ActiveCampaign: Create a new form and set actions
ActiveCampaign
Demo summary
Shows how to navigate to the forms dashboard, create a new form, and configure automatic actions like subscribing to a list or adding a tag upon submission.
Step-by-step
- Click on Website in the main navigation
- Click Create New Form in the top right corner
- Enter a name for the form
- Select a form style
- Configure form actions to determine automatic outcomes
- Select a list to subscribe contacts to upon submission
Options
- Add a tag to the contact
- Add the contact to a deal in the CRM
- Email form submission results to yourself or a team member
Tips
- Name the form according to its specific use case for better organization
Highlights
“we'll look at how easy it is to build a form”
All demos from “ActiveCampaign Feature Demo: Forms [2024]”
- 4:001:09Create a new form and set actionsCurrentShows how to navigate to the forms dashboard, create a new form, and configure automatic actions like subscribing to a list or adding a tag upon submission.ActiveCampaign· Create an email signup / subscription form
- 5:091:17Customize form fields and layoutDemonstrates using the drag-and-drop editor to add headers, first/last name fields, phone numbers, images, and CAPTCHA to a form.ActiveCampaign· Create an email signup / subscription form
- 6:270:30Style and brand the formWalks through the style tab to adjust background colors, borders, padding, fonts, and button styles to match brand identity.ActiveCampaign· Create an email signup / subscription form
- 6:570:33Configure post-submit redirects and double opt-inShows how to set up a thank you message or a URL redirect after submission and how to edit double opt-in settings.ActiveCampaign· Deliver a lead magnet / freebie
- 7:310:33Embed and integrate formsDemonstrates how to access embed codes (simple and full), direct links, and third-party integrations like WordPress or Facebook.ActiveCampaign· Add an opt-in popup
- Watch “ActiveCampaign Feature Demo: Forms [2024]” →
Create an email signup / subscription form
- 4:001:09Create a new form and set actionsCurrentShows how to navigate to the forms dashboard, create a new form, and configure automatic actions like subscribing to a list or adding a tag upon submission.ActiveCampaign
- 5:091:17Customize form fields and layoutDemonstrates using the drag-and-drop editor to add headers, first/last name fields, phone numbers, images, and CAPTCHA to a form.ActiveCampaign
- 6:270:30Style and brand the formWalks through the style tab to adjust background colors, borders, padding, fonts, and button styles to match brand identity.ActiveCampaign