Subscription Form

Create a subscription form to collect user information, add it to the Contacts List, and use it in future automations and user engagement.

Complete these three steps:

1. Design — Customize the form layout and fields.
2. Field Matching — Map form fields to Contact List fields.
3. Summary — Review and activate the automation.

Design

Use the Design step to name the form, define the data you collect, customize its appearance, and preview it on a mobile device.

1. Enter a form name. Use a name that identifies the form in the platform.

2. Add data collection fields. Define the information users provide in the Data Collection Fields section.

   The Data Collection Fields table includes these columns:

   
   
   
   • Field Type — The type of information to collect, such as Text, Email, or Phone Number.
   • Field Name — The label displayed to the user.
   • Placeholder — Example input text shown in the field.
   • Required? — Whether users must provide a value.

   To further control accepted input for a Text field, open the three-dot menu at the far right. Set the allowed character set and field-length limits.

   

   The menu displays the available character-set and length settings.

   

   The platform automatically adds submitted form data to your subscription list. Map the form fields to the corresponding list fields in Field Matching.

3. Configure appearance settings. Customize the form’s visual design to match your brand.

   Form screen

   Configure the screen where users enter their information.

   

   
   

   Set the following options:

   • Form Header Image — Upload an image that appears at the top of the form.
   • Background Color — Choose the form background color.
   • Button & Text Colors — Set colors for buttons and text.
   • User Consent Checkbox — Add an optional checkbox for user consent or legal compliance.

   Submit screen

   Configure what users see after they submit the form.

   

   
   

   Set the following options:

   • Same Look & Feel as Form Screen — Enable this toggle to use the Form Screen header image and background color.
   • Success Message — Display a confirmation message and choose its text color.
   • Redirect Users to Another Page — Enable this toggle to send users to another page or a follow-up automation.
   • Reaction Time Delay — Set how long the success message appears before the redirect.

Field Matching

Map each form field to an existing Contact List field. The Field Matching table has three columns: Matched, Landing Page Field, and Subscription List Field.

Initially, no fields are mapped.

• Matched — Shows the mapping status between the form entry and a Subscription List field. The default status is Skipped; icon meanings appear below the table.
• Landing Page Field — Shows the names used for form entries.
• Subscription List Field — Provides a dropdown for mapping each form field to a Contact List field. The default value is Select Field.

Select a value in Subscription List Field to view and map the available platform fields. Mapping confirms that the fields are compatible. Submitted data must match the expected field type; the platform validates some types, including phone numbers and email addresses.

Set character-set and length constraints where needed. If the corresponding field does not exist, select +Create field at the bottom of the Select Field dropdown.

After mapping the fields, select Next.

Summary

Review the automation details and choose its activation status. In Automation Activation, select one of the following actions:

• Live — Launch the automation immediately.
• Save as Draft — Save the automation for later editing.

For details about Summary settings, see Summary. After you deliver the automation, view its data and analytics in Interactive Automation Reports.