Transcript
In this video, we are going to cover how to create a signup form.
So we're going to go to marketing and then landing pages and forms which allows you to have these two buttons right here.
So we have a create new landing page or create new embedded form.
We're going to start off with the new landing page.
Once you've created your new landing page, you have the option of the Builder two point o or the Legacy Page Builder.
We're going to start off with the Builder two point o.
So we're going to go in and create that page.
From there, you're going to want to build out your how you want it to look.
So for this video, we're going to just have it set up as a one row, one column and then we're only going to have that full width.
Now, you can go in and add your element.
When you go down, you're going to end up selecting the add input and then you're going to end up selecting the field type.
Anything here on the contact custom field is going to end up applying to that contact record directly whereas anything on the custom field here will only apply in terms of the sign up form itself.
So all of this information here will end up being, only on that sign up form, whereas this will be in the contact custom field.
You can create the contact custom fields in your settings, which we can cover in another video.
So we're going to select your field, select name, and then you're able to change the style.
So since this is the name, you have the option to require both, have it separate, or put first.
And then you can have the option to make it required which will show for them that they cannot submit it until that is filled.
Then you're able to change the label style.
So this is the example of the floating, the inline and then above the field.
So that's just changing where that label is.
For the sake of this video, we're going to have it floating and then you're able to change like the margins and things like that.
So if I wanted a very large margin, very large padding, I absolutely can and then you can round it out, in terms of how this element is going to look.
Once we go in and add that name, then we're going to want to add another one.
We'll go in, add another element, add the input, and then we're going to select that field and then we'll do an email.
So you'll do this for every single thing that you're going to want to, obtain from your users, whether or not you have, this be entirely full width or if you want the section to be differently.
Let's say we'll do medium so that we can change that padding, make it look a little bit better.
Okay.
Now once you have your form fields here, you're going to click add element and this is where you're going to want to select your button.
So when you have this button, you're going to be able to click submit.
You can have it change something else like sign up.
You can have subtext, free pizza.
And then you have the option to either opt in, go to, open pop up, scroll to section, or download file.
Now for this sake, we're going to do opt in.
You have the option in the two point o builder to have them opt in only to the page or you can have it selected to a specific list.
Once you have that set up, you can also select the option to have them redirected from this sign up to a different page that can also be set up in the list itself, in terms of a redirect once they have done.
So once we have this all together, you're able to kind of look at that page and see that this is what the sign up will look like.
Now another option is is you can change this button and instead of opt in, you can do that go open pop up.
In this pop up, this is where you can create that sign up form again.
You'll follow the same exact steps, create your rows, your sections, and your columns, and then you're going to want to add those form fields again.
So you want to manually add each of your form fields that you would like to have, and then click the wrong thing, which is an easy fix.
So we'll go in, add that element, contact name.
And so since this is in the wrong place, we're just going to move that up.
There we go.
And then we're going to add another element.
There we go.
Input and then we're gonna select that email.
So you're able to select in the two point o build page builder.
You can have either inline, directly built on to the page or you can do this pop up option.
Now, the pop up is only going to be on the page itself.
It's not going to carry over into other pages.
Of course, you can always go in and save this, save the pop up in terms of, going in and click save, and then make this a global block or just have it a save section so you can easily recreate it on another page.
But ultimately, it is only, locked to this page specifically.
Now, now that we have the two point zero sign up, we're going to go back in, create a new landing page, and we're going to do the legacy page builder.
So, we're going to create a new blank page.
Here we go.
And then add section.
So once you're here, you're able to kind of type in what you're looking for and in this case, we're doing a sign up.
So we have the list sign up which is a simple inline one.
We have the two step which is going to have the button and then you're going to have this pop up or you can have a simple, horizontal one.
Now, when we go in and customize the list sign up, you're able to have default or you can have that box and media look.
You can also decide whether or not you want your text to be above the form to the left or to the right.
So you can customize it quite a bit in terms of how you want it to look.
So we can have no radius, medium or large, or large.
So as you can see, it's going to customize that a whole bunch.
And then you can decide whether or not you want additional padding above, or below.
That's just going to make this area here a little larger.
Then you can select your image.
So we'll find one of this really cute puppy.
So now we have this cute little image, or you can decide to have it on the background.
So say we don't like the image on the right side and instead we want to end up adding it as a background image.
So you can add that little puppy and it'll show in the background, as long as you have this style set as custom.
So once you have it set for custom, then you'll be able to have that custom image as well.
Otherwise, it's going to take on the colors of your theme which is being phased out.
