pieces of information.
Form Details & Styling
Timestamp: 5:39
Here you can control how the form appears to the person filling it out.
Adjust the Call To Action (for example, change “Sign Up” to “Register”).
Choose a button color or enable Dark Mode to match your website’s design.
Enable Captcha to reduce spam submissions.
Set your Thank You Message or redirect users to a different page after they submit (commonly used for conversion tracking or next steps).
Sharing Your Form: Landing Page vs Embedded Form
Timestamp: 6:57
There are two ways to share your form:
Landing Page Link
Accessible directly through a shareable URL.
Shows the full landing page, including banner image, title, and description.
Use this if you do not have a website, or if you simply want a quick, standalone page.
Embedded Form
Use the iframe embed code to place the form directly into your website.
This version displays only the form fields (no banner image or page description).
Ideal for contact pages, event pages, or other website-native experiences.
Customizing the Landing Page Look
Timestamp: 7:37
If you are sharing the landing page link, you can customize:
Page Title
Banner Image
Background Image
Page Description (supports text, images, and video)
Refresh your preview at any time to see updates instantly.
Automations
Timestamp: 8:49
A dedicated video and article cover automations more deeply, but here are the basics:
Automatically send an email to the person who fills out the form.
Schedule follow-up messages (example: webinar reminders).
Trigger other workflow steps immediately after submission.
Click below for a detailed walkthrough of Sign Up Form Automations:
Admin Settings
Timestamp: 9:15
This controls internal behavior after someone submits the form.
Assign signups to a specific team or user.
Add completion alerts for teammates or contacts.
Add signups to a Contact List automatically
Example: adding Contact Us submissions directly to a newsletter list.
Viewing Signups
Timestamp: 10:13
Go to the Signups tab.
View all submissions for this form.
Click any entry to open or edit the created/updated contact.
Use Send Email to message everyone who filled out the form.
Analytics
Timestamp: 10:40
The Analytics tab shows:
Number of form views
Number of completions
Trends over time (useful for testing layout or CTA changes)
Watch the Training Video
A full walkthrough of how to create a sign up form is available at the bottom of this page.
Transcript
Transcript
0:01
Hey everybody, my name is Drew. So, have
0:05
you ever needed a simple way to capture
0:07
the information of leads or your clients
0:12
and to just get them into your CRM and
0:15
potentially make some things happen
0:17
automatically once they fill out that
0:19
form? Well, as you might have guessed,
0:21
sign up forms are the way to uh to do
0:24
this. and we make signup forms quite
0:27
simple in our system and there's also a
0:30
lot of really cool and powerful things
0:32
that can be done with them. So, in this
0:35
video, we're going to give a quick
0:38
overview of signup forms. Just
0:41
basically, you know, give you the basics
0:43
to be able to to confidently create a
0:46
form. And there's going to be additional
0:50
videos that go into more details
0:54
on various aspects of signup forms
0:56
because they can after all do quite a
0:58
bit. So, let's jump right into it.
1:04
So, sign up forms because they are a way
1:08
to create uh like there's a lot of
1:12
automations that are that are driven
1:13
from them and it's kind of an automatic
1:16
contact creation in your system. You're
1:18
going to find them under the automation
1:20
tab in your left sidebar. And then in
1:24
that menu under lead capture, you'll see
1:26
signup forms.
1:29
So when you are creating them, you can
1:32
hit this green create button or if you
1:35
have an existing signup form in your
1:38
account that you want to work with,
1:40
you'll find all of your existing signup
1:42
forms in this table and you can edit
1:44
them from clicking on that on their on
1:47
its sign form title.
1:51
But we're going to walk through the
1:53
creation process really quickly before
1:55
jumping into an existing form that I
1:57
have already made. So when you click on
2:00
that create button, a menu pops up. You
2:04
can name your form and then also choose
2:07
a form type. Now
2:11
when in doubt, it's the lead capture
2:14
form that you're going to be wanting. As
2:17
you can see right here, it says they can
2:19
collect contact information and trigger
2:21
automations. So, this is going to
2:24
basically be if I want to have somebody
2:26
fill out a form and um be added to my
2:29
CRM, potentially have automations
2:32
triggered, it's going to be that lead
2:34
capture form. So, a contact us form uh
2:37
on a website or even like an event
2:41
signup that the lead capture form is
2:43
going to be what you're going to want.
2:45
that sale donation.
2:47
This acts quite similarly to the lead
2:51
capture form except instead of the final
2:55
call to action being sign up, it's going
2:58
to be, you know, enter your payment
3:01
information. And we have a dedicated
3:04
article on on that. It's powered by
3:08
PayPal um and is uh is pretty cool. And
3:13
then lastly, we've got category quizzes
3:15
where it's um you know, am I personality
3:19
type A, type B, type C, type type D. Um
3:23
based on you know, answering questions
3:26
basically. It's that kind of a uh that
3:28
kind of a quiz, but we're going to focus
3:31
on lead capture since that's by far the
3:33
most popular um or the most common
3:36
signup form type. So now we're going to
3:39
just jump right over into
3:42
an existing form that we have right
3:45
here.
3:47
So it when you scroll down uh here,
3:52
you're able to add the fields to your
3:55
form that's going to make up what that
3:58
form is collecting. you'll see in your
4:01
account that there's this blue bar over
4:03
here that that links to a help article
4:06
that covers in depth the different items
4:11
that you can add here. So, uh if this
4:14
video itself doesn't answer all of your
4:16
questions, just click right there and
4:19
you'll get uh even more information.
