Product Update: Add Required and Non-Required fields to your Signup Forms

Collecting information about your subscribers is crucial in order to be able to send relevant, personalized emails. One part of this information is Required (such as email address) and other part of it is optional (anything that isn’t necessary to your emails).

Therefore, from now on you can set whether a custom field in your form is required or not!

How to set up required fields in forms?

  1. Edit or create a new Signup form in the Contacts/Sign up forms menu
  2. Go to the form builder
  3. Click on a form field on the left (the visual editor)
  4. In the slider bar on the right you will see the options
  5. The last option is a checkbox with a text “Required field” that is checked by default. It means that your fields has to be filled out by your subscriber in order to be able to submit your formrequired field in form
  6. If you uncheck this box, the field becomes optional and it is not necessary for your subscriber to fill it out to be able to submit itnon-required field

Product Update: Build GDPR compliant signup forms

The GDPR (General Data Protection Regulation) will be compulsory for your from 25th of May, 2018. If you want more info on what is GDPR, read this article.

Therefore, we are introducing GDPR compliant signup forms in Automizy!

How to add Privacy and Terms of Use links to signup forms?

  1. Edit or create a new Signup form in the Contacts/Sign up forms menu by clicking the “Create Signup Form” button on the right of the screen
  2. Name your form
  3. You arrive to the form builder.
    On the right slide bar, you can see 2  new check boxes, the second one is checked.Privacy link boxIf you uncheck it, you can see that the text below the button on the left part of the screen (where the form preview is visible) disappears. So don’t uncheck it.If you click into this new block in the form, the options appear on the right slider bar with this text in it:”By submitting this form, you agree the Terms of Use and Privacy of the website.”

    click-in-textblock

    You can edit the text and the links in it. Always change the default links to your webpages as those are just example URLs!

    How to add explicit consent checkboxes to your forms?

    1. Edit or create a new Signup form in the Contacts/Sign up forms menu by clicking the “Create Signup Form” button on the right of the screen
    2. Name your form
    3. You arrive to the form builder.On the right slide bar, you can see 2  new check boxes, the first one is unchecked by default. Click it!On the left side of the screen in the form preview you see a new block becomes visible above the button. It has a checkbox and a text next to it.consent-checkbox-on

      In order to customize the checkbox’s text, click on the block in the form preview.

      In the right slide bar you will see an input field with this default text in it:
      “I consent to having Automizy collect my name and email.”

      click-in-consentcheckbox-content

      Don’t forget to customize this text for every input field you have! You can also add links to your texts.

      GDPR doesn’t require you to add this checkbox to your signup form, but we think it can be a good thing in specific cases to add a plus protection to your website visitors.

Product Update: New, Easy-To-Use Form Builder

You told us that you’d like to build HTML forms in Automizy in an easier way. Therefore we’re introducing you the new form builder that makes you life easier via its intuitive interface and you don’t have to insert any script to your web page to make it work!

The new form builder is easy, intuitive – you can build your HTML forms in just a few minutes. When you satisfied with it, just copy the generated HTML and paste it to the correspondent place in your web page and it’s working without inserting any tracking script!

How to create a new form:
Step 1: Go to Contacts/Forms and click “CREATE FORM”

Build new form

Step 2: Name your new form

Name your form

Step 3: Now build and customize your form:

Add new fields that are already mapped into Automizy custom fields:
Add custom fields

Add styling of the whole form (set the background color, width of the form and more):

Customize the whole form

Rewrite and stylize the different parts of your forms (the form title, subtitle, the form fields and the button):

Customize the sections of the form

Add different form actions (send the subscriber to a built-in thank you page, to a custom URL, send thank you email and add tags):

Add actions to the form

Step 4: When you built your form, just click on the “INSERT” button, copy and paste the generated HTML code to your web page and track as new subscribers are appearing in Automizy database!

Insert HTML code