You can also select a background video.
So you can decide on doing a video instead of an image and then you can have an overlay as well.
This can be great in terms of like if you don't want the video or this image to be taken apart from all of this, and you want these words to be a little bit, easier to see, so you can just add a little bit of a overlay.
And then you can just kinda change the opacity here.
And then you can also change the color in terms of maybe we want more of a pink.
So lots to customize there.
You can change the heading color.
Say we want the heading to be black, and then the text color can be a different color as well, which is not there we go.
So you can customize all of those options.
You can decide your width.
Again, this is going to be similar to that two point o page builder in terms of having that extra space left and right And then you can decide whether or not you want vertical spacing as well.
And then here is where you're going to customize it further.
So like the two point o page builder, there is only the contact fields and then the regular fields.
In the, legacy page builder, it's only gonna show up on the contact custom fields.
So you're able to have that name, your email, and you can if you want, you can have the additional fields that you have already set up in your account.
You're able to have just first name, the one field option, or you can have two separate fields for name and last name.
You can customize your button.
So let's get pizza.
And you can decide your width.
So whether you want it to be standard, which is meaning that it's not going to really have anything too extra outside of what is covering the text or if you want it to take up the full space, Then you can decide your button size whether it's going to be large, medium, compact, or small and that's just going to decide how big the text is going to be, and kind of shrink it down a little bit.
You can change the color.
So if we wanted it to be a different color than what is already set up here, as well as the text color.
So you can customize those quite a bit as well.
Let's make that look a little bit better.
And then you can have the change of either have it in outline where only that color here is going to show around the text or you can have that to be solid.
You can also customize this message in terms of like warning them that they can unsubscribe, as well as having the fields either above the place, of the field or you can have it in line similar to how we had it previously.
And then you can add additional content in terms of a button overlay media, all of that and then we'll do another one.
We'll do the two step.
Now, with the two step, it's going to have this button, that you can decide whether or not you want it to have this.
If you don't want to have your own button, so let's say this button here.
So it says, I want it.
So we want to customize.
Where did it go?
I want it.
Now if we customize this and we keep it blank, we can still use this two step sign up form.
The only thing that's gonna change is click save.
We're going to want to create a button somewhere else.
So we'll go to buttons, and then we'll go here, call to action.
I want pizza.
You'll click your link and then you're gonna end up going on to your on page items and that's where you're gonna click that two step sign up form to be able to utilize your own button rather than the one that's already been created.
So you can do this where anywhere on your page when using the legacy page builder.
Click save real quick and then we go back here and this is where you're going to be able to customize this.
Now the two step sign up form is going to be more of a pop up, which is again only going to be on this page.
It's not gonna be able to be utilized in other pages unless you save it as a template.
So if you save it as a template, you can easily recreate it on other pages.
But essentially it'll only be on this page specifically.
And then you're able to customize this as well, very similar to how you had on the other one.
And then our last option is that horizontal, Horizontal and you're able to customize that again.
You're going to have your media.
So let's just pick our pup, which is going to show right here on the left.
You can change again to the custom if you want it to have like an image behind it.
Otherwise, it's going to do your default or alternate settings and then you're able to do the, the video background again and then the spacing.
All of these are essentially the same.
It's just going to have a different look.
Now, that's the two full landing page sign up forms.
Our other option is that embedded form.
So when you click that embedded form, you're able to have a couple of different previews of different styles and once you select one, you're able to just click the name and then create the page.
Now, I've already created one here.
Now, once you've created your page, you're able to go ahead and change the template.
So say we don't like this Aurora, template and we'd like a different style, you can do your bespoke, Andy's serenity, Righty, Plain.
So you have all kinds of different ones that you can kind of try out.
This may look different, depending on when your account was created.
Some of these templates have been phased out, but typically the bespoke, Andy's, Serenity, and the Aurora are ones that are often into the accounts.
Now you have the option to do the image as the full background or just the top portion, and then you're able to do like the rounded corners on the form inputs which are going to apply here.
So right now it's small, you can do medium, and then you can do large, and then you can do an outline as well.
So we have medium, small and that is just going to apply on the outside edge.
You can customize your text colors.
You have your heading colors, your text color, form field, background.
All of these options are going to end up pulling from your style guide as well as the standard ones.
So once you've had your style guide set up, you'll already have this option, to pull right into your sign up form.
Now here, we're going to add our field.
So we have that contact custom field like we've talked about before and then this is going to be similar to that two point o page builder where you can add custom fields that are not on the contact record.
