The Form widget allows you to create a custom sign-up form for your campaign. This form can serve as a simple way to capture emails, or as a survey for your campaign.
Looking to capture more emails without running a contest? The Form widget has got you covered. This widget will allow you to create promotions and newsletter sign-ups that send incentives to your fan’s email address! Whether you’re offering a coupon or an MP3, the Form widget makes it easy to capture emails by incentivizing email list sign-ups!
Just follow the steps below and you’ll be creating forms like a pro!
Make sure that you:
Step 1: Drag and drop the Form widget anywhere in your campaign canvas; this will add a customizable form to your campaign. Below, I am placing the form under a Rich Text Widget, which tells the fan that they will receive a coupon for signing up.
Note: To adjust the size of the form, click and drag the bottom right corner of the form. To move it around the campaign canvas, click the center of the form and drag it to the desired location.
Step 2: Once your form is placed, you can hook it up to one of our four email aggregation services: MailChimp, AWeber, Constant Contact, and Campaign Monitor. If you don’t use any of these services, you can chose to have the emails collected in a CSV file through Heyo, downloadable at any time from the Dashboard.
Note: Even if you choose to have emails go to one of our email marketing integrations, we will still collect emails for you as a back up.
To set up your email marketing service, select the marketing service you use from the list in the content options on the right.
Then, select ‘Connect to ______’ to connect to your email marketing service. This will bring up a log in (and authorize) window. Follow the instructions given to connect and authorize your accounts.
Once you’ve authorized your account, select the list you want your emails to be collected in.
Note: You can find specific instructions on connecting MailChimp, AWeber, and Constant Contact here, here, and here. Please note that the individual widgets for these email marketing services have been removed in favor of the Form Widget, but the connection process remains same.
Step 3: Now, you can customize it using the widget options on the right hand side of the screen. Here you can edit the text of each field by clicking on the existing name, and add new fields to your form.
Note: The fields in the Form widget correspond directly to the CSV for your campaign, so any new form you create will add a new column of data in your CSV file.
Note: If you don’t see the widget options, you can get to them by clicking the form again.
To add a new field, click the ‘Add Field’ button. This will add the new field to the form called ‘Enter Field Name.’ Edit the text as you would with the other two fields.
Note: You can add a check box using the same ‘Add’ option; just change the ‘Add’ option to ‘Checkbox’ using the drop down menu pictured below. Once you add a checkbox, you will be able to choose whether the checkbox defaults to checked or not.
To move a field from the bottom of the list into place, simply click on the field ad drag it into order.
Note: New fields will add columns to your CSV. To download your CSV, containing all of the information on your form, check out Brook’s tutorial here. The Form Widget will generate a CSV no matter what template you use it on.
Step 3: After getting the form to display the text fields you need, you can customize the font color, background color, and font of the form according your campaign’s theme using the Advanced Options section in the widget options.
Note: The background color is not displayed because I have selected a transparent background for my form.
Step 4: Customize the ‘Submit’ button by changing the text, text color, and button color in the Advanced Options.
Step 5: Once you have the form looking the way you want it to look, add a ‘Thank You’ page to the form. Just add the URL to a pre-made ‘Thank You’ page to the URL field in the widget options.
Note: The ‘Thank You’ page will take fans to a separate page based on the URL provided. You can make this ‘Thank You’ page by creating a web landing page with Heyo, or point to a landing page on your website. You can also make a hosted PDF to download or a printable coupon page and point fans to those pages. Once the fan clicks the ‘Submit’ button, what you’ve used for the ‘Thank You’ page will open in a separate tab.
Step 6: Click “Save Changes” in the lower left-hand corner of the settings toolbar.
