Contact Forms for Contact Lists

Often, a contact form is used to gather consistent data from contacts reached through your marketing activities. 

You can direct contacts to sign up to receive communications from you with the contact registration form. Using this form has the following benefits:

  • The contact form can be embedded on your website or referenced as a stand-alone page. See How to Advanced Email Editing > How to Create a Landing Page for CYO Emails.
  • The contact form will also be used by default for any contact that clicks on an unsubscribe link in an email.
  • The contact form includes options that allow contacts to choose how they opt in to communications from you - they can subscribe to all mailings, or only to selected mailing lists.
  • You can choose which fields you want to capture - general contact fields or your own custom fields. For more information, see Contact Fields.
  • You can assign a contact (mailing) list to the form, to ensure that respondees/subscribers are added to the relevant distribution. Contacts can also subscribe to any of the mailing lists, when choosing their opt-in requirements.
    • Using this feature will allow you to target people with whom you engage.
    • You may want to name the lists something like "Newsletters", to indicate the kind of content the user is subscribing to.
  • You can preview and view the form prior to sending it to your customers.
  • You can add CAPTCHA to this form.

    Using a CAPTCHA on a form is a way to tell humans and machines apart. Using CAPTCHA improves the data gathered from the contact form.

    For more information, see Add reCAPTCHA to a Contact Form.

portal_contacts_contact form.png

Before You Begin

To create the Contact form with CAPTCHA, you will first need to create a Contact Form and a Contact List

Contents

Click + to expand each section.

Add a Contact Form

  1. Navigate to your Contact Form page.
  2. In Contact Fields, click Select Fields and select the fields for the form.

    You can use general contact fields and your own custom fields in the form, as required. Custom fields are listed on the right of the selection window.

    Note

    Your custom contact fields will not be included in exports of contact/lead lists. Only general contact fields are included.

    portal_contact_form_add_fields.png

  3. In Contact Lists, click Select Lists and select the contact lists you would like to connect to the form.

    Contacts completing the form can select contact list(s) to subscribe to when they set their communication preference to Only selected email communications. Once they complete the form they will be added to the contact list(s).

    Note

    Contact lists marked as Archived are not available for selection.

    portal_contact_form_add_lists.png

  4. The Preview shows: 

    • The layout/content of the form.
    • The contact list(s) assigned to the form.
    • The default communication preference associated with the form: All future email communications or Only selected email communications.

    Contacts can change this when they complete the form.

    portal_contact_form_preview.png

  5. Click View in the top right corner of the form to see how the contact form appears to your contacts.

    portal_contact_form_view.png

    The form displays in your browser.

    portal_contact_form_view_form.png

Add CAPTCHA to a Contact Form

Often, a contact form is used to gather consistent data from contacts reached through your marketing activities. Using a reCAPTCHA on a form is a way to tell humans and machines apart and improves the data gathered from the contact form.

To use reCAPTCHA for a contact form in your website, follow these steps:

  • Get the reCAPTCHA data for your website from Google 
  • Embed or link the contact form into your website at the required location
  • Add code to support reCAPTCHA into the form code

Register for a CAPTCHA with Google

  1. Go to the Google reCAPTCHA page in your web browser.
  2. Click Admin console.
  3. Complete the details requested, to register a new site.

Google gives you another string of code. Save this code along with your embed code and continue to Implement reCAPTCHA in your Website.

Implement reCaptcha in Your Website

  1. When you register for a reCAPTCHA, Google gives you the code to install it:

  2. Put the API JavaScript file for reCAPTCHA in the header of your website. This is an example - note that it includes the first provided snippet of code:

  3. Paste the embed code for the form into your website, where required. See Add a Contact form to a Website for information on how to generate it.
  4. Add a reference to the reCAPTCHA to the form tag

  5. Paste the second provided snippet of code into the form just before the submit code:

  6. This is an example of finished code for a form:

  7. This is what the CAPTCHA will look like on your form.

Add a Contact Form to a Website

A Contact Form can be embedded on your website in two ways:

  • Adding the URL to the form to a page
  • Embedding the source code of the contact form into a page
  1. Navigate to Contacts > Contact Form.
  2. [Optional] To embed the contact form into a webpage:
    1. Click </> Embed.
    2. Copy the entire code block from Contact Form embedded code.
    3. Paste the code into HTML webpages as needed.
  3. [Optional] To add a link to the form in a webpage:
    1. Go to Contact Form URL.
    2. Copy the URL.
    3. Paste the URL into your webpage.
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