Subscription Form Automation enables businesses to collect user information via a customized web form. The platform adds gathered data to the Contacts List for use in future automations and user engagement.

Complete three steps to create a Subscription Form:

1. Design - Customize the form's layout and fields.
2. Field Matching - Link form fields to the Contact List.
3. Summary - Review and activate the automation.

Design

The Design step includes:

• Form Name – Identifies the form.
• Data Collection Fields – Define user input fields.
• Appearance Settings – Customize branding, colors, and the button.
• Preview – See how the form will look on a mobile device.

1. Form Name: Enter a Form Name to identify it within the platform

2. Data Collection Fields: The Data Collection Fields section defines what information users provide.

   The Data Collection Fields table is composed of the following columns:

   
   
   
   • Field Type – Text, Email, Phone Number, etc.
   • Field Name – Label displayed to the user.
   • Placeholder – Example input text.
   • Required? – Determines whether the field is mandatory.

   Additional settings give you tighter control of the data entered. For a Text Field Type, you define allowed character sets and field length limits using the three-dot menu at the far right.

   

   The three-dot menu displays the character set options and length settings shown below.

   

   Form data populates your subscription list automatically. You keep the form and list aligned to make the most of both. This leads to Field Matching.

3. Appearance Settings: You customize the visual design of the form to match your brand in this section. It includes two parts:

   1. Form Screen – Customizes the initial form layout where users enter their information. This is the main interface where users input their details.

      

      
      

      You configure:

      • Form Header Image – Upload a custom image that appears at the top of the form.
      • Background Color – Set a color for the form's background.
      • Button & Text Colors – Adjust the colors of the form's buttons and text.
      • User Consent Checkbox – Optional checkbox for user agreement or legal compliance.

   2. Submit Screen: The Submit Screen defines what happens after the user submits the form.

      

      
      

      You configure:

      • Same Look & Feel as Form Screen - If you want to use the same parameters as the Header image, and background color of the Form screen, enable the toggle.
      • Success Message – Display a confirmation message after submission and define the text color of the message.
      • Redirect Users to Another Page – Toggle on to send users to a new page or follow-up automation.
      • Reaction Time Delay – Control how long the success message appears before redirecting.

Field Matching

In this step, you map form fields to existing fields in the Contact List. Each form field matches to a Subscription List Field in the platform. A three-column table establishes the match between form entries and Subscription List Fields.

Initially, no match is established and the table appears as follows.

• The Matched column shows the condition between the Form entry and a Subscription List Field with a default value of Skipped, as shown by the icon meanings underneath the table.
• The Landing Page Field column shows the names used in the Form entries.
• The Subscription List Field column has dropdown menus for matching form fields to Contact List Fields. The default value is Select Field. You click Subscription List Field to match fields between the form and the platform. The platform will display the existing fields.

This match tells the platform that the fields are compatible. All data collected through that field must match the expected type. The platform enforces validation on some field types such as phone numbers and emails.

You also set constraints through character set and length limit settings. If a form field does not exist in the platform, you create it during matching. You use the +Create field option at the bottom of the Select Field dropdown menu.

After you complete Field Matching, you select Next.

Summary

In the Summary step, you review the Automation Details and set the desired activation. In the Automation Activation section, you pick one of two actions: Live to launch immediately or Save as Draft to keep it for later editing.

The Summary section in the Automation Elements covers Summary step settings. You view data and analytics in the Interactive Automation Reports section after delivering the automation.