How to Customize the Targeting of an Embedded Form

Welcome back! In this tutorial, we will learn how to customize the targeting of an embedded form.

Step-by-Step Guide

1. Access the Form Management Page:
   • Navigate to the form management page.
   • Go to the 'Embedded' tab.
2. Create or Edit a Form:
   • You can either create a new form or edit an existing one.
   • For this tutorial, we will be editing an existing form.
3. Edit the Form:
   • Click on 'Edit' and proceed to the targeting page.
4. Select Whom to Show the Embedded Form:
   • Everyone: Make the form visible to all visitors, ensuring maximum reach.
   • Anonymous Visitors: Display the form only to visitors who haven't yet provided their information.
   • Identified Contacts: Show the form exclusively to known visitors who've already interacted with your site.
   • Contacts with Tags: Target specific groups by tags like premium subscribers or event attendees, for tailored engagement.
5. Decide Whom to Hide the Embedded Form:
   • No One: Ensure the form is visible to all eligible visitors, with no exclusions.
   • Contacts with Tags: Exclude specific groups based on their tags, such as existing customers or already subscribed, to avoid redundant communication.

Thank you for watching this tutorial. If you have any further queries, feel free to reach our support team. Happy creating!