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Marketing

Build a form and share it on your website

Create a sign-up form, choose what it collects, embed it on your website or share its link, then see and download the submissions.

2 min read

In short: create a form in Forms, choose what it collects, click Update form, then share its link or embed it.

where to find it

Create a form

  1. Go to Marketing › Forms.
  2. Click Create form.
  3. Type a Form name, then click Create form.

Set it up

  1. Under Details, fill in Message, Submit button text and Success message.
  2. Under Locations and branding, choose Locations, any tags for the guests it captures, and a Brand kit.
  3. Under Questions, turn on the details to collect, such as Phone number or Date of birth. Email address is on already, and you need at least one. Add your own questions if you want.
  4. Under Submission, set Send to inbox, Show terms and conditions and any Redirect URL (your own page guests land on after they submit).
  5. Click Update form.
build it, share it, read what comes in

Share or embed it

  1. On Forms, click the three dots on the form's row.
  2. Click Open and share the form's own page. Or click Embed, then Copy to clipboard.
  3. If you copied the embed code, paste all of it into your website's HTML, such as an HTML or code block in WordPress.

See submissions

  1. Click the three dots on the form's row, then Submissions.
  2. Search or use Filter.
  3. Click Download to save them.

Send sign-ups a welcome email

  1. Give the form a tag under Locations and branding, so you can also build an audience on it.
  2. Create a workflow with the trigger Form Submitted and pick this form.
  3. Add a Wait step if you want, then a Send Email step. See set up an automated workflow.

Check it worked

Click View form to open the live form. Fill it in yourself, then check your entry appears under Submissions.

If it does not work

  • Text went missing: edit the form in one tab only. An older tab left open can save over newer changes. Fix the text, then click Update form.
  • Nothing in your inbox: turn on Send to inbox. Submissions also stay under Submissions.
  • Sign-ups come from another system: use the form's link or embed code where you can. Otherwise use Zapier, and tag those guests so you can find them, or have your developer use the Stampede API.

Good to know

  • You can only search or build audiences on details you collect, so ask for them on the form.
  • Show terms and conditions is on for new forms. You can edit the Terms and conditions text, for example to link your privacy policy.
  • Delete removes a form for good, and Clone copies it.
  • The Custom questions tab shows the answers to your own questions.
  • Only Admin, Moderator and Marketing can see Marketing.

Still stuck, or have account-specific questions?

  1. Log in to stampede.aiWith your usual details.
  2. Hold Command, press /On Windows, hold Control (Ctrl) and press /.
  3. Ask the agentIt answers about your own venues and account.
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