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hello vipers let's talk about how to

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make a signup form so signup forms are

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ways that you can easily have people

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fill out a preset form of information

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and when they fill it out you get an

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email notification telling you that

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you've got a new sign up form

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submission uh with all that information

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plus they that information is then added

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to VIP Cloud if there's not already a

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contact for them then you'll have a new

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contact record for them if not then

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their contact record will just be

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updated uh so to get here first of all

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you just log into VIP cloud and on your

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left sidebar you will see sign up forms

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you click on that if you have any forms

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that have already been made you'll see

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them listed right here and if you need

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to create a new one go over here to this

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plus button right here give it a new

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name

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hit create signup form here looks like

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already got one of those I'll make this

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number

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two and now um you can start to build

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out your form now we're not going to go

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through every single tab here in detail

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because there will be separate help

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center articles on those we're just

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going to talk about the basics of how to

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make a basic form but uh right here is

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where you can go to add stuff to your

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form and then here's where you can

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customize and tweak your form itself so

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uh right here for instance under cont

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add contact field these are going to be

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Fields uh things like first name last

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name email that already exist in the

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system and then we got create field per

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form which is a little bit different so

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we're going to talk about that in a

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second but um what I would recommend is

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just first going here and seeing you

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know if you want to add first name last

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name so on and so forth you could just

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look here first and if if the option

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exists then that's usually going to be

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your best bet for how to collect that

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information so we got first name we've

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got last name

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email and as a little Pro tip too you'll

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see this little search bar right here so

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if you're looking for something um you

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don't really have to go searching for it

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a ton you can just find it right here so

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for instance by start typing in title

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what they we go we've got a standard

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contact field for title also note here

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that you got custom contact Fields so

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any custom fields that you have made in

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the system uh will be available here if

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you don't find it um but that is a

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custom field that you want go ahead and

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make that custom field in the system and

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then you'll find it available here after

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it's been

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created so we got the basics here that

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we're looking to collect um now at least

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as far as the as the contact Fields go

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now the these create fields for forms

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these are basically like temporary

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fields that you make with just

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explicitly for this sign up form itself

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um so for instance if you got like uh if

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you're a subuser of an of in a larger

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account with you where you have an admin

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uh and that admin is not able to make a

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custom field for you this is a great

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solution where you can just make a field

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that will allow you to collect that

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information for the purposes only of

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this signup

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form um and so you can go also actually

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another example too that is useful here

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is let's say you might be the admin but

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this data you're looking to collect is

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really only useful in this one instance

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and therefore isn't really worth

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creating a custom field over so like as

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an example if you are organizing a uh

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you know a company event and everybody

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gets a T-shirt and you want to collect

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who's going to be attending and what

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size t-shirt they

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need it's probably not worth creating a

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custom field for some for every contacts

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uh T-shirt size so in this case you

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could just use that for this and

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actually let's just uh even do that

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right now so this is just like creating

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a custom field you're able to choose

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what type it is in this case I'm going

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to go with with a text just to make this

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really

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simple so we

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got add the hypen T-shirt size and there

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we go now we have a form field that has

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a text type of T-shirt

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size over here we've got consent Fields

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this is where if somebody is signing up

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for something where it is appropriate

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for them to agree to your privacy policy

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your terms or service both or also maybe

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you um want them to opt into texting so

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you have that that uh that record of

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them having agreed to that you can add

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this right here so let's uh choose that

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right

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there

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and

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let it okay you know what probably not

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really worth that doing this instance

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right here but you able to add those

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consent fields and then lastly section

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headers are another thing that is

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available and actually this is a great U

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opportunity to reorder this because

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maybe I want this T-shirt size to kind

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of fall under those more details and

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we'll see what this all looks like uh in

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a

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second so uh a couple of other options

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that you have here are things like they

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uh you can you can collect a payment

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through PayPal right here uh we're not

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going to go into details into this right

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now but then form details and this is

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where you can just kind of customize the

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look and feel a little bit so for

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instance maybe we don't want the call to

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action to say sign up but maybe it

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should should say

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register and we'll see what that looks

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like in a little bit um you can

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customize the button type here with a

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bunch of different

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looks you can give it a dark mode theme

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if that will fit with your website

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better you're able to have a capture as

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well and then here's also where we're

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able to choose either what is

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said uh was displayed as a thank you

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message when they have when they submit

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it or alternatively you can also

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redirect them to a new

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page now under the landing page this is

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where if you are using this link right

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here to uh share it as a standalone

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landing page it's not integrated with

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your website but you just need to be

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able to share it with this link right

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here basically if you're not a website

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owner then this is the best option for

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you whereas if you are a website owner

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and you want this to be fully embedded

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into your website you can use this this

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if frame code here to uh to integrate it

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into your website and of course reach

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out to us if you have any questions

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about how to do that we are more than

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happy to help also just to illustrate

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this if you're a little bit confused by

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the difference here this tab right here

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shows a an actual VIP Cloud um you know

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page that we use for campaigns that has

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a fully

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integrated signup form that were that is

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being integrated using this method right

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here now um as a as an example of the

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alternative not sure why this is popping

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up right here you are able to use this

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landing page link right here I'm going

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to use this preview to show you what

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that looks like so this is what we have

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so far a fairly basic page but will get

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the job done and as soon as you start

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building this stuff that link is active

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and working right

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away now we're going to head back here

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and let's just customize this a little

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bit so we're going to give it a a page

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title I don't know how to spell pnic

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okay there we

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go and let's give it a quick Banner

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image I'm actually you know what here

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I'll just use this right

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here this might look a little bit funky

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but we're just going to throw this

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together on the Fly and you can give a

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background image too to uh you know give

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it a nice more colorful look let's save

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this and refresh this and here we go so

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we're starting to see this come together

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with a an image with a header you can

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give it a description this description

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here by the way too can can have videos

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you can really um build it out quite a

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bit um

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automations again we're not going to go

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into this into too much detail here but

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this is where you go to create an email

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that automatically goes to people when

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they fill out the form um or you can

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schedule sends to everybody who signs up

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like for a

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webinar under this admin tab here's

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where you can control things like you

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know maybe you want the if this is for

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capturing leads and you want to go to a

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team of people here's where you would go

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and do that you can also have alerts

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that are set to go to other users or

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also contacts that are in your system

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they can receive that completion alert

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when people fill out the

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form and also you can have signups go to

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contact lists automatically like for

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instance for a newsletter if you want

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everybody who fills out a um who who

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every every lead basically to just

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automatically find their way onto your

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newsletter list this is where you would

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do

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that under this signups is where you'll

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see a list of everybody who has signed

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up or who has completed this form

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there's also a button right here to

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quickly send a mass email to everybody

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who has filled out your form and lastly

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here under analytics is where you'll see

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a breakdown of everybody who has viewed

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your form versus completed

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it just taking a minute to load here

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there we go so we can see this has been

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viewed three times so far with zero

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completions

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um so yeah that is pretty much the uh

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the breakdown of how to get things uh

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started with your signup form there's a

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lot of stuff that can be done here our

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forms really are uh you know that have

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quite a bit of capability to them so

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it's possible that there are things I

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haven't addressed here uh directly um

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check out our what's the flow series and

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our health center for more information

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on our sign forms and of course always

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reach out to us um if you're not able to

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find what you're looking for we are more

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than happy to uh get you squared away

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thank you