How to create a form in ActiveCampaign

Create a form to grow your contact database and your email marketing list(s).

Take note

  • Inline forms are available on all plan tiers
  • Floating Box, Floating Bar, and Modal forms are available with Plus, Professional, and Enterprise plans
  • The type of form you create determines your customization options

Create a form

Forms are created in the Forms section of your ActiveCampaign account.

  1. Click "Site" on the left menu of your account.
  2. Click the "Forms" option on the Site menu.
  3. If this is the first time you're creating a form, a "Create a form" modal window will appear. Click the "Create a form" button.

    If this is not the first time you're creating a form with ActiveCampaign, click the "Create a form" button on the top right of your screen.
  4. Type the name of your form into the field provided and click the form style you wish to use.
    create_a_form_modal.png
  5. Click the "Action" dropdown then click the action you want to use. You can choose from any of the following:
    • Add a Tag
      Adds a tag to each contact who submits your form.
    • Email Results
      Sends a notification to anyone on your team each time a contact submits your form.
    • Subscribe to a list
      Subscribes the contact to your list. You can use a double opt-in (default) or single opt-in.
    • Add to a Deal (Plus, Professional, and Enterprise plans)
      Creates a deal for each contact who submits your form.
    • Note that you can add as many actions as you like to a form. You can also update actions and add more actions to your form during the form creation process or after it's been published
      select_a_form_action.png
  6. Click the "Options" dropdown to select an option to match your action. The items displayed in this dropdown will differ based on the selected action.
  7. Click the “Create" button.

You can now add fields and customize your form. 

Add fields to your form

Your selected form type determines the types of fields you can use to collect information from contacts. 

Modal, Floating Box, and Floating Bar forms

The information you can collect from contacts using these form types include:

  • Name
  • Phone
  • Email (required by default)

To use these fields in your form:

  1. From the form builder, click the "Options" tab.
  2. Use the toggles in the "Fields" section to make the Name and Phone fields visible on your form.
    Field_toggles.png

Any changes you make to your form will save automatically.

Inline forms

Inline forms offer more variety with the kind of information you can collect from contacts.

For example, you can use these fields to collect additional information from contacts with custom fields (all plan tiers) and custom object fields (Enterprise plan tiers), add images or text to your form, or safeguard your form from spam contact submissions.

The "Fields" tab for this form type has two sections: Standard and My Fields. "Standard fields" are the fields we supply you with. "My Fields" are custom contact fields that you create.

To learn more about fields available with inline forms, visit Form fields.

To add a field to your inline form:

  1. From the form builder, make sure that the "Fields" tab is selected in the right menu.
  2. Drag the field to your form.

How to make fields required on your form

You can make one, some, or all fields on your form required. This means that contacts will not be able to submit your form until they provide all information requested.

Modal, Floating Box, and Floating Bar forms

  1. From the form builder, click the "Options" tab on the right menu.
  2. Click the "Required" checkbox. This is located to the right of the field's name in the right menu.  

Inline forms

  1. From the form builder, click the field you wish to make required.
  2. The right menu will display the fields header, default text, and a required option. Click the "Required" checkbox.
    required_checkbox.png

Allow blank fields to overwrite existing data

By default, each form you create has the "Allow blank fields to overwrite existing field data" option selected. This means that if a contact submits your form and does not complete all fields, those blank fields will also appear as blank in their contact profile record, even if you collected information previously for these fields.

This setting applies to the following field types:

  • Text input
  • Text area
  • Checkboxes
  • Date fields
  • Multi-selection lists

To change this setting:

  1. Click the "Options" tab in the form builder for any form.
  2. Uncheck this option located in the "Advanced" section.
    allow_fields_to_overwrite_exisitng_data_checkbox.png

Change default text and headers for your input fields

You can change the default text that appears in the input fields on your form.

default_text_for_fields.png

  1. From the form builder, click the input field you wish to change the default text for.
  2. Type the new text into the "Default Text" field provided in the right menu.

If you're working with an Inline form, you can also change the field header. This option appears in the right menu when you click the field in the form builder.

Customize the look of your form

You can change the look of your form by adding background images, changing the form's color, changing the font type, and more.

For more detailed information and instructions, visit Design and customize your ActiveCampaign form.

Remove ActiveCampaign branding from your form

By default, ActiveCampaign branding appears on every form you create.

If you are on a Plus, Professional, or Enterprise plan, you can remove this branding from your form.

Lite plans are not able to remove this branding.

To remove ActiveCampaign branding from your form:

  1. From the form builder, click the "Style" tab on the right menu.
  2. Scroll down to the "Miscellaneous" section.
  3. Click the branding toggle to set it to the "Off" position.

Additional customization for Modal, Floating Box, and Floating Bar forms

These form types have additional customization options that dictate when and how the form should appear for site visitors.

These settings are located under the "Options" tab in the right menu of the form builder.

Modal

  • Choose if the form should fade in or no effect
  • Choose if the form should appear when the page visitor scrolls or no delay
  • Hide the form after they interact with the page, show the form once then hide it, or never hide the form
  • Choose how long the form should be hidden for that page visitor

Floating Box

  • Choose if the form should fade in, slide in, or no effect
  • Choose if the form should appear when the page visitor scrolls or no delay
  • Choose if the form should appear on the bottom left or bottom right of the page
  • Hide the form after they interact with the page, show the form once then hide it, or never hide the form
  • Choose how long the form should be hidden for that page visitor

Floating Bar

  • Choose if the form should fade in, slide in, or no effect
  • Choose if the form should appear when the page visitor scrolls or no delay
  • Choose if the form should appear on the bottom or top of the page
  • Hide the form after they interact with the page, show the form once then hide it, or never hide the form
  • Choose how long the form should be hidden for that page visitor

Customize form messages

When a contact submits your form, you can choose to show them a thank you message or you can direct them to a page on your site.

  1. From the form builder of any form, click the "Options" tab on the right menu.
  2. Locate the "On Submit" section.
  3. The "Show Thank You" option is selected by default. Here you can input different text by typing it into the box provided.
    thank_you_message.png
  4. To direct contacts to a URL instead, click the "Show Thank You" dropdown then click "Open URL." In the field provided, type the URL you wish to direct contacts to.
    Open_URL_on_submit_option.png

About the opt-in process

An opt-in is consent from a contact who wants to receive your marketing emails. Usually, contacts provide this consent by submitting a subscription form. If you're using forms to grow your email marketing lists, double opt-in is enabled by default.

You can customize the opt-in process that a contact experiences when they submit your form. This customization is available for all form types.

Here are some additional resources you can use to learn more about customizing the opt-in process:

Publish your form

The "Integrate" button lists all options available for publishing your form.

Modal, Floating Box, and Floating Bar forms

The publishing options available with these form types include:

  • Simple embed code
    Copy the code provided and paste it onto your website to publish it.
  • WordPress
    Use this option to publish the form to your WordPress site using the ActiveCampaign WordPress plugin.

Inline forms

The publishing options available with this form type include:

  • Embed
    Copy the simple or full embed code and paste it onto your website.
    • Simple embed code uses Javascript; any change you make to the form in your ActiveCampaign account will automatically appear wherever the form is published
    • Full embed code uses CSS and HTML. Any change you make to the form in your ActiveCampaign will not appear where the form is published. To publish any form changes, you'll need to repaste this code on your site
  • Link
    This is a direct link to your form. Share this link with potential subscribers so they can complete and submit your form.
  • WordPress
    Use this option to publish the form to your WordPress site using the ActiveCampaign WordPress plugin.
  • Facebook
    Use this option to publish the form to your Facebook page.
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