Create a subscribe form | Delivra Air

Create a subscribe form | Delivra Air

This how-to article outlines the process of creating a subscribe form in the Delivra Air system. If you are not a Delivra Air user, please see this article for creating a form in the legacy system.

Tip: Open the images included in this article in a new browser window for a larger view. 

 

What is a subscribe form?

Forms are used to collect subscriber information. When the form is submitted, it will add a new contact to your Delivra account or update an existing contact with that email address in your account. Typically subscribe forms are embedded on external websites or social media pages and we recommend that you ask potential subscribers for minimal information—only what you plan to use specifically for email marketing.

You will create and manage forms in the Assets dashboard of your account.

 

How do I create a form?

In the Assets dashboard click "Forms" from the left menu. Then click the "Create Form" button to open the design workflow.

How-To Steps

Step 1

In the "Form Details" box, provide a name for the new form file.

Optionally choose to store the form in a folder.

Forms1.png

Step 2

In the "Design" box, choose the type of form you want to create: Subscribe, Preference Center, or Unsubscribe.

Click to select.

Forms2.png

Step 3

Also in the "Design" box, choose the style of the form you want to create: Classic, Hanging Banner, Floating Box, or Pop-up.

Click to select.

Form styles are applicable to the subscribe form type only.

Forms3.png

Step 4

Lastly in the "Design" box, choose how to start the form design: From Template or From Blank

  • If from a template, select the radio button for the template file to use.

Then click the "Save and Next" button in the top-right of the page to continue.

Forms4.png

Step 5

Use the drag-and-drop editor to build the design of the form. Drag in contact fields, images, text blocks, tags, and buttons from the left as needed. The minimum requirements are an email field and a subscribe button.

Note: If you chose a form style, it will be represented with a webpage backdrop.

When done with design, click the "Save and Next" button to continue. 

Forms5-new.png

Step 6

In the Preview step of the workflow you can review a browser version of how the form will render. 

Click "Save and Next" when done.

Forms6.png

Step 7

In the last step of the workflow, Finalize, you will export or copy & paste the form code. This code should be hosted on your website.

  • Choose to use the Code Snippet if you want to reference the form from Delivra (via API) to display the form on your website.
  • Choose to Export HTML if you want to host the full form on your website.

Forms7.png

 

Form publishing

Our form publishing feature makes it easier for customers to initially publish and keep their forms up-to-date by removing the need to export the form HTML and embed it on their website either the first time, or every time a change is made.

How It Works

Form publishing requires a code snippet to be placed on the website. When present, that snippet will call the Delivra account to grab the most recently published version of the form to display to a page visitor.

To use form publishing, your form must be published. From the Forms library, hover over your form to expose the Edit button & drop-down menu. From the menu, select "Publish".

forms8.png

 

 

Resources

Check out these other resources to continue learning.

Delivra Air help articles

Delivra Air Operator's Manual (e-learning)

Form Building 101 (e-learning)

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