4:21
But the general gist here is that this
4:24
drop down here for add contact field,
4:27
this is going to be all of your standard
4:29
contact fields and custom fields that
4:32
are in your account. And with these
4:35
field types, when people submit that
4:38
information, that's that information is
4:40
going to go directly onto their contact
4:42
record. It's going to be like the the
4:44
data associated with their contact
4:45
record. But this create field for form
4:49
is more of a field that is just only uh
4:54
associated with this signup form and is
4:57
um it's basically oneoff information
5:00
that you're just collecting from this
5:01
form. You've then also got consent
5:05
fields for as you can see privacy
5:07
policies, terms of service, both of the
5:10
above text optin. Um, so these are check
5:13
boxes for uh agreeing to uh that kind of
5:17
information. And then you've got section
5:19
headers that are that just make your
5:22
form easy to read, especially if you
5:24
have lots of information that you're
5:26
asking people.
5:28
So just click on these drop downs, click
5:30
on what you want to have added, and
5:33
you'll start building out your form like
5:35
you can see right here.
5:39
Now under the
5:41
form details, this is where you can
5:45
tweak your form and how it is displayed
5:48
like your call to action. By def by
5:52
default, it'll be sign up, but if it's
5:54
an event registration, maybe you'll
5:57
change this to register for the event.
6:01
and you're able to change the color, put
6:04
it in dark mode if you're uh if you're
6:06
embedding in your website and your
6:08
website has a a dark uh color scheme.
6:12
You can add a capture if you're
6:15
concerned about bots.
6:18
And then you can also adjust your thank
6:21
you message.
6:23
You know, you can prompt people with the
6:25
uh next steps to that they can expect
6:29
or you can also
6:32
redirect people to a new page.
6:35
Whether that's a uh thank you page for
6:37
tracking conversions
6:39
or it's simply handholding people into
6:42
the next step, you can simply put your
6:44
uh URL there.
6:48
Next, we're walking over to the landing
6:51
page.
6:52
Now, this and um these are the tabs that
6:55
we're walking through here. So, the
6:57
landing page tab
6:59
um this right here is um if you are
7:05
sharing your form as a landing page,
7:08
which actually will make a little bit of
7:10
sense. If we look up here, you can see
7:11
the different ways you can share your
7:13
form. And you can share it as a landing
7:15
page with this link right here. So it's
7:17
just a direct link to your form versus
7:20
embedding it into your website.
7:24
So for instance, this will make sense
7:26
here where if we click on this preview
7:28
button to take a look at the form
7:31
itself, this is that standalone landing
7:33
page. And as you can see, like this is
7:35
the image that I have in there
7:38
um with the title and description right
7:41
there. See how we've got that image in
7:45
the banner image? We've got the page
7:47
title that I've entered right here. And
7:50
we got the page description.
7:54
So that this all appears if I am sharing
8:00
this form as a landing page link.
8:05
But if I were to embed this into my
8:09
website like so, this is actually not
8:12
the exact form, but this is a VCloud
8:15
form that has been embedded into our
8:18
VipCloud website.
8:20
you'll see that it's a much simpler
8:22
display
8:24
because it only shows the form itself
8:28
like just the fields and the call to
8:30
action to submit
8:32
um the capta if uh if you're putting it
8:35
if you're putting a capture in there.
8:38
Um just that portion of it will be what
8:43
is uh what's actually embedded.
8:48
So, you got all the all of the settings
8:50
for this. Uh, under the automations,
8:55
um, there's going to be a dedicated
8:57
video for all of uh, the automations,
9:01
but here you can tee up emails and much
9:05
more to respond or things that can just
9:09
take place automatically when somebody
9:12
fills out the form.
9:15
Under the admin tab,
9:19
we can control who is assigned these
9:23
contacts when they fill out the form.
9:28
You can control the alerts to other
9:30
users or also to set contacts
9:35
when people fill out the form.
9:39
And also
9:40
you can add uh signups to additional
9:44
contact lists when people fill out the
9:46
form.
9:48
And this is actually quite popular
9:50
because perhaps when when people fill
9:53
out your contact us form on your
9:56
website, maybe you want those people to
9:58
be automatically added to your
10:00
newsletter. Well, this is the setting
10:04
where you can have people added to an
10:06
additional news uh contact list like
10:09
your newsletter.
10:13
Under signups, this is where you're able
10:15
to see everybody who has filled out your
10:18
form.
10:20
You'll see a list of all of the contacts
10:22
um who have uh who have done that. And
10:26
additionally, you'll see right here
10:28
under send email or in the upper right
10:30
corner, there's a a send email button to
10:33
be able to send a message to everybody
10:37
uh quite easily.
10:41
And then lastly, we have our analytics,
10:46
our analytics tab. And this is where you
10:50
can
10:51
track the trends of form views versus
10:54
form completions. All right, here.
11:00
All right. Well, that about does it. Um,
11:03
yeah, our signup forms can do a lot. If
11:06
this doesn't answer all of your
11:08
questions, there's going to be
11:10
additional videos and articles that go
11:13
through some of these uh some of these
11:17
features in in more detail. So, hope
11:21
this helps. Thank you so much.