Last update: 12-01-2023
Increase your contact list by adding a sign-up form on your website or a link to the form on your social media channels - it's quick, easy and you don't have to worry about knowing html!
The first step in creating a form is to determine which fields you want to include in the form, i.e. the information you want to store about your contacts. Some of these fields, the most common ones, are already created by default in Acrelia (name, city, company...), however, if you have to create a brand new, we explain how to do it below.
Go to "Contacts - Custom fields" and add the new field by clicking the "New" button. First of all, type the name of the field. After that, choose the correct field type. As a rule, choose the text option for free data entry options and drop-down or option lists when you want to delimit the possible values of the field.
Pay special attention to whether the field must be filled in and whether it should be visible to users on the form.
Finally, on the next screen you will have to determine if you want to add a default value to the field, as well as the minimum and maximum size of the field.
Each form is associated to a specific contact list. This way, when a user subscribes through your form, they will automatically appear in the Acrelia contact list.
If you don't have a contact list or you want to create a new one, we explain you how to do it. Go to "Contacts - New list". Indicate a name for the list and inform who is the owner and the reply email.
Next, to comply with anti-spam laws, you need to fill in information about your company.
Finally, choose the information of your contacts you want to save in this list, i.e. move the "custom fields" you have previously created and configured from "Available fields" to "Selected fields" by clicking on the fields.
You can also check the option to receive a notification every time a contact is added or removed from the list.
It is important to add the GDPR acceptance box in your online form to store the consent of your new subscribers. When they check this option and subscribe, the IP, date and time of acceptance are saved.
To activate the checkbox go to "Contacts - Manage lists", edit the desired list and go to the "Forms" tab. Once inside, tick "Yes" in the "GDPR List" section. By doing this, you wil activate the consent request in your form.
A little further down you will find the two texts that accompany the box, you can keep the ones that appear indicating the name of your company and the contact email, or you can edit them and add your own legal texts.
Once you have created the contact list with the fields you need, you have the option to insert the form on your website or use the online form link provided by Acrelia.
To set up the form go to "Resources - Forms", select the list you have created and follow these steps:
Pay attention to the preview available at the bottom right of the screen where you can check how your form is displayed as you edit the parameters:
Once you have configured the form you can copy the html code and paste it into your website. You can do it yourself if you have HTML knowledge, otherwise simply send the code to your webmaster or web design agency. With this method, the form will be integrated into your website. You will find the code at the bottom right of the "Copy and paste into your website" screen:
Another subscription option is to link from your website to the online form provided by Acrelia. Go to "Contacts - Manage lists", edit the corresponding list and access the "Forms" tab. There you have the link available in the "Subscription" section.
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