Those again are only going to stay connected to this sign up form and are not going to apply onto that contact record.
Then we go into our settings where we can customize those and we're able to either decide for it to be inline, which is gonna be on the page itself, a modal, or a slide in.
So you have two different ones.
These are the pop up styles and then this is the inline where it's gonna be inside the page.
This will be right in the center of the page when it pops up and then this will slide in on the bottom, or on the left.
And then you can decide how you want it to be in terms of restricting the view.
With the embedded form, you can have only the desktop, only mobile.
You can change how often you wanna show it to the same person and then you can change the conversion action as well.
So if you change it from the opt in to a list and say you go to the go to an order form, go to a URL, or no action, it will actually not be a sign up form any longer.
It will just be a pop up option for them to have a button to go to whatever action you've selected.
Then afterwards, you can have, custom after conversion settings, and then you can decide how you want it to be triggered.
So with the, classic page builder, you don't have the option to customize them in terms of, like, page load, exit intake, intent, scroll percentage, time, or manual.
Whereas if we were to go to our two point o page builder, here for example, go in and edit and we go into that pop up, we're able to do those advanced settings which allows you to decide when you want it to show similar to how you have it onto the embedded page.
So this is gonna be manual Simplero how with creating a button over here.
It's a trigger the pop up form and then you have time.
So based off a specific amount of time, scroll percentage, exit intent, which means once somebody lifts their mouse up this way as if they're gonna exit out of your view, then they're going to automatically have that pop up or you have it right at page load.
You can also have that teaser mode, which is gonna allow you to have something in the corner, that's gonna say like, hey, check this out.
And they can close down their pop up but reopen it later.
So we're gonna click save.
Now, once we have our sign up form and we're happy with it, you're gonna want to take this embedded code.
The embedded code is required in order to utilize it because this embedded form is not able to use by itself.
If you try to share the link for this embedded form exactly, it'll show this example page which isn't quite ideal.
So we're going to copy this embedded form, copy it here, and we'll go to our two point o page builder for example and we're going to just add an element and you'll do an HTML element and you'll paste that here so that once you have that pasted there into it, then we can go here.
And what are our settings?
I forgot what we switched it to.
Exit intent.
Okay.
So once you have it saved, once your script is ready and in this page, we're actually gonna change that to page here we go.
Okay.
Now, I see this little, widget that's gonna show us our page.
There we go.
Now, we can see that our embedded form is there.
So you can add this embedded form either on this two point o page builder through that HTML element or if we were to go here to our legacy page, click edit.
We'll actually want to use a script.
So you click script and you'll add that there.
Click save.
So when we go here, we can see that widget again and we can pop it up.
Now if you want it to be a manual, in terms of you want it to be, the button is to trigger it, and they have to decide that directly.
You can click this manual trigger.
When you do this, you'll actually want to, copy this aspect right here.
We'll just copy all of it but you only want the hashtag number and you'll actually connect it to a button.
So if we were to edit this, say we wanted this and we're gonna go to and we're going to copy that.
So now we have this landing page, now we're going to publish it.
So if we go in and we're able to trigger that there and we're going to take that same knowledge.
So we're going to copy that coding, go into this one and we're going to update our button here And instead, we're going to link that.
Click save.
And then now you can trigger it that way as well.
So that's how you'll be able to manually trigger it, as well as add that embedded code and, embedded form onto both the legacy page builder as well as the new page builder.
And now you should also know how to create a landing page, sign up form both on the two point o page builder and the legacy page builder and, of course, with the embedded forms.
If you have any questions, feel free to reach out.
How To Videos
Contacts
1:00:29
0 / 8
Marketing
50:34
0 / 6
Sites & Landing Pages
1:04:40
0 / 7
Sales
44:17
0 / 6
Content
1:15:35
0 / 8
Automating things in Simplero
37:08
0 / 6
Designing Sign Up Forms
Bookmarks
There are multiple options when it comes to creating an opt-in form in Simplero. We go in detail on the help guide Create a List Opt-in Form.
Specific info about full landing pages can be found on our dedicated help guide Full Page Landing Pages, while we explain how to set up embedded forms on the help guide Embedded Landing Pages.
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I'm wondering what the 2 step signup form looks like and should be selected under new builder 2.0?
Hi Miia! In Builder 2.0 you'll find a few 2-step signup form templates you can start from. When adding a new section, scroll down to Popup and click on the 2-step signup popup template. You can use it both inside of a popup or add it anywhere on your page.
Link the button to the list, then make sure the list had the Double opt-in setting turned on.