How to Create and Customize an Embedded Form for Your Website

Welcome to this tutorial on how to create an embedded form using SendX. Embedded forms are a fantastic way to collect information directly from your website visitors while seamlessly integrating your site's design. Let's walk through the process step by step.

Step-by-Step Guide

1. Access the Forms Management Dashboard:
   • Click on the Forms button located in the navigation bar at the top of the page.
   • This will take you to the Forms Management dashboard where all your forms are displayed.
2. Create a New Form:
   • Click on the Create Form button.
   • After clicking, the Select Form Type page will appear.
   • Select the Embedded Form option and click Next.
3. Name Your Form:
   • Name your embedded form. Let's call it Subscribe Now Form.
   • Choose the type of goal you want to achieve via this form, such as converting visitors to subscribers or driving more traffic to your page.
   • For this tutorial, choose Converting Visitors to Subscribers and click Next.
4. Select a Template:
   • On the next page, you will see a range of professionally designed templates.
   • Explore them and select the one that aligns with your website.
   • You can preview any template by clicking the Preview button.
   • Once you have made your selection, click on the Select Template button.
5. Customize Your Form:
   • Change the title to Subscribe to Our Newsletter.
   • Increase the font size and change the font to something better.
   • Update the description to Stay Updated with the Latest News and Exclusive Offers.
   • Customize the button text to Just Subscribe and change the border radius to 12 pixels.
   • Change the button color to light purple and the font color to white.
   • Change the field design by adjusting the border radius to 12 pixels and the font color to black.
6. Save and Continue:
   • Click Save and Continue.
   • You'll come to the targeting page where you can define specific audiences for the form if needed.
   • For this tutorial, leave the default settings and click Next.
7. Configure the Success Page:
   • Choose the contact list to which new subscribers will be added.
   • Define where to redirect users after successfully submitting the form, such as to a thank you page or a special offer page.

And there you have it. In just a few simple steps, you have created a beautiful, functional embedded form that you can easily integrate into your website to engage visitors and collect valuable information.

Thank you for watching this tutorial. If you have any questions or need further assistance, feel free to contact our support team. Happy creating!